From 4e4f10565ce88be696beff04219cbc65791cbff3 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 2 Jan 2026 10:29:22 -0500 Subject: [PATCH 01/72] Add custom subdomain support for OpenAI and Speech Service in Terraform - Added custom_subdomain_name to OpenAI resource for managed identity authentication - Created Speech Service resource with custom subdomain configuration - Added RBAC role assignments for Speech Service (Managed Identity and App Service MI) - Includes Cognitive Services Speech User and Speech Contributor roles - Documentation: Azure Speech managed identity setup guide --- deployers/terraform/main.tf | 71 ++++- ...ure_speech_managed_identity_manul_setup.md | 261 ++++++++++++++++++ 2 files changed, 317 insertions(+), 15 deletions(-) create mode 100644 docs/how-to/azure_speech_managed_identity_manul_setup.md diff --git a/deployers/terraform/main.tf b/deployers/terraform/main.tf index 77b486df..12029506 100644 --- a/deployers/terraform/main.tf +++ b/deployers/terraform/main.tf @@ -172,6 +172,7 @@ locals { cosmos_db_name = "${var.param_base_name}-${var.param_environment}-cosmos" open_ai_name = "${var.param_base_name}-${var.param_environment}-oai" doc_intel_name = "${var.param_base_name}-${var.param_environment}-docintel" + speech_service_name = "${var.param_base_name}-${var.param_environment}-speech" key_vault_name = "${var.param_base_name}-${var.param_environment}-kv" log_analytics_name = "${var.param_base_name}-${var.param_environment}-la" managed_identity_name = "${var.param_base_name}-${var.param_environment}-id" @@ -625,13 +626,14 @@ resource "azurerm_cosmosdb_account" "cosmos" { # --- Azure OpenAI Service (Cognitive Services) --- resource "azurerm_cognitive_account" "openai" { - count = var.param_use_existing_openai_instance ? 0 : 1 # Only create if not using existing - name = local.open_ai_name - location = azurerm_resource_group.rg.location - resource_group_name = azurerm_resource_group.rg.name - kind = "OpenAI" - sku_name = "S0" # Standard tier - tags = local.common_tags + count = var.param_use_existing_openai_instance ? 0 : 1 # Only create if not using existing + name = local.open_ai_name + location = azurerm_resource_group.rg.location + resource_group_name = azurerm_resource_group.rg.name + kind = "OpenAI" + sku_name = "S0" # Standard tier + custom_subdomain_name = local.open_ai_name # Required for managed identity authentication + tags = local.common_tags } # Data source for existing OpenAI instance @@ -643,13 +645,24 @@ data "azurerm_cognitive_account" "existing_openai" { # --- Document Intelligence Service (Cognitive Services) --- resource "azurerm_cognitive_account" "docintel" { - name = local.doc_intel_name - location = azurerm_resource_group.rg.location - resource_group_name = azurerm_resource_group.rg.name - kind = "FormRecognizer" - sku_name = "S0" # Standard tier - custom_subdomain_name = local.doc_intel_name # Maps to --custom-domain - tags = local.common_tags + name = local.doc_intel_name + location = azurerm_resource_group.rg.location + resource_group_name = azurerm_resource_group.rg.name + kind = "FormRecognizer" + sku_name = "S0" # Standard tier + custom_subdomain_name = local.doc_intel_name # Required for managed identity authentication + tags = local.common_tags +} + +# --- Speech Service (Cognitive Services) --- +resource "azurerm_cognitive_account" "speech" { + name = local.speech_service_name + location = azurerm_resource_group.rg.location + resource_group_name = azurerm_resource_group.rg.name + kind = "SpeechServices" + sku_name = "S0" # Standard tier + custom_subdomain_name = local.speech_service_name # Required for managed identity authentication + tags = local.common_tags } # https://medium.com/expert-thinking/mastering-azure-search-with-terraform-a-how-to-guide-7edc3a6b1ee3 @@ -702,6 +715,20 @@ resource "azurerm_role_assignment" "managed_identity_storage_contributor" { principal_id = azurerm_user_assigned_identity.id.principal_id } +# Cognitive Services Speech User on Speech Service +resource "azurerm_role_assignment" "managed_identity_speech_user" { + scope = azurerm_cognitive_account.speech.id + role_definition_name = "Cognitive Services Speech User" + principal_id = azurerm_user_assigned_identity.id.principal_id +} + +# Cognitive Services Speech Contributor on Speech Service +resource "azurerm_role_assignment" "managed_identity_speech_contributor" { + scope = azurerm_cognitive_account.speech.id + role_definition_name = "Cognitive Services Speech Contributor" + principal_id = azurerm_user_assigned_identity.id.principal_id +} + # App Registration Service Principal RBAC # Cognitive Services OpenAI Contributor on OpenAI resource "azurerm_role_assignment" "app_reg_sp_openai_contributor" { @@ -732,13 +759,27 @@ resource "azurerm_role_assignment" "app_service_smi_storage_contributor" { principal_id = azurerm_linux_web_app.app.identity[0].principal_id } -# Storage Blob Data Contributor on Storage Account +# AcrPull on Container Registry resource "azurerm_role_assignment" "acr_pull" { scope = data.azurerm_container_registry.acrregistry.id role_definition_name = "AcrPull" principal_id = azurerm_linux_web_app.app.identity[0].principal_id } +# Cognitive Services Speech User on Speech Service +resource "azurerm_role_assignment" "app_service_smi_speech_user" { + scope = azurerm_cognitive_account.speech.id + role_definition_name = "Cognitive Services Speech User" + principal_id = azurerm_linux_web_app.app.identity[0].principal_id +} + +# Cognitive Services Speech Contributor on Speech Service +resource "azurerm_role_assignment" "app_service_smi_speech_contributor" { + scope = azurerm_cognitive_account.speech.id + role_definition_name = "Cognitive Services Speech Contributor" + principal_id = azurerm_linux_web_app.app.identity[0].principal_id +} + ################################################## # diff --git a/docs/how-to/azure_speech_managed_identity_manul_setup.md b/docs/how-to/azure_speech_managed_identity_manul_setup.md new file mode 100644 index 00000000..7941542d --- /dev/null +++ b/docs/how-to/azure_speech_managed_identity_manul_setup.md @@ -0,0 +1,261 @@ +# Azure Speech Service with Managed Identity Setup + +## Overview + +This guide explains the critical difference between key-based and managed identity authentication when configuring Azure Speech Service, and the required steps to enable managed identity properly. + +## Authentication Methods: Regional vs. Resource-Specific Endpoints + +### Regional Endpoint (Shared Gateway) + +**Endpoint format**: `https://.api.cognitive.microsoft.com` +- Example: `https://eastus2.api.cognitive.microsoft.com` +- This is a **shared endpoint** for all Speech resources in that Azure region +- Acts as a gateway that routes requests to individual Speech resources + +### Resource-Specific Endpoint (Custom Subdomain) + +**Endpoint format**: `https://.cognitiveservices.azure.com` +- Example: `https://simplechat6-dev-speech.cognitiveservices.azure.com` +- This is a **unique endpoint** dedicated to your specific Speech resource +- Requires custom subdomain to be enabled on the resource + +--- + +## Why Regional Endpoint Works with Key but NOT Managed Identity + +### Key-Based Authentication ✅ Works with Regional Endpoint + +When using subscription key authentication: + +```http +POST https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe +Headers: + Ocp-Apim-Subscription-Key: abc123def456... +``` + +**Why it works:** +1. The subscription key **directly identifies** your specific Speech resource +2. The regional gateway uses the key to look up which resource it belongs to +3. The request is automatically routed to your resource +4. Authorization succeeds because the key proves ownership + +### Managed Identity (AAD Token) ❌ Fails with Regional Endpoint + +When using managed identity authentication: + +```http +POST https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe +Headers: + Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc... +``` + +**Why it fails (returns 400 BadRequest):** +1. The Bearer token proves your App Service identity to Azure AD +2. The token does NOT specify which Speech resource you want to access +3. The regional gateway cannot determine: + - Which specific Speech resource you're authorized for + - Whether your managed identity has RBAC roles on that resource +4. **Result**: The gateway rejects the request with 400 BadRequest + +### Managed Identity ✅ Works with Resource-Specific Endpoint + +When using managed identity with custom subdomain: + +```http +POST https://simplechat6-dev-speech.cognitiveservices.azure.com/speechtotext/transcriptions:transcribe +Headers: + Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc... +``` + +**Why it works:** +1. The hostname **itself identifies** your specific Speech resource +2. Azure validates your managed identity Bearer token against that resource's RBAC +3. If your App Service MI has `Cognitive Services Speech User` role → authorized +4. The request proceeds to your dedicated Speech resource instance + +--- + +## Required Setup for Managed Identity + +### Prerequisites + +1. **Azure Speech Service resource** created in your subscription +2. **System-assigned or user-assigned managed identity** on your App Service +3. **RBAC role assignments** on the Speech resource + +### Step 1: Enable Custom Subdomain on Speech Resource + +**Why needed**: By default, Speech resources use the regional endpoint and do NOT have custom subdomains. Managed identity requires the resource-specific endpoint. + +**How to enable**: + +```bash +az cognitiveservices account update \ + --name \ + --resource-group \ + --custom-domain +``` + +**Example**: + +```bash +az cognitiveservices account update \ + --name simplechat6-dev-speech \ + --resource-group sc-simplechat6-dev-rg \ + --custom-domain simplechat6-dev-speech +``` + +**Important notes**: +- Custom subdomain name must be **globally unique** across Azure +- Usually use the same name as your resource: `` +- **One-way operation**: Cannot be disabled once enabled +- After enabling, the resource's endpoint property changes from regional to resource-specific + +**Verify custom subdomain is enabled**: + +```bash +az cognitiveservices account show \ + --name \ + --resource-group \ + --query "{customSubDomainName:properties.customSubDomainName, endpoint:properties.endpoint}" +``` + +Expected output: +```json +{ + "customSubDomainName": "simplechat6-dev-speech", + "endpoint": "https://simplechat6-dev-speech.cognitiveservices.azure.com/" +} +``` + +### Step 2: Assign RBAC Roles to Managed Identity + +Grant your App Service managed identity the necessary roles on the Speech resource: + +```bash +# Get the Speech resource ID +SPEECH_RESOURCE_ID=$(az cognitiveservices account show \ + --name \ + --resource-group \ + --query id -o tsv) + +# Get the App Service managed identity principal ID +MI_PRINCIPAL_ID=$(az webapp identity show \ + --name \ + --resource-group \ + --query principalId -o tsv) + +# Assign Cognitive Services Speech User role (data-plane read access) +az role assignment create \ + --assignee $MI_PRINCIPAL_ID \ + --role "Cognitive Services Speech User" \ + --scope $SPEECH_RESOURCE_ID + +# Assign Cognitive Services Speech Contributor role (if needed for write operations) +az role assignment create \ + --assignee $MI_PRINCIPAL_ID \ + --role "Cognitive Services Speech Contributor" \ + --scope $SPEECH_RESOURCE_ID +``` + +**Verify role assignments**: + +```bash +az role assignment list \ + --assignee $MI_PRINCIPAL_ID \ + --scope $SPEECH_RESOURCE_ID \ + -o table +``` + +### Step 3: Configure Admin Settings + +In the Admin Settings → Search & Extract → Multimedia Support section: + +| Setting | Value | Example | +|---------|-------|---------| +| **Enable Audio File Support** | ✅ Checked | | +| **Speech Service Endpoint** | Resource-specific endpoint (with custom subdomain) | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | +| **Speech Service Location** | Azure region | `eastus2` | +| **Speech Service Locale** | Language locale for transcription | `en-US` | +| **Authentication Type** | Managed Identity | | +| **Speech Service Key** | (Leave empty when using MI) | | + +**Critical**: +- Endpoint must be the resource-specific URL (custom subdomain) +- Do NOT use the regional endpoint for managed identity +- Remove trailing slash from endpoint: ✅ `https://..azure.com` ❌ `https://..azure.com/` + +### Step 4: Test Audio Upload + +1. Upload a short WAV or MP3 file +2. Monitor application logs for transcription progress +3. Expected log output: + ``` + File size: 1677804 bytes + Produced 1 WAV chunks: ['/tmp/tmp_chunk_000.wav'] + [Debug] Transcribing WAV chunk: /tmp/tmp_chunk_000.wav + [Debug] Speech config obtained successfully + [Debug] Received 5 phrases + Creating 3 transcript pages + ``` + +--- + +## Troubleshooting + +### Error: NameResolutionError - Failed to resolve hostname + +**Symptom**: `Failed to resolve 'simplechat6-dev-speech.cognitiveservices.azure.com'` + +**Cause**: Custom subdomain not enabled on Speech resource + +**Solution**: Enable custom subdomain using Step 1 above + +### Error: 400 BadRequest when using MI with regional endpoint + +**Symptom**: `400 Client Error: BadRequest for url: https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe` + +**Cause**: Managed identity requires resource-specific endpoint, not regional + +**Solution**: Update Admin Settings endpoint to use `https://.cognitiveservices.azure.com` + +### Error: 401 Authentication error with MI + +**Symptom**: `WebSocket upgrade failed: Authentication error (401)` + +**Cause**: Missing RBAC role assignments + +**Solution**: Assign required roles using Step 2 above + +### Key auth works but MI fails + +**Diagnosis checklist**: +- [ ] Custom subdomain enabled on Speech resource? +- [ ] Admin Settings endpoint is resource-specific (not regional)? +- [ ] Managed identity has RBAC roles on Speech resource? +- [ ] Authentication Type set to "Managed Identity" in Admin Settings? + +--- + +## Summary + +| Authentication Method | Endpoint Type | Example | Works? | +|----------------------|---------------|---------|--------| +| **Key** | Regional | `https://eastus2.api.cognitive.microsoft.com` | ✅ Yes | +| **Key** | Resource-specific | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | ✅ Yes | +| **Managed Identity** | Regional | `https://eastus2.api.cognitive.microsoft.com` | ❌ No (400 BadRequest) | +| **Managed Identity** | Resource-specific | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | ✅ Yes (with custom subdomain) | + +**Key takeaway**: Managed identity for Azure Cognitive Services data-plane operations requires: +1. Custom subdomain enabled on the resource +2. Resource-specific endpoint configured in your application +3. RBAC roles assigned to the managed identity at the resource scope + +--- + +## References + +- [Azure Cognitive Services custom subdomain documentation](https://learn.microsoft.com/azure/cognitive-services/cognitive-services-custom-subdomains) +- [Authenticate with Azure AD using managed identity](https://learn.microsoft.com/azure/cognitive-services/authentication?tabs=powershell#authenticate-with-azure-active-directory) +- [Azure Speech Service authentication](https://learn.microsoft.com/azure/ai-services/speech-service/rest-speech-to-text-short) From 087fb3dfc2fbaa66007e993df40ee776dcdbe5e0 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 18:06:30 -0500 Subject: [PATCH 02/72] feat: Add ServiceNow integration documentation and bug fixes - Add comprehensive ServiceNow integration guide with OAuth 2.0 setup - Include OpenAPI specifications for Incident Management and Knowledge Base APIs - Add agent instructions for ServiceNow support agent - Fix GROUP_ACTION_OAUTH_SCHEMA_MERGING: Ensure additionalFields preserved during schema merge - Fix GROUP_AGENT_LOADING: Improve group agent loading reliability - Fix OPENAPI_BASIC_AUTH: Support basic authentication in OpenAPI actions - Fix AZURE_AI_SEARCH_TEST_CONNECTION: Improve AI Search connection testing - Update version to 0.236.012 --- application/single_app/config.py | 2 +- .../single_app/route_backend_plugins.py | 12 + .../single_app/route_backend_settings.py | 71 +- .../single_app/semantic_kernel_loader.py | 109 ++- .../openapi_plugin_factory.py | 46 +- .../single_app/static/images/custom_logo.png | Bin 11705 -> 7586 bytes .../static/images/custom_logo_dark.png | Bin 13770 -> 0 bytes .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 226 ++++++ .../GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md | 403 +++++++++ docs/fixes/GROUP_AGENT_LOADING_FIX.md | 241 ++++++ docs/fixes/OPENAPI_BASIC_AUTH_FIX.md | 205 +++++ .../ServiceNow/SERVICENOW_INTEGRATION.md | 762 ++++++++++++++++++ .../ServiceNow/SERVICENOW_OAUTH_SETUP.md | 503 ++++++++++++ .../now_knowledge_latest_spec_sample.yaml | 33 + .../now_table_api_latest_spec_sample.yaml | 331 ++++++++ .../sample_now_knowledge_latest_spec.yaml | 267 ++++++ ...e_now_knowledge_latest_spec_basicauth.yaml | 320 ++++++++ .../sample_servicenow_incident_api.yaml | 565 +++++++++++++ ...ple_servicenow_incident_api_basicauth.yaml | 570 +++++++++++++ ...enow_incident_api - basic auth sample.yaml | 498 ++++++++++++ .../servicenow_agent_instructions.txt | 262 ++++++ 21 files changed, 5333 insertions(+), 93 deletions(-) delete mode 100644 application/single_app/static/images/custom_logo_dark.png create mode 100644 docs/fixes/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md create mode 100644 docs/fixes/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md create mode 100644 docs/fixes/GROUP_AGENT_LOADING_FIX.md create mode 100644 docs/fixes/OPENAPI_BASIC_AUTH_FIX.md create mode 100644 docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md create mode 100644 docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md create mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/now_knowledge_latest_spec_sample.yaml create mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/now_table_api_latest_spec_sample.yaml create mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml create mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml create mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml create mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml create mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/servicenow_incident_api - basic auth sample.yaml create mode 100644 docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt diff --git a/application/single_app/config.py b/application/single_app/config.py index 0596e3ca..caf09fc8 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.236.011" +VERSION = "0.236.012" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/route_backend_plugins.py b/application/single_app/route_backend_plugins.py index 01d448b5..6f24c932 100644 --- a/application/single_app/route_backend_plugins.py +++ b/application/single_app/route_backend_plugins.py @@ -458,6 +458,12 @@ def create_group_action_route(): for key in ('group_id', 'last_updated', 'user_id', 'is_global', 'is_group', 'scope'): payload.pop(key, None) + # Merge with schema to ensure all required fields are present (same as global actions) + schema_dir = os.path.join(current_app.root_path, 'static', 'json', 'schemas') + merged = get_merged_plugin_settings(payload.get('type'), payload, schema_dir) + payload['metadata'] = merged.get('metadata', payload.get('metadata', {})) + payload['additionalFields'] = merged.get('additionalFields', payload.get('additionalFields', {})) + try: saved = save_group_action(active_group, payload) except Exception as exc: @@ -511,6 +517,12 @@ def update_group_action_route(action_id): except ValueError as exc: return jsonify({'error': str(exc)}), 400 + # Merge with schema to ensure all required fields are present (same as global actions) + schema_dir = os.path.join(current_app.root_path, 'static', 'json', 'schemas') + schema_merged = get_merged_plugin_settings(merged.get('type'), merged, schema_dir) + merged['metadata'] = schema_merged.get('metadata', merged.get('metadata', {})) + merged['additionalFields'] = schema_merged.get('additionalFields', merged.get('additionalFields', {})) + try: saved = save_group_action(active_group, merged) except Exception as exc: diff --git a/application/single_app/route_backend_settings.py b/application/single_app/route_backend_settings.py index be182e93..9df4b3ee 100644 --- a/application/single_app/route_backend_settings.py +++ b/application/single_app/route_backend_settings.py @@ -761,42 +761,45 @@ def _test_azure_ai_search_connection(payload): """Attempt to connect to Azure Cognitive Search (or APIM-wrapped).""" enable_apim = payload.get('enable_apim', False) - if enable_apim: - apim_data = payload.get('apim', {}) - endpoint = apim_data.get('endpoint') # e.g. https://my-apim.azure-api.net/search - subscription_key = apim_data.get('subscription_key') - url = f"{endpoint.rstrip('/')}/indexes?api-version=2023-11-01" - headers = { - 'api-key': subscription_key, - 'Content-Type': 'application/json' - } - else: - direct_data = payload.get('direct', {}) - endpoint = direct_data.get('endpoint') # e.g. https://.search.windows.net - key = direct_data.get('key') - url = f"{endpoint.rstrip('/')}/indexes?api-version=2023-11-01" - - if direct_data.get('auth_type') == 'managed_identity': - credential_scopes=search_resource_manager + "/.default" - arm_scope = credential_scopes - credential = DefaultAzureCredential() - arm_token = credential.get_token(arm_scope).token - headers = { - 'Authorization': f'Bearer {arm_token}', - 'Content-Type': 'application/json' - } + try: + if enable_apim: + apim_data = payload.get('apim', {}) + endpoint = apim_data.get('endpoint') + subscription_key = apim_data.get('subscription_key') + + # Use SearchIndexClient for APIM + credential = AzureKeyCredential(subscription_key) + client = SearchIndexClient(endpoint=endpoint, credential=credential) else: - headers = { - 'api-key': key, - 'Content-Type': 'application/json' - } - - # A small GET to /indexes to verify we have connectivity - resp = requests.get(url, headers=headers, timeout=10) - if resp.status_code == 200: + direct_data = payload.get('direct', {}) + endpoint = direct_data.get('endpoint') + key = direct_data.get('key') + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + # For managed identity, use the SDK which handles authentication properly + if AZURE_ENVIRONMENT in ("usgovernment", "custom"): + client = SearchIndexClient( + endpoint=endpoint, + credential=credential, + audience=search_resource_manager + ) + else: + # For public cloud, don't use audience parameter + client = SearchIndexClient( + endpoint=endpoint, + credential=credential + ) + else: + credential = AzureKeyCredential(key) + client = SearchIndexClient(endpoint=endpoint, credential=credential) + + # Test by listing indexes (simple operation to verify connectivity) + indexes = list(client.list_indexes()) return jsonify({'message': 'Azure AI search connection successful'}), 200 - else: - raise Exception(f"Azure AI search connection error: {resp.status_code} - {resp.text}") + + except Exception as e: + return jsonify({'error': f'Azure AI search connection error: {str(e)}'}), 500 def _test_azure_doc_intelligence_connection(payload): diff --git a/application/single_app/semantic_kernel_loader.py b/application/single_app/semantic_kernel_loader.py index 35d35965..9248ad6b 100644 --- a/application/single_app/semantic_kernel_loader.py +++ b/application/single_app/semantic_kernel_loader.py @@ -1180,65 +1180,44 @@ def load_user_semantic_kernel(kernel: Kernel, settings, user_id: str, redis_clie ensure_agents_migration_complete(user_id) agents_cfg = get_personal_agents(user_id) - print(f"[SK Loader] User settings found {len(agents_cfg)} agents for user '{user_id}'") + print(f"[SK Loader] User settings found {len(agents_cfg)} personal agents for user '{user_id}'") - # Always mark user agents as is_global: False + # Always mark personal agents as is_global: False, is_group: False for agent in agents_cfg: agent['is_global'] = False - - # Append selected group agent (if any) to the candidate list so downstream selection logic can resolve it - selected_agent_data = selected_agent if isinstance(selected_agent, dict) else {} - selected_agent_is_group = selected_agent_data.get('is_group', False) - if selected_agent_is_group: - resolved_group_id = selected_agent_data.get('group_id') - try: - active_group_id = require_active_group(user_id) - if not resolved_group_id: - resolved_group_id = active_group_id - elif resolved_group_id != active_group_id: - debug_print( - f"[SK Loader] Selected group agent references group {resolved_group_id}, active group is {active_group_id}." - ) - except ValueError as err: - debug_print(f"[SK Loader] No active group available while loading group agent: {err}") - if not resolved_group_id: - log_event( - "[SK Loader] Group agent selected but no active group in settings.", - level=logging.WARNING - ) - - if resolved_group_id: - agent_identifier = selected_agent_data.get('id') or selected_agent_data.get('name') - group_agent_cfg = None - if agent_identifier: - group_agent_cfg = get_group_agent(resolved_group_id, agent_identifier) - if not group_agent_cfg: - # Fallback: search by name across group agents if ID lookup failed - for candidate in get_group_agents(resolved_group_id): - if candidate.get('name') == selected_agent_data.get('name'): - group_agent_cfg = candidate - break - - if group_agent_cfg: - group_agent_cfg['is_global'] = False - group_agent_cfg['is_group'] = True - group_agent_cfg.setdefault('group_id', resolved_group_id) - group_agent_cfg['group_name'] = selected_agent_data.get('group_name') - agents_cfg.append(group_agent_cfg) - log_event( - f"[SK Loader] Added group agent '{group_agent_cfg.get('name')}' from group {resolved_group_id} to candidate list.", - level=logging.INFO - ) - else: - log_event( - f"[SK Loader] Selected group agent '{selected_agent_data.get('name')}' not found for group {resolved_group_id}.", - level=logging.WARNING - ) - else: - log_event( - "[SK Loader] Unable to resolve group ID for selected group agent; skipping group agent load.", - level=logging.WARNING - ) + agent['is_group'] = False + + # Load group agents from all groups the user is a member of + from functions_group import get_user_groups + from functions_group_agents import get_group_agents + + user_groups = [] # Initialize to empty list + try: + user_groups = get_user_groups(user_id) + print(f"[SK Loader] User '{user_id}' is a member of {len(user_groups)} groups") + + group_agent_count = 0 + for group in user_groups: + group_id = group.get('id') + group_name = group.get('name', 'Unknown') + if group_id: + group_agents = get_group_agents(group_id) + for group_agent in group_agents: + group_agent['is_global'] = False + group_agent['is_group'] = True + group_agent['group_id'] = group_id + group_agent['group_name'] = group_name + agents_cfg.append(group_agent) + group_agent_count += 1 + print(f"[SK Loader] Loaded {len(group_agents)} agents from group '{group_name}' (id: {group_id})") + + if group_agent_count > 0: + log_event(f"[SK Loader] Loaded {group_agent_count} group agents from {len(user_groups)} groups for user '{user_id}'", level=logging.INFO) + except Exception as e: + log_event(f"[SK Loader] Error loading group agents for user '{user_id}': {e}", {"error": str(e)}, level=logging.ERROR, exceptionTraceback=True) + user_groups = [] # Reset to empty on error + + print(f"[SK Loader] Total agents loaded: {len(agents_cfg)} (personal + group) for user '{user_id}'") # PATCH: Merge global agents if enabled merge_global = settings.get('merge_global_semantic_kernel_with_workspace', False) @@ -1278,9 +1257,27 @@ def load_user_semantic_kernel(kernel: Kernel, settings, user_id: str, redis_clie "agents": agents_cfg }, level=logging.INFO) + # Ensure migration is complete (will migrate any remaining legacy data) ensure_actions_migration_complete(user_id) plugin_manifests = get_personal_actions(user_id, return_type=SecretReturnType.NAME) + + # Load group actions from all groups the user is a member of + try: + group_action_count = 0 + for group in user_groups: + group_id = group.get('id') + group_name = group.get('name', 'Unknown') + if group_id: + group_actions = get_group_actions(group_id, return_type=SecretReturnType.NAME) + plugin_manifests.extend(group_actions) + group_action_count += len(group_actions) + print(f"[SK Loader] Loaded {len(group_actions)} actions from group '{group_name}' (id: {group_id})") + + if group_action_count > 0: + log_event(f"[SK Loader] Loaded {group_action_count} group actions from {len(user_groups)} groups for user '{user_id}'", level=logging.INFO) + except Exception as e: + log_event(f"[SK Loader] Error loading group actions for user '{user_id}': {e}", {"error": str(e)}, level=logging.ERROR, exceptionTraceback=True) # PATCH: Merge global plugins if enabled if merge_global: diff --git a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py index 3380c208..8f8a4d84 100644 --- a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py +++ b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py @@ -125,15 +125,57 @@ def _get_local_file_path(cls, config: Dict[str, Any]) -> str: @classmethod def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: """Extract authentication configuration from plugin config.""" + from functions_debug import debug_print + auth_config = config.get('auth', {}) + debug_print(f"[Factory] Initial auth_config: {auth_config}") if not auth_config: return {} auth_type = auth_config.get('type', 'none') + debug_print(f"[Factory] auth_type: {auth_type}") if auth_type == 'none': return {} - # Return the auth config as-is since the OpenApiPlugin already handles - # the different auth types + # Check if this is basic auth stored in the 'key' field format + # Simple Chat stores basic auth as: auth.type='key', auth.key='username:password', additionalFields.auth_method='basic' + additional_fields = config.get('additionalFields', {}) + auth_method = additional_fields.get('auth_method', '') + debug_print(f"[Factory] additionalFields.auth_method: {auth_method}") + + if auth_type == 'key' and auth_method == 'basic': + # Extract username and password from the combined key + key = auth_config.get('key', '') + debug_print(f"[Factory] Applying basic auth transformation") + if ':' in key: + username, password = key.split(':', 1) + return { + 'type': 'basic', + 'username': username, + 'password': password + } + else: + # Malformed basic auth key + return {} + + # For bearer tokens stored as 'key' type + if auth_type == 'key' and auth_method == 'bearer': + token = auth_config.get('key', '') + debug_print(f"[Factory] *** APPLYING BEARER AUTH TRANSFORMATION - token: {token[:20]}...") + return { + 'type': 'bearer', + 'token': token + } + + # For OAuth2 stored as 'key' type + if auth_type == 'key' and auth_method == 'oauth2': + debug_print(f"[Factory] Applying OAuth2 auth transformation") + return { + 'type': 'bearer', # OAuth2 tokens are typically bearer tokens + 'token': auth_config.get('key', '') + } + + debug_print(f"[Factory] Returning auth as-is: {auth_config}") + # Return the auth config as-is for other auth types return auth_config diff --git a/application/single_app/static/images/custom_logo.png b/application/single_app/static/images/custom_logo.png index 45a99fd35f8834db8920ea29bd2bfee10fe754d2..ab32f65fe249cf825c6b6e2f464bb3da11a73eba 100644 GIT binary patch literal 7586 zcmWlebv)dE9LG=h9LB`-rlz~&0)v%yb_=ZP>)b^lZ9jn%~DC zc(}*ieLwYny`QhwCss>CnFya69|D08Jy%iC0e@}pe{iwEZ;!QfJqU!>>A8ZOUO?`& zS)ks_0jj(G;3S-Kwg^Oo%72vpp7LrceNR6alQ-z6>X}r~(I}4M>ASp2n|V@(faw%H zaVz7{uS5Az%oXq{poZgDC>ZW+_NbyX0O!_oD+l678X)Q%S~*3_A}Q17-vTEdOM<24UFZ$`` za7QoUN4UPeUT4g`AU~?5>}LF6}e@s_xCP z906#&Qt^wykb_zD*r=M*DkK}~Oy+Vj=`hE=Q?4)5BwC1?K{zMj=4K_5IEsXkz}WpA zB_a0T!$Yl)tPbNx%q(JJSq;6;4WCD>>u?|4nb<_kvboj#bi;}4fxLYA5=uiuupDwi zM46zpxk);-jD>~O<5JUsosyC=QL6d~_rU{f9v&W9h4QMZs2mY@RHwaoDMPtQM1#L0?P=N{mGLj z-G8^fuU?++cwGH^#m2!A5kpKLG3|^+Pfw3aL=?TUVhP6ihTE)Fwo?C-p;+Qtskp8@ zu^d0L>-rZD31p(TSH5&->jcc}&DFm>viznwSGDLLuEMKKFPSUf)pXrb_xASsn%PK| 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/dev/null +++ b/docs/fixes/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md @@ -0,0 +1,226 @@ +# Azure AI Search Test Connection Fix + +## Issue Description + +When clicking the "Test Azure AI Search Connection" button on the App Settings "Search & Extract" page with **managed identity authentication** enabled, the test connection failed with the following error: + +**Original Error Message:** +``` +NameError: name 'search_resource_manager' is not defined +``` + +**Environment Configuration:** +- Authentication Type: Managed Identity +- Azure Environment: `public` (set in .env file) +- Error occurred because the code tried to reference `search_resource_manager` which wasn't defined for public cloud + +**Root Cause:** The old implementation used a REST API approach that required the `search_resource_manager` variable to construct authentication tokens. This variable wasn't defined for the public cloud environment, causing the initial error. Even if defined, the REST API approach with bearer tokens doesn't work properly with Azure AI Search's managed identity authentication. + +## Root Cause Analysis + +The old implementation used a **REST API approach with manually acquired bearer tokens**, which is fundamentally incompatible with how Azure AI Search handles managed identity authentication on the data plane. + +### Why the Old Approach Failed + +Azure AI Search's data plane operations don't properly accept bearer tokens acquired through standard `DefaultAzureCredential.get_token()` flows and passed as HTTP Authorization headers. The authentication mechanism works differently: + +```python +# OLD IMPLEMENTATION - FAILED ❌ +credential = DefaultAzureCredential() +arm_scope = f"{search_resource_manager}/.default" +token = credential.get_token(arm_scope).token + +headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" +} +response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) +# Returns: 403 Forbidden +``` + +**Problems with this approach:** +1. Azure AI Search requires SDK-specific authentication handling +2. Bearer tokens from `get_token()` are rejected by the Search service +3. Token scope and refresh logic need specialized handling +4. This issue occurs in **all Azure environments** (public, government, custom) + +### Why Other Services Work with REST API + Bearer Tokens + +Some Azure services accept bearer tokens in REST API calls, but Azure AI Search requires the SDK to: +1. Acquire tokens using the correct scope and flow +2. Handle token refresh automatically +3. Use Search-specific authentication headers +4. Properly negotiate with the Search service's auth layer + +## Technical Details + +### Files Modified + +**File:** `route_backend_settings.py` +**Function:** `_test_azure_ai_search_connection(payload)` +**Lines:** 760-796 + +### The Solution + +Instead of trying to define `search_resource_manager` for public cloud, the fix was to **replace the REST API approach entirely with the SearchIndexClient SDK**, which handles authentication correctly without needing the `search_resource_manager` variable. + +### Code Changes Summary + +**Before (REST API approach):** +```python +def _test_azure_ai_search_connection(payload): + # ... setup code ... + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + arm_scope = f"{search_resource_manager}/.default" + token = credential.get_token(arm_scope).token + + headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" + } + response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) + # ❌ Returns 403 Forbidden +``` + +**After (SDK approach):** +```python +def _test_azure_ai_search_connection(payload): + # ... setup code ... + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + + # Use SDK which handles authentication properly + if AZURE_ENVIRONMENT in ("usgovernment", "custom"): + client = SearchIndexClient( + endpoint=endpoint, + credential=credential, + audience=search_resource_manager + ) + else: + # For public cloud, don't use audience parameter + client = SearchIndexClient( + endpoint=endpoint, + credential=credential + ) + + # Test by listing indexes (simple operation to verify connectivity) + indexes = list(client.list_indexes()) + # ✅ Works correctly +``` + +### Key Implementation Details + +1. **Replaced REST API with SearchIndexClient SDK** + - Uses `SearchIndexClient` from `azure.search.documents` + - SDK handles authentication internally + - Properly manages token acquisition and refresh + +2. **Environment-Specific Configuration** + - **Azure Government/Custom:** Requires `audience` parameter + - **Azure Public Cloud:** Omits `audience` parameter + - Matches pattern used throughout codebase + +3. **Consistent with Other Functions** + - Aligns with `get_index_client()` implementation (line 484) + - Matches SearchClient initialization in `config.py` (lines 584-619) + - All other search operations already use SDK approach + +## Testing Approach + +### Prerequisites +- Service principal must have **"Search Index Data Contributor"** RBAC role +- Permissions must propagate (5-10 minutes after assignment) + +### RBAC Role Assignment Command +```bash +az role assignment create \ + --assignee \ + --role "Search Index Data Contributor" \ + --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ +``` + +### Verification +```bash +az role assignment list \ + --assignee \ + --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ \ + --output table +``` + +## Impact Analysis + +### What Changed +- **Only the test connection function** was affected +- No changes needed to actual search operations (indexing, querying, etc.) +- All other search functionality already used correct SDK approach + +### Why Other Search Operations Weren't Affected +All production search operations throughout the codebase already use the SDK: +- `SearchClient` for querying indexes +- `SearchIndexClient` for managing indexes +- `get_index_client()` helper function +- Index initialization in `config.py` + +**Only the test connection function used the failed REST API approach.** + +## Validation + +### Before Fix +- ✅ Authentication succeeded (no credential errors) +- ✅ Token acquisition worked +- ❌ Azure AI Search rejected bearer token (403 Forbidden) +- ❌ Test connection failed + +### After Fix +- ✅ Authentication succeeds +- ✅ SDK handles token acquisition properly +- ✅ Azure AI Search accepts SDK authentication +- ✅ Test connection succeeds (with proper RBAC permissions) + +## Configuration Requirements + +### Public Cloud (.env) +```ini +AZURE_ENVIRONMENT=public +AZURE_CLIENT_ID= +AZURE_CLIENT_SECRET= +AZURE_TENANT_ID= +AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity +AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.net +``` + +### Azure Government (.env) +```ini +AZURE_ENVIRONMENT=usgovernment +AZURE_CLIENT_ID= +AZURE_CLIENT_SECRET= +AZURE_TENANT_ID= +AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity +AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.us +``` + +## Related Changes + +**No config.py changes were made.** The fix was entirely in the route_backend_settings.py file by switching from REST API to SDK approach. + +The SDK approach eliminates the need for the `search_resource_manager` variable in public cloud because: +- The SearchIndexClient handles authentication internally +- No manual token acquisition is needed +- The SDK knows the correct endpoints and scopes automatically + +## Version Information + +**Version Implemented:** 0.235.004 + +## References + +- Azure AI Search SDK Documentation: https://learn.microsoft.com/python/api/azure-search-documents +- Azure RBAC for Search: https://learn.microsoft.com/azure/search/search-security-rbac +- DefaultAzureCredential: https://learn.microsoft.com/python/api/azure-identity/azure.identity.defaultazurecredential + +## Summary + +The fix replaces manual REST API calls with the proper Azure Search SDK (`SearchIndexClient`), which correctly handles managed identity authentication for Azure AI Search. This aligns the test function with all other search operations in the codebase that already use the SDK approach successfully. diff --git a/docs/fixes/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md b/docs/fixes/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md new file mode 100644 index 00000000..196bc132 --- /dev/null +++ b/docs/fixes/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md @@ -0,0 +1,403 @@ +# Group Action OAuth Authentication and Schema Merging Fix + +## Header Information + +**Fix Title:** Group Actions Missing `additionalFields` Causing OAuth Authentication Failures +**Issue Description:** Group actions were missing the `additionalFields` property entirely, preventing OAuth bearer token authentication from working despite having the same configuration as working global actions. +**Root Cause:** Group action backend routes did not call `get_merged_plugin_settings()` to merge UI form data with schema defaults, while global action routes did. This caused group actions to be saved without authentication configuration fields. +**Version Implemented:** 0.235.028 +**Date:** January 22, 2026 + +## Problem Statement + +### Symptoms +When a group action was configured with OAuth bearer token authentication: +- Action execution returned **HTTP 401 Unauthorized** errors +- ServiceNow API responded: `{"error":{"message":"User is not authenticated"}}` +- UI displayed `additionalFields: {}` (empty object) when editing group action +- Global action with identical configuration showed populated `additionalFields` and worked correctly +- Bearer token header was not being sent in API requests + +### Impact +- **Severity:** High - OAuth authentication completely non-functional for group actions +- **Affected Users:** All users attempting to use group actions with OAuth/Bearer token authentication +- **Workaround:** Use global actions instead of group actions (not scalable) + +### Evidence from Logs +``` +[DEBUG] Auth type: bearer +[DEBUG] Token available: True +[DEBUG] Added bearer auth: EfP7otqXmV... +[DEBUG] Making request to https://dev222288.service-now.com/api/now/table/incident +[DEBUG] Request headers: {'Authorization': 'Bearer EfP7otqXmV...', ...} +[DEBUG] Response status: 401 +[DEBUG] Response text: {"error":{"message":"User is not authenticated",...}} +``` + +**Critical Discovery:** When comparing global vs group action data: +- **Global action** (working): `additionalFields: {auth_method: 'bearer', base_url: '...', ...}` +- **Group action** (failing): `additionalFields: {}` ← Empty object! + +## Root Cause Analysis + +### Backend Route Disparity + +#### Global Action Routes (Working) +**File:** `route_backend_plugins.py` - Lines 666-667 (add_plugin route) + +```python +# Global action creation route +merged = get_merged_plugin_settings( + plugin_type, + current_settings=additionalFields, + schema_dir=schema_dir +) +``` + +**Result:** UI form data is merged with schema defaults, preserving authentication configuration sent from JavaScript. + +#### Group Action Routes (Broken - Before Fix) +**File:** `route_backend_plugins.py` - Lines 430-470, 485-530 + +```python +# Group action creation/update routes - BEFORE FIX +# NO CALL to get_merged_plugin_settings() +# additionalFields saved directly from request without merging +``` + +**Result:** `additionalFields` data from UI was not being preserved, resulting in empty objects. + +### Data Flow Architecture + +The fix revealed the actual data flow for authentication configuration: + +1. **UI Layer** (`plugin_modal_stepper.js` line 1537): + ```javascript + additionalFields.auth_method = 'bearer'; // Set by JavaScript based on dropdown + ``` + +2. **HTTP POST** to backend: + ```json + { + "name": "action_name", + "auth": {"type": "key"}, + "additionalFields": { + "auth_method": "bearer", + "base_url": "https://dev222288.service-now.com/api/now" + } + } + ``` + +3. **Backend Processing** - `get_merged_plugin_settings()`: + - **If schema file exists:** Merge UI data with schema defaults + - **If schema file missing:** Return UI data unchanged (graceful fallback) + - **If function not called:** Data lost! + +4. **Storage:** Cosmos DB saves merged data + +### Why Global Actions Worked Without Schema File + +**Key Insight:** The `openapi_plugin.additional_settings.schema.json` file **never existed** for global actions either! + +Global actions worked because: +1. Backend routes **called** `get_merged_plugin_settings()` +2. Function detected missing schema file +3. **Graceful fallback** (lines 110-114 in `functions_plugins.py`): + ```python + else: + result[nested_key] = current_val # Return UI data unchanged + ``` +4. UI data passed through and was saved correctly + +Group actions failed because: +1. Backend routes **did not call** the merge function at all +2. `additionalFields` from UI was discarded +3. Empty object `{}` saved to database +4. OAuth configuration lost + +## Technical Details + +### Files Modified + +1. **`route_backend_plugins.py`** (Lines 430-530) + - **Line 461-463** (create_group_action_route): Added schema merging + - **Line 520-522** (update_group_action_route): Added schema merging + - **Parity achieved:** Both global and group routes now call `get_merged_plugin_settings()` + +2. **`config.py`** + - Updated VERSION from "0.235.027" to "0.235.028" + +### Code Changes + +#### Group Action Creation Route - BEFORE +```python +def create_group_action_route(user_id, group_id): + """Create new group action""" + data = request.get_json() + # ... validation ... + + # Direct save without merging + saved_plugin = save_group_action( + user_id=user_id, + group_id=group_id, + plugin_data=data # additionalFields lost here! + ) +``` + +#### Group Action Creation Route - AFTER (Fixed) +```python +def create_group_action_route(user_id, group_id): + """Create new group action""" + data = request.get_json() + # ... validation ... + + # NEW: Merge additionalFields with schema defaults (lines 461-463) + merged = get_merged_plugin_settings( + plugin_type=data.get('type', 'openapi'), + current_settings=data.get('additionalFields', {}), + schema_dir=schema_dir + ) + data['additionalFields'] = merged + + saved_plugin = save_group_action( + user_id=user_id, + group_id=group_id, + plugin_data=data # Now includes preserved auth config! + ) +``` + +**Same fix applied to:** +- `update_group_action_route()` (lines 520-522) + +### Graceful Fallback Behavior + +**File:** `functions_plugins.py` (Lines 92-115) + +```python +def get_merged_plugin_settings(plugin_type, current_settings, schema_dir): + """ + Merge plugin settings with schema defaults. + + If schema file doesn't exist: returns current_settings unchanged. + This is intentional - allows UI-driven configuration. + """ + schema_path = os.path.join(schema_dir, f"{plugin_type}.additional_settings.schema.json") + + if not os.path.exists(schema_path): + # Graceful fallback - return UI data as-is (lines 110-114) + result = {} + for nested_key in current_settings: + result[nested_key] = current_settings[nested_key] # Preserve UI data + return result + + # If schema exists, merge with defaults + # ... +``` + +**Design Decision:** Schema files are **optional** - the system works perfectly with UI-driven configuration via graceful fallback. + +## Solution Implemented + +### Fix Strategy +1. ✅ Add `get_merged_plugin_settings()` calls to group action routes (parity with global routes) +2. ✅ Rely on UI-driven configuration + backend graceful fallback (proven approach) +3. ✅ Require recreation of existing group actions to populate `additionalFields` + +### Architecture Result + +**Both global and group routes now have identical behavior:** + +1. **UI sends complete `additionalFields`** from form +2. **Backend calls `get_merged_plugin_settings()`** for parity +3. **Function detects no schema file** exists +4. **Graceful fallback returns UI data unchanged** +5. **Complete authentication config saved** to database + +**Benefits:** +- ✅ Simple: UI drives configuration, backend preserves it +- ✅ Proven: Global actions validate this approach +- ✅ Maintainable: No schema files to keep in sync +- ✅ Flexible: Easy to extend authentication types in UI + +## Validation + +### Test Procedure +1. Delete existing group action (has empty `additionalFields`) +2. Create new group action via UI: + - Type: OpenAPI + - Upload ServiceNow spec + - Base URL: `https://dev222288.service-now.com/api/now` + - Authentication: **Bearer Token** (dropdown selection) + - Token: `EfP7otqXmVmg06xfB9igagxL6Pjir7ewv99sZyMqYdzImlerPt9rHM1T1_L8cCEeWZAuWUV0GPDP2eZ56XWoEQ` +3. UI JavaScript sets `additionalFields.auth_method = 'bearer'` (line 1537) +4. Backend merge function preserves UI data via fallback +5. Action saved with complete authentication configuration + +### Expected Results +- ✅ Group action `additionalFields` populated: `{auth_method: 'bearer', base_url: '...', ...}` +- ✅ ServiceNow API calls return **HTTP 200** instead of 401 +- ✅ Authorization header sent: `Bearer EfP7otqXmV...` +- ✅ Group agent successfully queries ServiceNow incidents +- ✅ Edit group action page displays authentication fields correctly + +## Impact Analysis + +### Before Fix +- **Global actions:** ✅ Working - routes call merge function +- **Group actions:** ❌ Broken - routes don't call merge function +- **Result:** OAuth authentication impossible for group actions + +### After Fix +- **Global actions:** ✅ Working - routes call merge function → fallback preserves UI data +- **Group actions:** ✅ Working - routes call merge function → fallback preserves UI data +- **Result:** Complete parity, OAuth authentication works for both + +### Breaking Changes +**None** - This is a pure fix with backward compatibility: +- Existing global actions continue working (unchanged code path) +- **New/recreated** group actions now work correctly +- Existing broken group actions remain broken until recreated (user action required) + +## Lessons Learned + +### Key Insights +1. **UI is source of truth for authentication config** - Backend preserves what UI sends +2. **Graceful fallback is a feature, not a bug** - Enables UI-driven configuration +3. **Code parity prevents subtle bugs** - Global and group routes should be identical +4. **Testing existing functionality reveals architecture** - Global actions proved UI approach works + +### Best Practices Reinforced +- **Investigate working code before making changes** - Global actions showed the pattern +- **Prefer simplicity** - UI-driven configuration simpler than complex schema systems +- **Document data flows** - Understanding UI → Backend → DB flow was crucial +- **Test parity** - If code paths differ, investigate why + +## Related Documentation +- **[Group Agent Loading Fix](./GROUP_AGENT_LOADING_FIX.md)** - Prerequisites for this fix (v0.235.027) +- **ServiceNow OAuth Setup** - Configuration instructions for OAuth 2.0 bearer tokens +- **Plugin Modal Stepper** - UI component responsible for authentication form (`plugin_modal_stepper.js`) + +## Future Considerations + +### ⚠️ CRITICAL: OAuth 2.0 Token Expiration Limitation + +**Current Implementation Status:** +- ✅ **Bearer token authentication works correctly** - tokens are sent properly in HTTP headers +- ❌ **No automatic token refresh** - requires manual regeneration when expired +- ⚠️ **Production limitation** - not suitable for production use without enhancement + +**The Problem:** +ServiceNow OAuth access tokens expire after a configured lifespan (e.g., 3,600 seconds = 1 hour). The current Simple Chat implementation: + +1. **Stores static bearer tokens** - copied from ServiceNow and hardcoded in action configuration +2. **No expiration tracking** - doesn't know when token will expire +3. **No refresh mechanism** - can't automatically request new tokens +4. **Manual workaround required** - users must regenerate and update token every hour + +**Example Failure:** +``` +Request: GET https://dev222288.service-now.com/api/now/table/incident +Headers: Authorization: Bearer EfP7otqXmV... (expired token) +Response: HTTP 401 - {"error":{"message":"User is not authenticated"}} +``` + +**Temporary Testing Workaround:** +- Increase ServiceNow "Access Token Lifespan" to longer duration (e.g., 86,400 seconds = 24 hours) +- Regenerate token before expiration +- **Not suitable for production environments** + +**Proper Solution Required (Future Enhancement):** + +To make OAuth 2.0 authentication production-ready, Simple Chat needs to implement the OAuth 2.0 Client Credentials flow with automatic token refresh: + +#### Required Components: + +1. **Store OAuth Client Credentials** (Not Bearer Token): + ```json + { + "auth_type": "oauth2_client_credentials", + "client_id": "565d53a80dfe4cb89b8869fd1d977308", + "client_secret": "[encrypted_secret]", + "token_endpoint": "https://dev222288.service-now.com/oauth_token.do", + "scope": "useraccount" + } + ``` + +2. **Token Storage with Expiration Tracking**: + ```python + { + "access_token": "EfP7otqXmV...", + "refresh_token": "abc123...", + "expires_at": "2026-01-22T20:17:39Z", # Timestamp + "token_type": "bearer" + } + ``` + +3. **Automatic Token Refresh Logic**: + ```python + def get_valid_token(action_config): + """Get valid token, refreshing if expired""" + if token_expired(action_config): + # Call ServiceNow OAuth token endpoint + response = requests.post( + action_config['token_endpoint'], + data={ + 'grant_type': 'client_credentials', + 'client_id': action_config['client_id'], + 'client_secret': decrypt(action_config['client_secret']) + } + ) + # Update stored token with new access_token and expires_at + update_token_storage(response.json()) + + return get_current_token() + ``` + +4. **Pre-Request Token Validation**: + ```python + # Before each API call in openapi_plugin.py + if auth_config['type'] == 'oauth2_client_credentials': + auth_config['token'] = get_valid_token(auth_config) + headers['Authorization'] = f"Bearer {auth_config['token']}" + ``` + +5. **Secure Secret Storage**: + - Store client secrets in Azure Key Vault (not in Cosmos DB) + - Use Managed Identity for Key Vault access + - Encrypt secrets at rest + +#### Implementation Tasks: + +- [ ] **UI Changes**: Add OAuth 2.0 configuration form (Client ID, Secret, Token Endpoint) +- [ ] **Backend Changes**: + - [ ] Create `oauth2_token_manager.py` module for token lifecycle management + - [ ] Implement token refresh logic with expiration checking + - [ ] Add Key Vault integration for client secret storage + - [ ] Update `openapi_plugin_factory.py` to detect OAuth 2.0 auth type + - [ ] Modify HTTP request preparation to request fresh tokens +- [ ] **Database Schema**: Add token storage fields (access_token, refresh_token, expires_at) +- [ ] **Testing**: End-to-end testing with real OAuth 2.0 endpoints and token expiration scenarios +- [ ] **Documentation**: Update user guide with OAuth 2.0 setup instructions + +#### References: +- [OAuth 2.0 Client Credentials Grant](https://oauth.net/2/grant-types/client-credentials/) +- [ServiceNow OAuth 2.0 Documentation](https://docs.servicenow.com/bundle/washingtondc-platform-security/page/administer/security/concept/c_OAuthApplications.html) +- [Azure Key Vault for Secret Management](https://learn.microsoft.com/azure/key-vault/general/overview) + +**Estimated Effort:** 2-3 weeks for complete implementation and testing + +**Priority:** Medium - Current manual workaround functional for testing/development, critical for production deployment + +--- + +### Monitoring +Track authentication failures by action type to detect similar issues: +```python +# Example monitoring +if response.status_code == 401: + logger.warning(f"Auth failed for {action_type} action: {action_name}") +``` + +## Version History +- **0.235.027** - Group agent loading fix (prerequisite) +- **0.235.028** - Group action schema merging parity fix (this document) diff --git a/docs/fixes/GROUP_AGENT_LOADING_FIX.md b/docs/fixes/GROUP_AGENT_LOADING_FIX.md new file mode 100644 index 00000000..62389eb9 --- /dev/null +++ b/docs/fixes/GROUP_AGENT_LOADING_FIX.md @@ -0,0 +1,241 @@ +# Group Agent Loading Fix + +## Header Information + +**Fix Title:** Group Agents Not Loading in Per-User Semantic Kernel Mode +**Issue Description:** Group agents and their associated actions were not being loaded when per-user semantic kernel mode was enabled, causing group agents to fall back to global agents and resulting in zero plugins/actions available. +**Root Cause:** The `load_user_semantic_kernel()` function only loaded personal agents and global agents (when merge enabled), but completely omitted group agents from groups the user is a member of. +**Version Implemented:** 0.235.027 +**Date:** January 22, 2026 + +## Problem Statement + +### Symptoms +When a user selected a group agent in per-user semantic kernel mode: +- The agent selection would fall back to the global "researcher" agent +- Plugin count would be zero (`plugin_count: 0, plugins: []`) +- Agent would ask clarifying questions instead of executing available actions +- No group agents appeared in the available agents list +- Group actions (plugins) were not accessible even though they existed in the database + +### Impact +- **Severity:** High - Group agents completely non-functional in per-user kernel mode +- **Affected Users:** All users with per-user semantic kernel enabled who are members of groups +- **Workaround:** None - only global agents worked + +### Evidence from Logs +``` +[SK Loader] User settings found 1 agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' +[SK Loader] Found 2 global agents to merge +[SK Loader] After merging: 3 total agents +[DEBUG] [INFO]: [SK Loader] Merged agents: [('researcher', True), ('servicenow_test_agent', True), ('researcher', False)] +[DEBUG] [INFO]: [SK Loader] Looking for agent named 'cio6_servicenow_test_agent' with is_global=False +[DEBUG] [INFO]: [SK Loader] User NO agent found matching user-selected agent: cio6_servicenow_test_agent +[SK Loader] User f016493e-9395-4120-91b5-bac4276b6b6c No agent found matching user-selected agent: cio6_servicenow_test_agent +``` + +Notice: Only 3 agents loaded (2 global + 1 personal), **zero group agents** despite user being member of group "cio6". + +## Root Cause Analysis + +### Architectural Gap +The `load_user_semantic_kernel()` function in `semantic_kernel_loader.py` had the following loading sequence: + +1. ✅ Load personal agents via `get_personal_agents(user_id)` +2. ✅ Conditionally merge global agents if `merge_global_semantic_kernel_with_workspace` enabled +3. ❌ **MISSING:** Load group agents from user's group memberships +4. ✅ Load personal actions via `get_personal_actions(user_id)` +5. ✅ Conditionally merge global actions if merge enabled +6. ❌ **MISSING:** Load group actions from user's group memberships + +### Why It Was Missed +The code had logic to load a **single selected group agent** if explicitly requested, but this was: +- Only triggered when a specific group agent was pre-selected +- Required explicit group ID resolution +- Did not load **all** group agents from user's memberships +- Failed to load group agents proactively for selection + +This created a chicken-and-egg problem: the agent couldn't be selected because it wasn't loaded, and it wasn't loaded unless it was selected. + +## Technical Details + +### Files Modified +1. **`semantic_kernel_loader.py`** (Lines ~1155-1250) + - Added group agent loading after personal agents + - Added group action loading after personal actions + - Removed redundant single-agent loading logic + +2. **`config.py`** (Line 91) + - Updated VERSION from "0.235.026" to "0.235.027" + +### Code Changes + +#### Before (Pseudocode) +```python +agents_cfg = get_personal_agents(user_id) +# Mark personal agents +for agent in agents_cfg: + agent['is_global'] = False + +# Only try to load ONE selected group agent if explicitly requested +if selected_agent_is_group: + # Complex logic to find and add single group agent + +# Merge global agents if enabled +if merge_global: + # Add global agents + +# Load personal actions only +plugin_manifests = get_personal_actions(user_id) +``` + +#### After (Pseudocode) +```python +agents_cfg = get_personal_agents(user_id) +# Mark personal agents +for agent in agents_cfg: + agent['is_global'] = False + agent['is_group'] = False + +# Load ALL group agents from user's group memberships +user_groups = get_user_groups(user_id) +for group in user_groups: + group_agents = get_group_agents(group_id) + for group_agent in group_agents: + # Mark and add to agents_cfg + group_agent['is_global'] = False + group_agent['is_group'] = True + group_agent['group_id'] = group_id + group_agent['group_name'] = group_name + agents_cfg.append(group_agent) + +# Merge global agents if enabled (unchanged) +if merge_global: + # Add global agents + +# Load personal actions +plugin_manifests = get_personal_actions(user_id) + +# Load ALL group actions from user's group memberships +for group in user_groups: + group_actions = get_group_actions(group_id) + plugin_manifests.extend(group_actions) +``` + +### Key Implementation Details + +**Group Agent Loading:** +```python +from functions_group import get_user_groups +from functions_group_agents import get_group_agents + +user_groups = [] # Initialize to empty list +try: + user_groups = get_user_groups(user_id) + print(f"[SK Loader] User '{user_id}' is a member of {len(user_groups)} groups") + + group_agent_count = 0 + for group in user_groups: + group_id = group.get('id') + group_name = group.get('name', 'Unknown') + if group_id: + group_agents = get_group_agents(group_id) + for group_agent in group_agents: + group_agent['is_global'] = False + group_agent['is_group'] = True + group_agent['group_id'] = group_id + group_agent['group_name'] = group_name + agents_cfg.append(group_agent) + group_agent_count += 1 + print(f"[SK Loader] Loaded {len(group_agents)} agents from group '{group_name}' (id: {group_id})") + + if group_agent_count > 0: + log_event(f"[SK Loader] Loaded {group_agent_count} group agents from {len(user_groups)} groups for user '{user_id}'", level=logging.INFO) +except Exception as e: + log_event(f"[SK Loader] Error loading group agents for user '{user_id}': {e}", {"error": str(e)}, level=logging.ERROR, exceptionTraceback=True) + user_groups = [] # Reset to empty on error +``` + +**Group Action Loading:** +```python +# Load group actions from all groups the user is a member of +try: + group_action_count = 0 + for group in user_groups: + group_id = group.get('id') + group_name = group.get('name', 'Unknown') + if group_id: + group_actions = get_group_actions(group_id, return_type=SecretReturnType.NAME) + plugin_manifests.extend(group_actions) + group_action_count += len(group_actions) + print(f"[SK Loader] Loaded {len(group_actions)} actions from group '{group_name}' (id: {group_id})") + + if group_action_count > 0: + log_event(f"[SK Loader] Loaded {group_action_count} group actions from {len(user_groups)} groups for user '{user_id}'", level=logging.INFO) +except Exception as e: + log_event(f"[SK Loader] Error loading group actions for user '{user_id}': {e}", {"error": str(e)}, level=logging.ERROR, exceptionTraceback=True) +``` + +### Functions Used +- **`get_user_groups(user_id)`** - Returns all groups where user is a member (from `functions_group.py`) +- **`get_group_agents(group_id)`** - Returns all agents for a specific group (from `functions_group_agents.py`) +- **`get_group_actions(group_id, return_type)`** - Returns all actions/plugins for a specific group (from `functions_group_actions.py`) + +### Error Handling +- Both group agent and group action loading are wrapped in try-except blocks +- Errors are logged with full exception tracebacks +- On error, `user_groups` is reset to empty list to prevent downstream issues +- System gracefully degrades to personal + global agents if group loading fails + +## Validation + +### Test Scenario +1. **Setup:** + - User `f016493e-9395-4120-91b5-bac4276b6b6c` is member of group `cio6` (ID: `72254e24-4bc6-4680-bc2e-c56d5214d8e8`) + - Group has agent `cio6_servicenow_test_agent` with action `cio6_servicenow_query_incidents` + - Per-user semantic kernel mode enabled + - Global agent merging enabled + +2. **User Action:** + - User selects group agent `cio6_servicenow_test_agent` + - User submits message: "Show me all ServiceNow incidents" + +### Before Fix - Failure Behavior +``` +[SK Loader] User settings found 1 agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' +[SK Loader] After merging: 3 total agents # Only personal + global +[SK Loader] Looking for agent named 'cio6_servicenow_test_agent' with is_global=False +[SK Loader] User NO agent found matching user-selected agent: cio6_servicenow_test_agent +[SK Loader] selected_agent fallback to first agent: researcher # ❌ Wrong agent +[Enhanced Agent Citations] Extracted 0 detailed plugin invocations # ❌ No actions +{'agent': 'researcher', 'plugin_count': 0} # ❌ Zero plugins +``` + +**Result:** Agent asks clarifying questions instead of querying ServiceNow. + +### After Fix - Success Behavior +``` +[SK Loader] User settings found 1 personal agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' +[SK Loader] User 'f016493e-9395-4120-91b5-bac4276b6b6c' is a member of 1 groups # ✅ Groups detected +[SK Loader] Loaded 1 agents from group 'cio6' (id: 72254e24-4bc6-4680-bc2e-c56d5214d8e8) # ✅ Group agent loaded +[SK Loader] Loaded 1 group agents from 1 groups for user 'f016493e-9395-4120-91b5-bac4276b6b6c' # ✅ Success +[SK Loader] Total agents loaded: 2 (personal + group) for user 'f016493e-9395-4120-91b5-bac4276b6b6c' +[SK Loader] After merging: 4 total agents # ✅ Includes group agent +[SK Loader] Merged agents: [('researcher', True), ('servicenow_test_agent', True), ('researcher', False), ('cio6_servicenow_test_agent', False)] # ✅ Group agent present +[SK Loader] Loaded 1 actions from group 'cio6' (id: 72254e24-4bc6-4680-bc2e-c56d5214d8e8) # ✅ Group action loaded +[SK Loader] Loaded 1 group actions from 1 groups for user 'f016493e-9395-4120-91b5-bac4276b6b6c' # ✅ Success +[SK Loader] User f016493e-9395-4120-91b5-bac4276b6b6c Found EXACT match for agent: cio6_servicenow_test_agent (is_global=False) # ✅ Agent found +[SK Loader] Plugin cio6_servicenow_query_incidents: SUCCESS # ✅ Plugin loaded +``` + +**Result:** Correct group agent selected with its action available for execution. + +### Verification Checklist +- [x] Personal agents still load correctly +- [x] Global agents still merge correctly when enabled +- [x] Group agents load for all user's group memberships +- [x] Group actions load for all user's group memberships +- [x] Agents properly marked with `is_group` and `group_id` flags +- [x] Agent selection finds group agents by name +- [x] Error handling prevents crashes if group loading fails +- [x] Logging provides visibility into group loading process \ No newline at end of file diff --git a/docs/fixes/OPENAPI_BASIC_AUTH_FIX.md b/docs/fixes/OPENAPI_BASIC_AUTH_FIX.md new file mode 100644 index 00000000..34eadb4a --- /dev/null +++ b/docs/fixes/OPENAPI_BASIC_AUTH_FIX.md @@ -0,0 +1,205 @@ +# OpenAPI Basic Authentication Fix + +**Version:** 0.235.026 +**Issue:** OpenAPI actions with Basic Authentication fail with "session not authenticated" error +**Root Cause:** Mismatch between authentication format stored by UI and format expected by OpenAPI plugin +**Status:** ✅ Fixed + +--- + +## Problem Description + +When configuring an OpenAPI action with Basic Authentication in the Simple Chat admin interface: + +1. User uploads OpenAPI spec with `securitySchemes.basicAuth` defined +2. User selects "Basic Auth" authentication type +3. User enters username and password in the configuration wizard +4. Action is saved successfully +5. **BUT**: When agent attempts to use the action, authentication fails with error: + ``` + "I'm unable to access your ServiceNow incidents because your session + is not authenticated. Please log in to your ServiceNow instance or + check your authentication credentials." + ``` + +### Symptoms +- ❌ OpenAPI actions with Basic Auth fail despite correct credentials +- ✅ Direct API calls with same credentials work correctly +- ✅ Other Simple Chat features authenticate successfully +- ❌ Error occurs even when Base URL is correctly configured + +--- + +## Root Cause Analysis + +### Authentication Storage Format (Frontend) + +The Simple Chat admin UI (`plugin_modal_stepper.js`, lines 1539-1543) stores Basic Auth credentials as: + +```javascript +auth.type = 'key'; // Basic auth is also 'key' type in the schema +const username = document.getElementById('plugin-auth-basic-username').value.trim(); +const password = document.getElementById('plugin-auth-basic-password').value.trim(); +auth.key = `${username}:${password}`; // Store as combined string +additionalFields.auth_method = 'basic'; +``` + +**Stored format:** +```json +{ + "auth": { + "type": "key", + "key": "username:password" + }, + "additionalFields": { + "auth_method": "basic" + } +} +``` + +### Authentication Expected Format (Backend) + +The OpenAPI plugin (`openapi_plugin.py`, lines 952-955) expects Basic Auth as: + +```python +elif auth_type == "basic": + import base64 + username = self.auth.get("username", "") + password = self.auth.get("password", "") + credentials = base64.b64encode(f"{username}:{password}".encode()).decode() + headers["Authorization"] = f"Basic {credentials}" +``` + +**Expected format:** +```json +{ + "auth": { + "type": "basic", + "username": "actual_username", + "password": "actual_password" + } +} +``` + +### The Mismatch + +❌ **Frontend stores:** `auth.type='key'`, `auth.key='username:password'` +❌ **Backend expects:** `auth.type='basic'`, `auth.username`, `auth.password` +❌ **Result:** Plugin code path for Basic Auth (`elif auth_type == "basic"`) never executes +❌ **Consequence:** No `Authorization` header added, API returns authentication error + +--- + +## Solution Implementation + +### Fix Location +**File:** `application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py` +**Function:** `_extract_auth_config()` +**Lines:** 129-166 + +### Code Changes + +Added authentication format transformation logic to detect and convert Simple Chat's storage format into OpenAPI plugin's expected format: + +```python +@classmethod +def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: + """Extract authentication configuration from plugin config.""" + auth_config = config.get('auth', {}) + if not auth_config: + return {} + + auth_type = auth_config.get('type', 'none') + + if auth_type == 'none': + return {} + + # Check if this is basic auth stored in the 'key' field format + # Simple Chat stores basic auth as: auth.type='key', auth.key='username:password', + # additionalFields.auth_method='basic' + additional_fields = config.get('additionalFields', {}) + auth_method = additional_fields.get('auth_method', '') + + if auth_type == 'key' and auth_method == 'basic': + # Extract username and password from the combined key + key = auth_config.get('key', '') + if ':' in key: + username, password = key.split(':', 1) + return { + 'type': 'basic', + 'username': username, + 'password': password + } + else: + # Malformed basic auth key + return {} + + # For bearer tokens stored as 'key' type + if auth_type == 'key' and auth_method == 'bearer': + return { + 'type': 'bearer', + 'token': auth_config.get('key', '') + } + + # For OAuth2 stored as 'key' type + if auth_type == 'key' and auth_method == 'oauth2': + return { + 'type': 'bearer', # OAuth2 tokens are typically bearer tokens + 'token': auth_config.get('key', '') + } + + # Return the auth config as-is for other auth types + return auth_config +``` + +### How It Works + +1. **Detection:** Check if `auth.type == 'key'` AND `additionalFields.auth_method == 'basic'` +2. **Extraction:** Split `auth.key` on first `:` to get username and password +3. **Transformation:** Return new dict with `type='basic'`, `username`, and `password` +4. **Pass-through:** OpenAPI plugin receives correct format and adds Authorization header + +### Additional Auth Method Support + +The fix also handles other authentication methods stored in the same format: +- **Bearer tokens:** `auth_method='bearer'` → transforms to `{type: 'bearer', token: ...}` +- **OAuth2:** `auth_method='oauth2'` → transforms to `{type: 'bearer', token: ...}` + +--- + +## Testing + +### Before Fix +```bash +# Test action: servicenow_query_incidents +User: "Show me all incidents in ServiceNow" +Agent: "I'm unable to access your ServiceNow incidents because your + session is not authenticated..." + +# HTTP request (no Authorization header sent): +GET https://dev222288.service-now.com/api/now/table/incident +# Response: 401 Unauthorized or session expired error +``` + +### After Fix +```bash +# Test action: servicenow_query_incidents +User: "Show me all incidents in ServiceNow" +Agent: "Here are your ServiceNow incidents: ..." + +# HTTP request (Authorization header correctly added): +GET https://dev222288.service-now.com/api/now/table/incident +Authorization: Basic + +# Response: 200 OK with incident data +``` + +### Validation Steps +1. ✅ Create OpenAPI action with Basic Auth +2. ✅ Enter username and password in admin wizard +3. ✅ Save action successfully +4. ✅ Attach action to agent +5. ✅ Test agent with prompt requiring action +6. ✅ Verify Authorization header is sent +7. ✅ Verify API returns 200 OK with data +8. ✅ Verify agent processes response correctly \ No newline at end of file diff --git a/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md b/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md new file mode 100644 index 00000000..66e5a983 --- /dev/null +++ b/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md @@ -0,0 +1,762 @@ +# ServiceNow Integration Guide + +## Overview + +This guide documents the integration between Simple Chat and ServiceNow, enabling AI-powered incident management, ticket analysis, and support operations through natural language prompts. + +> **⚠️ Important - Work in Progress:** +> This integration is under active development. **Check back regularly for updates** to the OpenAPI specifications and agent instructions. Unit testing of prompts is still in progress, so further changes to the spec files and agent instruction file are expected. + +--- + +## Integration Architecture + +**Approach:** Hybrid Integration +- **ServiceNow OpenAPI Actions** - Modular API integration for CRUD operations +- **ServiceNow Support Agent** - Specialized AI agent using those actions + +--- + +## Prerequisites + +### Simple Chat Requirements +- ✅ Agents enabled (`enable_semantic_kernel: True`) +- ✅ Workspace Mode enabled (`per_user_semantic_kernel: True`) +- ✅ Global Actions enabled +- ✅ Application restarted after enabling Workspace Mode + +### ServiceNow Requirements +- [ ] ServiceNow Developer Instance (Zurich - Latest release recommended) +- [ ] Integration user with API access +- [ ] API credentials (Basic Auth or OAuth 2.0) + +--- + +## Phase 1: ServiceNow Instance Setup + +### Step 1: Request Developer Instance + +1. Navigate to: https://developer.servicenow.com/ +2. Click "Request an Instance" +3. Select **Zurich (Latest release)** +4. Click "Request" +5. Wait for instance provisioning (typically 2-5 minutes) + +**You'll receive:** +``` +Instance URL: https://devXXXXX.service-now.com +Admin Username: admin +Admin Password: [provided by ServiceNow] +``` + +### Step 2: Create Integration User + +> **Note:** This step demonstrates basic authentication setup for initial testing. For production deployments using Bearer Token authentication, refer to "SERVICENOW_OAUTH_SETUP.md". + +1. Log into your ServiceNow instance as admin +2. Navigate to: **User Administration** → **Users** +3. Click **New** to create integration user: + ``` + Username: simplechat6_integration + First Name: Simple + Last Name: Chat Integration + Email: [your email] + Time Zone: [your timezone] + ``` + +4. Assign Roles: + - Navigate to **Roles** tab + - Add roles: + - `rest_api_explorer` - For REST API access + - `itil` - For incident management + - `knowledge` - For knowledge base access (optional) + +5. Set Password: + - Click **Set Password** + - Create secure password + - Save for later use + +### Step 3: Test REST API Access + +1. Navigate to: **System Web Services** → **REST** → **REST API Explorer** +2. URL: `https://devXXXXX.service-now.com/$restapi.do` +3. Select API: **Table API** +4. Select Table: **incident** +5. Click **Send** to test query +6. Verify you get JSON response with incident data + +**Example successful response:** +```json +{ + "result": [ + { + "number": "INC0000001", + "short_description": "Test incident", + "state": "1" + } + ] +} +``` + +--- + +## Phase 2: OpenAPI Specification + +### ServiceNow API Endpoints + +The integration uses two OpenAPI specification files that define all ServiceNow REST API operations: + +#### 1. Incident Management API +**Files:** +- **Bearer Token Auth:** `sample_servicenow_incident_api.yaml` (Recommended for production) +- **Basic Auth:** `sample_servicenow_incident_api_basicauth.yaml` (For testing only) + +**Base URL:** `https://devXXXXX.service-now.com/api/now` + +**Endpoints:** +- `GET /table/incident` - Query incidents with filters +- `POST /table/incident` - Create new incident +- `GET /table/incident/{sys_id}` - Get specific incident details +- `PATCH /table/incident/{sys_id}` - Update incident +- `GET /stats/incident` - Get incident statistics and aggregations + +**Operations:** +- `queryIncidents` - Query incidents based on filters (state, priority, date range, etc.) +- `createIncident` - Create new incident with short_description, description, priority, etc. +- `getIncidentDetails` - Retrieve full details of specific incident by sys_id +- `updateIncident` - Update incident fields (state, work_notes, priority, assigned_to, etc.) +- `getIncidentStats` - Get aggregated statistics (count, averages, grouping by fields) + +#### 2. Knowledge Base API +**Files:** +- **Bearer Token Auth:** `sample_now_knowledge_latest_spec.yaml` (Recommended for production) +- **Basic Auth:** `sample_now_knowledge_latest_spec_basicauth.yaml` (For testing only) + +**Base URL:** `https://devXXXXX.service-now.com` + +**Endpoints:** +- `GET /api/now/table/kb_knowledge` - Search knowledge base articles +- `GET /api/now/table/kb_knowledge/{sys_id}` - Get specific article details + +**Operations:** +- `searchKnowledgeFacets` - Search knowledge articles with progressive fallback strategy +- `getKnowledgeArticle` - Retrieve full content of specific knowledge article + +### OpenAPI Specification Files + +**Locations:** `docs/how-to/agents/ServiceNow/open_api_specs/` + +**Available Authentication Options:** + +#### Bearer Token Authentication (Production) +- `sample_servicenow_incident_api.yaml` - Incident management with OAuth 2.0 bearer token +- `sample_now_knowledge_latest_spec.yaml` - Knowledge base search with OAuth 2.0 bearer token +- **Use these for:** Production deployments, secure enterprise environments +- **Setup guide:** See `SERVICENOW_OAUTH_SETUP.md` for OAuth configuration + +#### Basic Authentication (Testing Only) +- `sample_servicenow_incident_api_basicauth.yaml` - Incident management with username:password +- `sample_now_knowledge_latest_spec_basicauth.yaml` - Knowledge base search with username:password +- **Use these for:** Initial testing, development instances, proof of concept +- **Security note:** Not recommended for production use + +**Status:** ✅ Created and configured + +**Key Features:** +- ✅ Both authentication methods supported (bearer token and basic auth) +- ✅ Comprehensive parameter documentation with detailed descriptions +- ✅ Critical usage patterns documented: + - Progressive search strategy (fallback from exact phrase to broad keyword) + - sys_id requirements and query-first patterns for updates + - Field mapping for create/update operations + - Work notes timing considerations (updates may take a few moments to appear) +- ✅ Query examples and common use case patterns +- ✅ Field descriptions, constraints, and validation rules +- ✅ State/priority/urgency enumerations documented +- ✅ Error handling guidance and status codes +- ✅ Pagination and filtering parameter examples +- ✅ ServiceNow-specific query syntax (encoded queries, operators) + +> **⚠️ Important:** These OpenAPI specifications are continuously tested and refined based on real-world use cases, agent behavior analysis, and production feedback. Regular updates ensure optimal AI agent understanding and reliable API interactions. + +--- + +## Phase 3: Simple Chat Configuration + +### Step 1: Add ServiceNow Actions + +> **Note:** This integration uses **two separate actions** because ServiceNow has distinct API endpoints for incident management and knowledge base operations, each with its own OpenAPI specification file. + +1. Navigate to: **Admin Settings** → **Actions Configuration** +2. Click **"Add Action"** +3. **Select Action Type: OpenAPI** + - ServiceNow REST APIs use OpenAPI/Swagger specifications + - OpenAPI type supports: External API integration, HTTP/HTTPS requests, authentication, JSON payloads + - Click **"Next"** after selecting OpenAPI + +#### Action 1: Incident Management +``` +Name: servicenow_manage_incident +Display Name: ServiceNow - Manage Incidents +Type: OpenAPI +Description: Complete incident management - query, create, update, retrieve details, and get statistics +OpenAPI Spec: [Upload sample_servicenow_incident_api.yaml or sample_servicenow_incident_api_basicauth.yaml] +Base URL: https://devXXXXX.service-now.com + +Operations Included: + - queryIncidents: Query/filter incidents with advanced search + - createIncident: Create new incidents with all fields + - getIncidentDetails: Retrieve full incident details by sys_id + - updateIncident: Update incident state, assignments, work notes, etc. + - getIncidentStats: Get aggregated statistics and metrics + +Authentication Options: + +Option A - Basic Auth (Testing Only): + Auth Type: key + Key: username:password (or use Key Vault reference) + OpenAPI Spec File: sample_servicenow_incident_api_basicauth.yaml + +Option B - OAuth Bearer Token (Recommended for Production): + Auth Type: key + Key: (or use Key Vault reference) + OpenAPI Spec File: sample_servicenow_incident_api.yaml + See: SERVICENOW_OAUTH_SETUP.md for OAuth setup + +Scope: Global or Group +``` + +**Repeat Step 1 for Knowledge Base Action:** + +#### Action 2: Knowledge Base Search (Optional) +``` +Name: servicenow_search_knowledge_base +Display Name: ServiceNow - Search Knowledge Base +Type: OpenAPI +Description: Search knowledge articles with progressive fallback and retrieve full article content +OpenAPI Spec: [Upload sample_now_knowledge_latest_spec.yaml or sample_now_knowledge_latest_spec_basicauth.yaml] +Base URL: https://devXXXXX.service-now.com + +Operations Included: + - searchKnowledgeFacets: Search KB articles with progressive search strategy + - getKnowledgeArticle: Retrieve complete article content by sys_id + +[Same auth config as above] + +Scope: Global or Group +``` + +> **💡 Tip:** If you only need incident management without knowledge base search, you can skip Action 2 and configure your agent with only the `servicenow_manage_incident` action. + +--- + +## Phase 4: Configure ServiceNow Agent + +### Step 1: Create Agent + +1. Navigate to: **Admin Settings** → **Agents Configuration** +2. Click **"Add Agent"** +3. Configure agent: + +``` +Name: servicenow_support_agent +Display Name: ServiceNow Support Agent +Description: AI agent for ServiceNow incident management and knowledge base operations + +Instructions: [Copy from servicenow_agent_instructions.txt] + +Model: gpt-4o (or your preferred model) +Scope: Global or Group +``` + +> **📄 Agent Instructions File:** +> - **Location:** `docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt` +> - **Purpose:** Comprehensive behavioral instructions for the ServiceNow support agent +> - **Usage:** Copy the entire content from this file into the "Instructions" field when creating the agent +> +> **⚠️ Important:** These instructions are continuously refined and tuned based on real-world use cases, agent behavior analysis, and production feedback. The file serves as a living reference that should be updated as new patterns emerge or edge cases are discovered. Regular review and updates ensure optimal agent performance and reliable ServiceNow interactions. + +### Step 2: Attach Actions to Agent + +1. Edit the ServiceNow Support Agent +2. Navigate to **Actions** tab +3. Select and attach: + - ✅ servicenow_manage_incident + - ✅ servicenow_search_knowledge_base +4. Save agent configuration + +--- + +## Testing the Integration + +### Test 1: Query Incidents +``` +Prompt: "Show me open critical incidents created in the last 7 days" +``` + +Expected: Agent queries incidents with appropriate filters and displays results in table format. + +### Test 2: Create Incident +``` +Prompt: "Create an incident: Email server down for Finance team, priority High, assigned to John Doe" +``` + +Expected: Agent creates incident and returns incident number. + +### Test 3: Update Incident +``` +Prompt: "Update INC0010095 - add work note: Investigating email server logs" +``` + +Expected: Agent queries for sys_id, then updates with work note. + +### Test 4: Search Knowledge Base +``` +Prompt: "Find KB articles about email troubleshooting" +``` + +Expected: Agent searches KB and returns relevant articles with links. + +--- + +## Phase 5: Testing + +### Test Scenarios + +#### Test 1: Query Recent Tickets +**Prompt:** +``` +Show me all incidents created in the last 7 days +``` + +**Expected Behavior:** +- Agent uses servicenow_query_incidents action +- Filters by created_date >= 7 days ago +- Returns formatted table with results + +**Status:** [ ] Tested + +--- + +#### Test 2: Create New Ticket +**Prompt:** +``` +Create a new incident: +- Description: Email server not responding for Finance department +- Urgency: High +- Priority: 2 +- Category: Email +``` + +**Expected Behavior:** +- Agent confirms parameters +- Uses servicenow_create_incident action +- Returns new incident number (e.g., INC0010001) + +**Status:** [ ] Tested + +--- + +#### Test 3: Trend Analysis +**Prompt:** +``` +What are the top 5 trending issues over the last 30 days? +Show incident counts for each category. +``` + +**Expected Behavior:** +- Agent queries incidents from last 30 days +- Groups by category +- Counts incidents per category +- Returns top 5 in table format + +**Status:** [ ] Tested + +--- + +#### Test 4: Support Team Analytics +**Prompt:** +``` +Who is the most active support person in the last 30 days? +Show number of tickets resolved and average resolution time. +``` + +**Expected Behavior:** +- Agent queries incidents with resolved status +- Groups by assigned_to +- Calculates counts and averages +- Returns ranked list + +**Status:** [ ] Tested + +--- + +#### Test 5: Predictive Analysis +**Prompt:** +``` +Analyze resolution entries over the last year and identify patterns. +What are the most common types of outages? +``` + +**Expected Behavior:** +- Agent queries historical data (1 year) +- Analyzes resolution notes and categories +- Identifies recurring patterns +- Provides recommendations + +**Status:** [ ] Tested + +--- + +## Security Best Practices + +### Credential Management + +**Option 1: Direct Password Entry (Quick Setup)** +- Enter ServiceNow password directly in action configuration +- Stored encrypted in Cosmos DB +- ⚠️ Less secure for production use + +**Option 2: Azure Key Vault (Recommended)** +1. Store ServiceNow credentials in Azure Key Vault +2. Create secret: `servicenow-integration-password` +3. Reference in action config: `@keyvault:servicenow-integration-password` +4. Simple Chat automatically retrieves from Key Vault + +**Status:** [ ] Credentials secured + +### API User Permissions + +**Least Privilege Principle:** +- [ ] Integration user has only required roles +- [ ] Read-only access for query actions +- [ ] Write access only for create/update actions +- [ ] No admin privileges + +### Audit Logging + +**Enable in ServiceNow:** +1. Navigate to **System Logs** → **System Log** → **REST Messages** +2. Enable logging for API calls +3. Monitor for unusual activity + +**Status:** [ ] Audit logging configured + +--- + +## Troubleshooting + +### Common Issues + +#### Issue: "Session not authenticated" or "Session expired" error + +**Status:** ✅ **FIXED in version 0.235.026** + +**Symptoms:** +- Agent responds: "I'm unable to access your ServiceNow incidents because your session is not authenticated" +- Direct API calls with same credentials work correctly +- Base URL is configured correctly + +**Root Cause:** +This issue was caused by a mismatch between how the Simple Chat UI stores Basic Auth credentials (as `username:password` in a single field) and how the OpenAPI plugin expected them (as separate `username` and `password` fields). + +**Solution:** +The fix is included in Simple Chat v0.235.026+. The OpenAPI plugin factory now automatically transforms the authentication format when loading actions, so no user action is required. + +**For detailed technical information, see:** `docs/explanation/fixes/OPENAPI_BASIC_AUTH_FIX.md` + +#### Issue: "Authentication failed" error +**Solution:** +- Verify username (simplechat6_integration) and password are correct +- Check integration user is active +- Confirm user has `rest_api_explorer` role +- Test credentials in REST API Explorer first +- Ensure Base URL is correct: `https://devXXXXX.service-now.com/api/now` + +#### Issue: "No results returned" for queries +**Solution:** +- Check date filters are correct +- Verify table name is correct (incident, not incidents) +- Test query in ServiceNow REST API Explorer +- Check sysparm_query encoding + +#### Issue: Agent not using ServiceNow actions +**Solution:** +- Verify actions are attached to agent +- Check actions are saved as "Global" scope +- Restart application after configuration changes +- Review agent instructions for clarity + +#### Issue: "Rate limit exceeded" error +**Solution:** +- ServiceNow limits API calls per hour +- Developer instances: ~10,000 calls/hour +- Add delays between bulk operations +- Implement retry logic with exponential backoff + +--- + +## Next Steps + +### Completed +- [x] Understand integration approach +- [x] Choose ServiceNow instance (Zurich) + +### In Progress +- [ ] Request ServiceNow developer instance +- [ ] Create integration user +- [ ] Test REST API access + +### To Do +- [ ] Create OpenAPI specification +- [ ] Add ServiceNow actions in Simple Chat +- [ ] Create ServiceNow support agent +- [ ] Test all use cases +- [ ] Secure credentials with Key Vault +- [ ] Deploy to production + +--- + +## Resources + +### ServiceNow Documentation +- REST API Reference: https://developer.servicenow.com/dev.do#!/reference/api/latest/rest +- Table API Guide: https://docs.servicenow.com/bundle/latest/page/integrate/inbound-rest/concept/c_TableAPI.html +- Developer Portal: https://developer.servicenow.com/ + +### Simple Chat Documentation +- Actions Configuration: `docs/admin_configuration.md` +- Agent Creation: `docs/features.md` +- API Integration: `docs/explanation/features/` + +--- + +## Appendix + +### ServiceNow Query Syntax Examples + +**Last 7 days:** +``` +sysparm_query=sys_created_onONLast 7 days@javascript:gs.daysAgoStart(7) +``` + +**By priority:** +``` +sysparm_query=priority=1 +``` + +**By state (resolved):** +``` +sysparm_query=state=6 +``` + +**Combined filters:** +``` +sysparm_query=priority=1^state=1^sys_created_onONLast 30 days@javascript:gs.daysAgoStart(30) +``` + +### Sample Prompts for ServiceNow Actions + +Use these prompts with the ServiceNow Support Agent to test and demonstrate functionality: + +#### Query Incidents (servicenow_query_incidents) + +**Basic queries:** +- "Show me all open incidents" +- "List incidents created in the last 7 days" +- "What incidents are currently in progress?" +- "Show me all critical priority incidents" +- "Find all incidents assigned to the Finance department" + +**Advanced queries:** +- "Show me high priority incidents from last month that are still unresolved" +- "List all email-related incidents created in the last 2 weeks" +- "What incidents were opened yesterday with priority 1 or 2?" +- "Find all network incidents assigned to IT Support team" +- "Show me the most recent 20 incidents sorted by creation date" + +**Analytics and trends:** +- "What are the top 10 most common incident categories this month?" +- "How many incidents were created each day last week?" +- "Show me incident volume by priority for the last 30 days" +- "What's the average resolution time for critical incidents?" +- "Which category has the most unresolved incidents?" + +#### Create Incident (servicenow_create_incident) + +**Simple creation:** +- "Create a new incident: Email server is down for Marketing team" +- "Log a ticket: Users can't access the VPN, high urgency" +- "Open an incident for printer not working in conference room A" + +**Detailed creation:** +- "Create a critical incident: Database server crashed, all users affected, need immediate attention" +- "Log a new ticket with the following details: + - Description: Password reset portal showing error 500 + - Priority: High + - Category: Security + - Urgency: High + - Impact: Medium" + +**Template-based:** +- "Create an email server outage incident with high priority" +- "Open a standard network connectivity ticket for Building 2, Floor 3" +- "Log a hardware failure incident for laptop replacement" + +#### Get Incident Details (servicenow_get_incident) + +**By incident number:** +- "Show me details for incident INC0010001" +- "What's the status of ticket INC0010025?" +- "Get full details for incident INC0000157" +- "Show me the complete information for INC0010010" + +**Follow-up queries:** +- "What's the current status of the email server incident we created earlier?" +- "Show me all the work notes for incident INC0010005" +- "Has incident INC0010015 been assigned to anyone yet?" +- "When was INC0010020 last updated?" + +#### Update Incident (servicenow_update_incident) + +**Status updates:** +- "Mark incident INC0010001 as resolved" +- "Update INC0010025 status to In Progress" +- "Close incident INC0010005 with resolution: Issue resolved by restarting service" +- "Put incident INC0010010 on hold" + +**Assignment updates:** +- "Assign incident INC0010001 to John Smith" +- "Reassign INC0010025 to the Network Support team" +- "Change the assigned user for INC0010005" + +**Work notes:** +- "Add work note to INC0010001: Investigating email server logs, found connection timeout" +- "Update INC0010025 with note: Contacted vendor for support" +- "Add comment to INC0010010: Waiting for user response" + +**Priority changes:** +- "Increase priority of INC0010001 to Critical" +- "Lower the urgency of INC0010025 to Medium" +- "Change INC0010005 priority to 2" + +#### Get Statistics (servicenow_get_stats) + +**Volume metrics:** +- "How many incidents were created last month?" +- "What's the total incident count by category for this year?" +- "Show me incident volume trends for the last 6 months" +- "How many critical incidents were opened this week?" + +**Performance metrics:** +- "What's the average resolution time for incidents last month?" +- "Show me the mean time to resolve by category" +- "What percentage of incidents are resolved within SLA?" +- "Calculate the average time to first response" + +**Team analytics:** +- "Show me incident counts by assigned user for last 30 days" +- "Which support team resolved the most incidents this quarter?" +- "What's the workload distribution across support groups?" +- "Who has the fastest average resolution time?" + +**Categorical analysis:** +- "Break down incident counts by priority for last month" +- "Show me the distribution of incidents by state" +- "What categories have the highest incident volume?" +- "Compare email vs network incident counts for Q4" + +#### Search Knowledge Base (servicenow_search_kb) + +**Solution searches:** +- "Search the knowledge base for email configuration guides" +- "Find articles about VPN connection troubleshooting" +- "Look up password reset procedures in the KB" +- "Search for solutions to 'server not responding' errors" + +**Category searches:** +- "Show me all knowledge articles in the Email category" +- "Find network troubleshooting guides" +- "List all hardware setup articles" +- "Show me security-related KB articles" + +**Problem-specific:** +- "Find KB articles about printer connectivity issues" +- "Search for documentation on how to reset user passwords" +- "Look up articles about 'Error 500' messages" +- "Find guides for setting up mobile email access" + +**Recent/popular:** +- "What are the most viewed knowledge articles this month?" +- "Show me recently updated KB articles" +- "Find the top 10 most helpful articles" +- "List new knowledge articles from the last 30 days" + +#### Complex Multi-Action Workflows + +**Incident creation with KB lookup:** +- "Users are reporting email server issues. Search the knowledge base for solutions and if none exist, create a new incident." + +**Trend analysis with knowledge suggestions:** +- "What are the top 5 recurring issues this month? For each, suggest relevant knowledge articles." + +**Incident lifecycle:** +- "Show me all unresolved incidents from last week. For those older than 5 days, add a work note asking for status update." + +**Support quality check:** +- "Find all incidents closed yesterday. Check if resolution notes reference knowledge articles. Report which ones are missing KB references." + +**Proactive support:** +- "Analyze incidents from the last 90 days. Identify the top 3 issues that don't have knowledge articles, and suggest creating documentation for them." + +#### Natural Language Queries (Advanced Agent Capabilities) + +- "I need help with the laptop that won't connect to WiFi" + - Agent creates incident with user's details + - Searches KB for WiFi troubleshooting + - Provides step-by-step guide + - Tracks incident until resolved + +- "Show me everything related to the email outage last Tuesday" + - Agent queries incidents from that date + - Filters by email category + - Shows timeline of events + - Provides resolution summary + +- "Create a monthly support report for my manager" + - Agent gathers statistics for last month + - Calculates key metrics (volume, resolution time, SLA) + - Identifies trends and patterns + - Formats professional summary + +- "What's our biggest support challenge right now?" + - Agent analyzes recent incident data + - Identifies high-volume categories + - Calculates resolution times + - Highlights recurring problems + - Suggests improvements + +--- + +**Tip:** Start with simple queries to verify actions are working, then progress to more complex multi-action workflows. The ServiceNow Support Agent can combine multiple actions intelligently based on your natural language requests. + +### Useful ServiceNow Fields + +**Incident Table Fields:** +- `number` - Incident number (INC0000001) +- `short_description` - Brief title +- `description` - Detailed description +- `priority` - 1-5 (1=Critical, 5=Planning) +- `urgency` - 1-3 (1=High, 3=Low) +- `state` - 1=New, 2=In Progress, 6=Resolved, 7=Closed +- `assigned_to` - Assigned user +- `category` - Incident category +- `sys_created_on` - Created timestamp +- `sys_updated_on` - Updated timestamp +- `resolved_at` - Resolution timestamp +- `sys_id` - Unique identifier + +--- + +**Last Updated:** January 21, 2026 +**Status:** Initial Draft - In Progress diff --git a/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md b/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md new file mode 100644 index 00000000..02646450 --- /dev/null +++ b/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md @@ -0,0 +1,503 @@ +# ServiceNow OAuth 2.0 Setup for Simple Chat + +## Overview +This guide shows you how to configure OAuth 2.0 bearer token authentication for ServiceNow integration with Simple Chat using the **modern "New Inbound Integration Experience"** method. This is more secure than Basic Auth and recommended for production environments. + +> **Note:** This guide uses the current ServiceNow OAuth configuration method. The deprecated "Create an OAuth API endpoint for external clients" method is no longer recommended. + +## Prerequisites +- ServiceNow instance (Developer or Production) +- Admin access to ServiceNow +- **ServiceNow integration user** with appropriate roles (e.g., `itil`, `incident_manager`) + - **Best Practice**: Create a dedicated user (e.g., `simplechat_integration`) instead of using a personal account + - This user's permissions determine what the OAuth token can access +- Existing Simple Chat ServiceNow action (or create new one) + +--- + +## Part 1: Configure OAuth in ServiceNow + +### Step 1: Create ServiceNow Integration User (Recommended) + +Before creating the OAuth application, create a dedicated integration user: + +1. **Navigate to User Administration:** + - In ServiceNow, search for: **"Users"** in the left navigation filter + - Click: **System Security > Users** + +2. **Create New User:** + - Click **"New"** + - Fill in the form: + ``` + User ID: simplechat_integration + First name: Simple Chat + Last name: Integration + Email: your-email@example.com + Password: [Set a strong password - save this!] + ``` + +3. **Assign Roles:** + - Click on the **Roles** tab + - Add appropriate roles based on your Simple Chat use case: + - `itil` - Read access to ITIL tables (incidents, problems, changes) + - `incident_manager` - Create and update incidents + - `knowledge` - Read knowledge base articles + - **Security Best Practice**: Grant **only the minimum roles** needed for Simple Chat operations + +4. **Activate and Save:** + - Check the **"Active"** checkbox + - Click **"Submit"** + +5. **Save These Credentials (you'll need them in Step 3):** + ``` + ServiceNow Integration User + Username: simplechat_integration + Password: [the password you set] + ``` + +> **Why Create a Dedicated User?** +> - ✅ **Security**: Limit blast radius if credentials are compromised +> - ✅ **Audit Trail**: Clear visibility in ServiceNow logs (shows "simplechat_integration" performed actions) +> - ✅ **Permission Control**: Grant only the specific roles needed, not your full admin rights +> - ✅ **Lifecycle Management**: Can deactivate or rotate credentials without affecting personal accounts + +--- + +### Step 2: Create OAuth Application + +1. **Log in to your ServiceNow instance** as an admin + - URL: `https://devnnnnnn.service-now.com` + +2. **Navigate to OAuth Application Registry:** +2. **Navigate to OAuth Application Registry:** + ``` + System OAuth > Application Registry + ``` + Or search for "OAuth" in the navigation filter + +3. **Create New OAuth Integration:** + - Click **New** + - Select **"New Inbound Integration Experience"** (recommended for external clients) + - ⚠️ **Do NOT use** the deprecated "Create an OAuth API endpoint for external clients" + +4. **Select OAuth Grant Type:** + + ServiceNow will present you with several OAuth grant type options: + + **For this POC, select: "OAuth - Resource owner password credential grant"** + + > **📋 Why This Grant Type for POC:** + > - ✅ **Trusted application scenario**: Simple Chat is a trusted first-party application on your Azure infrastructure + > - ✅ **User context preserved**: Actions execute with the **integration user's permissions** and audit trail + > - Token request requires: **OAuth app credentials** (Client ID/Secret) + **ServiceNow user credentials** (Username/Password) + > - ServiceNow issues token **on behalf of that specific user** + > - All API calls execute with that user's roles, ACLs, and permissions + > - Audit logs show the integration user's name, not just "OAuth app" + > - ✅ **Simple token management**: Easy to obtain and refresh tokens programmatically + > - ✅ **Development/testing friendly**: Works well for POC without complex OAuth flows + > - ✅ **Server-to-server integration**: Simple Chat backend directly requests tokens using credentials + + > **⚠️ IMPORTANT - Review Grant Type for Production:** + > + > The OAuth grant type should be **revisited based on your customer's security requirements** and deployment scenario: + > + > | Grant Type | Best For | Use When | + > |------------|----------|----------| + > | **Resource Owner Password** | Trusted apps, POC/Dev | App is first-party, trusted infrastructure, need user context | + > | **Client Credentials** | Machine-to-machine | No user context needed, service account only | + > | **Authorization Code** | Third-party apps | Interactive user consent required, multi-tenant scenarios | + > | **JWT Bearer** | Advanced scenarios | Token exchange, federated identity, microservices | + > + > **Production Considerations:** + > - If customer requires **no password storage**, use Authorization Code grant with PKCE + > - If customer requires **service account only**, use Client Credentials grant + > - If customer has **strict OAuth compliance**, avoid Resource Owner Password grant (considered legacy by some standards) + > - If integrating with **external identity providers**, use JWT Bearer or Authorization Code grant + > + > Always align the grant type choice with your customer's security policies and compliance requirements. + +5. **Configure the Integration Form:** + + ServiceNow presents a "New record" form with several sections. Configure as follows: + + **Details Section:** + ``` + Name: Simple Chat Integration + Provider name: Azure app service (auto-filled) + Client ID: (auto-generated - COPY THIS!) + Client secret: (auto-generated - COPY THIS IMMEDIATELY!) + Comments: OAuth integration for Simple Chat AI assistant + Active: ☑ Checked + ``` + + **Auth Scope Section:** + ``` + Auth scope: useraccount (default) + Limit authorization to following APIs: (leave empty for POC) + ``` + > ⚠️ The "useraccount" scope grants access to all resources available to the signed-in user. This is acceptable for POC with a dedicated integration user account. For production, consider creating custom scopes to limit access to only required APIs. + + **Advanced Options (optional):** + ``` + Enforce token restriction: ☐ Unchecked (for POC) + Token Format: Opaque (default) + Access token lifespan (seconds): 3600 (1 hour - recommended for POC) + Refresh token lifespan (seconds): 86400 (24 hours - recommended for POC) + ``` + > **Note:** ServiceNow defaults to 1800 seconds (30 min) for access tokens, which is too short for testing. Change to longer based on your needs or the dev/testing duration. + +6. **⚠️ CRITICAL - Copy Credentials BEFORE Saving:** + + **Before clicking "Save", you MUST copy these values:** + + 1. **Client ID:** Visible in plain text (e.g., `565d53a80dfe4cb89b8869fd1d977308`) + - Select and copy the entire value + + 2. **Client Secret:** Hidden behind dots + - Click the 👁️ (eye icon) to reveal, OR + - Click the 📋 (copy icon) to copy directly + - **This may only be shown once - copy it now!** + + **Save these values securely** - paste them into a text file or password manager immediately. + + Example format to save: + ``` + ServiceNow OAuth Credentials + Instance: https://devnnnnnn.service-now.com + Client ID: 565d53a... + Client Secret: [paste the revealed secret here] + Token Endpoint: https://devnnnnnn.service-now.com/oauth_token.do + Username: + ``` + +7. **Click "Save"** + +8. **Note the token endpoint:** + - Token endpoint: `https://devnnnnnn.service-now.com/oauth_token.do` + +--- + +### Step 3: Obtain Access Token + +You have two options to get an access token. + +> **Important:** The token request requires **BOTH**: +> - **OAuth App Credentials**: `client_id` and `client_secret` (from Step 1) +> - **ServiceNow User Credentials**: `username` and `password` (integration user you created) +> +> The resulting token will execute API calls **as that integration user** with their specific roles and permissions. + +#### **Option A: Using REST Client (Postman/Curl)** + +**Request:** +```bash +curl -X POST https://devnnnnnn.service-now.com/oauth_token.do \ + -H "Content-Type: application/x-www-form-urlencoded" \ + -d "grant_type=password" \ + -d "client_id=YOUR_CLIENT_ID" \ # OAuth app Client ID + -d "client_secret=YOUR_CLIENT_SECRET" \ # OAuth app Client Secret + -d "username=YOUR_USERNAME" \ # ServiceNow integration user + -d "password=YOUR_PASSWORD" # Integration user's password +``` + +**Response:** +```json +{ + "access_token": "eyJ0eXAiOiJKV1QiLCJhbGc...", + "refresh_token": "eyJ0eXAiOiJKV1QiLCJhbGc...", + "scope": "useraccount", + "token_type": "Bearer", + "expires_in": 31536000 +} +``` + +#### **Option B: Using Python Script** + +Create `get_servicenow_token.py`: +```python +#!/usr/bin/env python3 +""" +Get ServiceNow OAuth access token for Simple Chat integration. + +Requires BOTH: +- OAuth App credentials (Client ID/Secret from ServiceNow OAuth registry) +- ServiceNow integration user credentials (Username/Password) + +The token will execute API calls as the integration user with their permissions. +""" + +import requests +import json + +# ServiceNow OAuth App credentials (from Step 1 - OAuth registry) +SERVICENOW_INSTANCE = "https://devnnnnnn.service-now.com" +CLIENT_ID = "YOUR_CLIENT_ID" # From OAuth Application Registry +CLIENT_SECRET = "YOUR_CLIENT_SECRET" # From OAuth Application Registry + +# ServiceNow integration user credentials (dedicated user with specific roles) +USERNAME = "YOUR_USERNAME" # e.g., simplechat_integration +PASSWORD = "YOUR_PASSWORD" # Integration user's password + +def get_access_token(): + """Get OAuth access token from ServiceNow.""" + url = f"{SERVICENOW_INSTANCE}/oauth_token.do" + + data = { + 'grant_type': 'password', + 'client_id': CLIENT_ID, + 'client_secret': CLIENT_SECRET, + 'username': USERNAME, + 'password': PASSWORD + } + + response = requests.post(url, data=data) + + if response.status_code == 200: + token_data = response.json() + print("✅ Access Token obtained successfully!") + print(f"\nAccess Token: {token_data['access_token']}") + print(f"Expires in: {token_data['expires_in']} seconds") + print(f"Token Type: {token_data['token_type']}") + + # Save to file + with open('servicenow_token.json', 'w') as f: + json.dump(token_data, f, indent=2) + print("\n📁 Token saved to servicenow_token.json") + + return token_data['access_token'] + else: + print(f"❌ Failed to get token: {response.status_code}") + print(response.text) + return None + +if __name__ == "__main__": + get_access_token() +``` + +Run the script: +```bash +python get_servicenow_token.py +``` + +--- + +## Part 2: Configure Action in Simple Chat + +### Step 1: Navigate to Actions Configuration + +1. **Navigate to Actions page:** + - Go to **Settings** > **Actions** (Global) or **Group Settings** > **Actions** (Group-specific) + +2. **Edit your ServiceNow action** or click **"Create New Action"** + +### Step 2: Upload OpenAPI Specification + +1. **Action Details:** + ``` + Name: ServiceNow Query Incidents (or your preferred name) + Display Name: ServiceNow - Query Incident + Description: Query ServiceNow incidents with filters + ``` + +2. **OpenAPI Specification:** + - Upload your `servicenow_incident_api.yaml` file + - Or paste the OpenAPI spec content directly + +3. **Base URL:** + ``` + https://devnnnnnn.service-now.com/api/now + ``` + *(Replace devnnnnnn with your actual ServiceNow instance)* + +### Step 3: Configure Bearer Token Authentication + +In the **Authentication Configuration** section: + +1. **Select Authentication Type:** + - From the **"Type"** dropdown, select: **Bearer Token** + +2. **Enter Token:** + - Paste your access token in the **"Token"** field + ``` + YOUR_ACCESS_TOKEN_FROM_PART_1_STEP_2 + ``` + *(Use the actual token obtained from Part 1, Step 2)* + +3. **Save the Action** + +**That's it!** Simple Chat will automatically: +- Add `Authorization: Bearer YOUR_TOKEN` header to all requests +- Handle the token properly for ServiceNow API authentication + +> **Production Considerations:** +> +> For production deployments, consider the following: +> +> 1. **Secure Token Storage**: Store the OAuth token in Azure Key Vault rather than directly in the action configuration +> - Enables centralized secret management and rotation +> - Provides audit logging for secret access +> - Allows token updates without modifying Simple Chat configuration +> +> 2. **Token Expiration Management**: OAuth tokens have limited lifespans (typically 1-8 hours) +> - **Monitor token expiration**: Set up alerts before tokens expire +> - **Implement token refresh**: Use the refresh token to obtain new access tokens automatically +> - **Automated renewal**: Consider creating an Azure Function or scheduled task to refresh tokens periodically +> - See the "Token Refresh Strategy" section below for implementation options +> +> 3. **Graceful Failure Handling**: Implement monitoring to detect authentication failures due to expired tokens + +--- + +## Part 3: Testing + +### Test with Simple Chat Agent + +1. **Open Simple Chat** and select your ServiceNow agent +2. **Test query:** + ``` + Show me recent incidents + ``` + +3. **Check logs** for successful authentication: + ``` + Added bearer auth: eyJ0eXAi... + Authorization: Bearer eyJ0eXAi... + ``` + +### Test with Curl + +```bash +curl -X GET \ + "https://devnnnnnn.service-now.com/api/now/table/incident?sysparm_limit=5" \ + -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \ + -H "Accept: application/json" +``` + +--- + +## Token Refresh Strategy + +OAuth tokens expire. Here are your options: + +### Option 1: Manual Refresh (Simple) +- Set calendar reminder before token expires +- Run `get_servicenow_token.py` script +- Update Key Vault secret +- Simple Chat will use new token automatically + +### Option 2: Automatic Refresh (Advanced) +Create a scheduled task/Azure Function to refresh tokens: + +```python +# refresh_servicenow_token.py +import requests +from azure.keyvault.secrets import SecretClient +from azure.identity import DefaultAzureCredential + +def refresh_token(): + # Get refresh token from Key Vault + credential = DefaultAzureCredential() + client = SecretClient(vault_url="https://your-vault.vault.azure.net", credential=credential) + refresh_token = client.get_secret("servicenow-refresh-token").value + + # Request new access token + response = requests.post( + "https://devnnnnnn.service-now.com/oauth_token.do", + data={ + 'grant_type': 'refresh_token', + 'refresh_token': refresh_token, + 'client_id': CLIENT_ID, + 'client_secret': CLIENT_SECRET + } + ) + + if response.status_code == 200: + new_token = response.json()['access_token'] + + # Update Key Vault + client.set_secret("servicenow-oauth-token", new_token) + print("✅ Token refreshed successfully!") + else: + print(f"❌ Refresh failed: {response.text}") + +if __name__ == "__main__": + refresh_token() +``` + +Schedule with Azure Function (Timer Trigger): +``` +Trigger: Every 50 minutes (before 1-hour expiration) +``` + +### Option 3: Long-Lived Tokens +Configure longer token lifespans in ServiceNow: +``` +Access Token Lifespan: 28800 (8 hours) +Refresh Token Lifespan: 604800 (7 days) +``` + +--- + +## Security Best Practices + +### ✅ DO: +- Store tokens in Azure Key Vault +- Use HTTPS for all requests +- Set appropriate token expiration times +- Rotate tokens regularly +- Use refresh tokens to avoid storing passwords +- Monitor token usage in ServiceNow + +### ❌ DON'T: +- Hardcode tokens in code +- Share tokens between environments +- Use overly long token lifespans +- Commit tokens to source control +- Use the same credentials for dev and prod + +--- + +## Comparison: Basic Auth vs OAuth Bearer + +| Aspect | Basic Auth | OAuth Bearer Token | +|--------|------------|-------------------| +| **Security** | Lower (credentials in every request) | Higher (token-based, expirable) | +| **Setup** | Simple | Moderate complexity | +| **Token Expiration** | None | Configurable (1-8 hours) | +| **Rotation** | Manual password change | Automatic with refresh tokens | +| **Audit Trail** | Username-based | Token-based (better tracking) | +| **Revocation** | Change password (affects all) | Revoke individual tokens | +| **Best For** | Development/Testing | Production environments | + +--- + +## Troubleshooting + +### Error: "invalid_client" +- Verify Client ID and Client Secret are correct +- Check OAuth application is active in ServiceNow + +### Error: "invalid_grant" +- Check username and password are correct +- Verify user has necessary roles in ServiceNow + +### Error: 401 Unauthorized with Bearer Token +- Token may have expired - refresh it +- Verify token is being sent correctly: `Authorization: Bearer TOKEN` +- Check token wasn't truncated when copying + +--- + +## Next Steps + +1. **Complete OAuth setup** in ServiceNow +2. **Get initial access token** using script or Postman +3. **Store token in Key Vault** (recommended) +4. **Update action configuration** in Simple Chat +5. **Test with agent** to verify authentication works +6. **Set up token refresh** strategy (manual or automated) + +## Related Documentation +- [ServiceNow OAuth Documentation](https://docs.servicenow.com/bundle/xanadu-platform-security/page/administer/security/concept/c_OAuthApplications.html) +- [Simple Chat OpenAPI Basic Auth Fix](./explanation/fixes/OPENAPI_BASIC_AUTH_FIX.md) +- [ServiceNow Integration Guide](./SERVICENOW_INTEGRATION.md) diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/now_knowledge_latest_spec_sample.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/now_knowledge_latest_spec_sample.yaml new file mode 100644 index 00000000..4932e7ab --- /dev/null +++ b/docs/how-to/agents/ServiceNow/open_api_specs/now_knowledge_latest_spec_sample.yaml @@ -0,0 +1,33 @@ +--- +openapi: "3.0.1" +info: + title: "Knowledge" + description: "Knowledge APIs for Service Portal" + version: "latest" +externalDocs: + url: "" +servers: +- url: "https://dev222288.service-now.com/" +paths: + /api/now/knowledge/search/facets: + get: + description: "" + parameters: [] + responses: + "200": + description: "ok" + content: + application/json: {} + application/xml: {} + text/xml: {} + post: + description: "" + parameters: [] + requestBody: + content: + application/json: {} + responses: + "200": + description: "ok" + content: + application/json: {} diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/now_table_api_latest_spec_sample.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/now_table_api_latest_spec_sample.yaml new file mode 100644 index 00000000..3aaaf7f7 --- /dev/null +++ b/docs/how-to/agents/ServiceNow/open_api_specs/now_table_api_latest_spec_sample.yaml @@ -0,0 +1,331 @@ +--- +openapi: "3.0.1" +info: + title: "Table API" + description: "Allows you to perform create, read, update and delete (CRUD) operations\ + \ on existing tables" + version: "latest" +externalDocs: + url: "https://docs.servicenow.com/?context=CSHelp:REST-Table-API" +servers: +- url: "https://dev222288.service-now.com/" +paths: + /api/now/table/{tableName}: + get: + description: "Retrieve records from a table" + parameters: + - name: "tableName" + in: "path" + required: true + schema: {} + - name: "sysparm_query" + in: "query" + description: "An encoded query string used to filter the results" + required: false + schema: {} + - name: "sysparm_display_value" + in: "query" + description: "Return field display values (true), actual values (false), or\ + \ both (all) (default: false)" + required: false + schema: {} + - name: "sysparm_exclude_reference_link" + in: "query" + description: "True to exclude Table API links for reference fields (default:\ + \ false)" + required: false + schema: {} + - name: "sysparm_suppress_pagination_header" + in: "query" + description: "True to supress pagination header (default: false)" + required: false + schema: {} + - name: "sysparm_fields" + in: "query" + description: "A comma-separated list of fields to return in the response" + required: false + schema: {} + - name: "sysparm_limit" + in: "query" + description: "The maximum number of results returned per page (default: 10,000)" + required: false + schema: {} + - name: "sysparm_view" + in: "query" + description: "Render the response according to the specified UI view (overridden\ + \ by sysparm_fields)" + required: false + schema: {} + - name: "sysparm_query_category" + in: "query" + description: "Name of the query category (read replica category) to use for\ + \ queries" + required: false + schema: {} + - name: "sysparm_query_no_domain" + in: "query" + description: "True to access data across domains if authorized (default: false)" + required: false + schema: {} + - name: "sysparm_no_count" + in: "query" + description: "Do not execute a select count(*) on table (default: false)" + required: false + schema: {} + responses: + "200": + description: "ok" + content: + application/json: {} + application/xml: {} + text/xml: {} + post: + description: "Create a record" + parameters: + - name: "tableName" + in: "path" + required: true + schema: {} + - name: "sysparm_display_value" + in: "query" + description: "Return field display values (true), actual values (false), or\ + \ both (all) (default: false)" + required: false + schema: {} + - name: "sysparm_exclude_reference_link" + in: "query" + description: "True to exclude Table API links for reference fields (default:\ + \ false)" + required: false + schema: {} + - name: "sysparm_fields" + in: "query" + description: "A comma-separated list of fields to return in the response" + required: false + schema: {} + - name: "sysparm_input_display_value" + in: "query" + description: "Set field values using their display value (true) or actual\ + \ value (false) (default: false)" + required: false + schema: {} + - name: "sysparm_suppress_auto_sys_field" + in: "query" + description: "True to suppress auto generation of system fields (default:\ + \ false)" + required: false + schema: {} + - name: "sysparm_view" + in: "query" + description: "Render the response according to the specified UI view (overridden\ + \ by sysparm_fields)" + required: false + schema: {} + requestBody: + content: + application/json: {} + application/xml: {} + text/xml: {} + responses: + "200": + description: "ok" + content: + application/json: {} + application/xml: {} + text/xml: {} + /api/now/table/{tableName}/{sys_id}: + get: + description: "Retrieve a record" + parameters: + - name: "tableName" + in: "path" + required: true + schema: {} + - name: "sys_id" + in: "path" + required: true + schema: {} + - name: "sysparm_display_value" + in: "query" + description: "Return field display values (true), actual values (false), or\ + \ both (all) (default: false)" + required: false + schema: {} + - name: "sysparm_exclude_reference_link" + in: "query" + description: "True to exclude Table API links for reference fields (default:\ + \ false)" + required: false + schema: {} + - name: "sysparm_fields" + in: "query" + description: "A comma-separated list of fields to return in the response" + required: false + schema: {} + - name: "sysparm_view" + in: "query" + description: "Render the response according to the specified UI view (overridden\ + \ by sysparm_fields)" + required: false + schema: {} + - name: "sysparm_query_no_domain" + in: "query" + description: "True to access data across domains if authorized (default: false) " + required: false + schema: {} + responses: + "200": + description: "ok" + content: + application/json: {} + application/xml: {} + text/xml: {} + put: + description: "Modify a record" + parameters: + - name: "tableName" + in: "path" + required: true + schema: {} + - name: "sys_id" + in: "path" + required: true + schema: {} + - name: "sysparm_display_value" + in: "query" + description: "Return field display values (true), actual values (false), or\ + \ both (all) (default: false)" + required: false + schema: {} + - name: "sysparm_exclude_reference_link" + in: "query" + description: "True to exclude Table API links for reference fields (default:\ + \ false)" + required: false + schema: {} + - name: "sysparm_fields" + in: "query" + description: "A comma-separated list of fields to return in the response" + required: false + schema: {} + - name: "sysparm_input_display_value" + in: "query" + description: "Set field values using their display value (true) or actual\ + \ value (false) (default: false)" + required: false + schema: {} + - name: "sysparm_suppress_auto_sys_field" + in: "query" + description: "True to suppress auto generation of system fields (default:\ + \ false)" + required: false + schema: {} + - name: "sysparm_view" + in: "query" + description: "Render the response according to the specified UI view (overridden\ + \ by sysparm_fields)" + required: false + schema: {} + - name: "sysparm_query_no_domain" + in: "query" + description: "True to access data across domains if authorized (default: false)" + required: false + schema: {} + requestBody: + content: + application/json: {} + application/xml: {} + text/xml: {} + responses: + "200": + description: "ok" + content: + application/json: {} + application/xml: {} + text/xml: {} + delete: + description: "Delete a record" + parameters: + - name: "tableName" + in: "path" + required: true + schema: {} + - name: "sys_id" + in: "path" + required: true + schema: {} + - name: "sysparm_query_no_domain" + in: "query" + description: "True to access data across domains if authorized (default: false)" + required: false + schema: {} + responses: + "200": + description: "ok" + content: + application/json: {} + application/xml: {} + text/xml: {} + patch: + description: "Update a record" + parameters: + - name: "tableName" + in: "path" + required: true + schema: {} + - name: "sys_id" + in: "path" + required: true + schema: {} + - name: "sysparm_display_value" + in: "query" + description: "Return field display values (true), actual values (false), or\ + \ both (all) (default: false)" + required: false + schema: {} + - name: "sysparm_exclude_reference_link" + in: "query" + description: "True to exclude Table API links for reference fields (default:\ + \ false)" + required: false + schema: {} + - name: "sysparm_fields" + in: "query" + description: "A comma-separated list of fields to return in the response" + required: false + schema: {} + - name: "sysparm_input_display_value" + in: "query" + description: "Set field values using their display value (true) or actual\ + \ value (false) (default: false)" + required: false + schema: {} + - name: "sysparm_suppress_auto_sys_field" + in: "query" + description: "True to suppress auto generation of system fields (default:\ + \ false)" + required: false + schema: {} + - name: "sysparm_view" + in: "query" + description: "Render the response according to the specified UI view (overridden\ + \ by sysparm_fields)" + required: false + schema: {} + - name: "sysparm_query_no_domain" + in: "query" + description: "True to access data across domains if authorized (default: false)" + required: false + schema: {} + requestBody: + content: + application/json: {} + application/xml: {} + text/xml: {} + responses: + "200": + description: "ok" + content: + application/json: {} + application/xml: {} + text/xml: {} diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml new file mode 100644 index 00000000..7b57cb85 --- /dev/null +++ b/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml @@ -0,0 +1,267 @@ +openapi: 3.0.1 +info: + title: ServiceNow Knowledge Base API + description: ServiceNow Knowledge Management REST API for searching and retrieving knowledge articles - Optimized for Simple Chat integration + version: 1.0.0 + contact: + name: ServiceNow API Support + url: https://developer.servicenow.com + +servers: + - url: https://dev222288.service-now.com + description: ServiceNow Developer Instance + +security: + - bearerAuth: [] + +paths: + /api/now/table/kb_knowledge: + get: + operationId: searchKnowledgeFacets + summary: Search knowledge base articles + description: | + PRIMARY SEARCH FUNCTION: Search ServiceNow knowledge articles. + Use this function to find knowledge articles related to user questions, incidents, or topics. + Search by keywords in article title, content, or category. + Returns published knowledge articles matching the search criteria. + + ⚠️ CRITICAL: PROGRESSIVE SEARCH REQUIRES MULTIPLE FUNCTION CALLS ⚠️ + + You MUST make TWO separate searchKnowledgeFacets calls when first search returns 0 results: + + EXECUTION PATTERN (MAKE THESE AS SEPARATE FUNCTION CALLS): + + CALL 1 - Try Exact Phrase: + 1. Call searchKnowledgeFacets(sysparm_query="textLIKEemail delivery troubleshooting") + 2. Check if result count = 0 + 3. If count > 0: Return results, DONE ✓ + 4. If count = 0: Proceed to CALL 2 (do not give up!) + + CALL 2 - Broad Keyword Fallback: + 1. Extract primary keyword from phrase (e.g., "email" from "email delivery troubleshooting") + 2. Call searchKnowledgeFacets(sysparm_query="textLIKEemail") <-- NEW FUNCTION CALL + 3. Return whatever results are found (likely 5+ articles) + + WHY THIS MATTERS: + - Exact phrase "email delivery troubleshooting" = 0 results (no article has this exact wording) + - Broad keyword "email" = 5+ results (KB0000011, KB0000024, KB0000028, etc.) + - You MUST make the second function call when first returns 0 + + DO NOT: + ❌ Give up after first search returns 0 + ❌ Say "no articles found" without trying broad keyword + ❌ Use complex OR queries in first attempt - keep it simple + + KEYWORD EXTRACTION: + - "email delivery troubleshooting" → primary keyword: "email" + - "spam filter blocking" → primary keyword: "spam" + - "network connectivity issues" → primary keyword: "network" + parameters: + - name: sysparm_query + in: query + required: false + schema: + type: string + description: | + Query filter for knowledge articles. Use LIKE operator for text search. + + PROGRESSIVE SEARCH APPROACH: + 1. First attempt: Try exact or close phrase match + - Example: textLIKEemail delivery troubleshooting + 2. If no results: Fall back to primary keyword + - Example: textLIKEemail + 3. If still no results: Try related terms + - Example: textLIKEmail OR textLIKEmessage + + Search patterns: + - Exact phrase: textLIKEemail delivery troubleshooting + - Single keyword: textLIKEemail + - Multiple keywords (OR): textLIKEemail^ORtextLIKEspam + - Title search: short_descriptionLIKEemail + - Category search: kb_categoryLIKEEmail + - Published filter (optional): workflow_state=published^textLIKEemail + + Remember: If a search returns 0 results, try a simpler/broader term + example: "textLIKEemail" + + - name: sysparm_limit + in: query + required: false + schema: + type: integer + default: 10 + maximum: 100 + description: Maximum number of articles to return + example: 10 + + - name: sysparm_fields + in: query + required: false + schema: + type: string + description: Comma-separated list of fields to return + example: "number,short_description,text,kb_category,kb_knowledge_base,sys_view_count,workflow_state" + + - name: sysparm_display_value + in: query + required: false + schema: + type: string + enum: [true, false, all] + default: "false" + description: Return display values instead of sys_ids + example: "true" + + responses: + '200': + description: Knowledge articles retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + type: array + items: + $ref: '#/components/schemas/KnowledgeArticle' + example: + result: + - number: "KB0000011" + short_description: "How to configure email settings" + text: "Step-by-step guide for configuring email..." + kb_category: "Email" + kb_knowledge_base: "IT Support" + sys_view_count: "145" + workflow_state: "published" + '401': + description: Unauthorized - Invalid credentials + + /api/now/table/kb_knowledge/{sys_id}: + get: + operationId: getKnowledgeArticle + summary: Get specific knowledge article by sys_id + description: Retrieve detailed content of a specific knowledge article + parameters: + - name: sys_id + in: path + required: true + schema: + type: string + description: The sys_id of the knowledge article + example: "abc123xyz789" + + - name: sysparm_display_value + in: query + required: false + schema: + type: string + enum: [true, false, all] + default: "true" + description: Return display values + example: "true" + + responses: + '200': + description: Article retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/KnowledgeArticle' + + '404': + description: Article not found + '401': + description: Unauthorized + +components: + securitySchemes: + bearerAuth: + type: http + scheme: bearer + bearerFormat: JWT + description: OAuth 2.0 Bearer Token authentication. Obtain token via ServiceNow OAuth endpoint using Resource Owner Password Credentials grant. + + schemas: + KnowledgeArticle: + type: object + properties: + sys_id: + type: string + description: Unique system identifier + example: "abc123xyz789" + + number: + type: string + description: Knowledge article number + example: "KB0001234" + + short_description: + type: string + description: Article title/summary + example: "How to configure email server settings" + + text: + type: string + description: Article content/body + example: "To configure email server settings, follow these steps: 1. Navigate to..." + + kb_category: + type: string + description: Knowledge category + example: "Email" + + kb_knowledge_base: + type: string + description: Knowledge base name + example: "IT Support" + + author: + type: string + description: Article author + example: "John Doe" + + workflow_state: + type: string + description: "Publication state: draft, review, published, retired" + example: "published" + + sys_view_count: + type: string + description: Number of times article was viewed + example: "145" + + rating: + type: string + description: Average user rating + example: "4.5" + + sys_created_on: + type: string + format: date-time + description: Creation timestamp + example: "2025-06-15T10:30:00Z" + + sys_updated_on: + type: string + format: date-time + description: Last update timestamp + example: "2026-01-10T14:22:00Z" + + valid_to: + type: string + format: date-time + description: Article expiration date + example: "2027-12-31T23:59:59Z" + + related_links: + type: string + description: Related URLs or references + example: "https://support.example.com/email-guide" + + article_type: + type: string + description: Type of article (how-to, troubleshooting, reference, etc.) + example: "how-to" diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml new file mode 100644 index 00000000..e4262b87 --- /dev/null +++ b/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml @@ -0,0 +1,320 @@ +openapi: 3.0.0 +info: + title: ServiceNow Knowledge Base API (Basic Auth) + description: ServiceNow REST API for knowledge article searching and retrieval - Basic Authentication version + version: 1.0.0 + contact: + name: ServiceNow API Support + url: https://developer.servicenow.com + +servers: + - url: https://dev222288.service-now.com + description: ServiceNow Developer Instance + +security: + - basicAuth: [] + +paths: + /api/now/knowledgebase/articles: + get: + operationId: searchKnowledgeFacets + summary: Search knowledge articles with facets + description: | + Search for knowledge articles using text queries and faceted search. + + PROGRESSIVE SEARCH STRATEGY: + The API supports faceted search with text queries. For optimal results: + + 1. INITIAL BROAD SEARCH: + - Use text query only (no facets) to get initial results + - Example: /api/now/knowledgebase/articles?sysparm_query=email + - Response includes article_data AND available facets + + 2. ANALYZE FACETS: + - Review facets returned in response (category, kb_category, workflow_state) + - Identify relevant facets to refine search + + 3. REFINE WITH FACETS (if needed): + - Add specific facet filters to narrow results + - Example: /api/now/knowledgebase/articles?sysparm_query=email&sysparm_facets=kb_category:Network + + 4. RETRIEVE FULL ARTICLE: + - Once you find relevant articles, use getKnowledgeArticle to get full content + - Use the sys_id from search results + + EXAMPLE WORKFLOW: + User: "How do I reset a user's password?" + + Step 1: Initial search + GET /api/now/knowledgebase/articles?sysparm_query=password reset + - Returns 15 articles + - Facets show: IT Support (8), HR (4), Security (3) + + Step 2: Refine with facet (optional if too many results) + GET /api/now/knowledgebase/articles?sysparm_query=password reset&sysparm_facets=kb_category:IT Support + - Returns 8 articles focused on IT Support category + + Step 3: Get full article content + GET /api/now/knowledgebase/articles/{sys_id} + - Returns complete article with all fields + parameters: + - name: sysparm_query + in: query + required: false + schema: + type: string + description: | + Text search query. Searches across article text, short description, and keywords. + Example: "email troubleshooting" + example: "email troubleshooting" + + - name: sysparm_facets + in: query + required: false + schema: + type: string + description: | + Facet filters to narrow search results. + Format: facet_field:facet_value + Multiple facets: facet1:value1,facet2:value2 + + Available facets: + - kb_category: Knowledge base category + - category: System category + - workflow_state: Article status (published, draft, retired) + example: "kb_category:IT Support" + + - name: sysparm_limit + in: query + required: false + schema: + type: integer + default: 10 + maximum: 100 + description: Maximum number of articles to return + example: 10 + + - name: sysparm_offset + in: query + required: false + schema: + type: integer + default: 0 + description: Number of articles to skip (for pagination) + example: 0 + + responses: + '200': + description: Search results with articles and facets + content: + application/json: + schema: + type: object + properties: + result: + type: object + properties: + article_data: + type: array + items: + $ref: '#/components/schemas/KnowledgeArticle' + facets: + type: object + description: Available facets for refining search + additionalProperties: + type: array + items: + type: object + properties: + value: + type: string + count: + type: integer + example: + result: + article_data: + - sys_id: "kb123xyz" + number: "KB0000001" + short_description: "How to reset user password in Active Directory" + text: "Step 1: Open Active Directory Users and Computers..." + kb_category: "IT Support" + workflow_state: "published" + - sys_id: "kb456abc" + number: "KB0000002" + short_description: "Password reset troubleshooting guide" + text: "If password reset fails, check these common issues..." + kb_category: "IT Support" + workflow_state: "published" + facets: + kb_category: + - value: "IT Support" + count: 8 + - value: "HR" + count: 4 + - value: "Security" + count: 3 + workflow_state: + - value: "published" + count: 15 + + '401': + description: Unauthorized - Invalid credentials + '403': + description: Forbidden - Insufficient permissions + + /api/now/knowledgebase/articles/{sys_id}: + get: + operationId: getKnowledgeArticle + summary: Get full knowledge article by sys_id + description: | + Retrieve complete content of a specific knowledge article. + + Use this after searchKnowledgeFacets to get the full article content. + The sys_id comes from the search results. + parameters: + - name: sys_id + in: path + required: true + schema: + type: string + description: The sys_id of the knowledge article + example: "kb123xyz789" + + - name: sysparm_fields + in: query + required: false + schema: + type: string + description: | + Comma-separated list of fields to return. + If omitted, returns all fields. + example: "number,short_description,text,kb_category,workflow_state,sys_view_count" + + responses: + '200': + description: Knowledge article retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/KnowledgeArticle' + example: + result: + sys_id: "kb123xyz" + number: "KB0000001" + short_description: "How to reset user password in Active Directory" + text: | +

Password Reset Procedure

+

Follow these steps to reset a user's password:

+
    +
  1. Open Active Directory Users and Computers
    2. +
  2. Navigate to the user's organizational unit
    3. +
  3. Right-click the user account and select 'Reset Password'
    4. +
  4. Enter the new password and confirm
    5. +
  5. Check 'User must change password at next logon' if required
    6. +
  6. Click OK to complete the reset
    7. +
+ kb_category: "IT Support" + category: "Active Directory" + workflow_state: "published" + author: "John Doe" + sys_created_on: "2025-01-15 09:00:00" + sys_updated_on: "2026-01-20 14:30:00" + sys_view_count: "342" + + '404': + description: Article not found + '401': + description: Unauthorized + +components: + securitySchemes: + basicAuth: + type: http + scheme: basic + description: | + HTTP Basic Authentication using ServiceNow username and password. + + Format: username:password (base64 encoded in Authorization header) + Example: Authorization: Basic c2ltcGxlY2hhdDZfaW50ZWdyYXRpb246cGFzc3dvcmQ= + + Note: For production use, consider using Bearer Token authentication instead. + + schemas: + KnowledgeArticle: + type: object + properties: + sys_id: + type: string + description: Unique system identifier for the article + example: "kb123xyz789" + + number: + type: string + description: Knowledge article number + example: "KB0000001" + + short_description: + type: string + description: Brief summary of the article + example: "How to reset user password in Active Directory" + + text: + type: string + description: Full article content (may contain HTML) + example: "

Password Reset Procedure

Follow these steps...

" + + kb_category: + type: string + description: Knowledge base category + example: "IT Support" + + category: + type: string + description: System category + example: "Active Directory" + + workflow_state: + type: string + description: "Article status: published, draft, retired" + example: "published" + + author: + type: string + description: Article author + example: "John Doe" + + sys_created_on: + type: string + format: date-time + description: Creation timestamp + example: "2025-01-15 09:00:00" + + sys_updated_on: + type: string + format: date-time + description: Last update timestamp + example: "2026-01-20 14:30:00" + + sys_view_count: + type: string + description: Number of times article has been viewed + example: "342" + + keywords: + type: string + description: Article keywords for search + example: "password, reset, active directory, user account" + + article_type: + type: string + description: Type of article + example: "How-to" + + valid_to: + type: string + format: date-time + description: Article expiration date + example: "2027-12-31 23:59:59" diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml new file mode 100644 index 00000000..f12b8305 --- /dev/null +++ b/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml @@ -0,0 +1,565 @@ +openapi: 3.0.0 +info: + title: ServiceNow Incident Management API + description: ServiceNow REST API for incident management operations - Optimized for Simple Chat integration + version: 1.0.0 + contact: + name: ServiceNow API Support + url: https://developer.servicenow.com + +servers: + - url: https://dev222288.service-now.com/api/now + description: ServiceNow Developer Instance + +security: + - bearerAuth: [] + +paths: + /table/incident: + get: + operationId: queryIncidents + summary: Query incidents with filters + description: Retrieve incidents from ServiceNow based on query parameters and filters + parameters: + - name: sysparm_query + in: query + required: false + schema: + type: string + description: | + Encoded query string for filtering results. Examples: + - Last 7 days: sys_created_onONLast 7 days@gs.daysAgoStart(7) + - By priority: priority=1 + - By state: state=1 (1=New, 2=In Progress, 6=Resolved, 7=Closed) + - Combined: priority=1^state=1^sys_created_onONLast 30 days@gs.daysAgoStart(30) + example: "sys_created_onONLast 7 days@gs.daysAgoStart(7)" + + - name: sysparm_limit + in: query + required: false + schema: + type: integer + default: 100 + maximum: 10000 + description: Maximum number of records to return + example: 50 + + - name: sysparm_offset + in: query + required: false + schema: + type: integer + default: 0 + description: Number of records to skip for pagination + example: 0 + + - name: sysparm_fields + in: query + required: false + schema: + type: string + description: | + Comma-separated list of fields to return. + CRITICAL: Always include sys_id field - it's required for follow-up queries like getIncidentDetails. + example: "sys_id,number,short_description,priority,state,assigned_to,sys_created_on,category" + + - name: sysparm_display_value + in: query + required: false + schema: + type: string + enum: [true, false, all] + default: "false" + description: Return display values instead of actual values + example: "true" + + responses: + '200': + description: List of incidents retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + type: array + items: + $ref: '#/components/schemas/Incident' + example: + result: + - sys_id: "9d385017c611228701d22104cc95c371" + number: "INC0000001" + short_description: "Email server not responding" + priority: "2" + state: "1" + sys_created_on: "2026-01-15 10:30:00" + + '401': + description: Unauthorized - Invalid credentials + '403': + description: Forbidden - Insufficient permissions + + post: + operationId: createIncident + summary: Create a new incident + description: Create a new incident in ServiceNow + requestBody: + required: true + content: + application/json: + schema: + type: object + required: + - short_description + properties: + short_description: + type: string + description: Brief summary of the incident + example: "Email server not responding for Finance team" + + description: + type: string + description: Detailed description of the incident + example: "Users in Finance department cannot access email server. Error message: Connection timeout." + + urgency: + type: string + enum: ["1", "2", "3"] + description: "Urgency level: 1=High, 2=Medium, 3=Low" + example: "1" + + priority: + type: string + enum: ["1", "2", "3", "4", "5"] + description: "Priority: 1=Critical, 2=High, 3=Moderate, 4=Low, 5=Planning" + example: "2" + + impact: + type: string + enum: ["1", "2", "3"] + description: "Impact: 1=High, 2=Medium, 3=Low" + example: "2" + + category: + type: string + description: Incident category + example: "Email" + + subcategory: + type: string + description: Incident subcategory + example: "Server" + + assignment_group: + type: string + description: Assignment group name or sys_id + example: "IT Support" + + assigned_to: + type: string + description: Assigned user name or sys_id + example: "" + + caller_id: + type: string + description: User reporting the incident (name or sys_id) + example: "" + + responses: + '201': + description: Incident created successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + example: + result: + number: "INC0010025" + sys_id: "xyz789abc" + short_description: "Email server not responding for Finance team" + state: "1" + + '400': + description: Bad request - Invalid input + '401': + description: Unauthorized + '403': + description: Forbidden + + /table/incident/{sys_id}: + get: + operationId: getIncidentDetails + summary: Get incident details by sys_id + description: | + Retrieve details of a specific incident. + + CRITICAL: This operation requires the sys_id (NOT the incident number). + - sys_id is a unique identifier like "9d385017c611228701d22104cc95c371" + - Incident number is like "INC0010083" + + When user asks about an incident by number (e.g., "INC0010083"): + 1. First use queryIncidents with sysparm_query=numberLIKEINC0010083 + 2. Get the sys_id from the result + 3. Then call getIncidentDetails with that sys_id + parameters: + - name: sys_id + in: path + required: true + schema: + type: string + description: The sys_id of the incident + example: "abc123xyz789" + + - name: sysparm_fields + in: query + required: false + schema: + type: string + description: Comma-separated list of fields to return + example: "number,short_description,description,priority,state,assigned_to,sys_created_on,resolved_at,close_notes" + + - name: sysparm_display_value + in: query + required: false + schema: + type: string + enum: [true, false, all] + default: "false" + description: Return display values + + responses: + '200': + description: Incident details retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + + '404': + description: Incident not found + '401': + description: Unauthorized + + put: + operationId: updateIncident + summary: Update an existing incident + description: | + Update incident fields + + ⚠️ CRITICAL: YOU MUST QUERY FOR sys_id FIRST - DO NOT USE CACHED VALUES ⚠️ + + This operation requires the sys_id (NOT the incident number). + - sys_id is a unique identifier like "32ac0eaec326361067d91a2ed40131a7" + - Incident number is like "INC0010095" + + REQUIRED EXECUTION PATTERN (MAKE THESE AS SEPARATE FUNCTION CALLS): + + When user asks to update incident INC0010095: + + CALL 1 - Query to Get sys_id: + 1. Call queryIncidents(sysparm_query="number=INC0010095", sysparm_fields="sys_id,number") + 2. Extract sys_id from result: e.g., "32ac0eaec326361067d91a2ed40131a7" + 3. Verify you got exactly 1 result + + CALL 2 - Update with Retrieved sys_id: + 1. Call updateIncident(sys_id="32ac0eaec326361067d91a2ed40131a7", work_notes="...") + 2. This will succeed because you have the correct sys_id + + WHY THIS MATTERS: + - Wrong sys_id = HTTP 404 "Record doesn't exist" error + - You cannot remember or cache sys_id from previous queries + - Each incident update MUST start with fresh queryIncidents call + - Example: INC0010095 sys_id = "32ac0eaec326361067d91a2ed40131a7" (must query to get this!) + + DO NOT: + ❌ Use sys_id from memory or previous conversation + ❌ Assume sys_id stays the same across conversations + ❌ Skip the queryIncidents call - always query first + ❌ Use sys_id from a different incident + parameters: + - name: sys_id + in: path + required: true + schema: + type: string + description: The sys_id of the incident to update (must query by incident number first if only number is known) + example: "abc123xyz789" + + requestBody: + required: true + content: + application/json: + schema: + type: object + properties: + state: + type: string + description: "State: 1=New, 2=In Progress, 3=On Hold, 6=Resolved, 7=Closed, 8=Canceled" + example: "6" + + work_notes: + type: string + description: | + Add work note (internal journal entry) + + ⚠️ CRITICAL: work_notes is a JOURNAL FIELD ⚠️ + + IMPORTANT BEHAVIOR: + - work_notes is WRITE-ONLY via ServiceNow API + - When you PATCH with work_notes, the API returns HTTP 200 success + - The work note IS written to incident journal history + - BUT work_notes field will ALWAYS return EMPTY in GET requests + - Journal fields do NOT return values - they only accept input + + AFTER ADDING A WORK NOTE: + - Do NOT expect to see it in work_notes field (will be empty) + - Tell user: "Work note added to incident journal successfully" + - Add: "(Note: Work notes are visible in ServiceNow UI, not in API GET responses)" + - The note WAS added even though field shows empty + + EXAMPLE: + You send: PATCH incident/abc123 with body {"work_notes": "Investigating issue"} + API returns: HTTP 200 success with updated incident ✅ + You query: GET incident/abc123 + Result: work_notes="" ← EMPTY is NORMAL, note was still written! + example: "Investigating email server logs. Found timeout errors in SMTP connector." + + close_notes: + type: string + description: Resolution notes (for closing) + example: "Email server restarted. Service restored." + + priority: + type: string + description: Updated priority + example: "3" + + assigned_to: + type: string + description: Reassign to user (name or sys_id) + example: "" + + responses: + '200': + description: Incident updated successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + + '400': + description: Bad request + '404': + description: Incident not found + '401': + description: Unauthorized + + /stats/incident: + get: + operationId: getIncidentStats + summary: Get incident statistics + description: Retrieve aggregated statistics for incidents + parameters: + - name: sysparm_query + in: query + required: false + schema: + type: string + description: Query filter for statistics + example: "sys_created_onONLast 30 days@gs.daysAgoStart(30)" + + - name: sysparm_count + in: query + required: false + schema: + type: boolean + default: true + description: Include count in results + + - name: sysparm_group_by + in: query + required: false + schema: + type: string + description: Field to group by (e.g., priority, category, assigned_to) + example: "category" + + - name: sysparm_avg_fields + in: query + required: false + schema: + type: string + description: Fields to calculate average + example: "business_duration" + + - name: sysparm_sum_fields + in: query + required: false + schema: + type: string + description: Fields to sum + example: "" + + responses: + '200': + description: Statistics retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + type: array + items: + type: object + properties: + groupby_value: + type: string + count: + type: string + avg: + type: object + sum: + type: object + example: + result: + - groupby_value: "Email" + count: "45" + - groupby_value: "Network" + count: "32" + - groupby_value: "Hardware" + count: "18" + + '401': + description: Unauthorized + +components: + securitySchemes: + bearerAuth: + type: http + scheme: bearer + bearerFormat: JWT + description: OAuth 2.0 Bearer Token authentication. Obtain token via ServiceNow OAuth endpoint using Resource Owner Password Credentials grant. + + schemas: + Incident: + type: object + properties: + sys_id: + type: string + description: Unique system identifier + example: "abc123xyz789" + + number: + type: string + description: Incident number + example: "INC0000001" + + short_description: + type: string + description: Brief summary + example: "Email server not responding" + + description: + type: string + description: Detailed description + example: "Users cannot access email. Server shows timeout errors." + + priority: + type: string + description: "Priority: 1=Critical, 2=High, 3=Moderate, 4=Low, 5=Planning" + example: "2" + + urgency: + type: string + description: "Urgency: 1=High, 2=Medium, 3=Low" + example: "1" + + impact: + type: string + description: "Impact: 1=High, 2=Medium, 3=Low" + example: "2" + + state: + type: string + description: "State: 1=New, 2=In Progress, 3=On Hold, 6=Resolved, 7=Closed, 8=Canceled" + example: "1" + + category: + type: string + description: Incident category + example: "Email" + + subcategory: + type: string + description: Incident subcategory + example: "Server" + + assigned_to: + type: string + description: Assigned user + example: "John Doe" + + assignment_group: + type: string + description: Assignment group + example: "IT Support" + + caller_id: + type: string + description: User who reported the incident + example: "Jane Smith" + + sys_created_on: + type: string + format: date-time + description: Creation timestamp + example: "2026-01-15 10:30:00" + + sys_updated_on: + type: string + format: date-time + description: Last update timestamp + example: "2026-01-15 14:22:00" + + opened_at: + type: string + format: date-time + description: When incident was opened + example: "2026-01-15 10:30:00" + + resolved_at: + type: string + format: date-time + description: Resolution timestamp + example: "2026-01-15 16:45:00" + + closed_at: + type: string + format: date-time + description: Closure timestamp + example: "2026-01-16 09:00:00" + + work_notes: + type: string + description: Work notes (internal) + example: "Investigating email server logs" + + close_notes: + type: string + description: Resolution notes + example: "Issue resolved by restarting email service" + + business_duration: + type: string + description: Business hours duration + example: "2 hours 30 minutes" diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml new file mode 100644 index 00000000..dc4e1b3a --- /dev/null +++ b/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml @@ -0,0 +1,570 @@ +openapi: 3.0.0 +info: + title: ServiceNow Incident Management API (Basic Auth) + description: ServiceNow REST API for incident management operations - Basic Authentication version for Simple Chat integration + version: 1.0.0 + contact: + name: ServiceNow API Support + url: https://developer.servicenow.com + +servers: + - url: https://dev222288.service-now.com/api/now + description: ServiceNow Developer Instance + +security: + - basicAuth: [] + +paths: + /table/incident: + get: + operationId: queryIncidents + summary: Query incidents with filters + description: Retrieve incidents from ServiceNow based on query parameters and filters + parameters: + - name: sysparm_query + in: query + required: false + schema: + type: string + description: | + Encoded query string for filtering results. Examples: + - Last 7 days: sys_created_onONLast 7 days@gs.daysAgoStart(7) + - By priority: priority=1 + - By state: state=1 (1=New, 2=In Progress, 6=Resolved, 7=Closed) + - Combined: priority=1^state=1^sys_created_onONLast 30 days@gs.daysAgoStart(30) + example: "sys_created_onONLast 7 days@gs.daysAgoStart(7)" + + - name: sysparm_limit + in: query + required: false + schema: + type: integer + default: 100 + maximum: 10000 + description: Maximum number of records to return + example: 50 + + - name: sysparm_offset + in: query + required: false + schema: + type: integer + default: 0 + description: Number of records to skip for pagination + example: 0 + + - name: sysparm_fields + in: query + required: false + schema: + type: string + description: | + Comma-separated list of fields to return. + CRITICAL: Always include sys_id field - it's required for follow-up queries like getIncidentDetails. + example: "sys_id,number,short_description,priority,state,assigned_to,sys_created_on,category" + + - name: sysparm_display_value + in: query + required: false + schema: + type: string + enum: [true, false, all] + default: "false" + description: Return display values instead of actual values + example: "true" + + responses: + '200': + description: List of incidents retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + type: array + items: + $ref: '#/components/schemas/Incident' + example: + result: + - sys_id: "9d385017c611228701d22104cc95c371" + number: "INC0000001" + short_description: "Email server not responding" + priority: "2" + state: "1" + sys_created_on: "2026-01-15 10:30:00" + + '401': + description: Unauthorized - Invalid credentials + '403': + description: Forbidden - Insufficient permissions + + post: + operationId: createIncident + summary: Create a new incident + description: Create a new incident in ServiceNow + requestBody: + required: true + content: + application/json: + schema: + type: object + required: + - short_description + properties: + short_description: + type: string + description: Brief summary of the incident + example: "Email server not responding for Finance team" + + description: + type: string + description: Detailed description of the incident + example: "Users in Finance department cannot access email server. Error message: Connection timeout." + + urgency: + type: string + enum: ["1", "2", "3"] + description: "Urgency level: 1=High, 2=Medium, 3=Low" + example: "1" + + priority: + type: string + enum: ["1", "2", "3", "4", "5"] + description: "Priority: 1=Critical, 2=High, 3=Moderate, 4=Low, 5=Planning" + example: "2" + + impact: + type: string + enum: ["1", "2", "3"] + description: "Impact: 1=High, 2=Medium, 3=Low" + example: "2" + + category: + type: string + description: Incident category + example: "Email" + + subcategory: + type: string + description: Incident subcategory + example: "Server" + + assignment_group: + type: string + description: Assignment group name or sys_id + example: "IT Support" + + assigned_to: + type: string + description: Assigned user name or sys_id + example: "" + + caller_id: + type: string + description: User reporting the incident (name or sys_id) + example: "" + + responses: + '201': + description: Incident created successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + example: + result: + number: "INC0010025" + sys_id: "xyz789abc" + short_description: "Email server not responding for Finance team" + state: "1" + + '400': + description: Bad request - Invalid input + '401': + description: Unauthorized + '403': + description: Forbidden + + /table/incident/{sys_id}: + get: + operationId: getIncidentDetails + summary: Get incident details by sys_id + description: | + Retrieve details of a specific incident. + + CRITICAL: This operation requires the sys_id (NOT the incident number). + - sys_id is a unique identifier like "9d385017c611228701d22104cc95c371" + - Incident number is like "INC0010083" + + When user asks about an incident by number (e.g., "INC0010083"): + 1. First use queryIncidents with sysparm_query=numberLIKEINC0010083 + 2. Get the sys_id from the result + 3. Then call getIncidentDetails with that sys_id + parameters: + - name: sys_id + in: path + required: true + schema: + type: string + description: The sys_id of the incident + example: "abc123xyz789" + + - name: sysparm_fields + in: query + required: false + schema: + type: string + description: Comma-separated list of fields to return + example: "number,short_description,description,priority,state,assigned_to,sys_created_on,resolved_at,close_notes" + + - name: sysparm_display_value + in: query + required: false + schema: + type: string + enum: [true, false, all] + default: "false" + description: Return display values + + responses: + '200': + description: Incident details retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + + '404': + description: Incident not found + '401': + description: Unauthorized + + put: + operationId: updateIncident + summary: Update an existing incident + description: | + Update incident fields + + ⚠️ CRITICAL: YOU MUST QUERY FOR sys_id FIRST - DO NOT USE CACHED VALUES ⚠️ + + This operation requires the sys_id (NOT the incident number). + - sys_id is a unique identifier like "32ac0eaec326361067d91a2ed40131a7" + - Incident number is like "INC0010095" + + REQUIRED EXECUTION PATTERN (MAKE THESE AS SEPARATE FUNCTION CALLS): + + When user asks to update incident INC0010095: + + CALL 1 - Query to Get sys_id: + 1. Call queryIncidents(sysparm_query="number=INC0010095", sysparm_fields="sys_id,number") + 2. Extract sys_id from result: e.g., "32ac0eaec326361067d91a2ed40131a7" + 3. Verify you got exactly 1 result + + CALL 2 - Update with Retrieved sys_id: + 1. Call updateIncident(sys_id="32ac0eaec326361067d91a2ed40131a7", work_notes="...") + 2. This will succeed because you have the correct sys_id + + WHY THIS MATTERS: + - Wrong sys_id = HTTP 404 "Record doesn't exist" error + - You cannot remember or cache sys_id from previous queries + - Each incident update MUST start with fresh queryIncidents call + - Example: INC0010095 sys_id = "32ac0eaec326361067d91a2ed40131a7" (must query to get this!) + + DO NOT: + ❌ Use sys_id from memory or previous conversation + ❌ Assume sys_id stays the same across conversations + ❌ Skip the queryIncidents call - always query first + ❌ Use sys_id from a different incident + parameters: + - name: sys_id + in: path + required: true + schema: + type: string + description: The sys_id of the incident to update (must query by incident number first if only number is known) + example: "abc123xyz789" + + requestBody: + required: true + content: + application/json: + schema: + type: object + properties: + state: + type: string + description: "State: 1=New, 2=In Progress, 3=On Hold, 6=Resolved, 7=Closed, 8=Canceled" + example: "6" + + work_notes: + type: string + description: | + Add work note (internal journal entry) + + ⚠️ CRITICAL: work_notes is a JOURNAL FIELD ⚠️ + + IMPORTANT BEHAVIOR: + - work_notes is WRITE-ONLY via ServiceNow API + - When you PATCH with work_notes, the API returns HTTP 200 success + - The work note IS written to incident journal history + - BUT work_notes field will ALWAYS return EMPTY in GET requests + - Journal fields do NOT return values - they only accept input + + AFTER ADDING A WORK NOTE: + - Do NOT expect to see it in work_notes field (will be empty) + - Tell user: "Work note added to incident journal successfully" + - Add: "(Note: Work notes are visible in ServiceNow UI, not in API GET responses)" + - The note WAS added even though field shows empty + + EXAMPLE: + You send: PATCH incident/abc123 with body {"work_notes": "Investigating issue"} + API returns: HTTP 200 success with updated incident ✅ + You query: GET incident/abc123 + Result: work_notes="" ← EMPTY is NORMAL, note was still written! + example: "Investigating email server logs. Found timeout errors in SMTP connector." + + close_notes: + type: string + description: Resolution notes (for closing) + example: "Email server restarted. Service restored." + + priority: + type: string + description: Updated priority + example: "3" + + assigned_to: + type: string + description: Reassign to user (name or sys_id) + example: "" + + responses: + '200': + description: Incident updated successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + + '400': + description: Bad request + '404': + description: Incident not found + '401': + description: Unauthorized + + /stats/incident: + get: + operationId: getIncidentStats + summary: Get incident statistics + description: Retrieve aggregated statistics for incidents + parameters: + - name: sysparm_query + in: query + required: false + schema: + type: string + description: Query filter for statistics + example: "sys_created_onONLast 30 days@gs.daysAgoStart(30)" + + - name: sysparm_count + in: query + required: false + schema: + type: boolean + default: true + description: Include count in results + + - name: sysparm_group_by + in: query + required: false + schema: + type: string + description: Field to group by (e.g., priority, category, assigned_to) + example: "category" + + - name: sysparm_avg_fields + in: query + required: false + schema: + type: string + description: Fields to calculate average + example: "business_duration" + + - name: sysparm_sum_fields + in: query + required: false + schema: + type: string + description: Fields to sum + example: "" + + responses: + '200': + description: Statistics retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + type: array + items: + type: object + properties: + groupby_value: + type: string + count: + type: string + avg: + type: object + sum: + type: object + example: + result: + - groupby_value: "Email" + count: "45" + - groupby_value: "Network" + count: "32" + - groupby_value: "Hardware" + count: "18" + + '401': + description: Unauthorized + +components: + securitySchemes: + basicAuth: + type: http + scheme: basic + description: | + HTTP Basic Authentication using ServiceNow username and password. + + Format: username:password (base64 encoded in Authorization header) + Example: Authorization: Basic c2ltcGxlY2hhdDZfaW50ZWdyYXRpb246cGFzc3dvcmQ= + + Note: For production use, consider using Bearer Token authentication instead. + + schemas: + Incident: + type: object + properties: + sys_id: + type: string + description: Unique system identifier + example: "abc123xyz789" + + number: + type: string + description: Incident number + example: "INC0000001" + + short_description: + type: string + description: Brief summary + example: "Email server not responding" + + description: + type: string + description: Detailed description + example: "Users cannot access email. Server shows timeout errors." + + priority: + type: string + description: "Priority: 1=Critical, 2=High, 3=Moderate, 4=Low, 5=Planning" + example: "2" + + urgency: + type: string + description: "Urgency: 1=High, 2=Medium, 3=Low" + example: "1" + + impact: + type: string + description: "Impact: 1=High, 2=Medium, 3=Low" + example: "2" + + state: + type: string + description: "State: 1=New, 2=In Progress, 3=On Hold, 6=Resolved, 7=Closed, 8=Canceled" + example: "1" + + category: + type: string + description: Incident category + example: "Email" + + subcategory: + type: string + description: Incident subcategory + example: "Server" + + assigned_to: + type: string + description: Assigned user + example: "John Doe" + + assignment_group: + type: string + description: Assignment group + example: "IT Support" + + caller_id: + type: string + description: User who reported the incident + example: "Jane Smith" + + sys_created_on: + type: string + format: date-time + description: Creation timestamp + example: "2026-01-15 10:30:00" + + sys_updated_on: + type: string + format: date-time + description: Last update timestamp + example: "2026-01-15 14:22:00" + + opened_at: + type: string + format: date-time + description: When incident was opened + example: "2026-01-15 10:30:00" + + resolved_at: + type: string + format: date-time + description: Resolution timestamp + example: "2026-01-15 16:45:00" + + closed_at: + type: string + format: date-time + description: Closure timestamp + example: "2026-01-16 09:00:00" + + work_notes: + type: string + description: Work notes (internal) + example: "Investigating email server logs" + + close_notes: + type: string + description: Resolution notes + example: "Issue resolved by restarting email service" + + business_duration: + type: string + description: Business hours duration + example: "2 hours 30 minutes" diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/servicenow_incident_api - basic auth sample.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/servicenow_incident_api - basic auth sample.yaml new file mode 100644 index 00000000..d6425364 --- /dev/null +++ b/docs/how-to/agents/ServiceNow/open_api_specs/servicenow_incident_api - basic auth sample.yaml @@ -0,0 +1,498 @@ +openapi: 3.0.0 +info: + title: ServiceNow Incident Management API + description: ServiceNow REST API for incident management operations - Optimized for Simple Chat integration + version: 1.0.0 + contact: + name: ServiceNow API Support + url: https://developer.servicenow.com + +servers: + - url: https://dev222288.service-now.com/api/now + description: ServiceNow Developer Instance + +security: + - basicAuth: [] + +paths: + /table/incident: + get: + operationId: queryIncidents + summary: Query incidents with filters + description: Retrieve incidents from ServiceNow based on query parameters and filters + parameters: + - name: sysparm_query + in: query + required: false + schema: + type: string + description: | + Encoded query string for filtering results. Examples: + - Last 7 days: sys_created_onONLast 7 days@gs.daysAgoStart(7) + - By priority: priority=1 + - By state: state=1 (1=New, 2=In Progress, 6=Resolved, 7=Closed) + - Combined: priority=1^state=1^sys_created_onONLast 30 days@gs.daysAgoStart(30) + example: "sys_created_onONLast 7 days@gs.daysAgoStart(7)" + + - name: sysparm_limit + in: query + required: false + schema: + type: integer + default: 100 + maximum: 10000 + description: Maximum number of records to return + example: 50 + + - name: sysparm_offset + in: query + required: false + schema: + type: integer + default: 0 + description: Number of records to skip for pagination + example: 0 + + - name: sysparm_fields + in: query + required: false + schema: + type: string + description: Comma-separated list of fields to return + example: "number,short_description,priority,state,assigned_to,sys_created_on,category" + + - name: sysparm_display_value + in: query + required: false + schema: + type: string + enum: [true, false, all] + default: "false" + description: Return display values instead of actual values + example: "true" + + responses: + '200': + description: List of incidents retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + type: array + items: + $ref: '#/components/schemas/Incident' + example: + result: + - number: "INC0000001" + short_description: "Email server not responding" + priority: "2" + state: "1" + sys_id: "abc123xyz" + sys_created_on: "2026-01-15 10:30:00" + + '401': + description: Unauthorized - Invalid credentials + '403': + description: Forbidden - Insufficient permissions + + post: + operationId: createIncident + summary: Create a new incident + description: Create a new incident in ServiceNow + requestBody: + required: true + content: + application/json: + schema: + type: object + required: + - short_description + properties: + short_description: + type: string + description: Brief summary of the incident + example: "Email server not responding for Finance team" + + description: + type: string + description: Detailed description of the incident + example: "Users in Finance department cannot access email server. Error message: Connection timeout." + + urgency: + type: string + enum: ["1", "2", "3"] + description: "Urgency level: 1=High, 2=Medium, 3=Low" + example: "1" + + priority: + type: string + enum: ["1", "2", "3", "4", "5"] + description: "Priority: 1=Critical, 2=High, 3=Moderate, 4=Low, 5=Planning" + example: "2" + + impact: + type: string + enum: ["1", "2", "3"] + description: "Impact: 1=High, 2=Medium, 3=Low" + example: "2" + + category: + type: string + description: Incident category + example: "Email" + + subcategory: + type: string + description: Incident subcategory + example: "Server" + + assignment_group: + type: string + description: Assignment group name or sys_id + example: "IT Support" + + assigned_to: + type: string + description: Assigned user name or sys_id + example: "" + + caller_id: + type: string + description: User reporting the incident (name or sys_id) + example: "" + + responses: + '201': + description: Incident created successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + example: + result: + number: "INC0010025" + sys_id: "xyz789abc" + short_description: "Email server not responding for Finance team" + state: "1" + + '400': + description: Bad request - Invalid input + '401': + description: Unauthorized + '403': + description: Forbidden + + /table/incident/{sys_id}: + get: + operationId: getIncidentDetails + summary: Get incident details by sys_id + description: Retrieve details of a specific incident + parameters: + - name: sys_id + in: path + required: true + schema: + type: string + description: The sys_id of the incident + example: "abc123xyz789" + + - name: sysparm_fields + in: query + required: false + schema: + type: string + description: Comma-separated list of fields to return + example: "number,short_description,description,priority,state,assigned_to,sys_created_on,resolved_at,close_notes" + + - name: sysparm_display_value + in: query + required: false + schema: + type: string + enum: [true, false, all] + default: "false" + description: Return display values + + responses: + '200': + description: Incident details retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + + '404': + description: Incident not found + '401': + description: Unauthorized + + put: + operationId: updateIncident + summary: Update an existing incident + description: Update incident fields + parameters: + - name: sys_id + in: path + required: true + schema: + type: string + description: The sys_id of the incident to update + example: "abc123xyz789" + + requestBody: + required: true + content: + application/json: + schema: + type: object + properties: + state: + type: string + description: "State: 1=New, 2=In Progress, 3=On Hold, 6=Resolved, 7=Closed, 8=Canceled" + example: "6" + + work_notes: + type: string + description: Work notes to add + example: "Issue resolved by restarting email service" + + close_notes: + type: string + description: Resolution notes (for closing) + example: "Email server restarted. Service restored." + + priority: + type: string + description: Updated priority + example: "3" + + assigned_to: + type: string + description: Reassign to user (name or sys_id) + example: "" + + responses: + '200': + description: Incident updated successfully + content: + application/json: + schema: + type: object + properties: + result: + $ref: '#/components/schemas/Incident' + + '400': + description: Bad request + '404': + description: Incident not found + '401': + description: Unauthorized + + /stats/incident: + get: + operationId: getIncidentStats + summary: Get incident statistics + description: Retrieve aggregated statistics for incidents + parameters: + - name: sysparm_query + in: query + required: false + schema: + type: string + description: Query filter for statistics + example: "sys_created_onONLast 30 days@gs.daysAgoStart(30)" + + - name: sysparm_count + in: query + required: false + schema: + type: boolean + default: true + description: Include count in results + + - name: sysparm_group_by + in: query + required: false + schema: + type: string + description: Field to group by (e.g., priority, category, assigned_to) + example: "category" + + - name: sysparm_avg_fields + in: query + required: false + schema: + type: string + description: Fields to calculate average + example: "business_duration" + + - name: sysparm_sum_fields + in: query + required: false + schema: + type: string + description: Fields to sum + example: "" + + responses: + '200': + description: Statistics retrieved successfully + content: + application/json: + schema: + type: object + properties: + result: + type: array + items: + type: object + properties: + groupby_value: + type: string + count: + type: string + avg: + type: object + sum: + type: object + example: + result: + - groupby_value: "Email" + count: "45" + - groupby_value: "Network" + count: "32" + - groupby_value: "Hardware" + count: "18" + + '401': + description: Unauthorized + +components: + securitySchemes: + basicAuth: + type: http + scheme: basic + description: Basic authentication using ServiceNow username and password + + schemas: + Incident: + type: object + properties: + sys_id: + type: string + description: Unique system identifier + example: "abc123xyz789" + + number: + type: string + description: Incident number + example: "INC0000001" + + short_description: + type: string + description: Brief summary + example: "Email server not responding" + + description: + type: string + description: Detailed description + example: "Users cannot access email. Server shows timeout errors." + + priority: + type: string + description: "Priority: 1=Critical, 2=High, 3=Moderate, 4=Low, 5=Planning" + example: "2" + + urgency: + type: string + description: "Urgency: 1=High, 2=Medium, 3=Low" + example: "1" + + impact: + type: string + description: "Impact: 1=High, 2=Medium, 3=Low" + example: "2" + + state: + type: string + description: "State: 1=New, 2=In Progress, 3=On Hold, 6=Resolved, 7=Closed, 8=Canceled" + example: "1" + + category: + type: string + description: Incident category + example: "Email" + + subcategory: + type: string + description: Incident subcategory + example: "Server" + + assigned_to: + type: string + description: Assigned user + example: "John Doe" + + assignment_group: + type: string + description: Assignment group + example: "IT Support" + + caller_id: + type: string + description: User who reported the incident + example: "Jane Smith" + + sys_created_on: + type: string + format: date-time + description: Creation timestamp + example: "2026-01-15 10:30:00" + + sys_updated_on: + type: string + format: date-time + description: Last update timestamp + example: "2026-01-15 14:22:00" + + opened_at: + type: string + format: date-time + description: When incident was opened + example: "2026-01-15 10:30:00" + + resolved_at: + type: string + format: date-time + description: Resolution timestamp + example: "2026-01-15 16:45:00" + + closed_at: + type: string + format: date-time + description: Closure timestamp + example: "2026-01-16 09:00:00" + + work_notes: + type: string + description: Work notes (internal) + example: "Investigating email server logs" + + close_notes: + type: string + description: Resolution notes + example: "Issue resolved by restarting email service" + + business_duration: + type: string + description: Business hours duration + example: "2 hours 30 minutes" diff --git a/docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt b/docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt new file mode 100644 index 00000000..fb0aad8e --- /dev/null +++ b/docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt @@ -0,0 +1,262 @@ +You are a ServiceNow support specialist with direct API access. Execute actions and show results immediately without narration. + +**CRITICAL: DO NOT narrate what you're doing. Just execute and show data.** + +❌ NEVER say: +- "I will query..." +- "Generating report..." +- "Gathering statistics..." +- "Proceeding with..." +- "Let me check..." +- "I'll analyze..." + +✅ INSTEAD: Execute the action silently and return only the results. + +**You have these operations - use them immediately:** + +From "cio6 ServiceNow - Manage Incidents" action: +- queryIncidents - Query/filter incidents with advanced search +- createIncident - Create new incidents with all fields +- getIncidentDetails - Retrieve full incident details by sys_id +- updateIncident - Update incident state, assignments, work notes, etc. +- getIncidentStats - Get aggregated statistics and metrics + +From "cio6 ServiceNow - Search Knowledge Base" action: +- searchKnowledgeFacets - Search KB articles with progressive search +- getKnowledgeArticle - Retrieve complete article content by sys_id + +**Error Handling:** +- If an action fails, report the error clearly without technical jargon +- For KB search failures: Continue with the main task and note KB articles are unavailable +- Do NOT let one failed action block the entire response +- Example: If KB search fails while analyzing incidents, still show the incident analysis +- Example good error message: "Knowledge articles unavailable at this time. Contact your ServiceNow admin if this persists." + +**Execution Pattern:** + +For READ operations (queries, stats, KB search): +1. Execute action immediately (no announcement) +2. Return formatted results +3. Add brief analysis if requested + +For WRITE operations (create, update): +1. Confirm required parameters if missing +2. Execute after confirmation +3. Return success message with details + +**CRITICAL - Field Mapping for Create/Update Operations:** +When creating or updating incidents, **ALWAYS include ALL fields specified by the user** in the API payload: + +**CRITICAL - Category Field:** +- If user says "Category: Email", you MUST pass EXACTLY: `"category": "Email"` in the JSON request body +- If user says "Category: Network", you MUST pass EXACTLY: `"category": "Network"` in the JSON request body +- NEVER omit the category field when user specifies it +- NEVER substitute a different category value +- ServiceNow will default to "Inquiry / Help" if category field is missing or empty + +**Field Mapping Rules:** +- If user says "Priority: 2", MUST pass `priority: "2"` in the request body +- If user says "assigned to Vivien Chen", MUST pass `assigned_to: "Vivien Chen"` in the request body +- DO NOT skip optional fields that user explicitly requested + +**Required ServiceNow API Field Names:** +- Category → `"category"` (string, e.g., "Email", "Network", "Hardware") +- Priority → `"priority"` (string: "1" to "5") +- State → `"state"` (string: "1" to "8") +- Urgency → `"urgency"` (string: "1" to "3") +- Assigned To → `"assigned_to"` (string: user name or sys_id) +- Assignment Group → `"assignment_group"` (string: group name or sys_id) +- Short Description → `"short_description"` (string, required) +- Description → `"description"` (string: detailed notes) + +**Example Create Incident Payload:** +```json +{ + "short_description": "Email server not responding", + "description": "Users cannot access Outlook", + "category": "Email", + "priority": "2", + "urgency": "1", + "assigned_to": "Vivien Chen" +} +``` + +**Response Format Examples:** + +Query request: "Show open critical incidents" +❌ Bad: "I'll query critical incidents with state=1 and priority=1..." +✅ Good: [Execute query] "Here are 5 open critical incidents: + +| Number | Priority | Description | Created | +|--------|----------|-------------|---------| +| INC001 | Critical | Email down | Jan 22 | +..." + +Statistics request: "How many incidents last month?" +❌ Bad: "Let me gather statistics for December 2025..." +✅ Good: [Execute stats] "December 2025 Incident Statistics: + +- Total incidents: 127 +- Critical: 15 (12%) +- High: 42 (33%) +- Medium: 70 (55%) + +Top categories: +1. Email (45 incidents) +2. Network (32 incidents) +3. Hardware (28 incidents)" + +Monthly report request: "Create monthly support report" +❌ Bad: "Generating monthly report... Gathering statistics... Proceeding with analysis..." +✅ Good: [Execute query for last month] "December 2025 Support Report: + +**Incident Volume:** +- Total: 127 incidents +- Critical: 15 | High: 42 | Medium: 70 + +**Top Issues:** +| Category | Count | % of Total | +|----------|-------|------------| +| Email | 45 | 35% | +| Network | 32 | 25% | +| Hardware | 28 | 22% | + +**Resolution Metrics:** +- Avg resolution time: 4.2 hours +- Same-day resolution: 78% + +**Recommendations:** +- Email issues increasing 15% vs November +- Consider additional email server monitoring +- Network incidents clustering Tue/Thu - investigate" + +**Formatting Rules:** +- Use markdown tables for lists of incidents +- Include: incident number, priority, state, description, dates +- Show metrics as bullet points or small tables +- Add brief recommendations when doing analysis + +**CRITICAL - Display ALL Records User Requests:** +- When user says "show 100 records", display ALL 100 rows in the table (not just a preview) +- When user says "top 200", display ALL 200 rows in the table +- DO NOT truncate tables to "first 10" or add "..." for more +- If user doesn't specify a number, default to showing 10 records only +- For very large requests (500+), you may summarize instead of full table - ask user first + +**CRITICAL - API Parameter Requirements:** +- **ALWAYS include sysparm_limit parameter** in queryIncidents action +- ServiceNow API default is 100 results if sysparm_limit is not specified +- When user says "return 100 records", you MUST pass sysparm_limit=100 +- When user says "top 200", you MUST pass sysparm_limit=200 +- When user says "top 10", you MUST pass sysparm_limit=10 +- When user doesn't specify, use sysparm_limit=10 (NOT the API default of 100) +- Maximum allowed: sysparm_limit=10000 + +**CRITICAL - Incident Updates with sys_id:** +⚠️ YOU MUST QUERY FOR sys_id FIRST - DO NOT USE CACHED VALUES ⚠️ + +When user asks to update incident INC0010095: + +CALL 1 - Query to Get sys_id: +1. Call queryIncidents(sysparm_query="number=INC0010095", sysparm_fields="sys_id,number") +2. Extract sys_id from result: e.g., "32ac0eaec326361067d91a2ed40131a7" +3. Verify you got exactly 1 result + +CALL 2 - Update with Retrieved sys_id: +1. Call updateIncident(sys_id="32ac0eaec326361067d91a2ed40131a7", work_notes="...") +2. This will succeed because you have the correct sys_id + +WHY THIS MATTERS: +- Wrong sys_id = HTTP 404 "Record doesn't exist" error +- You cannot remember or cache sys_id from previous queries +- Each incident update MUST start with fresh queryIncidents call + +DO NOT: +❌ Use sys_id from memory or previous conversation +❌ Assume sys_id stays the same across conversations +❌ Skip the queryIncidents call - always query first +❌ Use sys_id from a different incident + +**Date/Time Understanding:** + +CRITICAL: Understand the difference between incident STATE and incident DATE: + +❌ WRONG Interpretation: +- "Show open incidents today" → Query for state=New AND created_on=today + - This is WRONG because "open" refers to STATE, not creation date + +✅ CORRECT Interpretation: +- "Show open incidents today" → Query for state=1 (New) OR state=2 (In Progress) + - Shows all incidents currently in open states, regardless of creation date + +- "Show incidents created today" → Query for sys_created_on=today + - Shows all incidents created today, regardless of current state + +**Common date/time queries:** +- "open incidents" = state=1 or state=2 (New or In Progress) +- "closed incidents" = state=7 (Closed) or state=6 (Resolved) +- "incidents created today" = sys_created_on >= start of today +- "incidents created last 7 days" = sys_created_on >= 7 days ago +- "resolved incidents today" = state=6 AND resolved_at >= start of today +- "open incidents created yesterday" = (state=1 OR state=2) AND sys_created_on between yesterday start/end + +**State values:** +- 1 = New +- 2 = In Progress +- 3 = On Hold +- 6 = Resolved +- 7 = Closed +- 8 = Canceled + +**Query examples:** +``` +"Show me top 200 open incidents" +→ Execute with: state IN (1,2), sysparm_limit=200 +→ Return all 200 in table, no commentary about "more available" + +"Show open incidents created today" +→ Execute with: (state=1 OR state=2) AND sys_created_on >= today +→ This shows NEW/IN PROGRESS incidents that were CREATED today + +"Show incidents resolved today" +→ Execute with: state=6 AND resolved_at >= today +→ This shows incidents that reached RESOLVED state today +``` + +**CRITICAL - Knowledge Base Progressive Search:** +⚠️ PROGRESSIVE SEARCH REQUIRES MULTIPLE FUNCTION CALLS ⚠️ + +You MUST make TWO separate searchKnowledgeFacets calls when first search returns 0 results: + +CALL 1 - Try Exact Phrase: +1. Call searchKnowledgeFacets(sysparm_query="textLIKEemail delivery troubleshooting") +2. Check if result count = 0 +3. If count > 0: Return results, DONE ✓ +4. If count = 0: Proceed to CALL 2 (do not give up!) + +CALL 2 - Broad Keyword Fallback: +1. Extract primary keyword from phrase (e.g., "email" from "email delivery troubleshooting") +2. Call searchKnowledgeFacets(sysparm_query="textLIKEemail") <-- NEW FUNCTION CALL +3. Return whatever results are found (likely 5+ articles) + +WHY THIS MATTERS: +- Exact phrase "email delivery troubleshooting" = 0 results (no article has this exact wording) +- Broad keyword "email" = 5+ results (KB0000011, KB0000024, KB0000028, etc.) +- You MUST make the second function call when first returns 0 + +DO NOT: +❌ Give up after first search returns 0 +❌ Say "no articles found" without trying broad keyword +❌ Use complex OR queries in first attempt - keep it simple + +KEYWORD EXTRACTION: +- "email delivery troubleshooting" → primary keyword: "email" +- "spam filter blocking" → primary keyword: "spam" +- "network connectivity issues" → primary keyword: "network" + +**Work Notes Timing:** +- Work notes updates may take a few moments to appear in subsequent queries +- Do not be alarmed if work_notes field appears empty immediately after update +- The update was successful - ServiceNow processes journal entries asynchronously + +**Key Principle: Results first, no process narration. Honor user's limits exactly.** From 502355f394a6e671da6807010b5d08313915a683 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 19:17:20 -0500 Subject: [PATCH 03/72] Removed the readme files for bug fix details --- .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 226 ---------- .../GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md | 403 ------------------ docs/fixes/GROUP_AGENT_LOADING_FIX.md | 241 ----------- docs/fixes/OPENAPI_BASIC_AUTH_FIX.md | 205 --------- 4 files changed, 1075 deletions(-) delete mode 100644 docs/fixes/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md delete mode 100644 docs/fixes/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md delete mode 100644 docs/fixes/GROUP_AGENT_LOADING_FIX.md delete mode 100644 docs/fixes/OPENAPI_BASIC_AUTH_FIX.md diff --git a/docs/fixes/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/fixes/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md deleted file mode 100644 index 0d507ecc..00000000 --- a/docs/fixes/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md +++ /dev/null @@ -1,226 +0,0 @@ -# Azure AI Search Test Connection Fix - -## Issue Description - -When clicking the "Test Azure AI Search Connection" button on the App Settings "Search & Extract" page with **managed identity authentication** enabled, the test connection failed with the following error: - -**Original Error Message:** -``` -NameError: name 'search_resource_manager' is not defined -``` - -**Environment Configuration:** -- Authentication Type: Managed Identity -- Azure Environment: `public` (set in .env file) -- Error occurred because the code tried to reference `search_resource_manager` which wasn't defined for public cloud - -**Root Cause:** The old implementation used a REST API approach that required the `search_resource_manager` variable to construct authentication tokens. This variable wasn't defined for the public cloud environment, causing the initial error. Even if defined, the REST API approach with bearer tokens doesn't work properly with Azure AI Search's managed identity authentication. - -## Root Cause Analysis - -The old implementation used a **REST API approach with manually acquired bearer tokens**, which is fundamentally incompatible with how Azure AI Search handles managed identity authentication on the data plane. - -### Why the Old Approach Failed - -Azure AI Search's data plane operations don't properly accept bearer tokens acquired through standard `DefaultAzureCredential.get_token()` flows and passed as HTTP Authorization headers. The authentication mechanism works differently: - -```python -# OLD IMPLEMENTATION - FAILED ❌ -credential = DefaultAzureCredential() -arm_scope = f"{search_resource_manager}/.default" -token = credential.get_token(arm_scope).token - -headers = { - "Authorization": f"Bearer {token}", - "Content-Type": "application/json" -} -response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) -# Returns: 403 Forbidden -``` - -**Problems with this approach:** -1. Azure AI Search requires SDK-specific authentication handling -2. Bearer tokens from `get_token()` are rejected by the Search service -3. Token scope and refresh logic need specialized handling -4. This issue occurs in **all Azure environments** (public, government, custom) - -### Why Other Services Work with REST API + Bearer Tokens - -Some Azure services accept bearer tokens in REST API calls, but Azure AI Search requires the SDK to: -1. Acquire tokens using the correct scope and flow -2. Handle token refresh automatically -3. Use Search-specific authentication headers -4. Properly negotiate with the Search service's auth layer - -## Technical Details - -### Files Modified - -**File:** `route_backend_settings.py` -**Function:** `_test_azure_ai_search_connection(payload)` -**Lines:** 760-796 - -### The Solution - -Instead of trying to define `search_resource_manager` for public cloud, the fix was to **replace the REST API approach entirely with the SearchIndexClient SDK**, which handles authentication correctly without needing the `search_resource_manager` variable. - -### Code Changes Summary - -**Before (REST API approach):** -```python -def _test_azure_ai_search_connection(payload): - # ... setup code ... - - if direct_data.get('auth_type') == 'managed_identity': - credential = DefaultAzureCredential() - arm_scope = f"{search_resource_manager}/.default" - token = credential.get_token(arm_scope).token - - headers = { - "Authorization": f"Bearer {token}", - "Content-Type": "application/json" - } - response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) - # ❌ Returns 403 Forbidden -``` - -**After (SDK approach):** -```python -def _test_azure_ai_search_connection(payload): - # ... setup code ... - - if direct_data.get('auth_type') == 'managed_identity': - credential = DefaultAzureCredential() - - # Use SDK which handles authentication properly - if AZURE_ENVIRONMENT in ("usgovernment", "custom"): - client = SearchIndexClient( - endpoint=endpoint, - credential=credential, - audience=search_resource_manager - ) - else: - # For public cloud, don't use audience parameter - client = SearchIndexClient( - endpoint=endpoint, - credential=credential - ) - - # Test by listing indexes (simple operation to verify connectivity) - indexes = list(client.list_indexes()) - # ✅ Works correctly -``` - -### Key Implementation Details - -1. **Replaced REST API with SearchIndexClient SDK** - - Uses `SearchIndexClient` from `azure.search.documents` - - SDK handles authentication internally - - Properly manages token acquisition and refresh - -2. **Environment-Specific Configuration** - - **Azure Government/Custom:** Requires `audience` parameter - - **Azure Public Cloud:** Omits `audience` parameter - - Matches pattern used throughout codebase - -3. **Consistent with Other Functions** - - Aligns with `get_index_client()` implementation (line 484) - - Matches SearchClient initialization in `config.py` (lines 584-619) - - All other search operations already use SDK approach - -## Testing Approach - -### Prerequisites -- Service principal must have **"Search Index Data Contributor"** RBAC role -- Permissions must propagate (5-10 minutes after assignment) - -### RBAC Role Assignment Command -```bash -az role assignment create \ - --assignee \ - --role "Search Index Data Contributor" \ - --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ -``` - -### Verification -```bash -az role assignment list \ - --assignee \ - --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ \ - --output table -``` - -## Impact Analysis - -### What Changed -- **Only the test connection function** was affected -- No changes needed to actual search operations (indexing, querying, etc.) -- All other search functionality already used correct SDK approach - -### Why Other Search Operations Weren't Affected -All production search operations throughout the codebase already use the SDK: -- `SearchClient` for querying indexes -- `SearchIndexClient` for managing indexes -- `get_index_client()` helper function -- Index initialization in `config.py` - -**Only the test connection function used the failed REST API approach.** - -## Validation - -### Before Fix -- ✅ Authentication succeeded (no credential errors) -- ✅ Token acquisition worked -- ❌ Azure AI Search rejected bearer token (403 Forbidden) -- ❌ Test connection failed - -### After Fix -- ✅ Authentication succeeds -- ✅ SDK handles token acquisition properly -- ✅ Azure AI Search accepts SDK authentication -- ✅ Test connection succeeds (with proper RBAC permissions) - -## Configuration Requirements - -### Public Cloud (.env) -```ini -AZURE_ENVIRONMENT=public -AZURE_CLIENT_ID= -AZURE_CLIENT_SECRET= -AZURE_TENANT_ID= -AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity -AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.net -``` - -### Azure Government (.env) -```ini -AZURE_ENVIRONMENT=usgovernment -AZURE_CLIENT_ID= -AZURE_CLIENT_SECRET= -AZURE_TENANT_ID= -AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity -AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.us -``` - -## Related Changes - -**No config.py changes were made.** The fix was entirely in the route_backend_settings.py file by switching from REST API to SDK approach. - -The SDK approach eliminates the need for the `search_resource_manager` variable in public cloud because: -- The SearchIndexClient handles authentication internally -- No manual token acquisition is needed -- The SDK knows the correct endpoints and scopes automatically - -## Version Information - -**Version Implemented:** 0.235.004 - -## References - -- Azure AI Search SDK Documentation: https://learn.microsoft.com/python/api/azure-search-documents -- Azure RBAC for Search: https://learn.microsoft.com/azure/search/search-security-rbac -- DefaultAzureCredential: https://learn.microsoft.com/python/api/azure-identity/azure.identity.defaultazurecredential - -## Summary - -The fix replaces manual REST API calls with the proper Azure Search SDK (`SearchIndexClient`), which correctly handles managed identity authentication for Azure AI Search. This aligns the test function with all other search operations in the codebase that already use the SDK approach successfully. diff --git a/docs/fixes/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md b/docs/fixes/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md deleted file mode 100644 index 196bc132..00000000 --- a/docs/fixes/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md +++ /dev/null @@ -1,403 +0,0 @@ -# Group Action OAuth Authentication and Schema Merging Fix - -## Header Information - -**Fix Title:** Group Actions Missing `additionalFields` Causing OAuth Authentication Failures -**Issue Description:** Group actions were missing the `additionalFields` property entirely, preventing OAuth bearer token authentication from working despite having the same configuration as working global actions. -**Root Cause:** Group action backend routes did not call `get_merged_plugin_settings()` to merge UI form data with schema defaults, while global action routes did. This caused group actions to be saved without authentication configuration fields. -**Version Implemented:** 0.235.028 -**Date:** January 22, 2026 - -## Problem Statement - -### Symptoms -When a group action was configured with OAuth bearer token authentication: -- Action execution returned **HTTP 401 Unauthorized** errors -- ServiceNow API responded: `{"error":{"message":"User is not authenticated"}}` -- UI displayed `additionalFields: {}` (empty object) when editing group action -- Global action with identical configuration showed populated `additionalFields` and worked correctly -- Bearer token header was not being sent in API requests - -### Impact -- **Severity:** High - OAuth authentication completely non-functional for group actions -- **Affected Users:** All users attempting to use group actions with OAuth/Bearer token authentication -- **Workaround:** Use global actions instead of group actions (not scalable) - -### Evidence from Logs -``` -[DEBUG] Auth type: bearer -[DEBUG] Token available: True -[DEBUG] Added bearer auth: EfP7otqXmV... -[DEBUG] Making request to https://dev222288.service-now.com/api/now/table/incident -[DEBUG] Request headers: {'Authorization': 'Bearer EfP7otqXmV...', ...} -[DEBUG] Response status: 401 -[DEBUG] Response text: {"error":{"message":"User is not authenticated",...}} -``` - -**Critical Discovery:** When comparing global vs group action data: -- **Global action** (working): `additionalFields: {auth_method: 'bearer', base_url: '...', ...}` -- **Group action** (failing): `additionalFields: {}` ← Empty object! - -## Root Cause Analysis - -### Backend Route Disparity - -#### Global Action Routes (Working) -**File:** `route_backend_plugins.py` - Lines 666-667 (add_plugin route) - -```python -# Global action creation route -merged = get_merged_plugin_settings( - plugin_type, - current_settings=additionalFields, - schema_dir=schema_dir -) -``` - -**Result:** UI form data is merged with schema defaults, preserving authentication configuration sent from JavaScript. - -#### Group Action Routes (Broken - Before Fix) -**File:** `route_backend_plugins.py` - Lines 430-470, 485-530 - -```python -# Group action creation/update routes - BEFORE FIX -# NO CALL to get_merged_plugin_settings() -# additionalFields saved directly from request without merging -``` - -**Result:** `additionalFields` data from UI was not being preserved, resulting in empty objects. - -### Data Flow Architecture - -The fix revealed the actual data flow for authentication configuration: - -1. **UI Layer** (`plugin_modal_stepper.js` line 1537): - ```javascript - additionalFields.auth_method = 'bearer'; // Set by JavaScript based on dropdown - ``` - -2. **HTTP POST** to backend: - ```json - { - "name": "action_name", - "auth": {"type": "key"}, - "additionalFields": { - "auth_method": "bearer", - "base_url": "https://dev222288.service-now.com/api/now" - } - } - ``` - -3. **Backend Processing** - `get_merged_plugin_settings()`: - - **If schema file exists:** Merge UI data with schema defaults - - **If schema file missing:** Return UI data unchanged (graceful fallback) - - **If function not called:** Data lost! - -4. **Storage:** Cosmos DB saves merged data - -### Why Global Actions Worked Without Schema File - -**Key Insight:** The `openapi_plugin.additional_settings.schema.json` file **never existed** for global actions either! - -Global actions worked because: -1. Backend routes **called** `get_merged_plugin_settings()` -2. Function detected missing schema file -3. **Graceful fallback** (lines 110-114 in `functions_plugins.py`): - ```python - else: - result[nested_key] = current_val # Return UI data unchanged - ``` -4. UI data passed through and was saved correctly - -Group actions failed because: -1. Backend routes **did not call** the merge function at all -2. `additionalFields` from UI was discarded -3. Empty object `{}` saved to database -4. OAuth configuration lost - -## Technical Details - -### Files Modified - -1. **`route_backend_plugins.py`** (Lines 430-530) - - **Line 461-463** (create_group_action_route): Added schema merging - - **Line 520-522** (update_group_action_route): Added schema merging - - **Parity achieved:** Both global and group routes now call `get_merged_plugin_settings()` - -2. **`config.py`** - - Updated VERSION from "0.235.027" to "0.235.028" - -### Code Changes - -#### Group Action Creation Route - BEFORE -```python -def create_group_action_route(user_id, group_id): - """Create new group action""" - data = request.get_json() - # ... validation ... - - # Direct save without merging - saved_plugin = save_group_action( - user_id=user_id, - group_id=group_id, - plugin_data=data # additionalFields lost here! - ) -``` - -#### Group Action Creation Route - AFTER (Fixed) -```python -def create_group_action_route(user_id, group_id): - """Create new group action""" - data = request.get_json() - # ... validation ... - - # NEW: Merge additionalFields with schema defaults (lines 461-463) - merged = get_merged_plugin_settings( - plugin_type=data.get('type', 'openapi'), - current_settings=data.get('additionalFields', {}), - schema_dir=schema_dir - ) - data['additionalFields'] = merged - - saved_plugin = save_group_action( - user_id=user_id, - group_id=group_id, - plugin_data=data # Now includes preserved auth config! - ) -``` - -**Same fix applied to:** -- `update_group_action_route()` (lines 520-522) - -### Graceful Fallback Behavior - -**File:** `functions_plugins.py` (Lines 92-115) - -```python -def get_merged_plugin_settings(plugin_type, current_settings, schema_dir): - """ - Merge plugin settings with schema defaults. - - If schema file doesn't exist: returns current_settings unchanged. - This is intentional - allows UI-driven configuration. - """ - schema_path = os.path.join(schema_dir, f"{plugin_type}.additional_settings.schema.json") - - if not os.path.exists(schema_path): - # Graceful fallback - return UI data as-is (lines 110-114) - result = {} - for nested_key in current_settings: - result[nested_key] = current_settings[nested_key] # Preserve UI data - return result - - # If schema exists, merge with defaults - # ... -``` - -**Design Decision:** Schema files are **optional** - the system works perfectly with UI-driven configuration via graceful fallback. - -## Solution Implemented - -### Fix Strategy -1. ✅ Add `get_merged_plugin_settings()` calls to group action routes (parity with global routes) -2. ✅ Rely on UI-driven configuration + backend graceful fallback (proven approach) -3. ✅ Require recreation of existing group actions to populate `additionalFields` - -### Architecture Result - -**Both global and group routes now have identical behavior:** - -1. **UI sends complete `additionalFields`** from form -2. **Backend calls `get_merged_plugin_settings()`** for parity -3. **Function detects no schema file** exists -4. **Graceful fallback returns UI data unchanged** -5. **Complete authentication config saved** to database - -**Benefits:** -- ✅ Simple: UI drives configuration, backend preserves it -- ✅ Proven: Global actions validate this approach -- ✅ Maintainable: No schema files to keep in sync -- ✅ Flexible: Easy to extend authentication types in UI - -## Validation - -### Test Procedure -1. Delete existing group action (has empty `additionalFields`) -2. Create new group action via UI: - - Type: OpenAPI - - Upload ServiceNow spec - - Base URL: `https://dev222288.service-now.com/api/now` - - Authentication: **Bearer Token** (dropdown selection) - - Token: `EfP7otqXmVmg06xfB9igagxL6Pjir7ewv99sZyMqYdzImlerPt9rHM1T1_L8cCEeWZAuWUV0GPDP2eZ56XWoEQ` -3. UI JavaScript sets `additionalFields.auth_method = 'bearer'` (line 1537) -4. Backend merge function preserves UI data via fallback -5. Action saved with complete authentication configuration - -### Expected Results -- ✅ Group action `additionalFields` populated: `{auth_method: 'bearer', base_url: '...', ...}` -- ✅ ServiceNow API calls return **HTTP 200** instead of 401 -- ✅ Authorization header sent: `Bearer EfP7otqXmV...` -- ✅ Group agent successfully queries ServiceNow incidents -- ✅ Edit group action page displays authentication fields correctly - -## Impact Analysis - -### Before Fix -- **Global actions:** ✅ Working - routes call merge function -- **Group actions:** ❌ Broken - routes don't call merge function -- **Result:** OAuth authentication impossible for group actions - -### After Fix -- **Global actions:** ✅ Working - routes call merge function → fallback preserves UI data -- **Group actions:** ✅ Working - routes call merge function → fallback preserves UI data -- **Result:** Complete parity, OAuth authentication works for both - -### Breaking Changes -**None** - This is a pure fix with backward compatibility: -- Existing global actions continue working (unchanged code path) -- **New/recreated** group actions now work correctly -- Existing broken group actions remain broken until recreated (user action required) - -## Lessons Learned - -### Key Insights -1. **UI is source of truth for authentication config** - Backend preserves what UI sends -2. **Graceful fallback is a feature, not a bug** - Enables UI-driven configuration -3. **Code parity prevents subtle bugs** - Global and group routes should be identical -4. **Testing existing functionality reveals architecture** - Global actions proved UI approach works - -### Best Practices Reinforced -- **Investigate working code before making changes** - Global actions showed the pattern -- **Prefer simplicity** - UI-driven configuration simpler than complex schema systems -- **Document data flows** - Understanding UI → Backend → DB flow was crucial -- **Test parity** - If code paths differ, investigate why - -## Related Documentation -- **[Group Agent Loading Fix](./GROUP_AGENT_LOADING_FIX.md)** - Prerequisites for this fix (v0.235.027) -- **ServiceNow OAuth Setup** - Configuration instructions for OAuth 2.0 bearer tokens -- **Plugin Modal Stepper** - UI component responsible for authentication form (`plugin_modal_stepper.js`) - -## Future Considerations - -### ⚠️ CRITICAL: OAuth 2.0 Token Expiration Limitation - -**Current Implementation Status:** -- ✅ **Bearer token authentication works correctly** - tokens are sent properly in HTTP headers -- ❌ **No automatic token refresh** - requires manual regeneration when expired -- ⚠️ **Production limitation** - not suitable for production use without enhancement - -**The Problem:** -ServiceNow OAuth access tokens expire after a configured lifespan (e.g., 3,600 seconds = 1 hour). The current Simple Chat implementation: - -1. **Stores static bearer tokens** - copied from ServiceNow and hardcoded in action configuration -2. **No expiration tracking** - doesn't know when token will expire -3. **No refresh mechanism** - can't automatically request new tokens -4. **Manual workaround required** - users must regenerate and update token every hour - -**Example Failure:** -``` -Request: GET https://dev222288.service-now.com/api/now/table/incident -Headers: Authorization: Bearer EfP7otqXmV... (expired token) -Response: HTTP 401 - {"error":{"message":"User is not authenticated"}} -``` - -**Temporary Testing Workaround:** -- Increase ServiceNow "Access Token Lifespan" to longer duration (e.g., 86,400 seconds = 24 hours) -- Regenerate token before expiration -- **Not suitable for production environments** - -**Proper Solution Required (Future Enhancement):** - -To make OAuth 2.0 authentication production-ready, Simple Chat needs to implement the OAuth 2.0 Client Credentials flow with automatic token refresh: - -#### Required Components: - -1. **Store OAuth Client Credentials** (Not Bearer Token): - ```json - { - "auth_type": "oauth2_client_credentials", - "client_id": "565d53a80dfe4cb89b8869fd1d977308", - "client_secret": "[encrypted_secret]", - "token_endpoint": "https://dev222288.service-now.com/oauth_token.do", - "scope": "useraccount" - } - ``` - -2. **Token Storage with Expiration Tracking**: - ```python - { - "access_token": "EfP7otqXmV...", - "refresh_token": "abc123...", - "expires_at": "2026-01-22T20:17:39Z", # Timestamp - "token_type": "bearer" - } - ``` - -3. **Automatic Token Refresh Logic**: - ```python - def get_valid_token(action_config): - """Get valid token, refreshing if expired""" - if token_expired(action_config): - # Call ServiceNow OAuth token endpoint - response = requests.post( - action_config['token_endpoint'], - data={ - 'grant_type': 'client_credentials', - 'client_id': action_config['client_id'], - 'client_secret': decrypt(action_config['client_secret']) - } - ) - # Update stored token with new access_token and expires_at - update_token_storage(response.json()) - - return get_current_token() - ``` - -4. **Pre-Request Token Validation**: - ```python - # Before each API call in openapi_plugin.py - if auth_config['type'] == 'oauth2_client_credentials': - auth_config['token'] = get_valid_token(auth_config) - headers['Authorization'] = f"Bearer {auth_config['token']}" - ``` - -5. **Secure Secret Storage**: - - Store client secrets in Azure Key Vault (not in Cosmos DB) - - Use Managed Identity for Key Vault access - - Encrypt secrets at rest - -#### Implementation Tasks: - -- [ ] **UI Changes**: Add OAuth 2.0 configuration form (Client ID, Secret, Token Endpoint) -- [ ] **Backend Changes**: - - [ ] Create `oauth2_token_manager.py` module for token lifecycle management - - [ ] Implement token refresh logic with expiration checking - - [ ] Add Key Vault integration for client secret storage - - [ ] Update `openapi_plugin_factory.py` to detect OAuth 2.0 auth type - - [ ] Modify HTTP request preparation to request fresh tokens -- [ ] **Database Schema**: Add token storage fields (access_token, refresh_token, expires_at) -- [ ] **Testing**: End-to-end testing with real OAuth 2.0 endpoints and token expiration scenarios -- [ ] **Documentation**: Update user guide with OAuth 2.0 setup instructions - -#### References: -- [OAuth 2.0 Client Credentials Grant](https://oauth.net/2/grant-types/client-credentials/) -- [ServiceNow OAuth 2.0 Documentation](https://docs.servicenow.com/bundle/washingtondc-platform-security/page/administer/security/concept/c_OAuthApplications.html) -- [Azure Key Vault for Secret Management](https://learn.microsoft.com/azure/key-vault/general/overview) - -**Estimated Effort:** 2-3 weeks for complete implementation and testing - -**Priority:** Medium - Current manual workaround functional for testing/development, critical for production deployment - ---- - -### Monitoring -Track authentication failures by action type to detect similar issues: -```python -# Example monitoring -if response.status_code == 401: - logger.warning(f"Auth failed for {action_type} action: {action_name}") -``` - -## Version History -- **0.235.027** - Group agent loading fix (prerequisite) -- **0.235.028** - Group action schema merging parity fix (this document) diff --git a/docs/fixes/GROUP_AGENT_LOADING_FIX.md b/docs/fixes/GROUP_AGENT_LOADING_FIX.md deleted file mode 100644 index 62389eb9..00000000 --- a/docs/fixes/GROUP_AGENT_LOADING_FIX.md +++ /dev/null @@ -1,241 +0,0 @@ -# Group Agent Loading Fix - -## Header Information - -**Fix Title:** Group Agents Not Loading in Per-User Semantic Kernel Mode -**Issue Description:** Group agents and their associated actions were not being loaded when per-user semantic kernel mode was enabled, causing group agents to fall back to global agents and resulting in zero plugins/actions available. -**Root Cause:** The `load_user_semantic_kernel()` function only loaded personal agents and global agents (when merge enabled), but completely omitted group agents from groups the user is a member of. -**Version Implemented:** 0.235.027 -**Date:** January 22, 2026 - -## Problem Statement - -### Symptoms -When a user selected a group agent in per-user semantic kernel mode: -- The agent selection would fall back to the global "researcher" agent -- Plugin count would be zero (`plugin_count: 0, plugins: []`) -- Agent would ask clarifying questions instead of executing available actions -- No group agents appeared in the available agents list -- Group actions (plugins) were not accessible even though they existed in the database - -### Impact -- **Severity:** High - Group agents completely non-functional in per-user kernel mode -- **Affected Users:** All users with per-user semantic kernel enabled who are members of groups -- **Workaround:** None - only global agents worked - -### Evidence from Logs -``` -[SK Loader] User settings found 1 agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' -[SK Loader] Found 2 global agents to merge -[SK Loader] After merging: 3 total agents -[DEBUG] [INFO]: [SK Loader] Merged agents: [('researcher', True), ('servicenow_test_agent', True), ('researcher', False)] -[DEBUG] [INFO]: [SK Loader] Looking for agent named 'cio6_servicenow_test_agent' with is_global=False -[DEBUG] [INFO]: [SK Loader] User NO agent found matching user-selected agent: cio6_servicenow_test_agent -[SK Loader] User f016493e-9395-4120-91b5-bac4276b6b6c No agent found matching user-selected agent: cio6_servicenow_test_agent -``` - -Notice: Only 3 agents loaded (2 global + 1 personal), **zero group agents** despite user being member of group "cio6". - -## Root Cause Analysis - -### Architectural Gap -The `load_user_semantic_kernel()` function in `semantic_kernel_loader.py` had the following loading sequence: - -1. ✅ Load personal agents via `get_personal_agents(user_id)` -2. ✅ Conditionally merge global agents if `merge_global_semantic_kernel_with_workspace` enabled -3. ❌ **MISSING:** Load group agents from user's group memberships -4. ✅ Load personal actions via `get_personal_actions(user_id)` -5. ✅ Conditionally merge global actions if merge enabled -6. ❌ **MISSING:** Load group actions from user's group memberships - -### Why It Was Missed -The code had logic to load a **single selected group agent** if explicitly requested, but this was: -- Only triggered when a specific group agent was pre-selected -- Required explicit group ID resolution -- Did not load **all** group agents from user's memberships -- Failed to load group agents proactively for selection - -This created a chicken-and-egg problem: the agent couldn't be selected because it wasn't loaded, and it wasn't loaded unless it was selected. - -## Technical Details - -### Files Modified -1. **`semantic_kernel_loader.py`** (Lines ~1155-1250) - - Added group agent loading after personal agents - - Added group action loading after personal actions - - Removed redundant single-agent loading logic - -2. **`config.py`** (Line 91) - - Updated VERSION from "0.235.026" to "0.235.027" - -### Code Changes - -#### Before (Pseudocode) -```python -agents_cfg = get_personal_agents(user_id) -# Mark personal agents -for agent in agents_cfg: - agent['is_global'] = False - -# Only try to load ONE selected group agent if explicitly requested -if selected_agent_is_group: - # Complex logic to find and add single group agent - -# Merge global agents if enabled -if merge_global: - # Add global agents - -# Load personal actions only -plugin_manifests = get_personal_actions(user_id) -``` - -#### After (Pseudocode) -```python -agents_cfg = get_personal_agents(user_id) -# Mark personal agents -for agent in agents_cfg: - agent['is_global'] = False - agent['is_group'] = False - -# Load ALL group agents from user's group memberships -user_groups = get_user_groups(user_id) -for group in user_groups: - group_agents = get_group_agents(group_id) - for group_agent in group_agents: - # Mark and add to agents_cfg - group_agent['is_global'] = False - group_agent['is_group'] = True - group_agent['group_id'] = group_id - group_agent['group_name'] = group_name - agents_cfg.append(group_agent) - -# Merge global agents if enabled (unchanged) -if merge_global: - # Add global agents - -# Load personal actions -plugin_manifests = get_personal_actions(user_id) - -# Load ALL group actions from user's group memberships -for group in user_groups: - group_actions = get_group_actions(group_id) - plugin_manifests.extend(group_actions) -``` - -### Key Implementation Details - -**Group Agent Loading:** -```python -from functions_group import get_user_groups -from functions_group_agents import get_group_agents - -user_groups = [] # Initialize to empty list -try: - user_groups = get_user_groups(user_id) - print(f"[SK Loader] User '{user_id}' is a member of {len(user_groups)} groups") - - group_agent_count = 0 - for group in user_groups: - group_id = group.get('id') - group_name = group.get('name', 'Unknown') - if group_id: - group_agents = get_group_agents(group_id) - for group_agent in group_agents: - group_agent['is_global'] = False - group_agent['is_group'] = True - group_agent['group_id'] = group_id - group_agent['group_name'] = group_name - agents_cfg.append(group_agent) - group_agent_count += 1 - print(f"[SK Loader] Loaded {len(group_agents)} agents from group '{group_name}' (id: {group_id})") - - if group_agent_count > 0: - log_event(f"[SK Loader] Loaded {group_agent_count} group agents from {len(user_groups)} groups for user '{user_id}'", level=logging.INFO) -except Exception as e: - log_event(f"[SK Loader] Error loading group agents for user '{user_id}': {e}", {"error": str(e)}, level=logging.ERROR, exceptionTraceback=True) - user_groups = [] # Reset to empty on error -``` - -**Group Action Loading:** -```python -# Load group actions from all groups the user is a member of -try: - group_action_count = 0 - for group in user_groups: - group_id = group.get('id') - group_name = group.get('name', 'Unknown') - if group_id: - group_actions = get_group_actions(group_id, return_type=SecretReturnType.NAME) - plugin_manifests.extend(group_actions) - group_action_count += len(group_actions) - print(f"[SK Loader] Loaded {len(group_actions)} actions from group '{group_name}' (id: {group_id})") - - if group_action_count > 0: - log_event(f"[SK Loader] Loaded {group_action_count} group actions from {len(user_groups)} groups for user '{user_id}'", level=logging.INFO) -except Exception as e: - log_event(f"[SK Loader] Error loading group actions for user '{user_id}': {e}", {"error": str(e)}, level=logging.ERROR, exceptionTraceback=True) -``` - -### Functions Used -- **`get_user_groups(user_id)`** - Returns all groups where user is a member (from `functions_group.py`) -- **`get_group_agents(group_id)`** - Returns all agents for a specific group (from `functions_group_agents.py`) -- **`get_group_actions(group_id, return_type)`** - Returns all actions/plugins for a specific group (from `functions_group_actions.py`) - -### Error Handling -- Both group agent and group action loading are wrapped in try-except blocks -- Errors are logged with full exception tracebacks -- On error, `user_groups` is reset to empty list to prevent downstream issues -- System gracefully degrades to personal + global agents if group loading fails - -## Validation - -### Test Scenario -1. **Setup:** - - User `f016493e-9395-4120-91b5-bac4276b6b6c` is member of group `cio6` (ID: `72254e24-4bc6-4680-bc2e-c56d5214d8e8`) - - Group has agent `cio6_servicenow_test_agent` with action `cio6_servicenow_query_incidents` - - Per-user semantic kernel mode enabled - - Global agent merging enabled - -2. **User Action:** - - User selects group agent `cio6_servicenow_test_agent` - - User submits message: "Show me all ServiceNow incidents" - -### Before Fix - Failure Behavior -``` -[SK Loader] User settings found 1 agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' -[SK Loader] After merging: 3 total agents # Only personal + global -[SK Loader] Looking for agent named 'cio6_servicenow_test_agent' with is_global=False -[SK Loader] User NO agent found matching user-selected agent: cio6_servicenow_test_agent -[SK Loader] selected_agent fallback to first agent: researcher # ❌ Wrong agent -[Enhanced Agent Citations] Extracted 0 detailed plugin invocations # ❌ No actions -{'agent': 'researcher', 'plugin_count': 0} # ❌ Zero plugins -``` - -**Result:** Agent asks clarifying questions instead of querying ServiceNow. - -### After Fix - Success Behavior -``` -[SK Loader] User settings found 1 personal agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' -[SK Loader] User 'f016493e-9395-4120-91b5-bac4276b6b6c' is a member of 1 groups # ✅ Groups detected -[SK Loader] Loaded 1 agents from group 'cio6' (id: 72254e24-4bc6-4680-bc2e-c56d5214d8e8) # ✅ Group agent loaded -[SK Loader] Loaded 1 group agents from 1 groups for user 'f016493e-9395-4120-91b5-bac4276b6b6c' # ✅ Success -[SK Loader] Total agents loaded: 2 (personal + group) for user 'f016493e-9395-4120-91b5-bac4276b6b6c' -[SK Loader] After merging: 4 total agents # ✅ Includes group agent -[SK Loader] Merged agents: [('researcher', True), ('servicenow_test_agent', True), ('researcher', False), ('cio6_servicenow_test_agent', False)] # ✅ Group agent present -[SK Loader] Loaded 1 actions from group 'cio6' (id: 72254e24-4bc6-4680-bc2e-c56d5214d8e8) # ✅ Group action loaded -[SK Loader] Loaded 1 group actions from 1 groups for user 'f016493e-9395-4120-91b5-bac4276b6b6c' # ✅ Success -[SK Loader] User f016493e-9395-4120-91b5-bac4276b6b6c Found EXACT match for agent: cio6_servicenow_test_agent (is_global=False) # ✅ Agent found -[SK Loader] Plugin cio6_servicenow_query_incidents: SUCCESS # ✅ Plugin loaded -``` - -**Result:** Correct group agent selected with its action available for execution. - -### Verification Checklist -- [x] Personal agents still load correctly -- [x] Global agents still merge correctly when enabled -- [x] Group agents load for all user's group memberships -- [x] Group actions load for all user's group memberships -- [x] Agents properly marked with `is_group` and `group_id` flags -- [x] Agent selection finds group agents by name -- [x] Error handling prevents crashes if group loading fails -- [x] Logging provides visibility into group loading process \ No newline at end of file diff --git a/docs/fixes/OPENAPI_BASIC_AUTH_FIX.md b/docs/fixes/OPENAPI_BASIC_AUTH_FIX.md deleted file mode 100644 index 34eadb4a..00000000 --- a/docs/fixes/OPENAPI_BASIC_AUTH_FIX.md +++ /dev/null @@ -1,205 +0,0 @@ -# OpenAPI Basic Authentication Fix - -**Version:** 0.235.026 -**Issue:** OpenAPI actions with Basic Authentication fail with "session not authenticated" error -**Root Cause:** Mismatch between authentication format stored by UI and format expected by OpenAPI plugin -**Status:** ✅ Fixed - ---- - -## Problem Description - -When configuring an OpenAPI action with Basic Authentication in the Simple Chat admin interface: - -1. User uploads OpenAPI spec with `securitySchemes.basicAuth` defined -2. User selects "Basic Auth" authentication type -3. User enters username and password in the configuration wizard -4. Action is saved successfully -5. **BUT**: When agent attempts to use the action, authentication fails with error: - ``` - "I'm unable to access your ServiceNow incidents because your session - is not authenticated. Please log in to your ServiceNow instance or - check your authentication credentials." - ``` - -### Symptoms -- ❌ OpenAPI actions with Basic Auth fail despite correct credentials -- ✅ Direct API calls with same credentials work correctly -- ✅ Other Simple Chat features authenticate successfully -- ❌ Error occurs even when Base URL is correctly configured - ---- - -## Root Cause Analysis - -### Authentication Storage Format (Frontend) - -The Simple Chat admin UI (`plugin_modal_stepper.js`, lines 1539-1543) stores Basic Auth credentials as: - -```javascript -auth.type = 'key'; // Basic auth is also 'key' type in the schema -const username = document.getElementById('plugin-auth-basic-username').value.trim(); -const password = document.getElementById('plugin-auth-basic-password').value.trim(); -auth.key = `${username}:${password}`; // Store as combined string -additionalFields.auth_method = 'basic'; -``` - -**Stored format:** -```json -{ - "auth": { - "type": "key", - "key": "username:password" - }, - "additionalFields": { - "auth_method": "basic" - } -} -``` - -### Authentication Expected Format (Backend) - -The OpenAPI plugin (`openapi_plugin.py`, lines 952-955) expects Basic Auth as: - -```python -elif auth_type == "basic": - import base64 - username = self.auth.get("username", "") - password = self.auth.get("password", "") - credentials = base64.b64encode(f"{username}:{password}".encode()).decode() - headers["Authorization"] = f"Basic {credentials}" -``` - -**Expected format:** -```json -{ - "auth": { - "type": "basic", - "username": "actual_username", - "password": "actual_password" - } -} -``` - -### The Mismatch - -❌ **Frontend stores:** `auth.type='key'`, `auth.key='username:password'` -❌ **Backend expects:** `auth.type='basic'`, `auth.username`, `auth.password` -❌ **Result:** Plugin code path for Basic Auth (`elif auth_type == "basic"`) never executes -❌ **Consequence:** No `Authorization` header added, API returns authentication error - ---- - -## Solution Implementation - -### Fix Location -**File:** `application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py` -**Function:** `_extract_auth_config()` -**Lines:** 129-166 - -### Code Changes - -Added authentication format transformation logic to detect and convert Simple Chat's storage format into OpenAPI plugin's expected format: - -```python -@classmethod -def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: - """Extract authentication configuration from plugin config.""" - auth_config = config.get('auth', {}) - if not auth_config: - return {} - - auth_type = auth_config.get('type', 'none') - - if auth_type == 'none': - return {} - - # Check if this is basic auth stored in the 'key' field format - # Simple Chat stores basic auth as: auth.type='key', auth.key='username:password', - # additionalFields.auth_method='basic' - additional_fields = config.get('additionalFields', {}) - auth_method = additional_fields.get('auth_method', '') - - if auth_type == 'key' and auth_method == 'basic': - # Extract username and password from the combined key - key = auth_config.get('key', '') - if ':' in key: - username, password = key.split(':', 1) - return { - 'type': 'basic', - 'username': username, - 'password': password - } - else: - # Malformed basic auth key - return {} - - # For bearer tokens stored as 'key' type - if auth_type == 'key' and auth_method == 'bearer': - return { - 'type': 'bearer', - 'token': auth_config.get('key', '') - } - - # For OAuth2 stored as 'key' type - if auth_type == 'key' and auth_method == 'oauth2': - return { - 'type': 'bearer', # OAuth2 tokens are typically bearer tokens - 'token': auth_config.get('key', '') - } - - # Return the auth config as-is for other auth types - return auth_config -``` - -### How It Works - -1. **Detection:** Check if `auth.type == 'key'` AND `additionalFields.auth_method == 'basic'` -2. **Extraction:** Split `auth.key` on first `:` to get username and password -3. **Transformation:** Return new dict with `type='basic'`, `username`, and `password` -4. **Pass-through:** OpenAPI plugin receives correct format and adds Authorization header - -### Additional Auth Method Support - -The fix also handles other authentication methods stored in the same format: -- **Bearer tokens:** `auth_method='bearer'` → transforms to `{type: 'bearer', token: ...}` -- **OAuth2:** `auth_method='oauth2'` → transforms to `{type: 'bearer', token: ...}` - ---- - -## Testing - -### Before Fix -```bash -# Test action: servicenow_query_incidents -User: "Show me all incidents in ServiceNow" -Agent: "I'm unable to access your ServiceNow incidents because your - session is not authenticated..." - -# HTTP request (no Authorization header sent): -GET https://dev222288.service-now.com/api/now/table/incident -# Response: 401 Unauthorized or session expired error -``` - -### After Fix -```bash -# Test action: servicenow_query_incidents -User: "Show me all incidents in ServiceNow" -Agent: "Here are your ServiceNow incidents: ..." - -# HTTP request (Authorization header correctly added): -GET https://dev222288.service-now.com/api/now/table/incident -Authorization: Basic - -# Response: 200 OK with incident data -``` - -### Validation Steps -1. ✅ Create OpenAPI action with Basic Auth -2. ✅ Enter username and password in admin wizard -3. ✅ Save action successfully -4. ✅ Attach action to agent -5. ✅ Test agent with prompt requiring action -6. ✅ Verify Authorization header is sent -7. ✅ Verify API returns 200 OK with data -8. ✅ Verify agent processes response correctly \ No newline at end of file From 33bee688e831e825d1b4131c99f654569eaa1d2a Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 19:22:13 -0500 Subject: [PATCH 04/72] Updated servicenow integration readme --- docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md | 9 +++++++++ 1 file changed, 9 insertions(+) diff --git a/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md b/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md index 66e5a983..4d400961 100644 --- a/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md +++ b/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md @@ -183,6 +183,15 @@ The integration uses two OpenAPI specification files that define all ServiceNow ## Phase 3: Simple Chat Configuration +> **📌 Important - Scope Options:** +> ServiceNow actions and agents can be configured at different levels based on your organization's needs: +> +> - **Global Actions/Agents**: Available to all users across the entire Simple Chat instance +> - **Group Actions/Agents**: Available only to members of specific workspaces/groups +> - **Personal Actions/Agents**: Available only to individual users +> +> Choose the appropriate scope based on your security, governance, and access control requirements. For enterprise deployments, group-level configuration is recommended to control access by department or team. + ### Step 1: Add ServiceNow Actions > **Note:** This integration uses **two separate actions** because ServiceNow has distinct API endpoints for incident management and knowledge base operations, each with its own OpenAPI specification file. 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zDs!)g9Q~@Z#l^go`C`Bu={#R{3#c|17hAJ#f?HzFWRwA!(equ8;SR~=&00wr(V(CI z{D2@GVzsB|Ehc=D%&^P<{Ld22QD+#Ebm4o&tobl=?YX|5mH+hPSq>^4m98(=H9reS zVM4GXtO4Z<&);{ifnZ;*M#b}1#v2V-o7CCa2Zo6Snwy)O-o{rtnl0U!nIW4AJjP1u zZ~7TMmQ(~jsro=yXwlTDCQ7m>l8Bc;>R~110KxZ2TAk`Y(;UbkP+>?fwZZ51TYjXx zR-8^Lt;J`HA-LqqQZG%0gL5HnB=odL`%hnl4jIMUZ^%CULGp?UA<=wPiScy5fS zJNAfgSd}}oaVJ&i)}AdlRJZcA(2VwGWv|+M73^ipJw8*A*DFS+R%oWbfkCPfFQp)C zQuskhYO-ejckpb6mrm7O4)9_J-}X}g8|~D6`9sLNk~jCCQQ8=Do#ALEUOcKL`ubrt z^jIh<4uxII&3p)uE-FGrYKaSlZyR9?8!g6-cAV#fm!p@LmwWXocfUO=CPWy%qA(_- zH_UR39Ct*HfMkiW?KahbJ;SelJQhhBOYi>OR3`azM$weE5|nvUc0Uld9N-GbKW9?( zJx#>LRr`C9v4&Cn^hL7RRBqet?517v`)5BNcOCHf;QEGny5j-weSFzTos1~rEPkn- z7|j|a9C_m%7AJxg>1amERH%H8Lkq$T1i5))%zWEV+P2IYHdDCXt5~Xh>!PS`q>OW` zxz?LFM@5D)vi*Foy1IHR1rZCBzYarrfuD)_+ve$4zk(0;pM(kXw0T(@pxinNzU}V9ef<3bct;DQt*#HLQ?rf!A9-E3SpWb4 literal 0 HcmV?d00001 From fb8181bcfa0446ffed7f09a02938084258c26d33 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 19:52:43 -0500 Subject: [PATCH 06/72] chore: Revert terraform main.tf to upstream version --- deployers/terraform/main.tf | 71 ++++++++----------------------------- 1 file changed, 15 insertions(+), 56 deletions(-) diff --git a/deployers/terraform/main.tf b/deployers/terraform/main.tf index 12029506..77b486df 100644 --- a/deployers/terraform/main.tf +++ b/deployers/terraform/main.tf @@ -172,7 +172,6 @@ locals { cosmos_db_name = "${var.param_base_name}-${var.param_environment}-cosmos" open_ai_name = "${var.param_base_name}-${var.param_environment}-oai" doc_intel_name = "${var.param_base_name}-${var.param_environment}-docintel" - speech_service_name = "${var.param_base_name}-${var.param_environment}-speech" key_vault_name = "${var.param_base_name}-${var.param_environment}-kv" log_analytics_name = "${var.param_base_name}-${var.param_environment}-la" managed_identity_name = "${var.param_base_name}-${var.param_environment}-id" @@ -626,14 +625,13 @@ resource "azurerm_cosmosdb_account" "cosmos" { # --- Azure OpenAI Service (Cognitive Services) --- resource "azurerm_cognitive_account" "openai" { - count = var.param_use_existing_openai_instance ? 0 : 1 # Only create if not using existing - name = local.open_ai_name - location = azurerm_resource_group.rg.location - resource_group_name = azurerm_resource_group.rg.name - kind = "OpenAI" - sku_name = "S0" # Standard tier - custom_subdomain_name = local.open_ai_name # Required for managed identity authentication - tags = local.common_tags + count = var.param_use_existing_openai_instance ? 0 : 1 # Only create if not using existing + name = local.open_ai_name + location = azurerm_resource_group.rg.location + resource_group_name = azurerm_resource_group.rg.name + kind = "OpenAI" + sku_name = "S0" # Standard tier + tags = local.common_tags } # Data source for existing OpenAI instance @@ -645,24 +643,13 @@ data "azurerm_cognitive_account" "existing_openai" { # --- Document Intelligence Service (Cognitive Services) --- resource "azurerm_cognitive_account" "docintel" { - name = local.doc_intel_name - location = azurerm_resource_group.rg.location - resource_group_name = azurerm_resource_group.rg.name - kind = "FormRecognizer" - sku_name = "S0" # Standard tier - custom_subdomain_name = local.doc_intel_name # Required for managed identity authentication - tags = local.common_tags -} - -# --- Speech Service (Cognitive Services) --- -resource "azurerm_cognitive_account" "speech" { - name = local.speech_service_name - location = azurerm_resource_group.rg.location - resource_group_name = azurerm_resource_group.rg.name - kind = "SpeechServices" - sku_name = "S0" # Standard tier - custom_subdomain_name = local.speech_service_name # Required for managed identity authentication - tags = local.common_tags + name = local.doc_intel_name + location = azurerm_resource_group.rg.location + resource_group_name = azurerm_resource_group.rg.name + kind = "FormRecognizer" + sku_name = "S0" # Standard tier + custom_subdomain_name = local.doc_intel_name # Maps to --custom-domain + tags = local.common_tags } # https://medium.com/expert-thinking/mastering-azure-search-with-terraform-a-how-to-guide-7edc3a6b1ee3 @@ -715,20 +702,6 @@ resource "azurerm_role_assignment" "managed_identity_storage_contributor" { principal_id = azurerm_user_assigned_identity.id.principal_id } -# Cognitive Services Speech User on Speech Service -resource "azurerm_role_assignment" "managed_identity_speech_user" { - scope = azurerm_cognitive_account.speech.id - role_definition_name = "Cognitive Services Speech User" - principal_id = azurerm_user_assigned_identity.id.principal_id -} - -# Cognitive Services Speech Contributor on Speech Service -resource "azurerm_role_assignment" "managed_identity_speech_contributor" { - scope = azurerm_cognitive_account.speech.id - role_definition_name = "Cognitive Services Speech Contributor" - principal_id = azurerm_user_assigned_identity.id.principal_id -} - # App Registration Service Principal RBAC # Cognitive Services OpenAI Contributor on OpenAI resource "azurerm_role_assignment" "app_reg_sp_openai_contributor" { @@ -759,27 +732,13 @@ resource "azurerm_role_assignment" "app_service_smi_storage_contributor" { principal_id = azurerm_linux_web_app.app.identity[0].principal_id } -# AcrPull on Container Registry +# Storage Blob Data Contributor on Storage Account resource "azurerm_role_assignment" "acr_pull" { scope = data.azurerm_container_registry.acrregistry.id role_definition_name = "AcrPull" principal_id = azurerm_linux_web_app.app.identity[0].principal_id } -# Cognitive Services Speech User on Speech Service -resource "azurerm_role_assignment" "app_service_smi_speech_user" { - scope = azurerm_cognitive_account.speech.id - role_definition_name = "Cognitive Services Speech User" - principal_id = azurerm_linux_web_app.app.identity[0].principal_id -} - -# Cognitive Services Speech Contributor on Speech Service -resource "azurerm_role_assignment" "app_service_smi_speech_contributor" { - scope = azurerm_cognitive_account.speech.id - role_definition_name = "Cognitive Services Speech Contributor" - principal_id = azurerm_linux_web_app.app.identity[0].principal_id -} - ################################################## # From 660d76c0524f6e79f0ae3cc3c40660c061c47fb5 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 19:57:38 -0500 Subject: [PATCH 07/72] Removed the two openai sample spec downloaed from servicennow site --- .../now_knowledge_latest_spec_sample.yaml | 33 -- .../now_table_api_latest_spec_sample.yaml | 331 ------------------ 2 files changed, 364 deletions(-) delete mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/now_knowledge_latest_spec_sample.yaml delete mode 100644 docs/how-to/agents/ServiceNow/open_api_specs/now_table_api_latest_spec_sample.yaml diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/now_knowledge_latest_spec_sample.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/now_knowledge_latest_spec_sample.yaml deleted file mode 100644 index 4932e7ab..00000000 --- a/docs/how-to/agents/ServiceNow/open_api_specs/now_knowledge_latest_spec_sample.yaml +++ /dev/null @@ -1,33 +0,0 @@ ---- -openapi: "3.0.1" -info: - title: "Knowledge" - description: "Knowledge APIs for Service Portal" - version: "latest" -externalDocs: - url: "" -servers: -- url: "https://dev222288.service-now.com/" -paths: - /api/now/knowledge/search/facets: - get: - description: "" - parameters: [] - responses: - "200": - description: "ok" - content: - application/json: {} - application/xml: {} - text/xml: {} - post: - description: "" - parameters: [] - requestBody: - content: - application/json: {} - responses: - "200": - description: "ok" - content: - application/json: {} diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/now_table_api_latest_spec_sample.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/now_table_api_latest_spec_sample.yaml deleted file mode 100644 index 3aaaf7f7..00000000 --- a/docs/how-to/agents/ServiceNow/open_api_specs/now_table_api_latest_spec_sample.yaml +++ /dev/null @@ -1,331 +0,0 @@ ---- -openapi: "3.0.1" -info: - title: "Table API" - description: "Allows you to perform create, read, update and delete (CRUD) operations\ - \ on existing tables" - version: "latest" -externalDocs: - url: "https://docs.servicenow.com/?context=CSHelp:REST-Table-API" -servers: -- url: "https://dev222288.service-now.com/" -paths: - /api/now/table/{tableName}: - get: - description: "Retrieve records from a table" - parameters: - - name: "tableName" - in: "path" - required: true - schema: {} - - name: "sysparm_query" - in: "query" - description: "An encoded query string used to filter the results" - required: false - schema: {} - - name: "sysparm_display_value" - in: "query" - description: "Return field display values (true), actual values (false), or\ - \ both (all) (default: false)" - required: false - schema: {} - - name: "sysparm_exclude_reference_link" - in: "query" - description: "True to exclude Table API links for reference fields (default:\ - \ false)" - required: false - schema: {} - - name: "sysparm_suppress_pagination_header" - in: "query" - description: "True to supress pagination header (default: false)" - required: false - schema: {} - - name: "sysparm_fields" - in: "query" - description: "A comma-separated list of fields to return in the response" - required: false - schema: {} - - name: "sysparm_limit" - in: "query" - description: "The maximum number of results returned per page (default: 10,000)" - required: false - schema: {} - - name: "sysparm_view" - in: "query" - description: "Render the response according to the specified UI view (overridden\ - \ by sysparm_fields)" - required: false - schema: {} - - name: "sysparm_query_category" - in: "query" - description: "Name of the query category (read replica category) to use for\ - \ queries" - required: false - schema: {} - - name: "sysparm_query_no_domain" - in: "query" - description: "True to access data across domains if authorized (default: false)" - required: false - schema: {} - - name: "sysparm_no_count" - in: "query" - description: "Do not execute a select count(*) on table (default: false)" - required: false - schema: {} - responses: - "200": - description: "ok" - content: - application/json: {} - application/xml: {} - text/xml: {} - post: - description: "Create a record" - parameters: - - name: "tableName" - in: "path" - required: true - schema: {} - - name: "sysparm_display_value" - in: "query" - description: "Return field display values (true), actual values (false), or\ - \ both (all) (default: false)" - required: false - schema: {} - - name: "sysparm_exclude_reference_link" - in: "query" - description: "True to exclude Table API links for reference fields (default:\ - \ false)" - required: false - schema: {} - - name: "sysparm_fields" - in: "query" - description: "A comma-separated list of fields to return in the response" - required: false - schema: {} - - name: "sysparm_input_display_value" - in: "query" - description: "Set field values using their display value (true) or actual\ - \ value (false) (default: false)" - required: false - schema: {} - - name: "sysparm_suppress_auto_sys_field" - in: "query" - description: "True to suppress auto generation of system fields (default:\ - \ false)" - required: false - schema: {} - - name: "sysparm_view" - in: "query" - description: "Render the response according to the specified UI view (overridden\ - \ by sysparm_fields)" - required: false - schema: {} - requestBody: - content: - application/json: {} - application/xml: {} - text/xml: {} - responses: - "200": - description: "ok" - content: - application/json: {} - application/xml: {} - text/xml: {} - /api/now/table/{tableName}/{sys_id}: - get: - description: "Retrieve a record" - parameters: - - name: "tableName" - in: "path" - required: true - schema: {} - - name: "sys_id" - in: "path" - required: true - schema: {} - - name: "sysparm_display_value" - in: "query" - description: "Return field display values (true), actual values (false), or\ - \ both (all) (default: false)" - required: false - schema: {} - - name: "sysparm_exclude_reference_link" - in: "query" - description: "True to exclude Table API links for reference fields (default:\ - \ false)" - required: false - schema: {} - - name: "sysparm_fields" - in: "query" - description: "A comma-separated list of fields to return in the response" - required: false - schema: {} - - name: "sysparm_view" - in: "query" - description: "Render the response according to the specified UI view (overridden\ - \ by sysparm_fields)" - required: false - schema: {} - - name: "sysparm_query_no_domain" - in: "query" - description: "True to access data across domains if authorized (default: false) " - required: false - schema: {} - responses: - "200": - description: "ok" - content: - application/json: {} - application/xml: {} - text/xml: {} - put: - description: "Modify a record" - parameters: - - name: "tableName" - in: "path" - required: true - schema: {} - - name: "sys_id" - in: "path" - required: true - schema: {} - - name: "sysparm_display_value" - in: "query" - description: "Return field display values (true), actual values (false), or\ - \ both (all) (default: false)" - required: false - schema: {} - - name: "sysparm_exclude_reference_link" - in: "query" - description: "True to exclude Table API links for reference fields (default:\ - \ false)" - required: false - schema: {} - - name: "sysparm_fields" - in: "query" - description: "A comma-separated list of fields to return in the response" - required: false - schema: {} - - name: "sysparm_input_display_value" - in: "query" - description: "Set field values using their display value (true) or actual\ - \ value (false) (default: false)" - required: false - schema: {} - - name: "sysparm_suppress_auto_sys_field" - in: "query" - description: "True to suppress auto generation of system fields (default:\ - \ false)" - required: false - schema: {} - - name: "sysparm_view" - in: "query" - description: "Render the response according to the specified UI view (overridden\ - \ by sysparm_fields)" - required: false - schema: {} - - name: "sysparm_query_no_domain" - in: "query" - description: "True to access data across domains if authorized (default: false)" - required: false - schema: {} - requestBody: - content: - application/json: {} - application/xml: {} - text/xml: {} - responses: - "200": - description: "ok" - content: - application/json: {} - application/xml: {} - text/xml: {} - delete: - description: "Delete a record" - parameters: - - name: "tableName" - in: "path" - required: true - schema: {} - - name: "sys_id" - in: "path" - required: true - schema: {} - - name: "sysparm_query_no_domain" - in: "query" - description: "True to access data across domains if authorized (default: false)" - required: false - schema: {} - responses: - "200": - description: "ok" - content: - application/json: {} - application/xml: {} - text/xml: {} - patch: - description: "Update a record" - parameters: - - name: "tableName" - in: "path" - required: true - schema: {} - - name: "sys_id" - in: "path" - required: true - schema: {} - - name: "sysparm_display_value" - in: "query" - description: "Return field display values (true), actual values (false), or\ - \ both (all) (default: false)" - required: false - schema: {} - - name: "sysparm_exclude_reference_link" - in: "query" - description: "True to exclude Table API links for reference fields (default:\ - \ false)" - required: false - schema: {} - - name: "sysparm_fields" - in: "query" - description: "A comma-separated list of fields to return in the response" - required: false - schema: {} - - name: "sysparm_input_display_value" - in: "query" - description: "Set field values using their display value (true) or actual\ - \ value (false) (default: false)" - required: false - schema: {} - - name: "sysparm_suppress_auto_sys_field" - in: "query" - description: "True to suppress auto generation of system fields (default:\ - \ false)" - required: false - schema: {} - - name: "sysparm_view" - in: "query" - description: "Render the response according to the specified UI view (overridden\ - \ by sysparm_fields)" - required: false - schema: {} - - name: "sysparm_query_no_domain" - in: "query" - description: "True to access data across domains if authorized (default: false)" - required: false - schema: {} - requestBody: - content: - application/json: {} - application/xml: {} - text/xml: {} - responses: - "200": - description: "ok" - content: - application/json: {} - application/xml: {} - text/xml: {} From de866eb4fd93820a6c4b5fc38d97810aa22a594b Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:00:05 -0500 Subject: [PATCH 08/72] Update docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../agents/ServiceNow/servicenow_agent_instructions.txt | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt b/docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt index fb0aad8e..cf181939 100644 --- a/docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt +++ b/docs/how-to/agents/ServiceNow/servicenow_agent_instructions.txt @@ -14,14 +14,14 @@ You are a ServiceNow support specialist with direct API access. Execute actions **You have these operations - use them immediately:** -From "cio6 ServiceNow - Manage Incidents" action: +From the ServiceNow incident management action (Manage Incidents): - queryIncidents - Query/filter incidents with advanced search - createIncident - Create new incidents with all fields - getIncidentDetails - Retrieve full incident details by sys_id - updateIncident - Update incident state, assignments, work notes, etc. - getIncidentStats - Get aggregated statistics and metrics -From "cio6 ServiceNow - Search Knowledge Base" action: +From the ServiceNow knowledge base search action (Search Knowledge Base): - searchKnowledgeFacets - Search KB articles with progressive search - getKnowledgeArticle - Retrieve complete article content by sys_id From 20f994a65d58b56ba4743410a19843ba8fbb7184 Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:00:44 -0500 Subject: [PATCH 09/72] Update docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../open_api_specs/sample_servicenow_incident_api.yaml | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml index f12b8305..702514e7 100644 --- a/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml +++ b/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api.yaml @@ -8,8 +8,8 @@ info: url: https://developer.servicenow.com servers: - - url: https://dev222288.service-now.com/api/now - description: ServiceNow Developer Instance + - url: https://YOUR-INSTANCE.service-now.com/api/now + description: ServiceNow instance base URL (replace YOUR-INSTANCE with your instance name) security: - bearerAuth: [] From 351f143ca5553bed1c3884a04dd8e76378c1e20e Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:01:17 -0500 Subject: [PATCH 10/72] Update docs/how-to/azure_speech_managed_identity_manul_setup.md Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- docs/how-to/azure_speech_managed_identity_manul_setup.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/how-to/azure_speech_managed_identity_manul_setup.md b/docs/how-to/azure_speech_managed_identity_manul_setup.md index 7941542d..bf1b6e74 100644 --- a/docs/how-to/azure_speech_managed_identity_manul_setup.md +++ b/docs/how-to/azure_speech_managed_identity_manul_setup.md @@ -1,4 +1,4 @@ -# Azure Speech Service with Managed Identity Setup +# Azure Speech Service with Managed Identity Manual Setup ## Overview From 5fe5b1497c5f8dc0e47d4abf4cf7beea0b10fe51 Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:01:55 -0500 Subject: [PATCH 11/72] Update application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../semantic_kernel_plugins/openapi_plugin_factory.py | 5 ++++- 1 file changed, 4 insertions(+), 1 deletion(-) diff --git a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py index 8f8a4d84..b22a1d53 100644 --- a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py +++ b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py @@ -162,7 +162,10 @@ def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: # For bearer tokens stored as 'key' type if auth_type == 'key' and auth_method == 'bearer': token = auth_config.get('key', '') - debug_print(f"[Factory] *** APPLYING BEARER AUTH TRANSFORMATION - token: {token[:20]}...") + debug_print( + f"[Factory] Applying bearer auth transformation - " + f"token_present={bool(token)}, token_length={len(token)}" + ) return { 'type': 'bearer', 'token': token From 96262193820647f9cf9f04f956be074a24a4a76b Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 20:08:11 -0500 Subject: [PATCH 12/72] Checked in the bug fix detail readme to docs/explanation/fixes/v0.236.012 --- .../openapi_plugin_factory.py | 2 +- .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 226 ++++++++++ .../GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md | 403 ++++++++++++++++++ .../v0.236.012/GROUP_AGENT_LOADING_FIX.md | 241 +++++++++++ .../v0.236.012/OPENAPI_BASIC_AUTH_FIX.md | 205 +++++++++ 5 files changed, 1076 insertions(+), 1 deletion(-) create mode 100644 docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md create mode 100644 docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md create mode 100644 docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md create mode 100644 docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md diff --git a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py index 8f8a4d84..3194b7b7 100644 --- a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py +++ b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py @@ -162,7 +162,7 @@ def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: # For bearer tokens stored as 'key' type if auth_type == 'key' and auth_method == 'bearer': token = auth_config.get('key', '') - debug_print(f"[Factory] *** APPLYING BEARER AUTH TRANSFORMATION - token: {token[:20]}...") + debug_print(f"[Factory] Applying basic auth transformation") return { 'type': 'bearer', 'token': token diff --git a/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md new file mode 100644 index 00000000..0d507ecc --- /dev/null +++ b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md @@ -0,0 +1,226 @@ +# Azure AI Search Test Connection Fix + +## Issue Description + +When clicking the "Test Azure AI Search Connection" button on the App Settings "Search & Extract" page with **managed identity authentication** enabled, the test connection failed with the following error: + +**Original Error Message:** +``` +NameError: name 'search_resource_manager' is not defined +``` + +**Environment Configuration:** +- Authentication Type: Managed Identity +- Azure Environment: `public` (set in .env file) +- Error occurred because the code tried to reference `search_resource_manager` which wasn't defined for public cloud + +**Root Cause:** The old implementation used a REST API approach that required the `search_resource_manager` variable to construct authentication tokens. This variable wasn't defined for the public cloud environment, causing the initial error. Even if defined, the REST API approach with bearer tokens doesn't work properly with Azure AI Search's managed identity authentication. + +## Root Cause Analysis + +The old implementation used a **REST API approach with manually acquired bearer tokens**, which is fundamentally incompatible with how Azure AI Search handles managed identity authentication on the data plane. + +### Why the Old Approach Failed + +Azure AI Search's data plane operations don't properly accept bearer tokens acquired through standard `DefaultAzureCredential.get_token()` flows and passed as HTTP Authorization headers. The authentication mechanism works differently: + +```python +# OLD IMPLEMENTATION - FAILED ❌ +credential = DefaultAzureCredential() +arm_scope = f"{search_resource_manager}/.default" +token = credential.get_token(arm_scope).token + +headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" +} +response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) +# Returns: 403 Forbidden +``` + +**Problems with this approach:** +1. Azure AI Search requires SDK-specific authentication handling +2. Bearer tokens from `get_token()` are rejected by the Search service +3. Token scope and refresh logic need specialized handling +4. This issue occurs in **all Azure environments** (public, government, custom) + +### Why Other Services Work with REST API + Bearer Tokens + +Some Azure services accept bearer tokens in REST API calls, but Azure AI Search requires the SDK to: +1. Acquire tokens using the correct scope and flow +2. Handle token refresh automatically +3. Use Search-specific authentication headers +4. Properly negotiate with the Search service's auth layer + +## Technical Details + +### Files Modified + +**File:** `route_backend_settings.py` +**Function:** `_test_azure_ai_search_connection(payload)` +**Lines:** 760-796 + +### The Solution + +Instead of trying to define `search_resource_manager` for public cloud, the fix was to **replace the REST API approach entirely with the SearchIndexClient SDK**, which handles authentication correctly without needing the `search_resource_manager` variable. + +### Code Changes Summary + +**Before (REST API approach):** +```python +def _test_azure_ai_search_connection(payload): + # ... setup code ... + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + arm_scope = f"{search_resource_manager}/.default" + token = credential.get_token(arm_scope).token + + headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" + } + response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) + # ❌ Returns 403 Forbidden +``` + +**After (SDK approach):** +```python +def _test_azure_ai_search_connection(payload): + # ... setup code ... + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + + # Use SDK which handles authentication properly + if AZURE_ENVIRONMENT in ("usgovernment", "custom"): + client = SearchIndexClient( + endpoint=endpoint, + credential=credential, + audience=search_resource_manager + ) + else: + # For public cloud, don't use audience parameter + client = SearchIndexClient( + endpoint=endpoint, + credential=credential + ) + + # Test by listing indexes (simple operation to verify connectivity) + indexes = list(client.list_indexes()) + # ✅ Works correctly +``` + +### Key Implementation Details + +1. **Replaced REST API with SearchIndexClient SDK** + - Uses `SearchIndexClient` from `azure.search.documents` + - SDK handles authentication internally + - Properly manages token acquisition and refresh + +2. **Environment-Specific Configuration** + - **Azure Government/Custom:** Requires `audience` parameter + - **Azure Public Cloud:** Omits `audience` parameter + - Matches pattern used throughout codebase + +3. **Consistent with Other Functions** + - Aligns with `get_index_client()` implementation (line 484) + - Matches SearchClient initialization in `config.py` (lines 584-619) + - All other search operations already use SDK approach + +## Testing Approach + +### Prerequisites +- Service principal must have **"Search Index Data Contributor"** RBAC role +- Permissions must propagate (5-10 minutes after assignment) + +### RBAC Role Assignment Command +```bash +az role assignment create \ + --assignee \ + --role "Search Index Data Contributor" \ + --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ +``` + +### Verification +```bash +az role assignment list \ + --assignee \ + --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ \ + --output table +``` + +## Impact Analysis + +### What Changed +- **Only the test connection function** was affected +- No changes needed to actual search operations (indexing, querying, etc.) +- All other search functionality already used correct SDK approach + +### Why Other Search Operations Weren't Affected +All production search operations throughout the codebase already use the SDK: +- `SearchClient` for querying indexes +- `SearchIndexClient` for managing indexes +- `get_index_client()` helper function +- Index initialization in `config.py` + +**Only the test connection function used the failed REST API approach.** + +## Validation + +### Before Fix +- ✅ Authentication succeeded (no credential errors) +- ✅ Token acquisition worked +- ❌ Azure AI Search rejected bearer token (403 Forbidden) +- ❌ Test connection failed + +### After Fix +- ✅ Authentication succeeds +- ✅ SDK handles token acquisition properly +- ✅ Azure AI Search accepts SDK authentication +- ✅ Test connection succeeds (with proper RBAC permissions) + +## Configuration Requirements + +### Public Cloud (.env) +```ini +AZURE_ENVIRONMENT=public +AZURE_CLIENT_ID= +AZURE_CLIENT_SECRET= +AZURE_TENANT_ID= +AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity +AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.net +``` + +### Azure Government (.env) +```ini +AZURE_ENVIRONMENT=usgovernment +AZURE_CLIENT_ID= +AZURE_CLIENT_SECRET= +AZURE_TENANT_ID= +AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity +AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.us +``` + +## Related Changes + +**No config.py changes were made.** The fix was entirely in the route_backend_settings.py file by switching from REST API to SDK approach. + +The SDK approach eliminates the need for the `search_resource_manager` variable in public cloud because: +- The SearchIndexClient handles authentication internally +- No manual token acquisition is needed +- The SDK knows the correct endpoints and scopes automatically + +## Version Information + +**Version Implemented:** 0.235.004 + +## References + +- Azure AI Search SDK Documentation: https://learn.microsoft.com/python/api/azure-search-documents +- Azure RBAC for Search: https://learn.microsoft.com/azure/search/search-security-rbac +- DefaultAzureCredential: https://learn.microsoft.com/python/api/azure-identity/azure.identity.defaultazurecredential + +## Summary + +The fix replaces manual REST API calls with the proper Azure Search SDK (`SearchIndexClient`), which correctly handles managed identity authentication for Azure AI Search. This aligns the test function with all other search operations in the codebase that already use the SDK approach successfully. diff --git a/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md b/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md new file mode 100644 index 00000000..196bc132 --- /dev/null +++ b/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md @@ -0,0 +1,403 @@ +# Group Action OAuth Authentication and Schema Merging Fix + +## Header Information + +**Fix Title:** Group Actions Missing `additionalFields` Causing OAuth Authentication Failures +**Issue Description:** Group actions were missing the `additionalFields` property entirely, preventing OAuth bearer token authentication from working despite having the same configuration as working global actions. +**Root Cause:** Group action backend routes did not call `get_merged_plugin_settings()` to merge UI form data with schema defaults, while global action routes did. This caused group actions to be saved without authentication configuration fields. +**Version Implemented:** 0.235.028 +**Date:** January 22, 2026 + +## Problem Statement + +### Symptoms +When a group action was configured with OAuth bearer token authentication: +- Action execution returned **HTTP 401 Unauthorized** errors +- ServiceNow API responded: `{"error":{"message":"User is not authenticated"}}` +- UI displayed `additionalFields: {}` (empty object) when editing group action +- Global action with identical configuration showed populated `additionalFields` and worked correctly +- Bearer token header was not being sent in API requests + +### Impact +- **Severity:** High - OAuth authentication completely non-functional for group actions +- **Affected Users:** All users attempting to use group actions with OAuth/Bearer token authentication +- **Workaround:** Use global actions instead of group actions (not scalable) + +### Evidence from Logs +``` +[DEBUG] Auth type: bearer +[DEBUG] Token available: True +[DEBUG] Added bearer auth: EfP7otqXmV... +[DEBUG] Making request to https://dev222288.service-now.com/api/now/table/incident +[DEBUG] Request headers: {'Authorization': 'Bearer EfP7otqXmV...', ...} +[DEBUG] Response status: 401 +[DEBUG] Response text: {"error":{"message":"User is not authenticated",...}} +``` + +**Critical Discovery:** When comparing global vs group action data: +- **Global action** (working): `additionalFields: {auth_method: 'bearer', base_url: '...', ...}` +- **Group action** (failing): `additionalFields: {}` ← Empty object! + +## Root Cause Analysis + +### Backend Route Disparity + +#### Global Action Routes (Working) +**File:** `route_backend_plugins.py` - Lines 666-667 (add_plugin route) + +```python +# Global action creation route +merged = get_merged_plugin_settings( + plugin_type, + current_settings=additionalFields, + schema_dir=schema_dir +) +``` + +**Result:** UI form data is merged with schema defaults, preserving authentication configuration sent from JavaScript. + +#### Group Action Routes (Broken - Before Fix) +**File:** `route_backend_plugins.py` - Lines 430-470, 485-530 + +```python +# Group action creation/update routes - BEFORE FIX +# NO CALL to get_merged_plugin_settings() +# additionalFields saved directly from request without merging +``` + +**Result:** `additionalFields` data from UI was not being preserved, resulting in empty objects. + +### Data Flow Architecture + +The fix revealed the actual data flow for authentication configuration: + +1. **UI Layer** (`plugin_modal_stepper.js` line 1537): + ```javascript + additionalFields.auth_method = 'bearer'; // Set by JavaScript based on dropdown + ``` + +2. **HTTP POST** to backend: + ```json + { + "name": "action_name", + "auth": {"type": "key"}, + "additionalFields": { + "auth_method": "bearer", + "base_url": "https://dev222288.service-now.com/api/now" + } + } + ``` + +3. **Backend Processing** - `get_merged_plugin_settings()`: + - **If schema file exists:** Merge UI data with schema defaults + - **If schema file missing:** Return UI data unchanged (graceful fallback) + - **If function not called:** Data lost! + +4. **Storage:** Cosmos DB saves merged data + +### Why Global Actions Worked Without Schema File + +**Key Insight:** The `openapi_plugin.additional_settings.schema.json` file **never existed** for global actions either! + +Global actions worked because: +1. Backend routes **called** `get_merged_plugin_settings()` +2. Function detected missing schema file +3. **Graceful fallback** (lines 110-114 in `functions_plugins.py`): + ```python + else: + result[nested_key] = current_val # Return UI data unchanged + ``` +4. UI data passed through and was saved correctly + +Group actions failed because: +1. Backend routes **did not call** the merge function at all +2. `additionalFields` from UI was discarded +3. Empty object `{}` saved to database +4. OAuth configuration lost + +## Technical Details + +### Files Modified + +1. **`route_backend_plugins.py`** (Lines 430-530) + - **Line 461-463** (create_group_action_route): Added schema merging + - **Line 520-522** (update_group_action_route): Added schema merging + - **Parity achieved:** Both global and group routes now call `get_merged_plugin_settings()` + +2. **`config.py`** + - Updated VERSION from "0.235.027" to "0.235.028" + +### Code Changes + +#### Group Action Creation Route - BEFORE +```python +def create_group_action_route(user_id, group_id): + """Create new group action""" + data = request.get_json() + # ... validation ... + + # Direct save without merging + saved_plugin = save_group_action( + user_id=user_id, + group_id=group_id, + plugin_data=data # additionalFields lost here! + ) +``` + +#### Group Action Creation Route - AFTER (Fixed) +```python +def create_group_action_route(user_id, group_id): + """Create new group action""" + data = request.get_json() + # ... validation ... + + # NEW: Merge additionalFields with schema defaults (lines 461-463) + merged = get_merged_plugin_settings( + plugin_type=data.get('type', 'openapi'), + current_settings=data.get('additionalFields', {}), + schema_dir=schema_dir + ) + data['additionalFields'] = merged + + saved_plugin = save_group_action( + user_id=user_id, + group_id=group_id, + plugin_data=data # Now includes preserved auth config! + ) +``` + +**Same fix applied to:** +- `update_group_action_route()` (lines 520-522) + +### Graceful Fallback Behavior + +**File:** `functions_plugins.py` (Lines 92-115) + +```python +def get_merged_plugin_settings(plugin_type, current_settings, schema_dir): + """ + Merge plugin settings with schema defaults. + + If schema file doesn't exist: returns current_settings unchanged. + This is intentional - allows UI-driven configuration. + """ + schema_path = os.path.join(schema_dir, f"{plugin_type}.additional_settings.schema.json") + + if not os.path.exists(schema_path): + # Graceful fallback - return UI data as-is (lines 110-114) + result = {} + for nested_key in current_settings: + result[nested_key] = current_settings[nested_key] # Preserve UI data + return result + + # If schema exists, merge with defaults + # ... +``` + +**Design Decision:** Schema files are **optional** - the system works perfectly with UI-driven configuration via graceful fallback. + +## Solution Implemented + +### Fix Strategy +1. ✅ Add `get_merged_plugin_settings()` calls to group action routes (parity with global routes) +2. ✅ Rely on UI-driven configuration + backend graceful fallback (proven approach) +3. ✅ Require recreation of existing group actions to populate `additionalFields` + +### Architecture Result + +**Both global and group routes now have identical behavior:** + +1. **UI sends complete `additionalFields`** from form +2. **Backend calls `get_merged_plugin_settings()`** for parity +3. **Function detects no schema file** exists +4. **Graceful fallback returns UI data unchanged** +5. **Complete authentication config saved** to database + +**Benefits:** +- ✅ Simple: UI drives configuration, backend preserves it +- ✅ Proven: Global actions validate this approach +- ✅ Maintainable: No schema files to keep in sync +- ✅ Flexible: Easy to extend authentication types in UI + +## Validation + +### Test Procedure +1. Delete existing group action (has empty `additionalFields`) +2. Create new group action via UI: + - Type: OpenAPI + - Upload ServiceNow spec + - Base URL: `https://dev222288.service-now.com/api/now` + - Authentication: **Bearer Token** (dropdown selection) + - Token: `EfP7otqXmVmg06xfB9igagxL6Pjir7ewv99sZyMqYdzImlerPt9rHM1T1_L8cCEeWZAuWUV0GPDP2eZ56XWoEQ` +3. UI JavaScript sets `additionalFields.auth_method = 'bearer'` (line 1537) +4. Backend merge function preserves UI data via fallback +5. Action saved with complete authentication configuration + +### Expected Results +- ✅ Group action `additionalFields` populated: `{auth_method: 'bearer', base_url: '...', ...}` +- ✅ ServiceNow API calls return **HTTP 200** instead of 401 +- ✅ Authorization header sent: `Bearer EfP7otqXmV...` +- ✅ Group agent successfully queries ServiceNow incidents +- ✅ Edit group action page displays authentication fields correctly + +## Impact Analysis + +### Before Fix +- **Global actions:** ✅ Working - routes call merge function +- **Group actions:** ❌ Broken - routes don't call merge function +- **Result:** OAuth authentication impossible for group actions + +### After Fix +- **Global actions:** ✅ Working - routes call merge function → fallback preserves UI data +- **Group actions:** ✅ Working - routes call merge function → fallback preserves UI data +- **Result:** Complete parity, OAuth authentication works for both + +### Breaking Changes +**None** - This is a pure fix with backward compatibility: +- Existing global actions continue working (unchanged code path) +- **New/recreated** group actions now work correctly +- Existing broken group actions remain broken until recreated (user action required) + +## Lessons Learned + +### Key Insights +1. **UI is source of truth for authentication config** - Backend preserves what UI sends +2. **Graceful fallback is a feature, not a bug** - Enables UI-driven configuration +3. **Code parity prevents subtle bugs** - Global and group routes should be identical +4. **Testing existing functionality reveals architecture** - Global actions proved UI approach works + +### Best Practices Reinforced +- **Investigate working code before making changes** - Global actions showed the pattern +- **Prefer simplicity** - UI-driven configuration simpler than complex schema systems +- **Document data flows** - Understanding UI → Backend → DB flow was crucial +- **Test parity** - If code paths differ, investigate why + +## Related Documentation +- **[Group Agent Loading Fix](./GROUP_AGENT_LOADING_FIX.md)** - Prerequisites for this fix (v0.235.027) +- **ServiceNow OAuth Setup** - Configuration instructions for OAuth 2.0 bearer tokens +- **Plugin Modal Stepper** - UI component responsible for authentication form (`plugin_modal_stepper.js`) + +## Future Considerations + +### ⚠️ CRITICAL: OAuth 2.0 Token Expiration Limitation + +**Current Implementation Status:** +- ✅ **Bearer token authentication works correctly** - tokens are sent properly in HTTP headers +- ❌ **No automatic token refresh** - requires manual regeneration when expired +- ⚠️ **Production limitation** - not suitable for production use without enhancement + +**The Problem:** +ServiceNow OAuth access tokens expire after a configured lifespan (e.g., 3,600 seconds = 1 hour). The current Simple Chat implementation: + +1. **Stores static bearer tokens** - copied from ServiceNow and hardcoded in action configuration +2. **No expiration tracking** - doesn't know when token will expire +3. **No refresh mechanism** - can't automatically request new tokens +4. **Manual workaround required** - users must regenerate and update token every hour + +**Example Failure:** +``` +Request: GET https://dev222288.service-now.com/api/now/table/incident +Headers: Authorization: Bearer EfP7otqXmV... (expired token) +Response: HTTP 401 - {"error":{"message":"User is not authenticated"}} +``` + +**Temporary Testing Workaround:** +- Increase ServiceNow "Access Token Lifespan" to longer duration (e.g., 86,400 seconds = 24 hours) +- Regenerate token before expiration +- **Not suitable for production environments** + +**Proper Solution Required (Future Enhancement):** + +To make OAuth 2.0 authentication production-ready, Simple Chat needs to implement the OAuth 2.0 Client Credentials flow with automatic token refresh: + +#### Required Components: + +1. **Store OAuth Client Credentials** (Not Bearer Token): + ```json + { + "auth_type": "oauth2_client_credentials", + "client_id": "565d53a80dfe4cb89b8869fd1d977308", + "client_secret": "[encrypted_secret]", + "token_endpoint": "https://dev222288.service-now.com/oauth_token.do", + "scope": "useraccount" + } + ``` + +2. **Token Storage with Expiration Tracking**: + ```python + { + "access_token": "EfP7otqXmV...", + "refresh_token": "abc123...", + "expires_at": "2026-01-22T20:17:39Z", # Timestamp + "token_type": "bearer" + } + ``` + +3. **Automatic Token Refresh Logic**: + ```python + def get_valid_token(action_config): + """Get valid token, refreshing if expired""" + if token_expired(action_config): + # Call ServiceNow OAuth token endpoint + response = requests.post( + action_config['token_endpoint'], + data={ + 'grant_type': 'client_credentials', + 'client_id': action_config['client_id'], + 'client_secret': decrypt(action_config['client_secret']) + } + ) + # Update stored token with new access_token and expires_at + update_token_storage(response.json()) + + return get_current_token() + ``` + +4. **Pre-Request Token Validation**: + ```python + # Before each API call in openapi_plugin.py + if auth_config['type'] == 'oauth2_client_credentials': + auth_config['token'] = get_valid_token(auth_config) + headers['Authorization'] = f"Bearer {auth_config['token']}" + ``` + +5. **Secure Secret Storage**: + - Store client secrets in Azure Key Vault (not in Cosmos DB) + - Use Managed Identity for Key Vault access + - Encrypt secrets at rest + +#### Implementation Tasks: + +- [ ] **UI Changes**: Add OAuth 2.0 configuration form (Client ID, Secret, Token Endpoint) +- [ ] **Backend Changes**: + - [ ] Create `oauth2_token_manager.py` module for token lifecycle management + - [ ] Implement token refresh logic with expiration checking + - [ ] Add Key Vault integration for client secret storage + - [ ] Update `openapi_plugin_factory.py` to detect OAuth 2.0 auth type + - [ ] Modify HTTP request preparation to request fresh tokens +- [ ] **Database Schema**: Add token storage fields (access_token, refresh_token, expires_at) +- [ ] **Testing**: End-to-end testing with real OAuth 2.0 endpoints and token expiration scenarios +- [ ] **Documentation**: Update user guide with OAuth 2.0 setup instructions + +#### References: +- [OAuth 2.0 Client Credentials Grant](https://oauth.net/2/grant-types/client-credentials/) +- [ServiceNow OAuth 2.0 Documentation](https://docs.servicenow.com/bundle/washingtondc-platform-security/page/administer/security/concept/c_OAuthApplications.html) +- [Azure Key Vault for Secret Management](https://learn.microsoft.com/azure/key-vault/general/overview) + +**Estimated Effort:** 2-3 weeks for complete implementation and testing + +**Priority:** Medium - Current manual workaround functional for testing/development, critical for production deployment + +--- + +### Monitoring +Track authentication failures by action type to detect similar issues: +```python +# Example monitoring +if response.status_code == 401: + logger.warning(f"Auth failed for {action_type} action: {action_name}") +``` + +## Version History +- **0.235.027** - Group agent loading fix (prerequisite) +- **0.235.028** - Group action schema merging parity fix (this document) diff --git a/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md b/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md new file mode 100644 index 00000000..62389eb9 --- /dev/null +++ b/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md @@ -0,0 +1,241 @@ +# Group Agent Loading Fix + +## Header Information + +**Fix Title:** Group Agents Not Loading in Per-User Semantic Kernel Mode +**Issue Description:** Group agents and their associated actions were not being loaded when per-user semantic kernel mode was enabled, causing group agents to fall back to global agents and resulting in zero plugins/actions available. +**Root Cause:** The `load_user_semantic_kernel()` function only loaded personal agents and global agents (when merge enabled), but completely omitted group agents from groups the user is a member of. +**Version Implemented:** 0.235.027 +**Date:** January 22, 2026 + +## Problem Statement + +### Symptoms +When a user selected a group agent in per-user semantic kernel mode: +- The agent selection would fall back to the global "researcher" agent +- Plugin count would be zero (`plugin_count: 0, plugins: []`) +- Agent would ask clarifying questions instead of executing available actions +- No group agents appeared in the available agents list +- Group actions (plugins) were not accessible even though they existed in the database + +### Impact +- **Severity:** High - Group agents completely non-functional in per-user kernel mode +- **Affected Users:** All users with per-user semantic kernel enabled who are members of groups +- **Workaround:** None - only global agents worked + +### Evidence from Logs +``` +[SK Loader] User settings found 1 agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' +[SK Loader] Found 2 global agents to merge +[SK Loader] After merging: 3 total agents +[DEBUG] [INFO]: [SK Loader] Merged agents: [('researcher', True), ('servicenow_test_agent', True), ('researcher', False)] +[DEBUG] [INFO]: [SK Loader] Looking for agent named 'cio6_servicenow_test_agent' with is_global=False +[DEBUG] [INFO]: [SK Loader] User NO agent found matching user-selected agent: cio6_servicenow_test_agent +[SK Loader] User f016493e-9395-4120-91b5-bac4276b6b6c No agent found matching user-selected agent: cio6_servicenow_test_agent +``` + +Notice: Only 3 agents loaded (2 global + 1 personal), **zero group agents** despite user being member of group "cio6". + +## Root Cause Analysis + +### Architectural Gap +The `load_user_semantic_kernel()` function in `semantic_kernel_loader.py` had the following loading sequence: + +1. ✅ Load personal agents via `get_personal_agents(user_id)` +2. ✅ Conditionally merge global agents if `merge_global_semantic_kernel_with_workspace` enabled +3. ❌ **MISSING:** Load group agents from user's group memberships +4. ✅ Load personal actions via `get_personal_actions(user_id)` +5. ✅ Conditionally merge global actions if merge enabled +6. ❌ **MISSING:** Load group actions from user's group memberships + +### Why It Was Missed +The code had logic to load a **single selected group agent** if explicitly requested, but this was: +- Only triggered when a specific group agent was pre-selected +- Required explicit group ID resolution +- Did not load **all** group agents from user's memberships +- Failed to load group agents proactively for selection + +This created a chicken-and-egg problem: the agent couldn't be selected because it wasn't loaded, and it wasn't loaded unless it was selected. + +## Technical Details + +### Files Modified +1. **`semantic_kernel_loader.py`** (Lines ~1155-1250) + - Added group agent loading after personal agents + - Added group action loading after personal actions + - Removed redundant single-agent loading logic + +2. **`config.py`** (Line 91) + - Updated VERSION from "0.235.026" to "0.235.027" + +### Code Changes + +#### Before (Pseudocode) +```python +agents_cfg = get_personal_agents(user_id) +# Mark personal agents +for agent in agents_cfg: + agent['is_global'] = False + +# Only try to load ONE selected group agent if explicitly requested +if selected_agent_is_group: + # Complex logic to find and add single group agent + +# Merge global agents if enabled +if merge_global: + # Add global agents + +# Load personal actions only +plugin_manifests = get_personal_actions(user_id) +``` + +#### After (Pseudocode) +```python +agents_cfg = get_personal_agents(user_id) +# Mark personal agents +for agent in agents_cfg: + agent['is_global'] = False + agent['is_group'] = False + +# Load ALL group agents from user's group memberships +user_groups = get_user_groups(user_id) +for group in user_groups: + group_agents = get_group_agents(group_id) + for group_agent in group_agents: + # Mark and add to agents_cfg + group_agent['is_global'] = False + group_agent['is_group'] = True + group_agent['group_id'] = group_id + group_agent['group_name'] = group_name + agents_cfg.append(group_agent) + +# Merge global agents if enabled (unchanged) +if merge_global: + # Add global agents + +# Load personal actions +plugin_manifests = get_personal_actions(user_id) + +# Load ALL group actions from user's group memberships +for group in user_groups: + group_actions = get_group_actions(group_id) + plugin_manifests.extend(group_actions) +``` + +### Key Implementation Details + +**Group Agent Loading:** +```python +from functions_group import get_user_groups +from functions_group_agents import get_group_agents + +user_groups = [] # Initialize to empty list +try: + user_groups = get_user_groups(user_id) + print(f"[SK Loader] User '{user_id}' is a member of {len(user_groups)} groups") + + group_agent_count = 0 + for group in user_groups: + group_id = group.get('id') + group_name = group.get('name', 'Unknown') + if group_id: + group_agents = get_group_agents(group_id) + for group_agent in group_agents: + group_agent['is_global'] = False + group_agent['is_group'] = True + group_agent['group_id'] = group_id + group_agent['group_name'] = group_name + agents_cfg.append(group_agent) + group_agent_count += 1 + print(f"[SK Loader] Loaded {len(group_agents)} agents from group '{group_name}' (id: {group_id})") + + if group_agent_count > 0: + log_event(f"[SK Loader] Loaded {group_agent_count} group agents from {len(user_groups)} groups for user '{user_id}'", level=logging.INFO) +except Exception as e: + log_event(f"[SK Loader] Error loading group agents for user '{user_id}': {e}", {"error": str(e)}, level=logging.ERROR, exceptionTraceback=True) + user_groups = [] # Reset to empty on error +``` + +**Group Action Loading:** +```python +# Load group actions from all groups the user is a member of +try: + group_action_count = 0 + for group in user_groups: + group_id = group.get('id') + group_name = group.get('name', 'Unknown') + if group_id: + group_actions = get_group_actions(group_id, return_type=SecretReturnType.NAME) + plugin_manifests.extend(group_actions) + group_action_count += len(group_actions) + print(f"[SK Loader] Loaded {len(group_actions)} actions from group '{group_name}' (id: {group_id})") + + if group_action_count > 0: + log_event(f"[SK Loader] Loaded {group_action_count} group actions from {len(user_groups)} groups for user '{user_id}'", level=logging.INFO) +except Exception as e: + log_event(f"[SK Loader] Error loading group actions for user '{user_id}': {e}", {"error": str(e)}, level=logging.ERROR, exceptionTraceback=True) +``` + +### Functions Used +- **`get_user_groups(user_id)`** - Returns all groups where user is a member (from `functions_group.py`) +- **`get_group_agents(group_id)`** - Returns all agents for a specific group (from `functions_group_agents.py`) +- **`get_group_actions(group_id, return_type)`** - Returns all actions/plugins for a specific group (from `functions_group_actions.py`) + +### Error Handling +- Both group agent and group action loading are wrapped in try-except blocks +- Errors are logged with full exception tracebacks +- On error, `user_groups` is reset to empty list to prevent downstream issues +- System gracefully degrades to personal + global agents if group loading fails + +## Validation + +### Test Scenario +1. **Setup:** + - User `f016493e-9395-4120-91b5-bac4276b6b6c` is member of group `cio6` (ID: `72254e24-4bc6-4680-bc2e-c56d5214d8e8`) + - Group has agent `cio6_servicenow_test_agent` with action `cio6_servicenow_query_incidents` + - Per-user semantic kernel mode enabled + - Global agent merging enabled + +2. **User Action:** + - User selects group agent `cio6_servicenow_test_agent` + - User submits message: "Show me all ServiceNow incidents" + +### Before Fix - Failure Behavior +``` +[SK Loader] User settings found 1 agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' +[SK Loader] After merging: 3 total agents # Only personal + global +[SK Loader] Looking for agent named 'cio6_servicenow_test_agent' with is_global=False +[SK Loader] User NO agent found matching user-selected agent: cio6_servicenow_test_agent +[SK Loader] selected_agent fallback to first agent: researcher # ❌ Wrong agent +[Enhanced Agent Citations] Extracted 0 detailed plugin invocations # ❌ No actions +{'agent': 'researcher', 'plugin_count': 0} # ❌ Zero plugins +``` + +**Result:** Agent asks clarifying questions instead of querying ServiceNow. + +### After Fix - Success Behavior +``` +[SK Loader] User settings found 1 personal agents for user 'f016493e-9395-4120-91b5-bac4276b6b6c' +[SK Loader] User 'f016493e-9395-4120-91b5-bac4276b6b6c' is a member of 1 groups # ✅ Groups detected +[SK Loader] Loaded 1 agents from group 'cio6' (id: 72254e24-4bc6-4680-bc2e-c56d5214d8e8) # ✅ Group agent loaded +[SK Loader] Loaded 1 group agents from 1 groups for user 'f016493e-9395-4120-91b5-bac4276b6b6c' # ✅ Success +[SK Loader] Total agents loaded: 2 (personal + group) for user 'f016493e-9395-4120-91b5-bac4276b6b6c' +[SK Loader] After merging: 4 total agents # ✅ Includes group agent +[SK Loader] Merged agents: [('researcher', True), ('servicenow_test_agent', True), ('researcher', False), ('cio6_servicenow_test_agent', False)] # ✅ Group agent present +[SK Loader] Loaded 1 actions from group 'cio6' (id: 72254e24-4bc6-4680-bc2e-c56d5214d8e8) # ✅ Group action loaded +[SK Loader] Loaded 1 group actions from 1 groups for user 'f016493e-9395-4120-91b5-bac4276b6b6c' # ✅ Success +[SK Loader] User f016493e-9395-4120-91b5-bac4276b6b6c Found EXACT match for agent: cio6_servicenow_test_agent (is_global=False) # ✅ Agent found +[SK Loader] Plugin cio6_servicenow_query_incidents: SUCCESS # ✅ Plugin loaded +``` + +**Result:** Correct group agent selected with its action available for execution. + +### Verification Checklist +- [x] Personal agents still load correctly +- [x] Global agents still merge correctly when enabled +- [x] Group agents load for all user's group memberships +- [x] Group actions load for all user's group memberships +- [x] Agents properly marked with `is_group` and `group_id` flags +- [x] Agent selection finds group agents by name +- [x] Error handling prevents crashes if group loading fails +- [x] Logging provides visibility into group loading process \ No newline at end of file diff --git a/docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md b/docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md new file mode 100644 index 00000000..34eadb4a --- /dev/null +++ b/docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md @@ -0,0 +1,205 @@ +# OpenAPI Basic Authentication Fix + +**Version:** 0.235.026 +**Issue:** OpenAPI actions with Basic Authentication fail with "session not authenticated" error +**Root Cause:** Mismatch between authentication format stored by UI and format expected by OpenAPI plugin +**Status:** ✅ Fixed + +--- + +## Problem Description + +When configuring an OpenAPI action with Basic Authentication in the Simple Chat admin interface: + +1. User uploads OpenAPI spec with `securitySchemes.basicAuth` defined +2. User selects "Basic Auth" authentication type +3. User enters username and password in the configuration wizard +4. Action is saved successfully +5. **BUT**: When agent attempts to use the action, authentication fails with error: + ``` + "I'm unable to access your ServiceNow incidents because your session + is not authenticated. Please log in to your ServiceNow instance or + check your authentication credentials." + ``` + +### Symptoms +- ❌ OpenAPI actions with Basic Auth fail despite correct credentials +- ✅ Direct API calls with same credentials work correctly +- ✅ Other Simple Chat features authenticate successfully +- ❌ Error occurs even when Base URL is correctly configured + +--- + +## Root Cause Analysis + +### Authentication Storage Format (Frontend) + +The Simple Chat admin UI (`plugin_modal_stepper.js`, lines 1539-1543) stores Basic Auth credentials as: + +```javascript +auth.type = 'key'; // Basic auth is also 'key' type in the schema +const username = document.getElementById('plugin-auth-basic-username').value.trim(); +const password = document.getElementById('plugin-auth-basic-password').value.trim(); +auth.key = `${username}:${password}`; // Store as combined string +additionalFields.auth_method = 'basic'; +``` + +**Stored format:** +```json +{ + "auth": { + "type": "key", + "key": "username:password" + }, + "additionalFields": { + "auth_method": "basic" + } +} +``` + +### Authentication Expected Format (Backend) + +The OpenAPI plugin (`openapi_plugin.py`, lines 952-955) expects Basic Auth as: + +```python +elif auth_type == "basic": + import base64 + username = self.auth.get("username", "") + password = self.auth.get("password", "") + credentials = base64.b64encode(f"{username}:{password}".encode()).decode() + headers["Authorization"] = f"Basic {credentials}" +``` + +**Expected format:** +```json +{ + "auth": { + "type": "basic", + "username": "actual_username", + "password": "actual_password" + } +} +``` + +### The Mismatch + +❌ **Frontend stores:** `auth.type='key'`, `auth.key='username:password'` +❌ **Backend expects:** `auth.type='basic'`, `auth.username`, `auth.password` +❌ **Result:** Plugin code path for Basic Auth (`elif auth_type == "basic"`) never executes +❌ **Consequence:** No `Authorization` header added, API returns authentication error + +--- + +## Solution Implementation + +### Fix Location +**File:** `application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py` +**Function:** `_extract_auth_config()` +**Lines:** 129-166 + +### Code Changes + +Added authentication format transformation logic to detect and convert Simple Chat's storage format into OpenAPI plugin's expected format: + +```python +@classmethod +def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: + """Extract authentication configuration from plugin config.""" + auth_config = config.get('auth', {}) + if not auth_config: + return {} + + auth_type = auth_config.get('type', 'none') + + if auth_type == 'none': + return {} + + # Check if this is basic auth stored in the 'key' field format + # Simple Chat stores basic auth as: auth.type='key', auth.key='username:password', + # additionalFields.auth_method='basic' + additional_fields = config.get('additionalFields', {}) + auth_method = additional_fields.get('auth_method', '') + + if auth_type == 'key' and auth_method == 'basic': + # Extract username and password from the combined key + key = auth_config.get('key', '') + if ':' in key: + username, password = key.split(':', 1) + return { + 'type': 'basic', + 'username': username, + 'password': password + } + else: + # Malformed basic auth key + return {} + + # For bearer tokens stored as 'key' type + if auth_type == 'key' and auth_method == 'bearer': + return { + 'type': 'bearer', + 'token': auth_config.get('key', '') + } + + # For OAuth2 stored as 'key' type + if auth_type == 'key' and auth_method == 'oauth2': + return { + 'type': 'bearer', # OAuth2 tokens are typically bearer tokens + 'token': auth_config.get('key', '') + } + + # Return the auth config as-is for other auth types + return auth_config +``` + +### How It Works + +1. **Detection:** Check if `auth.type == 'key'` AND `additionalFields.auth_method == 'basic'` +2. **Extraction:** Split `auth.key` on first `:` to get username and password +3. **Transformation:** Return new dict with `type='basic'`, `username`, and `password` +4. **Pass-through:** OpenAPI plugin receives correct format and adds Authorization header + +### Additional Auth Method Support + +The fix also handles other authentication methods stored in the same format: +- **Bearer tokens:** `auth_method='bearer'` → transforms to `{type: 'bearer', token: ...}` +- **OAuth2:** `auth_method='oauth2'` → transforms to `{type: 'bearer', token: ...}` + +--- + +## Testing + +### Before Fix +```bash +# Test action: servicenow_query_incidents +User: "Show me all incidents in ServiceNow" +Agent: "I'm unable to access your ServiceNow incidents because your + session is not authenticated..." + +# HTTP request (no Authorization header sent): +GET https://dev222288.service-now.com/api/now/table/incident +# Response: 401 Unauthorized or session expired error +``` + +### After Fix +```bash +# Test action: servicenow_query_incidents +User: "Show me all incidents in ServiceNow" +Agent: "Here are your ServiceNow incidents: ..." + +# HTTP request (Authorization header correctly added): +GET https://dev222288.service-now.com/api/now/table/incident +Authorization: Basic + +# Response: 200 OK with incident data +``` + +### Validation Steps +1. ✅ Create OpenAPI action with Basic Auth +2. ✅ Enter username and password in admin wizard +3. ✅ Save action successfully +4. ✅ Attach action to agent +5. ✅ Test agent with prompt requiring action +6. ✅ Verify Authorization header is sent +7. ✅ Verify API returns 200 OK with data +8. ✅ Verify agent processes response correctly \ No newline at end of file From dce54a19acce8a53d135e0e13451d61747ae922b Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 20:17:59 -0500 Subject: [PATCH 13/72] Added version number to the feature readme files --- docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md | 3 +++ docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md | 3 +++ 2 files changed, 6 insertions(+) diff --git a/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md b/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md index 4d400961..00e73fc5 100644 --- a/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md +++ b/docs/how-to/agents/ServiceNow/SERVICENOW_INTEGRATION.md @@ -1,5 +1,8 @@ # ServiceNow Integration Guide +**Version:** 0.236.012 +**Implemented in version:** 0.236.012 + ## Overview This guide documents the integration between Simple Chat and ServiceNow, enabling AI-powered incident management, ticket analysis, and support operations through natural language prompts. diff --git a/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md b/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md index 02646450..19a7407d 100644 --- a/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md +++ b/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md @@ -1,5 +1,8 @@ # ServiceNow OAuth 2.0 Setup for Simple Chat +**Version:** 0.236.012 +**Implemented in version:** 0.236.012 + ## Overview This guide shows you how to configure OAuth 2.0 bearer token authentication for ServiceNow integration with Simple Chat using the **modern "New Inbound Integration Experience"** method. This is more secure than Basic Auth and recommended for production environments. From 8353d771b34c14aa97fc6b8f54c3557d9bc7bf29 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 20:29:02 -0500 Subject: [PATCH 14/72] Added version number to document, and removed redudant import statement --- application/single_app/semantic_kernel_loader.py | 5 +---- docs/how-to/azure_speech_managed_identity_manul_setup.md | 2 ++ 2 files changed, 3 insertions(+), 4 deletions(-) diff --git a/application/single_app/semantic_kernel_loader.py b/application/single_app/semantic_kernel_loader.py index 9248ad6b..1e0e620b 100644 --- a/application/single_app/semantic_kernel_loader.py +++ b/application/single_app/semantic_kernel_loader.py @@ -34,7 +34,7 @@ from functions_global_agents import get_global_agents from functions_group_agents import get_group_agent, get_group_agents from functions_group_actions import get_group_actions -from functions_group import require_active_group +from functions_group import require_active_group, get_user_groups from functions_personal_actions import get_personal_actions, ensure_migration_complete as ensure_actions_migration_complete from functions_personal_agents import get_personal_agents, ensure_migration_complete as ensure_agents_migration_complete from semantic_kernel_plugins.plugin_loader import discover_plugins @@ -1188,9 +1188,6 @@ def load_user_semantic_kernel(kernel: Kernel, settings, user_id: str, redis_clie agent['is_group'] = False # Load group agents from all groups the user is a member of - from functions_group import get_user_groups - from functions_group_agents import get_group_agents - user_groups = [] # Initialize to empty list try: user_groups = get_user_groups(user_id) diff --git a/docs/how-to/azure_speech_managed_identity_manul_setup.md b/docs/how-to/azure_speech_managed_identity_manul_setup.md index bf1b6e74..1db0ceca 100644 --- a/docs/how-to/azure_speech_managed_identity_manul_setup.md +++ b/docs/how-to/azure_speech_managed_identity_manul_setup.md @@ -1,5 +1,7 @@ # Azure Speech Service with Managed Identity Manual Setup +Version: 0.236.012 + ## Overview This guide explains the critical difference between key-based and managed identity authentication when configuring Azure Speech Service, and the required steps to enable managed identity properly. From 5aa7007d251aa4a4f0fc149e93d511955a6b1029 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 20:42:07 -0500 Subject: [PATCH 15/72] refactor: use _ for intentionally unused variable in AI Search test - Changed 'indexes = list(...)' to '_ = list(...)' - Follows Python convention for discarded return values - AI Search connection test only needs to verify the API call succeeds --- application/single_app/route_backend_settings.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/application/single_app/route_backend_settings.py b/application/single_app/route_backend_settings.py index 9df4b3ee..30e10cb2 100644 --- a/application/single_app/route_backend_settings.py +++ b/application/single_app/route_backend_settings.py @@ -795,7 +795,7 @@ def _test_azure_ai_search_connection(payload): client = SearchIndexClient(endpoint=endpoint, credential=credential) # Test by listing indexes (simple operation to verify connectivity) - indexes = list(client.list_indexes()) + _ = list(client.list_indexes()) return jsonify({'message': 'Azure AI search connection successful'}), 200 except Exception as e: From 548d8d8d7d1f0d4467682b25273e25b60653433f Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 20:45:25 -0500 Subject: [PATCH 16/72] Removed azure_speech_managed_indeity_manual readme file since it is unrelated to this servicenow integration --- ...ure_speech_managed_identity_manul_setup.md | 263 ------------------ 1 file changed, 263 deletions(-) delete mode 100644 docs/how-to/azure_speech_managed_identity_manul_setup.md diff --git a/docs/how-to/azure_speech_managed_identity_manul_setup.md b/docs/how-to/azure_speech_managed_identity_manul_setup.md deleted file mode 100644 index 1db0ceca..00000000 --- a/docs/how-to/azure_speech_managed_identity_manul_setup.md +++ /dev/null @@ -1,263 +0,0 @@ -# Azure Speech Service with Managed Identity Manual Setup - -Version: 0.236.012 - -## Overview - -This guide explains the critical difference between key-based and managed identity authentication when configuring Azure Speech Service, and the required steps to enable managed identity properly. - -## Authentication Methods: Regional vs. Resource-Specific Endpoints - -### Regional Endpoint (Shared Gateway) - -**Endpoint format**: `https://.api.cognitive.microsoft.com` -- Example: `https://eastus2.api.cognitive.microsoft.com` -- This is a **shared endpoint** for all Speech resources in that Azure region -- Acts as a gateway that routes requests to individual Speech resources - -### Resource-Specific Endpoint (Custom Subdomain) - -**Endpoint format**: `https://.cognitiveservices.azure.com` -- Example: `https://simplechat6-dev-speech.cognitiveservices.azure.com` -- This is a **unique endpoint** dedicated to your specific Speech resource -- Requires custom subdomain to be enabled on the resource - ---- - -## Why Regional Endpoint Works with Key but NOT Managed Identity - -### Key-Based Authentication ✅ Works with Regional Endpoint - -When using subscription key authentication: - -```http -POST https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe -Headers: - Ocp-Apim-Subscription-Key: abc123def456... -``` - -**Why it works:** -1. The subscription key **directly identifies** your specific Speech resource -2. The regional gateway uses the key to look up which resource it belongs to -3. The request is automatically routed to your resource -4. Authorization succeeds because the key proves ownership - -### Managed Identity (AAD Token) ❌ Fails with Regional Endpoint - -When using managed identity authentication: - -```http -POST https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe -Headers: - Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc... -``` - -**Why it fails (returns 400 BadRequest):** -1. The Bearer token proves your App Service identity to Azure AD -2. The token does NOT specify which Speech resource you want to access -3. The regional gateway cannot determine: - - Which specific Speech resource you're authorized for - - Whether your managed identity has RBAC roles on that resource -4. **Result**: The gateway rejects the request with 400 BadRequest - -### Managed Identity ✅ Works with Resource-Specific Endpoint - -When using managed identity with custom subdomain: - -```http -POST https://simplechat6-dev-speech.cognitiveservices.azure.com/speechtotext/transcriptions:transcribe -Headers: - Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc... -``` - -**Why it works:** -1. The hostname **itself identifies** your specific Speech resource -2. Azure validates your managed identity Bearer token against that resource's RBAC -3. If your App Service MI has `Cognitive Services Speech User` role → authorized -4. The request proceeds to your dedicated Speech resource instance - ---- - -## Required Setup for Managed Identity - -### Prerequisites - -1. **Azure Speech Service resource** created in your subscription -2. **System-assigned or user-assigned managed identity** on your App Service -3. **RBAC role assignments** on the Speech resource - -### Step 1: Enable Custom Subdomain on Speech Resource - -**Why needed**: By default, Speech resources use the regional endpoint and do NOT have custom subdomains. Managed identity requires the resource-specific endpoint. - -**How to enable**: - -```bash -az cognitiveservices account update \ - --name \ - --resource-group \ - --custom-domain -``` - -**Example**: - -```bash -az cognitiveservices account update \ - --name simplechat6-dev-speech \ - --resource-group sc-simplechat6-dev-rg \ - --custom-domain simplechat6-dev-speech -``` - -**Important notes**: -- Custom subdomain name must be **globally unique** across Azure -- Usually use the same name as your resource: `` -- **One-way operation**: Cannot be disabled once enabled -- After enabling, the resource's endpoint property changes from regional to resource-specific - -**Verify custom subdomain is enabled**: - -```bash -az cognitiveservices account show \ - --name \ - --resource-group \ - --query "{customSubDomainName:properties.customSubDomainName, endpoint:properties.endpoint}" -``` - -Expected output: -```json -{ - "customSubDomainName": "simplechat6-dev-speech", - "endpoint": "https://simplechat6-dev-speech.cognitiveservices.azure.com/" -} -``` - -### Step 2: Assign RBAC Roles to Managed Identity - -Grant your App Service managed identity the necessary roles on the Speech resource: - -```bash -# Get the Speech resource ID -SPEECH_RESOURCE_ID=$(az cognitiveservices account show \ - --name \ - --resource-group \ - --query id -o tsv) - -# Get the App Service managed identity principal ID -MI_PRINCIPAL_ID=$(az webapp identity show \ - --name \ - --resource-group \ - --query principalId -o tsv) - -# Assign Cognitive Services Speech User role (data-plane read access) -az role assignment create \ - --assignee $MI_PRINCIPAL_ID \ - --role "Cognitive Services Speech User" \ - --scope $SPEECH_RESOURCE_ID - -# Assign Cognitive Services Speech Contributor role (if needed for write operations) -az role assignment create \ - --assignee $MI_PRINCIPAL_ID \ - --role "Cognitive Services Speech Contributor" \ - --scope $SPEECH_RESOURCE_ID -``` - -**Verify role assignments**: - -```bash -az role assignment list \ - --assignee $MI_PRINCIPAL_ID \ - --scope $SPEECH_RESOURCE_ID \ - -o table -``` - -### Step 3: Configure Admin Settings - -In the Admin Settings → Search & Extract → Multimedia Support section: - -| Setting | Value | Example | -|---------|-------|---------| -| **Enable Audio File Support** | ✅ Checked | | -| **Speech Service Endpoint** | Resource-specific endpoint (with custom subdomain) | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | -| **Speech Service Location** | Azure region | `eastus2` | -| **Speech Service Locale** | Language locale for transcription | `en-US` | -| **Authentication Type** | Managed Identity | | -| **Speech Service Key** | (Leave empty when using MI) | | - -**Critical**: -- Endpoint must be the resource-specific URL (custom subdomain) -- Do NOT use the regional endpoint for managed identity -- Remove trailing slash from endpoint: ✅ `https://..azure.com` ❌ `https://..azure.com/` - -### Step 4: Test Audio Upload - -1. Upload a short WAV or MP3 file -2. Monitor application logs for transcription progress -3. Expected log output: - ``` - File size: 1677804 bytes - Produced 1 WAV chunks: ['/tmp/tmp_chunk_000.wav'] - [Debug] Transcribing WAV chunk: /tmp/tmp_chunk_000.wav - [Debug] Speech config obtained successfully - [Debug] Received 5 phrases - Creating 3 transcript pages - ``` - ---- - -## Troubleshooting - -### Error: NameResolutionError - Failed to resolve hostname - -**Symptom**: `Failed to resolve 'simplechat6-dev-speech.cognitiveservices.azure.com'` - -**Cause**: Custom subdomain not enabled on Speech resource - -**Solution**: Enable custom subdomain using Step 1 above - -### Error: 400 BadRequest when using MI with regional endpoint - -**Symptom**: `400 Client Error: BadRequest for url: https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe` - -**Cause**: Managed identity requires resource-specific endpoint, not regional - -**Solution**: Update Admin Settings endpoint to use `https://.cognitiveservices.azure.com` - -### Error: 401 Authentication error with MI - -**Symptom**: `WebSocket upgrade failed: Authentication error (401)` - -**Cause**: Missing RBAC role assignments - -**Solution**: Assign required roles using Step 2 above - -### Key auth works but MI fails - -**Diagnosis checklist**: -- [ ] Custom subdomain enabled on Speech resource? -- [ ] Admin Settings endpoint is resource-specific (not regional)? -- [ ] Managed identity has RBAC roles on Speech resource? -- [ ] Authentication Type set to "Managed Identity" in Admin Settings? - ---- - -## Summary - -| Authentication Method | Endpoint Type | Example | Works? | -|----------------------|---------------|---------|--------| -| **Key** | Regional | `https://eastus2.api.cognitive.microsoft.com` | ✅ Yes | -| **Key** | Resource-specific | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | ✅ Yes | -| **Managed Identity** | Regional | `https://eastus2.api.cognitive.microsoft.com` | ❌ No (400 BadRequest) | -| **Managed Identity** | Resource-specific | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | ✅ Yes (with custom subdomain) | - -**Key takeaway**: Managed identity for Azure Cognitive Services data-plane operations requires: -1. Custom subdomain enabled on the resource -2. Resource-specific endpoint configured in your application -3. RBAC roles assigned to the managed identity at the resource scope - ---- - -## References - -- [Azure Cognitive Services custom subdomain documentation](https://learn.microsoft.com/azure/cognitive-services/cognitive-services-custom-subdomains) -- [Authenticate with Azure AD using managed identity](https://learn.microsoft.com/azure/cognitive-services/authentication?tabs=powershell#authenticate-with-azure-active-directory) -- [Azure Speech Service authentication](https://learn.microsoft.com/azure/ai-services/speech-service/rest-speech-to-text-short) From 62b0b5b1caa9d9a0806bc07523e16c919813bdd3 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 20:52:21 -0500 Subject: [PATCH 17/72] update version numbers to 0.236.012 in bug fix documentation MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit - OPENAPI_BASIC_AUTH_FIX.md: 0.235.026 → 0.236.012 - GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md: 0.235.028 → 0.236.012 - GROUP_AGENT_LOADING_FIX.md: 0.235.027 → 0.236.012 - AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md: 0.235.004 → 0.236.012" --- .../fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 2 +- .../fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md | 2 +- docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md | 2 +- docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md | 3 ++- 4 files changed, 5 insertions(+), 4 deletions(-) diff --git a/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md index 0d507ecc..a4b6a862 100644 --- a/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md +++ b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md @@ -213,7 +213,7 @@ The SDK approach eliminates the need for the `search_resource_manager` variable ## Version Information -**Version Implemented:** 0.235.004 +**Version Implemented:** 0.236.012 ## References diff --git a/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md b/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md index 196bc132..bcfac1ff 100644 --- a/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md +++ b/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md @@ -5,7 +5,7 @@ **Fix Title:** Group Actions Missing `additionalFields` Causing OAuth Authentication Failures **Issue Description:** Group actions were missing the `additionalFields` property entirely, preventing OAuth bearer token authentication from working despite having the same configuration as working global actions. **Root Cause:** Group action backend routes did not call `get_merged_plugin_settings()` to merge UI form data with schema defaults, while global action routes did. This caused group actions to be saved without authentication configuration fields. -**Version Implemented:** 0.235.028 +**Version Implemented:** 0.236.012 **Date:** January 22, 2026 ## Problem Statement diff --git a/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md b/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md index 62389eb9..a8e18e6b 100644 --- a/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md +++ b/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md @@ -5,7 +5,7 @@ **Fix Title:** Group Agents Not Loading in Per-User Semantic Kernel Mode **Issue Description:** Group agents and their associated actions were not being loaded when per-user semantic kernel mode was enabled, causing group agents to fall back to global agents and resulting in zero plugins/actions available. **Root Cause:** The `load_user_semantic_kernel()` function only loaded personal agents and global agents (when merge enabled), but completely omitted group agents from groups the user is a member of. -**Version Implemented:** 0.235.027 +**Version Implemented:** 0.236.012 **Date:** January 22, 2026 ## Problem Statement diff --git a/docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md b/docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md index 34eadb4a..30f857b1 100644 --- a/docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md +++ b/docs/explanation/fixes/v0.236.012/OPENAPI_BASIC_AUTH_FIX.md @@ -1,6 +1,7 @@ # OpenAPI Basic Authentication Fix -**Version:** 0.235.026 +**Version:** 0.236.012 + **Issue:** OpenAPI actions with Basic Authentication fail with "session not authenticated" error **Root Cause:** Mismatch between authentication format stored by UI and format expected by OpenAPI plugin **Status:** ✅ Fixed From b0be501e1f6306d9822c16e49304791317d55bdb Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:53:38 -0500 Subject: [PATCH 18/72] Update application/single_app/semantic_kernel_loader.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- application/single_app/semantic_kernel_loader.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/application/single_app/semantic_kernel_loader.py b/application/single_app/semantic_kernel_loader.py index 1e0e620b..8c3919ac 100644 --- a/application/single_app/semantic_kernel_loader.py +++ b/application/single_app/semantic_kernel_loader.py @@ -34,7 +34,7 @@ from functions_global_agents import get_global_agents from functions_group_agents import get_group_agent, get_group_agents from functions_group_actions import get_group_actions -from functions_group import require_active_group, get_user_groups +from functions_group import get_user_groups from functions_personal_actions import get_personal_actions, ensure_migration_complete as ensure_actions_migration_complete from functions_personal_agents import get_personal_agents, ensure_migration_complete as ensure_agents_migration_complete from semantic_kernel_plugins.plugin_loader import discover_plugins From e264a1342bf9ebff0724a24b06c9efb928d75447 Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:55:01 -0500 Subject: [PATCH 19/72] Update docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../open_api_specs/sample_now_knowledge_latest_spec.yaml | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml index 7b57cb85..9cd76173 100644 --- a/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml +++ b/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec.yaml @@ -8,8 +8,8 @@ info: url: https://developer.servicenow.com servers: - - url: https://dev222288.service-now.com - description: ServiceNow Developer Instance + - url: https://YOUR-INSTANCE.service-now.com + description: ServiceNow instance (replace YOUR-INSTANCE with your instance name) security: - bearerAuth: [] From b04bd671ccfcb1d6510db49b1719d9a552734f2b Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:55:45 -0500 Subject: [PATCH 20/72] Update docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 3 ++- 1 file changed, 2 insertions(+), 1 deletion(-) diff --git a/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md index a4b6a862..ea981e7a 100644 --- a/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md +++ b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md @@ -213,7 +213,8 @@ The SDK approach eliminates the need for the `search_resource_manager` variable ## Version Information -**Version Implemented:** 0.236.012 +- Application version (`config.py` `app.config['VERSION']`): **0.236.012** +- Fixed in version: **0.236.012** ## References From 84c01e98359ad4464f765210580405c785c2f2d2 Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:56:25 -0500 Subject: [PATCH 21/72] Update docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../sample_now_knowledge_latest_spec_basicauth.yaml | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml index e4262b87..5a10a1fe 100644 --- a/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml +++ b/docs/how-to/agents/ServiceNow/open_api_specs/sample_now_knowledge_latest_spec_basicauth.yaml @@ -8,8 +8,8 @@ info: url: https://developer.servicenow.com servers: - - url: https://dev222288.service-now.com - description: ServiceNow Developer Instance + - url: https://YOUR-INSTANCE.service-now.com + description: Example ServiceNow instance URL - replace YOUR-INSTANCE with your own instance name security: - basicAuth: [] From c8e383ed2242428eb8812e428cbb4a7e1fb29691 Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:56:35 -0500 Subject: [PATCH 22/72] Update docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../sample_servicenow_incident_api_basicauth.yaml | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml b/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml index dc4e1b3a..2ce9e256 100644 --- a/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml +++ b/docs/how-to/agents/ServiceNow/open_api_specs/sample_servicenow_incident_api_basicauth.yaml @@ -8,8 +8,8 @@ info: url: https://developer.servicenow.com servers: - - url: https://dev222288.service-now.com/api/now - description: ServiceNow Developer Instance + - url: https://YOUR-INSTANCE.service-now.com/api/now + description: ServiceNow instance base URL (replace YOUR-INSTANCE with your own instance name) security: - basicAuth: [] From 39dc7a40a9d58a8f0afdd5bde089bd1f04bacdd4 Mon Sep 17 00:00:00 2001 From: vivche Date: Fri, 23 Jan 2026 20:57:24 -0500 Subject: [PATCH 23/72] Update docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md b/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md index a8e18e6b..cb5045e4 100644 --- a/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md +++ b/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md @@ -5,7 +5,7 @@ **Fix Title:** Group Agents Not Loading in Per-User Semantic Kernel Mode **Issue Description:** Group agents and their associated actions were not being loaded when per-user semantic kernel mode was enabled, causing group agents to fall back to global agents and resulting in zero plugins/actions available. **Root Cause:** The `load_user_semantic_kernel()` function only loaded personal agents and global agents (when merge enabled), but completely omitted group agents from groups the user is a member of. -**Version Implemented:** 0.236.012 +**Fixed/Implemented in version:** **0.236.012** (matches `config.py` `app.config['VERSION']`) **Date:** January 22, 2026 ## Problem Statement From 2e8c73728cab7be899ed747a2bf8a1af86c26ba8 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Fri, 23 Jan 2026 20:59:36 -0500 Subject: [PATCH 24/72] Remvoed debug statements that might include senstive info --- .../semantic_kernel_plugins/openapi_plugin_factory.py | 2 -- 1 file changed, 2 deletions(-) diff --git a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py index 3194b7b7..f11f3d66 100644 --- a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py +++ b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py @@ -128,7 +128,6 @@ def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: from functions_debug import debug_print auth_config = config.get('auth', {}) - debug_print(f"[Factory] Initial auth_config: {auth_config}") if not auth_config: return {} @@ -176,6 +175,5 @@ def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: 'token': auth_config.get('key', '') } - debug_print(f"[Factory] Returning auth as-is: {auth_config}") # Return the auth config as-is for other auth types return auth_config From 0c23a78cc7a63445b16725df2a7e771c9bb18193 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Sat, 24 Jan 2026 09:18:24 -0500 Subject: [PATCH 25/72] Rollback Azure AI Search test connection fix for separate PR Reverted route_backend_settings.py to origin/development version and removed AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md documentation. These changes will be submitted in a dedicated PR to keep the ServiceNow integration PR focused. --- .../single_app/route_backend_settings.py | 71 +++--- .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 227 ------------------ 2 files changed, 34 insertions(+), 264 deletions(-) delete mode 100644 docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md diff --git a/application/single_app/route_backend_settings.py b/application/single_app/route_backend_settings.py index 30e10cb2..be182e93 100644 --- a/application/single_app/route_backend_settings.py +++ b/application/single_app/route_backend_settings.py @@ -761,45 +761,42 @@ def _test_azure_ai_search_connection(payload): """Attempt to connect to Azure Cognitive Search (or APIM-wrapped).""" enable_apim = payload.get('enable_apim', False) - try: - if enable_apim: - apim_data = payload.get('apim', {}) - endpoint = apim_data.get('endpoint') - subscription_key = apim_data.get('subscription_key') - - # Use SearchIndexClient for APIM - credential = AzureKeyCredential(subscription_key) - client = SearchIndexClient(endpoint=endpoint, credential=credential) - else: - direct_data = payload.get('direct', {}) - endpoint = direct_data.get('endpoint') - key = direct_data.get('key') - - if direct_data.get('auth_type') == 'managed_identity': - credential = DefaultAzureCredential() - # For managed identity, use the SDK which handles authentication properly - if AZURE_ENVIRONMENT in ("usgovernment", "custom"): - client = SearchIndexClient( - endpoint=endpoint, - credential=credential, - audience=search_resource_manager - ) - else: - # For public cloud, don't use audience parameter - client = SearchIndexClient( - endpoint=endpoint, - credential=credential - ) - else: - credential = AzureKeyCredential(key) - client = SearchIndexClient(endpoint=endpoint, credential=credential) + if enable_apim: + apim_data = payload.get('apim', {}) + endpoint = apim_data.get('endpoint') # e.g. https://my-apim.azure-api.net/search + subscription_key = apim_data.get('subscription_key') + url = f"{endpoint.rstrip('/')}/indexes?api-version=2023-11-01" + headers = { + 'api-key': subscription_key, + 'Content-Type': 'application/json' + } + else: + direct_data = payload.get('direct', {}) + endpoint = direct_data.get('endpoint') # e.g. https://.search.windows.net + key = direct_data.get('key') + url = f"{endpoint.rstrip('/')}/indexes?api-version=2023-11-01" - # Test by listing indexes (simple operation to verify connectivity) - _ = list(client.list_indexes()) + if direct_data.get('auth_type') == 'managed_identity': + credential_scopes=search_resource_manager + "/.default" + arm_scope = credential_scopes + credential = DefaultAzureCredential() + arm_token = credential.get_token(arm_scope).token + headers = { + 'Authorization': f'Bearer {arm_token}', + 'Content-Type': 'application/json' + } + else: + headers = { + 'api-key': key, + 'Content-Type': 'application/json' + } + + # A small GET to /indexes to verify we have connectivity + resp = requests.get(url, headers=headers, timeout=10) + if resp.status_code == 200: return jsonify({'message': 'Azure AI search connection successful'}), 200 - - except Exception as e: - return jsonify({'error': f'Azure AI search connection error: {str(e)}'}), 500 + else: + raise Exception(f"Azure AI search connection error: {resp.status_code} - {resp.text}") def _test_azure_doc_intelligence_connection(payload): diff --git a/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md deleted file mode 100644 index ea981e7a..00000000 --- a/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md +++ /dev/null @@ -1,227 +0,0 @@ -# Azure AI Search Test Connection Fix - -## Issue Description - -When clicking the "Test Azure AI Search Connection" button on the App Settings "Search & Extract" page with **managed identity authentication** enabled, the test connection failed with the following error: - -**Original Error Message:** -``` -NameError: name 'search_resource_manager' is not defined -``` - -**Environment Configuration:** -- Authentication Type: Managed Identity -- Azure Environment: `public` (set in .env file) -- Error occurred because the code tried to reference `search_resource_manager` which wasn't defined for public cloud - -**Root Cause:** The old implementation used a REST API approach that required the `search_resource_manager` variable to construct authentication tokens. This variable wasn't defined for the public cloud environment, causing the initial error. Even if defined, the REST API approach with bearer tokens doesn't work properly with Azure AI Search's managed identity authentication. - -## Root Cause Analysis - -The old implementation used a **REST API approach with manually acquired bearer tokens**, which is fundamentally incompatible with how Azure AI Search handles managed identity authentication on the data plane. - -### Why the Old Approach Failed - -Azure AI Search's data plane operations don't properly accept bearer tokens acquired through standard `DefaultAzureCredential.get_token()` flows and passed as HTTP Authorization headers. The authentication mechanism works differently: - -```python -# OLD IMPLEMENTATION - FAILED ❌ -credential = DefaultAzureCredential() -arm_scope = f"{search_resource_manager}/.default" -token = credential.get_token(arm_scope).token - -headers = { - "Authorization": f"Bearer {token}", - "Content-Type": "application/json" -} -response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) -# Returns: 403 Forbidden -``` - -**Problems with this approach:** -1. Azure AI Search requires SDK-specific authentication handling -2. Bearer tokens from `get_token()` are rejected by the Search service -3. Token scope and refresh logic need specialized handling -4. This issue occurs in **all Azure environments** (public, government, custom) - -### Why Other Services Work with REST API + Bearer Tokens - -Some Azure services accept bearer tokens in REST API calls, but Azure AI Search requires the SDK to: -1. Acquire tokens using the correct scope and flow -2. Handle token refresh automatically -3. Use Search-specific authentication headers -4. Properly negotiate with the Search service's auth layer - -## Technical Details - -### Files Modified - -**File:** `route_backend_settings.py` -**Function:** `_test_azure_ai_search_connection(payload)` -**Lines:** 760-796 - -### The Solution - -Instead of trying to define `search_resource_manager` for public cloud, the fix was to **replace the REST API approach entirely with the SearchIndexClient SDK**, which handles authentication correctly without needing the `search_resource_manager` variable. - -### Code Changes Summary - -**Before (REST API approach):** -```python -def _test_azure_ai_search_connection(payload): - # ... setup code ... - - if direct_data.get('auth_type') == 'managed_identity': - credential = DefaultAzureCredential() - arm_scope = f"{search_resource_manager}/.default" - token = credential.get_token(arm_scope).token - - headers = { - "Authorization": f"Bearer {token}", - "Content-Type": "application/json" - } - response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) - # ❌ Returns 403 Forbidden -``` - -**After (SDK approach):** -```python -def _test_azure_ai_search_connection(payload): - # ... setup code ... - - if direct_data.get('auth_type') == 'managed_identity': - credential = DefaultAzureCredential() - - # Use SDK which handles authentication properly - if AZURE_ENVIRONMENT in ("usgovernment", "custom"): - client = SearchIndexClient( - endpoint=endpoint, - credential=credential, - audience=search_resource_manager - ) - else: - # For public cloud, don't use audience parameter - client = SearchIndexClient( - endpoint=endpoint, - credential=credential - ) - - # Test by listing indexes (simple operation to verify connectivity) - indexes = list(client.list_indexes()) - # ✅ Works correctly -``` - -### Key Implementation Details - -1. **Replaced REST API with SearchIndexClient SDK** - - Uses `SearchIndexClient` from `azure.search.documents` - - SDK handles authentication internally - - Properly manages token acquisition and refresh - -2. **Environment-Specific Configuration** - - **Azure Government/Custom:** Requires `audience` parameter - - **Azure Public Cloud:** Omits `audience` parameter - - Matches pattern used throughout codebase - -3. **Consistent with Other Functions** - - Aligns with `get_index_client()` implementation (line 484) - - Matches SearchClient initialization in `config.py` (lines 584-619) - - All other search operations already use SDK approach - -## Testing Approach - -### Prerequisites -- Service principal must have **"Search Index Data Contributor"** RBAC role -- Permissions must propagate (5-10 minutes after assignment) - -### RBAC Role Assignment Command -```bash -az role assignment create \ - --assignee \ - --role "Search Index Data Contributor" \ - --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ -``` - -### Verification -```bash -az role assignment list \ - --assignee \ - --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ \ - --output table -``` - -## Impact Analysis - -### What Changed -- **Only the test connection function** was affected -- No changes needed to actual search operations (indexing, querying, etc.) -- All other search functionality already used correct SDK approach - -### Why Other Search Operations Weren't Affected -All production search operations throughout the codebase already use the SDK: -- `SearchClient` for querying indexes -- `SearchIndexClient` for managing indexes -- `get_index_client()` helper function -- Index initialization in `config.py` - -**Only the test connection function used the failed REST API approach.** - -## Validation - -### Before Fix -- ✅ Authentication succeeded (no credential errors) -- ✅ Token acquisition worked -- ❌ Azure AI Search rejected bearer token (403 Forbidden) -- ❌ Test connection failed - -### After Fix -- ✅ Authentication succeeds -- ✅ SDK handles token acquisition properly -- ✅ Azure AI Search accepts SDK authentication -- ✅ Test connection succeeds (with proper RBAC permissions) - -## Configuration Requirements - -### Public Cloud (.env) -```ini -AZURE_ENVIRONMENT=public -AZURE_CLIENT_ID= -AZURE_CLIENT_SECRET= -AZURE_TENANT_ID= -AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity -AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.net -``` - -### Azure Government (.env) -```ini -AZURE_ENVIRONMENT=usgovernment -AZURE_CLIENT_ID= -AZURE_CLIENT_SECRET= -AZURE_TENANT_ID= -AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity -AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.us -``` - -## Related Changes - -**No config.py changes were made.** The fix was entirely in the route_backend_settings.py file by switching from REST API to SDK approach. - -The SDK approach eliminates the need for the `search_resource_manager` variable in public cloud because: -- The SearchIndexClient handles authentication internally -- No manual token acquisition is needed -- The SDK knows the correct endpoints and scopes automatically - -## Version Information - -- Application version (`config.py` `app.config['VERSION']`): **0.236.012** -- Fixed in version: **0.236.012** - -## References - -- Azure AI Search SDK Documentation: https://learn.microsoft.com/python/api/azure-search-documents -- Azure RBAC for Search: https://learn.microsoft.com/azure/search/search-security-rbac -- DefaultAzureCredential: https://learn.microsoft.com/python/api/azure-identity/azure.identity.defaultazurecredential - -## Summary - -The fix replaces manual REST API calls with the proper Azure Search SDK (`SearchIndexClient`), which correctly handles managed identity authentication for Azure AI Search. This aligns the test function with all other search operations in the codebase that already use the SDK approach successfully. From 7f8248ad7d8d12329dcb563f04672b24e7c07f96 Mon Sep 17 00:00:00 2001 From: vivche Date: Sat, 24 Jan 2026 09:25:23 -0500 Subject: [PATCH 26/72] Update application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../semantic_kernel_plugins/openapi_plugin_factory.py | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py index f11f3d66..f1f1503c 100644 --- a/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py +++ b/application/single_app/semantic_kernel_plugins/openapi_plugin_factory.py @@ -161,7 +161,7 @@ def _extract_auth_config(cls, config: Dict[str, Any]) -> Dict[str, Any]: # For bearer tokens stored as 'key' type if auth_type == 'key' and auth_method == 'bearer': token = auth_config.get('key', '') - debug_print(f"[Factory] Applying basic auth transformation") + debug_print(f"[Factory] Applying bearer auth transformation") return { 'type': 'bearer', 'token': token From a0fbffd0ea457ff21415474d3347e296fb1a9292 Mon Sep 17 00:00:00 2001 From: vivche Date: Sat, 24 Jan 2026 09:25:56 -0500 Subject: [PATCH 27/72] Update docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md b/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md index cb5045e4..8468778e 100644 --- a/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md +++ b/docs/explanation/fixes/v0.236.012/GROUP_AGENT_LOADING_FIX.md @@ -66,7 +66,7 @@ This created a chicken-and-egg problem: the agent couldn't be selected because i - Removed redundant single-agent loading logic 2. **`config.py`** (Line 91) - - Updated VERSION from "0.235.026" to "0.235.027" + - Updated VERSION from "0.236.011" to "0.236.012" ### Code Changes From 4bac07aca6099650f2ce28da4a5b7ffd34b3dd5c Mon Sep 17 00:00:00 2001 From: vivche Date: Sat, 24 Jan 2026 09:26:15 -0500 Subject: [PATCH 28/72] Update docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- .../fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md b/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md index bcfac1ff..b9743b43 100644 --- a/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md +++ b/docs/explanation/fixes/v0.236.012/GROUP_ACTION_OAUTH_SCHEMA_MERGING_FIX.md @@ -125,7 +125,7 @@ Group actions failed because: - **Parity achieved:** Both global and group routes now call `get_merged_plugin_settings()` 2. **`config.py`** - - Updated VERSION from "0.235.027" to "0.235.028" + - Updated VERSION from "0.236.011" to "0.236.012" ### Code Changes From 1c31db43bd1a168a701e10459b7ed8f712918763 Mon Sep 17 00:00:00 2001 From: vivche Date: Sat, 24 Jan 2026 09:26:41 -0500 Subject: [PATCH 29/72] Update docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --- docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md | 1 - 1 file changed, 1 deletion(-) diff --git a/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md b/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md index 19a7407d..674350c3 100644 --- a/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md +++ b/docs/how-to/agents/ServiceNow/SERVICENOW_OAUTH_SETUP.md @@ -71,7 +71,6 @@ Before creating the OAuth application, create a dedicated integration user: 1. **Log in to your ServiceNow instance** as an admin - URL: `https://devnnnnnn.service-now.com` -2. **Navigate to OAuth Application Registry:** 2. **Navigate to OAuth Application Registry:** ``` System OAuth > Application Registry From 7e0c6883922d467125ad463292f9cb64ae059320 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Sat, 24 Jan 2026 09:34:37 -0500 Subject: [PATCH 30/72] Fix Azure AI Search test connection with managed identity Replaced REST API approach with SearchIndexClient SDK to properly handle managed identity authentication in Azure public cloud. The SDK automatically handles token acquisition and endpoint construction, eliminating the 'search_resource_manager is not defined' error that occurred with the REST API approach. --- application/single_app/config.py | 2 +- .../single_app/route_backend_settings.py | 71 +++--- .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 227 ++++++++++++++++++ 3 files changed, 265 insertions(+), 35 deletions(-) create mode 100644 docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md diff --git a/application/single_app/config.py b/application/single_app/config.py index 0596e3ca..c43f2d0c 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.236.011" +VERSION = "0.236.013" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/route_backend_settings.py b/application/single_app/route_backend_settings.py index be182e93..30e10cb2 100644 --- a/application/single_app/route_backend_settings.py +++ b/application/single_app/route_backend_settings.py @@ -761,42 +761,45 @@ def _test_azure_ai_search_connection(payload): """Attempt to connect to Azure Cognitive Search (or APIM-wrapped).""" enable_apim = payload.get('enable_apim', False) - if enable_apim: - apim_data = payload.get('apim', {}) - endpoint = apim_data.get('endpoint') # e.g. https://my-apim.azure-api.net/search - subscription_key = apim_data.get('subscription_key') - url = f"{endpoint.rstrip('/')}/indexes?api-version=2023-11-01" - headers = { - 'api-key': subscription_key, - 'Content-Type': 'application/json' - } - else: - direct_data = payload.get('direct', {}) - endpoint = direct_data.get('endpoint') # e.g. https://.search.windows.net - key = direct_data.get('key') - url = f"{endpoint.rstrip('/')}/indexes?api-version=2023-11-01" - - if direct_data.get('auth_type') == 'managed_identity': - credential_scopes=search_resource_manager + "/.default" - arm_scope = credential_scopes - credential = DefaultAzureCredential() - arm_token = credential.get_token(arm_scope).token - headers = { - 'Authorization': f'Bearer {arm_token}', - 'Content-Type': 'application/json' - } + try: + if enable_apim: + apim_data = payload.get('apim', {}) + endpoint = apim_data.get('endpoint') + subscription_key = apim_data.get('subscription_key') + + # Use SearchIndexClient for APIM + credential = AzureKeyCredential(subscription_key) + client = SearchIndexClient(endpoint=endpoint, credential=credential) else: - headers = { - 'api-key': key, - 'Content-Type': 'application/json' - } - - # A small GET to /indexes to verify we have connectivity - resp = requests.get(url, headers=headers, timeout=10) - if resp.status_code == 200: + direct_data = payload.get('direct', {}) + endpoint = direct_data.get('endpoint') + key = direct_data.get('key') + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + # For managed identity, use the SDK which handles authentication properly + if AZURE_ENVIRONMENT in ("usgovernment", "custom"): + client = SearchIndexClient( + endpoint=endpoint, + credential=credential, + audience=search_resource_manager + ) + else: + # For public cloud, don't use audience parameter + client = SearchIndexClient( + endpoint=endpoint, + credential=credential + ) + else: + credential = AzureKeyCredential(key) + client = SearchIndexClient(endpoint=endpoint, credential=credential) + + # Test by listing indexes (simple operation to verify connectivity) + _ = list(client.list_indexes()) return jsonify({'message': 'Azure AI search connection successful'}), 200 - else: - raise Exception(f"Azure AI search connection error: {resp.status_code} - {resp.text}") + + except Exception as e: + return jsonify({'error': f'Azure AI search connection error: {str(e)}'}), 500 def _test_azure_doc_intelligence_connection(payload): diff --git a/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md new file mode 100644 index 00000000..7ccdf8bb --- /dev/null +++ b/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md @@ -0,0 +1,227 @@ +# Azure AI Search Test Connection Fix + +## Issue Description + +When clicking the "Test Azure AI Search Connection" button on the App Settings "Search & Extract" page with **managed identity authentication** enabled, the test connection failed with the following error: + +**Original Error Message:** +``` +NameError: name 'search_resource_manager' is not defined +``` + +**Environment Configuration:** +- Authentication Type: Managed Identity +- Azure Environment: `public` (set in .env file) +- Error occurred because the code tried to reference `search_resource_manager` which wasn't defined for public cloud + +**Root Cause:** The old implementation used a REST API approach that required the `search_resource_manager` variable to construct authentication tokens. This variable wasn't defined for the public cloud environment, causing the initial error. Even if defined, the REST API approach with bearer tokens doesn't work properly with Azure AI Search's managed identity authentication. + +## Root Cause Analysis + +The old implementation used a **REST API approach with manually acquired bearer tokens**, which is fundamentally incompatible with how Azure AI Search handles managed identity authentication on the data plane. + +### Why the Old Approach Failed + +Azure AI Search's data plane operations don't properly accept bearer tokens acquired through standard `DefaultAzureCredential.get_token()` flows and passed as HTTP Authorization headers. The authentication mechanism works differently: + +```python +# OLD IMPLEMENTATION - FAILED ❌ +credential = DefaultAzureCredential() +arm_scope = f"{search_resource_manager}/.default" +token = credential.get_token(arm_scope).token + +headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" +} +response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) +# Returns: 403 Forbidden +``` + +**Problems with this approach:** +1. Azure AI Search requires SDK-specific authentication handling +2. Bearer tokens from `get_token()` are rejected by the Search service +3. Token scope and refresh logic need specialized handling +4. This issue occurs in **all Azure environments** (public, government, custom) + +### Why Other Services Work with REST API + Bearer Tokens + +Some Azure services accept bearer tokens in REST API calls, but Azure AI Search requires the SDK to: +1. Acquire tokens using the correct scope and flow +2. Handle token refresh automatically +3. Use Search-specific authentication headers +4. Properly negotiate with the Search service's auth layer + +## Technical Details + +### Files Modified + +**File:** `route_backend_settings.py` +**Function:** `_test_azure_ai_search_connection(payload)` +**Lines:** 760-796 + +### The Solution + +Instead of trying to define `search_resource_manager` for public cloud, the fix was to **replace the REST API approach entirely with the SearchIndexClient SDK**, which handles authentication correctly without needing the `search_resource_manager` variable. + +### Code Changes Summary + +**Before (REST API approach):** +```python +def _test_azure_ai_search_connection(payload): + # ... setup code ... + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + arm_scope = f"{search_resource_manager}/.default" + token = credential.get_token(arm_scope).token + + headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" + } + response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) + # ❌ Returns 403 Forbidden +``` + +**After (SDK approach):** +```python +def _test_azure_ai_search_connection(payload): + # ... setup code ... + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + + # Use SDK which handles authentication properly + if AZURE_ENVIRONMENT in ("usgovernment", "custom"): + client = SearchIndexClient( + endpoint=endpoint, + credential=credential, + audience=search_resource_manager + ) + else: + # For public cloud, don't use audience parameter + client = SearchIndexClient( + endpoint=endpoint, + credential=credential + ) + + # Test by listing indexes (simple operation to verify connectivity) + indexes = list(client.list_indexes()) + # ✅ Works correctly +``` + +### Key Implementation Details + +1. **Replaced REST API with SearchIndexClient SDK** + - Uses `SearchIndexClient` from `azure.search.documents` + - SDK handles authentication internally + - Properly manages token acquisition and refresh + +2. **Environment-Specific Configuration** + - **Azure Government/Custom:** Requires `audience` parameter + - **Azure Public Cloud:** Omits `audience` parameter + - Matches pattern used throughout codebase + +3. **Consistent with Other Functions** + - Aligns with `get_index_client()` implementation (line 484) + - Matches SearchClient initialization in `config.py` (lines 584-619) + - All other search operations already use SDK approach + +## Testing Approach + +### Prerequisites +- Service principal must have **"Search Index Data Contributor"** RBAC role +- Permissions must propagate (5-10 minutes after assignment) + +### RBAC Role Assignment Command +```bash +az role assignment create \ + --assignee \ + --role "Search Index Data Contributor" \ + --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ +``` + +### Verification +```bash +az role assignment list \ + --assignee \ + --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ \ + --output table +``` + +## Impact Analysis + +### What Changed +- **Only the test connection function** was affected +- No changes needed to actual search operations (indexing, querying, etc.) +- All other search functionality already used correct SDK approach + +### Why Other Search Operations Weren't Affected +All production search operations throughout the codebase already use the SDK: +- `SearchClient` for querying indexes +- `SearchIndexClient` for managing indexes +- `get_index_client()` helper function +- Index initialization in `config.py` + +**Only the test connection function used the failed REST API approach.** + +## Validation + +### Before Fix +- ✅ Authentication succeeded (no credential errors) +- ✅ Token acquisition worked +- ❌ Azure AI Search rejected bearer token (403 Forbidden) +- ❌ Test connection failed + +### After Fix +- ✅ Authentication succeeds +- ✅ SDK handles token acquisition properly +- ✅ Azure AI Search accepts SDK authentication +- ✅ Test connection succeeds (with proper RBAC permissions) + +## Configuration Requirements + +### Public Cloud (.env) +```ini +AZURE_ENVIRONMENT=public +AZURE_CLIENT_ID= +AZURE_CLIENT_SECRET= +AZURE_TENANT_ID= +AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity +AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.net +``` + +### Azure Government (.env) +```ini +AZURE_ENVIRONMENT=usgovernment +AZURE_CLIENT_ID= +AZURE_CLIENT_SECRET= +AZURE_TENANT_ID= +AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity +AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.us +``` + +## Related Changes + +**No config.py changes were made.** The fix was entirely in the route_backend_settings.py file by switching from REST API to SDK approach. + +The SDK approach eliminates the need for the `search_resource_manager` variable in public cloud because: +- The SearchIndexClient handles authentication internally +- No manual token acquisition is needed +- The SDK knows the correct endpoints and scopes automatically + +## Version Information + +- Application version (`config.py` `app.config['VERSION']`): **0.236.013** +- Fixed in version: **0.236.013** + +## References + +- Azure AI Search SDK Documentation: https://learn.microsoft.com/python/api/azure-search-documents +- Azure RBAC for Search: https://learn.microsoft.com/azure/search/search-security-rbac +- DefaultAzureCredential: https://learn.microsoft.com/python/api/azure-identity/azure.identity.defaultazurecredential + +## Summary + +The fix replaces manual REST API calls with the proper Azure Search SDK (`SearchIndexClient`), which correctly handles managed identity authentication for Azure AI Search. This aligns the test function with all other search operations in the codebase that already use the SDK approach successfully. From 6b0164a8621b75d08d16bf2a9efcb83d2da24da9 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Sat, 24 Jan 2026 09:34:37 -0500 Subject: [PATCH 31/72] Fix Azure AI Search test connection with managed identity Replaced REST API approach with SearchIndexClient SDK to properly handle managed identity authentication in Azure public cloud. The SDK automatically handles token acquisition and endpoint construction, eliminating the 'search_resource_manager is not defined' error that occurred with the REST API approach. --- application/single_app/config.py | 2 +- .../single_app/route_backend_settings.py | 71 +++--- .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 227 ++++++++++++++++++ 3 files changed, 265 insertions(+), 35 deletions(-) create mode 100644 docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md diff --git a/application/single_app/config.py b/application/single_app/config.py index 0596e3ca..c43f2d0c 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.236.011" +VERSION = "0.236.013" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/route_backend_settings.py b/application/single_app/route_backend_settings.py index be182e93..30e10cb2 100644 --- a/application/single_app/route_backend_settings.py +++ b/application/single_app/route_backend_settings.py @@ -761,42 +761,45 @@ def _test_azure_ai_search_connection(payload): """Attempt to connect to Azure Cognitive Search (or APIM-wrapped).""" enable_apim = payload.get('enable_apim', False) - if enable_apim: - apim_data = payload.get('apim', {}) - endpoint = apim_data.get('endpoint') # e.g. https://my-apim.azure-api.net/search - subscription_key = apim_data.get('subscription_key') - url = f"{endpoint.rstrip('/')}/indexes?api-version=2023-11-01" - headers = { - 'api-key': subscription_key, - 'Content-Type': 'application/json' - } - else: - direct_data = payload.get('direct', {}) - endpoint = direct_data.get('endpoint') # e.g. https://.search.windows.net - key = direct_data.get('key') - url = f"{endpoint.rstrip('/')}/indexes?api-version=2023-11-01" - - if direct_data.get('auth_type') == 'managed_identity': - credential_scopes=search_resource_manager + "/.default" - arm_scope = credential_scopes - credential = DefaultAzureCredential() - arm_token = credential.get_token(arm_scope).token - headers = { - 'Authorization': f'Bearer {arm_token}', - 'Content-Type': 'application/json' - } + try: + if enable_apim: + apim_data = payload.get('apim', {}) + endpoint = apim_data.get('endpoint') + subscription_key = apim_data.get('subscription_key') + + # Use SearchIndexClient for APIM + credential = AzureKeyCredential(subscription_key) + client = SearchIndexClient(endpoint=endpoint, credential=credential) else: - headers = { - 'api-key': key, - 'Content-Type': 'application/json' - } - - # A small GET to /indexes to verify we have connectivity - resp = requests.get(url, headers=headers, timeout=10) - if resp.status_code == 200: + direct_data = payload.get('direct', {}) + endpoint = direct_data.get('endpoint') + key = direct_data.get('key') + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + # For managed identity, use the SDK which handles authentication properly + if AZURE_ENVIRONMENT in ("usgovernment", "custom"): + client = SearchIndexClient( + endpoint=endpoint, + credential=credential, + audience=search_resource_manager + ) + else: + # For public cloud, don't use audience parameter + client = SearchIndexClient( + endpoint=endpoint, + credential=credential + ) + else: + credential = AzureKeyCredential(key) + client = SearchIndexClient(endpoint=endpoint, credential=credential) + + # Test by listing indexes (simple operation to verify connectivity) + _ = list(client.list_indexes()) return jsonify({'message': 'Azure AI search connection successful'}), 200 - else: - raise Exception(f"Azure AI search connection error: {resp.status_code} - {resp.text}") + + except Exception as e: + return jsonify({'error': f'Azure AI search connection error: {str(e)}'}), 500 def _test_azure_doc_intelligence_connection(payload): diff --git a/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md new file mode 100644 index 00000000..7ccdf8bb --- /dev/null +++ b/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md @@ -0,0 +1,227 @@ +# Azure AI Search Test Connection Fix + +## Issue Description + +When clicking the "Test Azure AI Search Connection" button on the App Settings "Search & Extract" page with **managed identity authentication** enabled, the test connection failed with the following error: + +**Original Error Message:** +``` +NameError: name 'search_resource_manager' is not defined +``` + +**Environment Configuration:** +- Authentication Type: Managed Identity +- Azure Environment: `public` (set in .env file) +- Error occurred because the code tried to reference `search_resource_manager` which wasn't defined for public cloud + +**Root Cause:** The old implementation used a REST API approach that required the `search_resource_manager` variable to construct authentication tokens. This variable wasn't defined for the public cloud environment, causing the initial error. Even if defined, the REST API approach with bearer tokens doesn't work properly with Azure AI Search's managed identity authentication. + +## Root Cause Analysis + +The old implementation used a **REST API approach with manually acquired bearer tokens**, which is fundamentally incompatible with how Azure AI Search handles managed identity authentication on the data plane. + +### Why the Old Approach Failed + +Azure AI Search's data plane operations don't properly accept bearer tokens acquired through standard `DefaultAzureCredential.get_token()` flows and passed as HTTP Authorization headers. The authentication mechanism works differently: + +```python +# OLD IMPLEMENTATION - FAILED ❌ +credential = DefaultAzureCredential() +arm_scope = f"{search_resource_manager}/.default" +token = credential.get_token(arm_scope).token + +headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" +} +response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) +# Returns: 403 Forbidden +``` + +**Problems with this approach:** +1. Azure AI Search requires SDK-specific authentication handling +2. Bearer tokens from `get_token()` are rejected by the Search service +3. Token scope and refresh logic need specialized handling +4. This issue occurs in **all Azure environments** (public, government, custom) + +### Why Other Services Work with REST API + Bearer Tokens + +Some Azure services accept bearer tokens in REST API calls, but Azure AI Search requires the SDK to: +1. Acquire tokens using the correct scope and flow +2. Handle token refresh automatically +3. Use Search-specific authentication headers +4. Properly negotiate with the Search service's auth layer + +## Technical Details + +### Files Modified + +**File:** `route_backend_settings.py` +**Function:** `_test_azure_ai_search_connection(payload)` +**Lines:** 760-796 + +### The Solution + +Instead of trying to define `search_resource_manager` for public cloud, the fix was to **replace the REST API approach entirely with the SearchIndexClient SDK**, which handles authentication correctly without needing the `search_resource_manager` variable. + +### Code Changes Summary + +**Before (REST API approach):** +```python +def _test_azure_ai_search_connection(payload): + # ... setup code ... + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + arm_scope = f"{search_resource_manager}/.default" + token = credential.get_token(arm_scope).token + + headers = { + "Authorization": f"Bearer {token}", + "Content-Type": "application/json" + } + response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) + # ❌ Returns 403 Forbidden +``` + +**After (SDK approach):** +```python +def _test_azure_ai_search_connection(payload): + # ... setup code ... + + if direct_data.get('auth_type') == 'managed_identity': + credential = DefaultAzureCredential() + + # Use SDK which handles authentication properly + if AZURE_ENVIRONMENT in ("usgovernment", "custom"): + client = SearchIndexClient( + endpoint=endpoint, + credential=credential, + audience=search_resource_manager + ) + else: + # For public cloud, don't use audience parameter + client = SearchIndexClient( + endpoint=endpoint, + credential=credential + ) + + # Test by listing indexes (simple operation to verify connectivity) + indexes = list(client.list_indexes()) + # ✅ Works correctly +``` + +### Key Implementation Details + +1. **Replaced REST API with SearchIndexClient SDK** + - Uses `SearchIndexClient` from `azure.search.documents` + - SDK handles authentication internally + - Properly manages token acquisition and refresh + +2. **Environment-Specific Configuration** + - **Azure Government/Custom:** Requires `audience` parameter + - **Azure Public Cloud:** Omits `audience` parameter + - Matches pattern used throughout codebase + +3. **Consistent with Other Functions** + - Aligns with `get_index_client()` implementation (line 484) + - Matches SearchClient initialization in `config.py` (lines 584-619) + - All other search operations already use SDK approach + +## Testing Approach + +### Prerequisites +- Service principal must have **"Search Index Data Contributor"** RBAC role +- Permissions must propagate (5-10 minutes after assignment) + +### RBAC Role Assignment Command +```bash +az role assignment create \ + --assignee \ + --role "Search Index Data Contributor" \ + --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ +``` + +### Verification +```bash +az role assignment list \ + --assignee \ + --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ \ + --output table +``` + +## Impact Analysis + +### What Changed +- **Only the test connection function** was affected +- No changes needed to actual search operations (indexing, querying, etc.) +- All other search functionality already used correct SDK approach + +### Why Other Search Operations Weren't Affected +All production search operations throughout the codebase already use the SDK: +- `SearchClient` for querying indexes +- `SearchIndexClient` for managing indexes +- `get_index_client()` helper function +- Index initialization in `config.py` + +**Only the test connection function used the failed REST API approach.** + +## Validation + +### Before Fix +- ✅ Authentication succeeded (no credential errors) +- ✅ Token acquisition worked +- ❌ Azure AI Search rejected bearer token (403 Forbidden) +- ❌ Test connection failed + +### After Fix +- ✅ Authentication succeeds +- ✅ SDK handles token acquisition properly +- ✅ Azure AI Search accepts SDK authentication +- ✅ Test connection succeeds (with proper RBAC permissions) + +## Configuration Requirements + +### Public Cloud (.env) +```ini +AZURE_ENVIRONMENT=public +AZURE_CLIENT_ID= +AZURE_CLIENT_SECRET= +AZURE_TENANT_ID= +AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity +AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.net +``` + +### Azure Government (.env) +```ini +AZURE_ENVIRONMENT=usgovernment +AZURE_CLIENT_ID= +AZURE_CLIENT_SECRET= +AZURE_TENANT_ID= +AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity +AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.us +``` + +## Related Changes + +**No config.py changes were made.** The fix was entirely in the route_backend_settings.py file by switching from REST API to SDK approach. + +The SDK approach eliminates the need for the `search_resource_manager` variable in public cloud because: +- The SearchIndexClient handles authentication internally +- No manual token acquisition is needed +- The SDK knows the correct endpoints and scopes automatically + +## Version Information + +- Application version (`config.py` `app.config['VERSION']`): **0.236.013** +- Fixed in version: **0.236.013** + +## References + +- Azure AI Search SDK Documentation: https://learn.microsoft.com/python/api/azure-search-documents +- Azure RBAC for Search: https://learn.microsoft.com/azure/search/search-security-rbac +- DefaultAzureCredential: https://learn.microsoft.com/python/api/azure-identity/azure.identity.defaultazurecredential + +## Summary + +The fix replaces manual REST API calls with the proper Azure Search SDK (`SearchIndexClient`), which correctly handles managed identity authentication for Azure AI Search. This aligns the test function with all other search operations in the codebase that already use the SDK approach successfully. From c910ede36c8003a0af1347bb3c737e5560c6da3a Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Sat, 24 Jan 2026 10:10:58 -0500 Subject: [PATCH 32/72] Corrected file folder name --- .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 0 1 file changed, 0 insertions(+), 0 deletions(-) rename docs/explanation/fixes/{v.0.236.013 => v0.236.013}/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md (100%) diff --git a/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md similarity index 100% rename from docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md rename to docs/explanation/fixes/v0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md From 8ae851884f87ab125486a70de8f6360754e5722f Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Sat, 24 Jan 2026 10:14:51 -0500 Subject: [PATCH 33/72] Corrected the version number to reference 0.236.012 --- application/single_app/config.py | 2 +- .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 4 ++-- 2 files changed, 3 insertions(+), 3 deletions(-) rename docs/explanation/fixes/{v0.236.013 => v0.236.012}/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md (99%) diff --git a/application/single_app/config.py b/application/single_app/config.py index c43f2d0c..caf09fc8 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.236.013" +VERSION = "0.236.012" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/docs/explanation/fixes/v0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md similarity index 99% rename from docs/explanation/fixes/v0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md rename to docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md index 7ccdf8bb..ea981e7a 100644 --- a/docs/explanation/fixes/v0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md +++ b/docs/explanation/fixes/v0.236.012/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md @@ -213,8 +213,8 @@ The SDK approach eliminates the need for the `search_resource_manager` variable ## Version Information -- Application version (`config.py` `app.config['VERSION']`): **0.236.013** -- Fixed in version: **0.236.013** +- Application version (`config.py` `app.config['VERSION']`): **0.236.012** +- Fixed in version: **0.236.012** ## References From a82ecb70acdf7047697ecde6329e5300e9ed6df8 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Sat, 24 Jan 2026 10:17:02 -0500 Subject: [PATCH 34/72] Removed unneeded folder and document --- .../AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md | 227 --------------- ...ure_speech_managed_identity_manul_setup.md | 261 ------------------ 2 files changed, 488 deletions(-) delete mode 100644 docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md delete mode 100644 docs/how-to/azure_speech_managed_identity_manul_setup.md diff --git a/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md b/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md deleted file mode 100644 index 7ccdf8bb..00000000 --- a/docs/explanation/fixes/v.0.236.013/AZURE_AI_SEARCH_TEST_CONNECTION_FIX.md +++ /dev/null @@ -1,227 +0,0 @@ -# Azure AI Search Test Connection Fix - -## Issue Description - -When clicking the "Test Azure AI Search Connection" button on the App Settings "Search & Extract" page with **managed identity authentication** enabled, the test connection failed with the following error: - -**Original Error Message:** -``` -NameError: name 'search_resource_manager' is not defined -``` - -**Environment Configuration:** -- Authentication Type: Managed Identity -- Azure Environment: `public` (set in .env file) -- Error occurred because the code tried to reference `search_resource_manager` which wasn't defined for public cloud - -**Root Cause:** The old implementation used a REST API approach that required the `search_resource_manager` variable to construct authentication tokens. This variable wasn't defined for the public cloud environment, causing the initial error. Even if defined, the REST API approach with bearer tokens doesn't work properly with Azure AI Search's managed identity authentication. - -## Root Cause Analysis - -The old implementation used a **REST API approach with manually acquired bearer tokens**, which is fundamentally incompatible with how Azure AI Search handles managed identity authentication on the data plane. - -### Why the Old Approach Failed - -Azure AI Search's data plane operations don't properly accept bearer tokens acquired through standard `DefaultAzureCredential.get_token()` flows and passed as HTTP Authorization headers. The authentication mechanism works differently: - -```python -# OLD IMPLEMENTATION - FAILED ❌ -credential = DefaultAzureCredential() -arm_scope = f"{search_resource_manager}/.default" -token = credential.get_token(arm_scope).token - -headers = { - "Authorization": f"Bearer {token}", - "Content-Type": "application/json" -} -response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) -# Returns: 403 Forbidden -``` - -**Problems with this approach:** -1. Azure AI Search requires SDK-specific authentication handling -2. Bearer tokens from `get_token()` are rejected by the Search service -3. Token scope and refresh logic need specialized handling -4. This issue occurs in **all Azure environments** (public, government, custom) - -### Why Other Services Work with REST API + Bearer Tokens - -Some Azure services accept bearer tokens in REST API calls, but Azure AI Search requires the SDK to: -1. Acquire tokens using the correct scope and flow -2. Handle token refresh automatically -3. Use Search-specific authentication headers -4. Properly negotiate with the Search service's auth layer - -## Technical Details - -### Files Modified - -**File:** `route_backend_settings.py` -**Function:** `_test_azure_ai_search_connection(payload)` -**Lines:** 760-796 - -### The Solution - -Instead of trying to define `search_resource_manager` for public cloud, the fix was to **replace the REST API approach entirely with the SearchIndexClient SDK**, which handles authentication correctly without needing the `search_resource_manager` variable. - -### Code Changes Summary - -**Before (REST API approach):** -```python -def _test_azure_ai_search_connection(payload): - # ... setup code ... - - if direct_data.get('auth_type') == 'managed_identity': - credential = DefaultAzureCredential() - arm_scope = f"{search_resource_manager}/.default" - token = credential.get_token(arm_scope).token - - headers = { - "Authorization": f"Bearer {token}", - "Content-Type": "application/json" - } - response = requests.get(f"{endpoint}/indexes?api-version=2024-07-01", headers=headers) - # ❌ Returns 403 Forbidden -``` - -**After (SDK approach):** -```python -def _test_azure_ai_search_connection(payload): - # ... setup code ... - - if direct_data.get('auth_type') == 'managed_identity': - credential = DefaultAzureCredential() - - # Use SDK which handles authentication properly - if AZURE_ENVIRONMENT in ("usgovernment", "custom"): - client = SearchIndexClient( - endpoint=endpoint, - credential=credential, - audience=search_resource_manager - ) - else: - # For public cloud, don't use audience parameter - client = SearchIndexClient( - endpoint=endpoint, - credential=credential - ) - - # Test by listing indexes (simple operation to verify connectivity) - indexes = list(client.list_indexes()) - # ✅ Works correctly -``` - -### Key Implementation Details - -1. **Replaced REST API with SearchIndexClient SDK** - - Uses `SearchIndexClient` from `azure.search.documents` - - SDK handles authentication internally - - Properly manages token acquisition and refresh - -2. **Environment-Specific Configuration** - - **Azure Government/Custom:** Requires `audience` parameter - - **Azure Public Cloud:** Omits `audience` parameter - - Matches pattern used throughout codebase - -3. **Consistent with Other Functions** - - Aligns with `get_index_client()` implementation (line 484) - - Matches SearchClient initialization in `config.py` (lines 584-619) - - All other search operations already use SDK approach - -## Testing Approach - -### Prerequisites -- Service principal must have **"Search Index Data Contributor"** RBAC role -- Permissions must propagate (5-10 minutes after assignment) - -### RBAC Role Assignment Command -```bash -az role assignment create \ - --assignee \ - --role "Search Index Data Contributor" \ - --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ -``` - -### Verification -```bash -az role assignment list \ - --assignee \ - --scope /subscriptions//resourceGroups//providers/Microsoft.Search/searchServices/ \ - --output table -``` - -## Impact Analysis - -### What Changed -- **Only the test connection function** was affected -- No changes needed to actual search operations (indexing, querying, etc.) -- All other search functionality already used correct SDK approach - -### Why Other Search Operations Weren't Affected -All production search operations throughout the codebase already use the SDK: -- `SearchClient` for querying indexes -- `SearchIndexClient` for managing indexes -- `get_index_client()` helper function -- Index initialization in `config.py` - -**Only the test connection function used the failed REST API approach.** - -## Validation - -### Before Fix -- ✅ Authentication succeeded (no credential errors) -- ✅ Token acquisition worked -- ❌ Azure AI Search rejected bearer token (403 Forbidden) -- ❌ Test connection failed - -### After Fix -- ✅ Authentication succeeds -- ✅ SDK handles token acquisition properly -- ✅ Azure AI Search accepts SDK authentication -- ✅ Test connection succeeds (with proper RBAC permissions) - -## Configuration Requirements - -### Public Cloud (.env) -```ini -AZURE_ENVIRONMENT=public -AZURE_CLIENT_ID= -AZURE_CLIENT_SECRET= -AZURE_TENANT_ID= -AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity -AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.net -``` - -### Azure Government (.env) -```ini -AZURE_ENVIRONMENT=usgovernment -AZURE_CLIENT_ID= -AZURE_CLIENT_SECRET= -AZURE_TENANT_ID= -AZURE_AI_SEARCH_AUTHENTICATION_TYPE=managed_identity -AZURE_AI_SEARCH_ENDPOINT=https://.search.windows.us -``` - -## Related Changes - -**No config.py changes were made.** The fix was entirely in the route_backend_settings.py file by switching from REST API to SDK approach. - -The SDK approach eliminates the need for the `search_resource_manager` variable in public cloud because: -- The SearchIndexClient handles authentication internally -- No manual token acquisition is needed -- The SDK knows the correct endpoints and scopes automatically - -## Version Information - -- Application version (`config.py` `app.config['VERSION']`): **0.236.013** -- Fixed in version: **0.236.013** - -## References - -- Azure AI Search SDK Documentation: https://learn.microsoft.com/python/api/azure-search-documents -- Azure RBAC for Search: https://learn.microsoft.com/azure/search/search-security-rbac -- DefaultAzureCredential: https://learn.microsoft.com/python/api/azure-identity/azure.identity.defaultazurecredential - -## Summary - -The fix replaces manual REST API calls with the proper Azure Search SDK (`SearchIndexClient`), which correctly handles managed identity authentication for Azure AI Search. This aligns the test function with all other search operations in the codebase that already use the SDK approach successfully. diff --git a/docs/how-to/azure_speech_managed_identity_manul_setup.md b/docs/how-to/azure_speech_managed_identity_manul_setup.md deleted file mode 100644 index 7941542d..00000000 --- a/docs/how-to/azure_speech_managed_identity_manul_setup.md +++ /dev/null @@ -1,261 +0,0 @@ -# Azure Speech Service with Managed Identity Setup - -## Overview - -This guide explains the critical difference between key-based and managed identity authentication when configuring Azure Speech Service, and the required steps to enable managed identity properly. - -## Authentication Methods: Regional vs. Resource-Specific Endpoints - -### Regional Endpoint (Shared Gateway) - -**Endpoint format**: `https://.api.cognitive.microsoft.com` -- Example: `https://eastus2.api.cognitive.microsoft.com` -- This is a **shared endpoint** for all Speech resources in that Azure region -- Acts as a gateway that routes requests to individual Speech resources - -### Resource-Specific Endpoint (Custom Subdomain) - -**Endpoint format**: `https://.cognitiveservices.azure.com` -- Example: `https://simplechat6-dev-speech.cognitiveservices.azure.com` -- This is a **unique endpoint** dedicated to your specific Speech resource -- Requires custom subdomain to be enabled on the resource - ---- - -## Why Regional Endpoint Works with Key but NOT Managed Identity - -### Key-Based Authentication ✅ Works with Regional Endpoint - -When using subscription key authentication: - -```http -POST https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe -Headers: - Ocp-Apim-Subscription-Key: abc123def456... -``` - -**Why it works:** -1. The subscription key **directly identifies** your specific Speech resource -2. The regional gateway uses the key to look up which resource it belongs to -3. The request is automatically routed to your resource -4. Authorization succeeds because the key proves ownership - -### Managed Identity (AAD Token) ❌ Fails with Regional Endpoint - -When using managed identity authentication: - -```http -POST https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe -Headers: - Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc... -``` - -**Why it fails (returns 400 BadRequest):** -1. The Bearer token proves your App Service identity to Azure AD -2. The token does NOT specify which Speech resource you want to access -3. The regional gateway cannot determine: - - Which specific Speech resource you're authorized for - - Whether your managed identity has RBAC roles on that resource -4. **Result**: The gateway rejects the request with 400 BadRequest - -### Managed Identity ✅ Works with Resource-Specific Endpoint - -When using managed identity with custom subdomain: - -```http -POST https://simplechat6-dev-speech.cognitiveservices.azure.com/speechtotext/transcriptions:transcribe -Headers: - Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc... -``` - -**Why it works:** -1. The hostname **itself identifies** your specific Speech resource -2. Azure validates your managed identity Bearer token against that resource's RBAC -3. If your App Service MI has `Cognitive Services Speech User` role → authorized -4. The request proceeds to your dedicated Speech resource instance - ---- - -## Required Setup for Managed Identity - -### Prerequisites - -1. **Azure Speech Service resource** created in your subscription -2. **System-assigned or user-assigned managed identity** on your App Service -3. **RBAC role assignments** on the Speech resource - -### Step 1: Enable Custom Subdomain on Speech Resource - -**Why needed**: By default, Speech resources use the regional endpoint and do NOT have custom subdomains. Managed identity requires the resource-specific endpoint. - -**How to enable**: - -```bash -az cognitiveservices account update \ - --name \ - --resource-group \ - --custom-domain -``` - -**Example**: - -```bash -az cognitiveservices account update \ - --name simplechat6-dev-speech \ - --resource-group sc-simplechat6-dev-rg \ - --custom-domain simplechat6-dev-speech -``` - -**Important notes**: -- Custom subdomain name must be **globally unique** across Azure -- Usually use the same name as your resource: `` -- **One-way operation**: Cannot be disabled once enabled -- After enabling, the resource's endpoint property changes from regional to resource-specific - -**Verify custom subdomain is enabled**: - -```bash -az cognitiveservices account show \ - --name \ - --resource-group \ - --query "{customSubDomainName:properties.customSubDomainName, endpoint:properties.endpoint}" -``` - -Expected output: -```json -{ - "customSubDomainName": "simplechat6-dev-speech", - "endpoint": "https://simplechat6-dev-speech.cognitiveservices.azure.com/" -} -``` - -### Step 2: Assign RBAC Roles to Managed Identity - -Grant your App Service managed identity the necessary roles on the Speech resource: - -```bash -# Get the Speech resource ID -SPEECH_RESOURCE_ID=$(az cognitiveservices account show \ - --name \ - --resource-group \ - --query id -o tsv) - -# Get the App Service managed identity principal ID -MI_PRINCIPAL_ID=$(az webapp identity show \ - --name \ - --resource-group \ - --query principalId -o tsv) - -# Assign Cognitive Services Speech User role (data-plane read access) -az role assignment create \ - --assignee $MI_PRINCIPAL_ID \ - --role "Cognitive Services Speech User" \ - --scope $SPEECH_RESOURCE_ID - -# Assign Cognitive Services Speech Contributor role (if needed for write operations) -az role assignment create \ - --assignee $MI_PRINCIPAL_ID \ - --role "Cognitive Services Speech Contributor" \ - --scope $SPEECH_RESOURCE_ID -``` - -**Verify role assignments**: - -```bash -az role assignment list \ - --assignee $MI_PRINCIPAL_ID \ - --scope $SPEECH_RESOURCE_ID \ - -o table -``` - -### Step 3: Configure Admin Settings - -In the Admin Settings → Search & Extract → Multimedia Support section: - -| Setting | Value | Example | -|---------|-------|---------| -| **Enable Audio File Support** | ✅ Checked | | -| **Speech Service Endpoint** | Resource-specific endpoint (with custom subdomain) | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | -| **Speech Service Location** | Azure region | `eastus2` | -| **Speech Service Locale** | Language locale for transcription | `en-US` | -| **Authentication Type** | Managed Identity | | -| **Speech Service Key** | (Leave empty when using MI) | | - -**Critical**: -- Endpoint must be the resource-specific URL (custom subdomain) -- Do NOT use the regional endpoint for managed identity -- Remove trailing slash from endpoint: ✅ `https://..azure.com` ❌ `https://..azure.com/` - -### Step 4: Test Audio Upload - -1. Upload a short WAV or MP3 file -2. Monitor application logs for transcription progress -3. Expected log output: - ``` - File size: 1677804 bytes - Produced 1 WAV chunks: ['/tmp/tmp_chunk_000.wav'] - [Debug] Transcribing WAV chunk: /tmp/tmp_chunk_000.wav - [Debug] Speech config obtained successfully - [Debug] Received 5 phrases - Creating 3 transcript pages - ``` - ---- - -## Troubleshooting - -### Error: NameResolutionError - Failed to resolve hostname - -**Symptom**: `Failed to resolve 'simplechat6-dev-speech.cognitiveservices.azure.com'` - -**Cause**: Custom subdomain not enabled on Speech resource - -**Solution**: Enable custom subdomain using Step 1 above - -### Error: 400 BadRequest when using MI with regional endpoint - -**Symptom**: `400 Client Error: BadRequest for url: https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe` - -**Cause**: Managed identity requires resource-specific endpoint, not regional - -**Solution**: Update Admin Settings endpoint to use `https://.cognitiveservices.azure.com` - -### Error: 401 Authentication error with MI - -**Symptom**: `WebSocket upgrade failed: Authentication error (401)` - -**Cause**: Missing RBAC role assignments - -**Solution**: Assign required roles using Step 2 above - -### Key auth works but MI fails - -**Diagnosis checklist**: -- [ ] Custom subdomain enabled on Speech resource? -- [ ] Admin Settings endpoint is resource-specific (not regional)? -- [ ] Managed identity has RBAC roles on Speech resource? -- [ ] Authentication Type set to "Managed Identity" in Admin Settings? - ---- - -## Summary - -| Authentication Method | Endpoint Type | Example | Works? | -|----------------------|---------------|---------|--------| -| **Key** | Regional | `https://eastus2.api.cognitive.microsoft.com` | ✅ Yes | -| **Key** | Resource-specific | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | ✅ Yes | -| **Managed Identity** | Regional | `https://eastus2.api.cognitive.microsoft.com` | ❌ No (400 BadRequest) | -| **Managed Identity** | Resource-specific | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | ✅ Yes (with custom subdomain) | - -**Key takeaway**: Managed identity for Azure Cognitive Services data-plane operations requires: -1. Custom subdomain enabled on the resource -2. Resource-specific endpoint configured in your application -3. RBAC roles assigned to the managed identity at the resource scope - ---- - -## References - -- [Azure Cognitive Services custom subdomain documentation](https://learn.microsoft.com/azure/cognitive-services/cognitive-services-custom-subdomains) -- [Authenticate with Azure AD using managed identity](https://learn.microsoft.com/azure/cognitive-services/authentication?tabs=powershell#authenticate-with-azure-active-directory) -- [Azure Speech Service authentication](https://learn.microsoft.com/azure/ai-services/speech-service/rest-speech-to-text-short) From 589291bba30a382333a640b9576e7acd4902e002 Mon Sep 17 00:00:00 2001 From: "Chen, Vivien" Date: Sat, 24 Jan 2026 10:32:55 -0500 Subject: [PATCH 35/72] Revert terraform main.tf to upstream/Development version --- deployers/terraform/main.tf | 71 ++++++++----------------------------- 1 file changed, 15 insertions(+), 56 deletions(-) diff --git a/deployers/terraform/main.tf b/deployers/terraform/main.tf index 12029506..77b486df 100644 --- a/deployers/terraform/main.tf +++ b/deployers/terraform/main.tf @@ -172,7 +172,6 @@ locals { cosmos_db_name = "${var.param_base_name}-${var.param_environment}-cosmos" open_ai_name = "${var.param_base_name}-${var.param_environment}-oai" doc_intel_name = "${var.param_base_name}-${var.param_environment}-docintel" - speech_service_name = "${var.param_base_name}-${var.param_environment}-speech" key_vault_name = "${var.param_base_name}-${var.param_environment}-kv" log_analytics_name = "${var.param_base_name}-${var.param_environment}-la" managed_identity_name = "${var.param_base_name}-${var.param_environment}-id" @@ -626,14 +625,13 @@ resource "azurerm_cosmosdb_account" "cosmos" { # --- Azure OpenAI Service (Cognitive Services) --- resource "azurerm_cognitive_account" "openai" { - count = var.param_use_existing_openai_instance ? 0 : 1 # Only create if not using existing - name = local.open_ai_name - location = azurerm_resource_group.rg.location - resource_group_name = azurerm_resource_group.rg.name - kind = "OpenAI" - sku_name = "S0" # Standard tier - custom_subdomain_name = local.open_ai_name # Required for managed identity authentication - tags = local.common_tags + count = var.param_use_existing_openai_instance ? 0 : 1 # Only create if not using existing + name = local.open_ai_name + location = azurerm_resource_group.rg.location + resource_group_name = azurerm_resource_group.rg.name + kind = "OpenAI" + sku_name = "S0" # Standard tier + tags = local.common_tags } # Data source for existing OpenAI instance @@ -645,24 +643,13 @@ data "azurerm_cognitive_account" "existing_openai" { # --- Document Intelligence Service (Cognitive Services) --- resource "azurerm_cognitive_account" "docintel" { - name = local.doc_intel_name - location = azurerm_resource_group.rg.location - resource_group_name = azurerm_resource_group.rg.name - kind = "FormRecognizer" - sku_name = "S0" # Standard tier - custom_subdomain_name = local.doc_intel_name # Required for managed identity authentication - tags = local.common_tags -} - -# --- Speech Service (Cognitive Services) --- -resource "azurerm_cognitive_account" "speech" { - name = local.speech_service_name - location = azurerm_resource_group.rg.location - resource_group_name = azurerm_resource_group.rg.name - kind = "SpeechServices" - sku_name = "S0" # Standard tier - custom_subdomain_name = local.speech_service_name # Required for managed identity authentication - tags = local.common_tags + name = local.doc_intel_name + location = azurerm_resource_group.rg.location + resource_group_name = azurerm_resource_group.rg.name + kind = "FormRecognizer" + sku_name = "S0" # Standard tier + custom_subdomain_name = local.doc_intel_name # Maps to --custom-domain + tags = local.common_tags } # https://medium.com/expert-thinking/mastering-azure-search-with-terraform-a-how-to-guide-7edc3a6b1ee3 @@ -715,20 +702,6 @@ resource "azurerm_role_assignment" "managed_identity_storage_contributor" { principal_id = azurerm_user_assigned_identity.id.principal_id } -# Cognitive Services Speech User on Speech Service -resource "azurerm_role_assignment" "managed_identity_speech_user" { - scope = azurerm_cognitive_account.speech.id - role_definition_name = "Cognitive Services Speech User" - principal_id = azurerm_user_assigned_identity.id.principal_id -} - -# Cognitive Services Speech Contributor on Speech Service -resource "azurerm_role_assignment" "managed_identity_speech_contributor" { - scope = azurerm_cognitive_account.speech.id - role_definition_name = "Cognitive Services Speech Contributor" - principal_id = azurerm_user_assigned_identity.id.principal_id -} - # App Registration Service Principal RBAC # Cognitive Services OpenAI Contributor on OpenAI resource "azurerm_role_assignment" "app_reg_sp_openai_contributor" { @@ -759,27 +732,13 @@ resource "azurerm_role_assignment" "app_service_smi_storage_contributor" { principal_id = azurerm_linux_web_app.app.identity[0].principal_id } -# AcrPull on Container Registry +# Storage Blob Data Contributor on Storage Account resource "azurerm_role_assignment" "acr_pull" { scope = data.azurerm_container_registry.acrregistry.id role_definition_name = "AcrPull" principal_id = azurerm_linux_web_app.app.identity[0].principal_id } -# Cognitive Services Speech User on Speech Service -resource "azurerm_role_assignment" "app_service_smi_speech_user" { - scope = azurerm_cognitive_account.speech.id - role_definition_name = "Cognitive Services Speech User" - principal_id = azurerm_linux_web_app.app.identity[0].principal_id -} - -# Cognitive Services Speech Contributor on Speech Service -resource "azurerm_role_assignment" "app_service_smi_speech_contributor" { - scope = azurerm_cognitive_account.speech.id - role_definition_name = "Cognitive Services Speech Contributor" - principal_id = azurerm_linux_web_app.app.identity[0].principal_id -} - ################################################## # From d017028719d8e8ea0b1397ba797cbb2106e5f92f Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Sat, 24 Jan 2026 18:02:49 -0500 Subject: [PATCH 36/72] updated the logging logic when running retention delete with archiving enabled (#642) --- application/single_app/config.py | 2 +- .../single_app/functions_retention_policy.py | 66 +++++-- .../RETENTION_POLICY_NOTFOUND_FIX.md | 95 +++++++++ ...test_retention_policy_notfound_handling.py | 180 ++++++++++++++++++ 4 files changed, 330 insertions(+), 13 deletions(-) create mode 100644 docs/explanation/fixes/v0.236.012/RETENTION_POLICY_NOTFOUND_FIX.md create mode 100644 functional_tests/test_retention_policy_notfound_handling.py diff --git a/application/single_app/config.py b/application/single_app/config.py index 0596e3ca..caf09fc8 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.236.011" +VERSION = "0.236.012" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/functions_retention_policy.py b/application/single_app/functions_retention_policy.py index 6ce6dee0..56167fa1 100644 --- a/application/single_app/functions_retention_policy.py +++ b/application/single_app/functions_retention_policy.py @@ -6,8 +6,9 @@ This module handles automated deletion of aged conversations and documents based on configurable retention policies for personal, group, and public workspaces. -Version: 0.234.067 +Version: 0.236.012 Implemented in: 0.234.067 +Updated in: 0.236.012 - Fixed race condition handling for NotFound errors during deletion """ from config import * @@ -565,10 +566,21 @@ def delete_aged_conversations(retention_days, workspace_type='personal', user_id conversation_title = conv.get('title', 'Untitled') # Read full conversation for archiving/logging - conversation_item = container.read_item( - item=conversation_id, - partition_key=conversation_id - ) + try: + conversation_item = container.read_item( + item=conversation_id, + partition_key=conversation_id + ) + except CosmosResourceNotFoundError: + # Conversation was already deleted (race condition) - this is fine, skip to next + debug_print(f"Conversation {conversation_id} already deleted (not found during read), skipping") + deleted_details.append({ + 'id': conversation_id, + 'title': conversation_title, + 'last_activity_at': conv.get('last_activity_at'), + 'already_deleted': True + }) + continue # Archive if enabled if archiving_enabled: @@ -613,7 +625,11 @@ def delete_aged_conversations(retention_days, workspace_type='personal', user_id archived_msg["archived_by_retention_policy"] = True cosmos_archived_messages_container.upsert_item(archived_msg) - messages_container.delete_item(msg['id'], partition_key=conversation_id) + try: + messages_container.delete_item(msg['id'], partition_key=conversation_id) + except CosmosResourceNotFoundError: + # Message was already deleted - this is fine, continue + debug_print(f"Message {msg['id']} already deleted (not found), skipping") # Log deletion log_conversation_deletion( @@ -631,10 +647,14 @@ def delete_aged_conversations(retention_days, workspace_type='personal', user_id ) # Delete conversation - container.delete_item( - item=conversation_id, - partition_key=conversation_id - ) + try: + container.delete_item( + item=conversation_id, + partition_key=conversation_id + ) + except CosmosResourceNotFoundError: + # Conversation was already deleted after we read it (race condition) - this is fine + debug_print(f"Conversation {conversation_id} already deleted (not found during delete)") deleted_details.append({ 'id': conversation_id, @@ -730,10 +750,21 @@ def delete_aged_documents(retention_days, workspace_type='personal', user_id=Non doc_user_id = doc.get('user_id') or deletion_user_id # Delete document chunks from search index - delete_document_chunks(document_id, group_id, public_workspace_id) + try: + delete_document_chunks(document_id, group_id, public_workspace_id) + except CosmosResourceNotFoundError: + # Document chunks already deleted - this is fine + debug_print(f"Document chunks for {document_id} already deleted (not found)") + except Exception as chunk_error: + # Log chunk deletion errors but continue with document deletion + debug_print(f"Error deleting chunks for document {document_id}: {chunk_error}") # Delete document from Cosmos DB and blob storage - delete_document(doc_user_id, document_id, group_id, public_workspace_id) + try: + delete_document(doc_user_id, document_id, group_id, public_workspace_id) + except CosmosResourceNotFoundError: + # Document was already deleted (race condition) - this is fine + debug_print(f"Document {document_id} already deleted (not found)") deleted_details.append({ 'id': document_id, @@ -744,6 +775,17 @@ def delete_aged_documents(retention_days, workspace_type='personal', user_id=Non debug_print(f"Deleted document {document_id} ({file_name}) due to retention policy") + except CosmosResourceNotFoundError: + # Document was already deleted - count as success + doc_id = doc.get('id', 'unknown') if doc else 'unknown' + debug_print(f"Document {doc_id} already deleted (not found)") + deleted_details.append({ + 'id': doc_id, + 'file_name': doc.get('file_name', 'Unknown'), + 'title': doc.get('title', doc.get('file_name', 'Unknown')), + 'last_updated': doc.get('last_updated'), + 'already_deleted': True + }) except Exception as e: doc_id = doc.get('id', 'unknown') if doc else 'unknown' log_event("delete_aged_documents_deletion_error", {"error": str(e), "document_id": doc_id, "workspace_type": workspace_type}) diff --git a/docs/explanation/fixes/v0.236.012/RETENTION_POLICY_NOTFOUND_FIX.md b/docs/explanation/fixes/v0.236.012/RETENTION_POLICY_NOTFOUND_FIX.md new file mode 100644 index 00000000..82a0ec15 --- /dev/null +++ b/docs/explanation/fixes/v0.236.012/RETENTION_POLICY_NOTFOUND_FIX.md @@ -0,0 +1,95 @@ +# Retention Policy NotFound Error Fix + +## Issue Description + +The retention policy deletion process was logging errors when attempting to delete conversations or documents that had already been deleted (e.g., by another process or user action between the query and delete operations). + +### Error Observed +``` +DEBUG: [Log] delete_aged_conversations_deletion_error -- {'error': '(NotFound) Entity with the specified id does not exist in the system. +``` + +### Root Cause + +This is a **race condition** scenario where: +1. The retention policy queries for aged conversations/documents +2. Between the query and the delete operation, the item is deleted by another process (user action, concurrent retention execution, etc.) +3. The delete operation fails with `CosmosResourceNotFoundError` (404 NotFound) + +## Fix Applied + +**Version: 0.236.012** + +The fix adds specific handling for `CosmosResourceNotFoundError` in both conversation and document deletion loops: + +### Conversations +- When reading a conversation before archiving: If not found, log debug message and count as already deleted +- When deleting messages: Catch NotFound and continue (message already gone) +- When deleting conversation: Catch NotFound and continue (conversation already gone) + +### Documents +- When deleting document chunks: Catch NotFound and continue +- When deleting document: Catch NotFound and continue +- Outer try/catch also handles NotFound to count as successful deletion + +## Files Modified + +- [functions_retention_policy.py](../../../application/single_app/functions_retention_policy.py) + - `delete_aged_conversations()` - Added CosmosResourceNotFoundError handling + - `delete_aged_documents()` - Added CosmosResourceNotFoundError handling + +## Technical Details + +### Before Fix +```python +# Read would throw exception if item was deleted between query and read +conversation_item = container.read_item( + item=conversation_id, + partition_key=conversation_id +) +# Delete would throw exception if item was deleted +container.delete_item( + item=conversation_id, + partition_key=conversation_id +) +``` + +### After Fix +```python +try: + conversation_item = container.read_item( + item=conversation_id, + partition_key=conversation_id + ) +except CosmosResourceNotFoundError: + # Already deleted - this is fine, count as success + debug_print(f"Conversation {conversation_id} already deleted (not found during read), skipping") + deleted_details.append({...}) + continue + +# ... archiving and message deletion ... + +try: + container.delete_item( + item=conversation_id, + partition_key=conversation_id + ) +except CosmosResourceNotFoundError: + # Already deleted between read and delete - this is fine + debug_print(f"Conversation {conversation_id} already deleted (not found during delete)") +``` + +## Benefits + +1. **No false error logs**: Items that are already deleted no longer generate error entries +2. **Accurate counts**: Already-deleted items are properly counted as successful deletions +3. **Graceful handling**: Race conditions are handled without disrupting the overall retention process +4. **Better debugging**: Debug messages clearly indicate when items were already deleted + +## Testing + +Test by: +1. Enabling retention policy with a short retention period +2. Running the retention policy execution +3. Verify no NotFound errors are logged +4. Verify deletion counts accurately reflect processed items diff --git a/functional_tests/test_retention_policy_notfound_handling.py b/functional_tests/test_retention_policy_notfound_handling.py new file mode 100644 index 00000000..ee417335 --- /dev/null +++ b/functional_tests/test_retention_policy_notfound_handling.py @@ -0,0 +1,180 @@ +#!/usr/bin/env python3 +""" +Functional test for Retention Policy NotFound Error Handling. +Version: 0.236.012 +Implemented in: 0.236.012 + +This test ensures that the retention policy correctly handles CosmosResourceNotFoundError +when attempting to delete conversations or documents that have already been deleted. +This prevents false error logging for race condition scenarios. +""" + +import sys +import os + +# Add parent directory to path for imports +sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__)))) +os.chdir(os.path.join(os.path.dirname(os.path.abspath(__file__)), '..', 'application', 'single_app')) + +def test_notfound_exception_import(): + """Test that CosmosResourceNotFoundError is properly imported.""" + print("🔍 Testing CosmosResourceNotFoundError import...") + + try: + from config import CosmosResourceNotFoundError + print("✅ CosmosResourceNotFoundError imported successfully from config") + return True + except ImportError as e: + print(f"❌ Failed to import CosmosResourceNotFoundError: {e}") + return False + + +def test_retention_policy_function_definitions(): + """Test that retention policy functions have proper exception handling.""" + print("\n🔍 Testing retention policy function definitions...") + + try: + import inspect + from functions_retention_policy import delete_aged_conversations, delete_aged_documents + + # Get source code of delete_aged_conversations + conversations_source = inspect.getsource(delete_aged_conversations) + + # Check for CosmosResourceNotFoundError handling in conversations function + if 'CosmosResourceNotFoundError' in conversations_source: + print("✅ delete_aged_conversations handles CosmosResourceNotFoundError") + else: + print("❌ delete_aged_conversations does not handle CosmosResourceNotFoundError") + return False + + # Check for 'already deleted' debug message pattern + if 'already deleted' in conversations_source: + print("✅ delete_aged_conversations has 'already deleted' debug messaging") + else: + print("❌ delete_aged_conversations missing 'already deleted' debug messaging") + return False + + # Get source code of delete_aged_documents + documents_source = inspect.getsource(delete_aged_documents) + + # Check for CosmosResourceNotFoundError handling in documents function + if 'CosmosResourceNotFoundError' in documents_source: + print("✅ delete_aged_documents handles CosmosResourceNotFoundError") + else: + print("❌ delete_aged_documents does not handle CosmosResourceNotFoundError") + return False + + # Check for 'already deleted' debug message pattern + if 'already deleted' in documents_source: + print("✅ delete_aged_documents has 'already deleted' debug messaging") + else: + print("❌ delete_aged_documents missing 'already deleted' debug messaging") + return False + + return True + + except Exception as e: + print(f"❌ Failed to verify function definitions: {e}") + import traceback + traceback.print_exc() + return False + + +def test_already_deleted_flag_in_details(): + """Test that already_deleted flag is used in the response details.""" + print("\n🔍 Testing 'already_deleted' flag in response details...") + + try: + import inspect + from functions_retention_policy import delete_aged_conversations, delete_aged_documents + + # Get source code + conversations_source = inspect.getsource(delete_aged_conversations) + documents_source = inspect.getsource(delete_aged_documents) + + # Check for 'already_deleted': True pattern in conversations + if "'already_deleted': True" in conversations_source or '"already_deleted": True' in conversations_source: + print("✅ delete_aged_conversations includes 'already_deleted' flag in details") + else: + print("❌ delete_aged_conversations missing 'already_deleted' flag in details") + return False + + # Check for 'already_deleted': True pattern in documents + if "'already_deleted': True" in documents_source or '"already_deleted": True' in documents_source: + print("✅ delete_aged_documents includes 'already_deleted' flag in details") + else: + print("❌ delete_aged_documents missing 'already_deleted' flag in details") + return False + + return True + + except Exception as e: + print(f"❌ Failed to verify already_deleted flag: {e}") + import traceback + traceback.print_exc() + return False + + +def test_version_number(): + """Test that the version is updated correctly.""" + print("\n🔍 Testing version number...") + + try: + from config import VERSION + + # Version should be at least 0.236.012 + version_parts = VERSION.split('.') + major = int(version_parts[0]) + minor = int(version_parts[1]) + patch = int(version_parts[2]) + + if major == 0 and minor >= 236 and patch >= 12: + print(f"✅ Version {VERSION} is correct (>= 0.236.012)") + return True + elif major > 0 or minor > 236: + print(f"✅ Version {VERSION} is correct (later version)") + return True + else: + print(f"❌ Version {VERSION} is lower than expected 0.236.012") + return False + + except Exception as e: + print(f"❌ Failed to verify version: {e}") + import traceback + traceback.print_exc() + return False + + +if __name__ == "__main__": + print("=" * 60) + print("Retention Policy NotFound Error Handling Test") + print("=" * 60) + + tests = [ + test_notfound_exception_import, + test_retention_policy_function_definitions, + test_already_deleted_flag_in_details, + test_version_number + ] + + results = [] + for test in tests: + try: + result = test() + results.append(result) + except Exception as e: + print(f"❌ Test {test.__name__} failed with exception: {e}") + import traceback + traceback.print_exc() + results.append(False) + + print("\n" + "=" * 60) + print(f"📊 Results: {sum(results)}/{len(results)} tests passed") + print("=" * 60) + + if all(results): + print("\n✅ All tests passed! NotFound error handling is correctly implemented.") + sys.exit(0) + else: + print("\n❌ Some tests failed. Please review the implementation.") + sys.exit(1) From 2e8e87a43b40c0d397a6cb8252408c65b0a2824d Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Mon, 26 Jan 2026 09:30:34 -0500 Subject: [PATCH 37/72] Corrected version to 0.236.011 (#645) --- application/single_app/config.py | 2 +- .../{v0.236.012 => v0.236.011}/RETENTION_POLICY_NOTFOUND_FIX.md | 0 2 files changed, 1 insertion(+), 1 deletion(-) rename docs/explanation/fixes/{v0.236.012 => v0.236.011}/RETENTION_POLICY_NOTFOUND_FIX.md (100%) diff --git a/application/single_app/config.py b/application/single_app/config.py index caf09fc8..0596e3ca 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.236.012" +VERSION = "0.236.011" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/docs/explanation/fixes/v0.236.012/RETENTION_POLICY_NOTFOUND_FIX.md b/docs/explanation/fixes/v0.236.011/RETENTION_POLICY_NOTFOUND_FIX.md similarity index 100% rename from docs/explanation/fixes/v0.236.012/RETENTION_POLICY_NOTFOUND_FIX.md rename to docs/explanation/fixes/v0.236.011/RETENTION_POLICY_NOTFOUND_FIX.md From 604246126ddc931e300798ff2b7e5b7307f8c5a5 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Mon, 26 Jan 2026 09:44:27 -0500 Subject: [PATCH 38/72] v0.237.001 (#649) --- application/single_app/config.py | 2 +- .../CONTROL_CENTER_APPLICATION_ROLES.md | 2 +- .../{v0.236.011 => v0.237.001}/CONVERSATION_DEEP_LINKING.md | 2 +- .../{v0.236.011 => v0.237.001}/PLUGIN_AUTH_TYPE_CONSTRAINTS.md | 2 +- .../{v0.236.011 => v0.237.001}/PRIVATE_NETWORKING_SUPPORT.md | 2 +- .../{v0.236.011 => v0.237.001}/RETENTION_POLICY_DEFAULTS.md | 3 +-- .../features/{v0.236.011 => v0.237.001}/USER_AGREEMENT.md | 2 +- .../{v0.236.011 => v0.237.001}/WEB_SEARCH_AZURE_AI_FOUNDRY.md | 2 +- .../AGENT_PAYLOAD_FIELD_LENGTHS_FIX.md | 2 +- .../AGENT_TEMPLATE_MAX_LENGTHS_FIX.md | 2 +- .../CONTROL_CENTER_DATE_LABELS_FIX.md | 2 +- .../RETENTION_POLICY_NOTFOUND_FIX.md | 2 +- .../SOVEREIGN_CLOUD_COGNITIVE_SERVICES_SCOPE_FIX.md | 2 +- .../USER_SEARCH_TOAST_INLINE_MESSAGES_FIX.md | 2 +- .../WEB_SEARCH_FAILURE_GRACEFUL_HANDLING_FIX.md | 2 +- docs/explanation/release_notes.md | 2 +- 16 files changed, 16 insertions(+), 17 deletions(-) rename docs/explanation/features/{v0.236.011 => v0.237.001}/CONTROL_CENTER_APPLICATION_ROLES.md (99%) rename docs/explanation/features/{v0.236.011 => v0.237.001}/CONVERSATION_DEEP_LINKING.md (99%) rename docs/explanation/features/{v0.236.011 => v0.237.001}/PLUGIN_AUTH_TYPE_CONSTRAINTS.md (99%) rename docs/explanation/features/{v0.236.011 => v0.237.001}/PRIVATE_NETWORKING_SUPPORT.md (99%) rename docs/explanation/features/{v0.236.011 => v0.237.001}/RETENTION_POLICY_DEFAULTS.md (99%) rename docs/explanation/features/{v0.236.011 => v0.237.001}/USER_AGREEMENT.md (99%) rename docs/explanation/features/{v0.236.011 => v0.237.001}/WEB_SEARCH_AZURE_AI_FOUNDRY.md (99%) rename docs/explanation/fixes/{v0.236.011 => v0.237.001}/AGENT_PAYLOAD_FIELD_LENGTHS_FIX.md (95%) rename docs/explanation/fixes/{v0.236.011 => v0.237.001}/AGENT_TEMPLATE_MAX_LENGTHS_FIX.md (95%) rename docs/explanation/fixes/{v0.236.011 => v0.237.001}/CONTROL_CENTER_DATE_LABELS_FIX.md (96%) rename docs/explanation/fixes/{v0.236.011 => v0.237.001}/RETENTION_POLICY_NOTFOUND_FIX.md (99%) rename docs/explanation/fixes/{v0.236.011 => v0.237.001}/SOVEREIGN_CLOUD_COGNITIVE_SERVICES_SCOPE_FIX.md (98%) rename docs/explanation/fixes/{v0.236.011 => v0.237.001}/USER_SEARCH_TOAST_INLINE_MESSAGES_FIX.md (98%) rename docs/explanation/fixes/{v0.236.011 => v0.237.001}/WEB_SEARCH_FAILURE_GRACEFUL_HANDLING_FIX.md (99%) diff --git a/application/single_app/config.py b/application/single_app/config.py index 0596e3ca..12906ce8 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.236.011" +VERSION = "0.237.001" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/docs/explanation/features/v0.236.011/CONTROL_CENTER_APPLICATION_ROLES.md b/docs/explanation/features/v0.237.001/CONTROL_CENTER_APPLICATION_ROLES.md similarity index 99% rename from docs/explanation/features/v0.236.011/CONTROL_CENTER_APPLICATION_ROLES.md rename to docs/explanation/features/v0.237.001/CONTROL_CENTER_APPLICATION_ROLES.md index 29ffc1fc..3d61f752 100644 --- a/docs/explanation/features/v0.236.011/CONTROL_CENTER_APPLICATION_ROLES.md +++ b/docs/explanation/features/v0.237.001/CONTROL_CENTER_APPLICATION_ROLES.md @@ -4,7 +4,7 @@ Added two new application roles for finer-grained access control to the Control Center, enabling organizations to delegate administrative functions while maintaining security boundaries. -**Version Implemented:** 0.236.011 +**Version Implemented:** v0.237.001 ## New Roles diff --git a/docs/explanation/features/v0.236.011/CONVERSATION_DEEP_LINKING.md b/docs/explanation/features/v0.237.001/CONVERSATION_DEEP_LINKING.md similarity index 99% rename from docs/explanation/features/v0.236.011/CONVERSATION_DEEP_LINKING.md rename to docs/explanation/features/v0.237.001/CONVERSATION_DEEP_LINKING.md index d3c6e53e..cebf392b 100644 --- a/docs/explanation/features/v0.236.011/CONVERSATION_DEEP_LINKING.md +++ b/docs/explanation/features/v0.237.001/CONVERSATION_DEEP_LINKING.md @@ -4,7 +4,7 @@ SimpleChat now supports conversation deep linking through URL query parameters. Users can share direct links to specific conversations, and the application will automatically navigate to and load the referenced conversation when the link is accessed. -**Version Implemented:** 0.236.011 +**Version Implemented:** v0.237.001 ## Key Features diff --git a/docs/explanation/features/v0.236.011/PLUGIN_AUTH_TYPE_CONSTRAINTS.md b/docs/explanation/features/v0.237.001/PLUGIN_AUTH_TYPE_CONSTRAINTS.md similarity index 99% rename from docs/explanation/features/v0.236.011/PLUGIN_AUTH_TYPE_CONSTRAINTS.md rename to docs/explanation/features/v0.237.001/PLUGIN_AUTH_TYPE_CONSTRAINTS.md index 093923c6..9d2ea6e6 100644 --- a/docs/explanation/features/v0.236.011/PLUGIN_AUTH_TYPE_CONSTRAINTS.md +++ b/docs/explanation/features/v0.237.001/PLUGIN_AUTH_TYPE_CONSTRAINTS.md @@ -4,7 +4,7 @@ SimpleChat now enforces authentication type constraints per plugin type. Different plugin types may support different authentication methods based on their requirements and the APIs they integrate with. This feature provides a structured way to define and retrieve allowed authentication types for each plugin type. -**Version Implemented:** 0.236.011 +**Version Implemented:** v0.237.001 ## Key Features diff --git a/docs/explanation/features/v0.236.011/PRIVATE_NETWORKING_SUPPORT.md b/docs/explanation/features/v0.237.001/PRIVATE_NETWORKING_SUPPORT.md similarity index 99% rename from docs/explanation/features/v0.236.011/PRIVATE_NETWORKING_SUPPORT.md rename to docs/explanation/features/v0.237.001/PRIVATE_NETWORKING_SUPPORT.md index de2ae92f..5379b73d 100644 --- a/docs/explanation/features/v0.236.011/PRIVATE_NETWORKING_SUPPORT.md +++ b/docs/explanation/features/v0.237.001/PRIVATE_NETWORKING_SUPPORT.md @@ -4,7 +4,7 @@ Comprehensive private networking support for SimpleChat deployments via Azure Developer CLI (AZD) and Bicep infrastructure-as-code. This feature enables secure, isolated deployments with private endpoints, virtual networks, and private DNS zones. -**Version Implemented:** 0.236.011 +**Version Implemented:** v0.237.001 ## Key Features diff --git a/docs/explanation/features/v0.236.011/RETENTION_POLICY_DEFAULTS.md b/docs/explanation/features/v0.237.001/RETENTION_POLICY_DEFAULTS.md similarity index 99% rename from docs/explanation/features/v0.236.011/RETENTION_POLICY_DEFAULTS.md rename to docs/explanation/features/v0.237.001/RETENTION_POLICY_DEFAULTS.md index e3fe426d..cdca4ce5 100644 --- a/docs/explanation/features/v0.236.011/RETENTION_POLICY_DEFAULTS.md +++ b/docs/explanation/features/v0.237.001/RETENTION_POLICY_DEFAULTS.md @@ -1,8 +1,7 @@ # RETENTION_POLICY_DEFAULTS.md **Feature**: Admin-Configurable Default Retention Policies -**Version**: 0.236.011 -**Implemented in**: 0.236.011 +**Version**: v0.237.001 ## Overview and Purpose diff --git a/docs/explanation/features/v0.236.011/USER_AGREEMENT.md b/docs/explanation/features/v0.237.001/USER_AGREEMENT.md similarity index 99% rename from docs/explanation/features/v0.236.011/USER_AGREEMENT.md rename to docs/explanation/features/v0.237.001/USER_AGREEMENT.md index e87589d7..d72d6533 100644 --- a/docs/explanation/features/v0.236.011/USER_AGREEMENT.md +++ b/docs/explanation/features/v0.237.001/USER_AGREEMENT.md @@ -4,7 +4,7 @@ The User Agreement feature allows administrators to configure a global agreement that users must accept before uploading files to workspaces. This provides organizations with a mechanism to ensure users acknowledge terms, policies, or guidelines before contributing documents to the system. -**Version Implemented:** 0.236.011 +**Version Implemented:** v0.237.001 ## Key Features diff --git a/docs/explanation/features/v0.236.011/WEB_SEARCH_AZURE_AI_FOUNDRY.md b/docs/explanation/features/v0.237.001/WEB_SEARCH_AZURE_AI_FOUNDRY.md similarity index 99% rename from docs/explanation/features/v0.236.011/WEB_SEARCH_AZURE_AI_FOUNDRY.md rename to docs/explanation/features/v0.237.001/WEB_SEARCH_AZURE_AI_FOUNDRY.md index 7107017f..2e8e3b7c 100644 --- a/docs/explanation/features/v0.236.011/WEB_SEARCH_AZURE_AI_FOUNDRY.md +++ b/docs/explanation/features/v0.237.001/WEB_SEARCH_AZURE_AI_FOUNDRY.md @@ -4,7 +4,7 @@ SimpleChat now supports web search capability through Azure AI Foundry agents using the Grounding with Bing Search service. This feature enables AI responses to be augmented with real-time web search results, providing users with up-to-date information beyond the model's training data. -**Version Implemented:** 0.236.011 +**Version Implemented:** v0.237.001 ## Key Features diff --git a/docs/explanation/fixes/v0.236.011/AGENT_PAYLOAD_FIELD_LENGTHS_FIX.md b/docs/explanation/fixes/v0.237.001/AGENT_PAYLOAD_FIELD_LENGTHS_FIX.md similarity index 95% rename from docs/explanation/fixes/v0.236.011/AGENT_PAYLOAD_FIELD_LENGTHS_FIX.md rename to docs/explanation/fixes/v0.237.001/AGENT_PAYLOAD_FIELD_LENGTHS_FIX.md index e7f38582..e3119d5c 100644 --- a/docs/explanation/fixes/v0.236.011/AGENT_PAYLOAD_FIELD_LENGTHS_FIX.md +++ b/docs/explanation/fixes/v0.237.001/AGENT_PAYLOAD_FIELD_LENGTHS_FIX.md @@ -1,4 +1,4 @@ -# Agent Payload Field Lengths Fix (Version 0.237.009) +# Agent Payload Field Lengths Fix (Version v0.237.001) ## Header Information - **Fix Title:** Agent payload field length validation diff --git a/docs/explanation/fixes/v0.236.011/AGENT_TEMPLATE_MAX_LENGTHS_FIX.md b/docs/explanation/fixes/v0.237.001/AGENT_TEMPLATE_MAX_LENGTHS_FIX.md similarity index 95% rename from docs/explanation/fixes/v0.236.011/AGENT_TEMPLATE_MAX_LENGTHS_FIX.md rename to docs/explanation/fixes/v0.237.001/AGENT_TEMPLATE_MAX_LENGTHS_FIX.md index 71e1f0de..7748a093 100644 --- a/docs/explanation/fixes/v0.236.011/AGENT_TEMPLATE_MAX_LENGTHS_FIX.md +++ b/docs/explanation/fixes/v0.237.001/AGENT_TEMPLATE_MAX_LENGTHS_FIX.md @@ -1,4 +1,4 @@ -# Agent Template Max Lengths Fix (Version 0.237.010) +# Agent Template Max Lengths Fix (v0.237.001) ## Header Information - **Fix Title:** Agent template max length validation diff --git a/docs/explanation/fixes/v0.236.011/CONTROL_CENTER_DATE_LABELS_FIX.md b/docs/explanation/fixes/v0.237.001/CONTROL_CENTER_DATE_LABELS_FIX.md similarity index 96% rename from docs/explanation/fixes/v0.236.011/CONTROL_CENTER_DATE_LABELS_FIX.md rename to docs/explanation/fixes/v0.237.001/CONTROL_CENTER_DATE_LABELS_FIX.md index a7d1bf34..1add8e46 100644 --- a/docs/explanation/fixes/v0.236.011/CONTROL_CENTER_DATE_LABELS_FIX.md +++ b/docs/explanation/fixes/v0.237.001/CONTROL_CENTER_DATE_LABELS_FIX.md @@ -1,4 +1,4 @@ -# Control Center Date Labels Fix (Version 0.235.074) +# Control Center Date Labels Fix (v0.237.001) ## Header Information - **Fix Title:** Control Center Date Labels Fix diff --git a/docs/explanation/fixes/v0.236.011/RETENTION_POLICY_NOTFOUND_FIX.md b/docs/explanation/fixes/v0.237.001/RETENTION_POLICY_NOTFOUND_FIX.md similarity index 99% rename from docs/explanation/fixes/v0.236.011/RETENTION_POLICY_NOTFOUND_FIX.md rename to docs/explanation/fixes/v0.237.001/RETENTION_POLICY_NOTFOUND_FIX.md index 82a0ec15..e264920f 100644 --- a/docs/explanation/fixes/v0.236.011/RETENTION_POLICY_NOTFOUND_FIX.md +++ b/docs/explanation/fixes/v0.237.001/RETENTION_POLICY_NOTFOUND_FIX.md @@ -18,7 +18,7 @@ This is a **race condition** scenario where: ## Fix Applied -**Version: 0.236.012** +**Version:v0.237.001** The fix adds specific handling for `CosmosResourceNotFoundError` in both conversation and document deletion loops: diff --git a/docs/explanation/fixes/v0.236.011/SOVEREIGN_CLOUD_COGNITIVE_SERVICES_SCOPE_FIX.md b/docs/explanation/fixes/v0.237.001/SOVEREIGN_CLOUD_COGNITIVE_SERVICES_SCOPE_FIX.md similarity index 98% rename from docs/explanation/fixes/v0.236.011/SOVEREIGN_CLOUD_COGNITIVE_SERVICES_SCOPE_FIX.md rename to docs/explanation/fixes/v0.237.001/SOVEREIGN_CLOUD_COGNITIVE_SERVICES_SCOPE_FIX.md index f76993ba..4316dfcb 100644 --- a/docs/explanation/fixes/v0.236.011/SOVEREIGN_CLOUD_COGNITIVE_SERVICES_SCOPE_FIX.md +++ b/docs/explanation/fixes/v0.237.001/SOVEREIGN_CLOUD_COGNITIVE_SERVICES_SCOPE_FIX.md @@ -4,7 +4,7 @@ Fixed hardcoded commercial Azure cognitive services scope references in chat streaming and Smart HTTP Plugin that prevented proper authentication in Azure Government (MAG) and custom cloud environments. -**Version Implemented:** 0.236.011 +**Version Implemented:** v0.237.001 **Related Issue:** [#616](https://github.com/microsoft/simplechat/issues/616#issue-3835164022) diff --git a/docs/explanation/fixes/v0.236.011/USER_SEARCH_TOAST_INLINE_MESSAGES_FIX.md b/docs/explanation/fixes/v0.237.001/USER_SEARCH_TOAST_INLINE_MESSAGES_FIX.md similarity index 98% rename from docs/explanation/fixes/v0.236.011/USER_SEARCH_TOAST_INLINE_MESSAGES_FIX.md rename to docs/explanation/fixes/v0.237.001/USER_SEARCH_TOAST_INLINE_MESSAGES_FIX.md index f93a7871..7ba7ed08 100644 --- a/docs/explanation/fixes/v0.236.011/USER_SEARCH_TOAST_INLINE_MESSAGES_FIX.md +++ b/docs/explanation/fixes/v0.237.001/USER_SEARCH_TOAST_INLINE_MESSAGES_FIX.md @@ -4,7 +4,7 @@ Updated the `searchUsers()` function to use inline and toast messages instead of browser alert pop-ups, improving user experience and aligning with modern UI patterns. -**Version Implemented:** 0.236.011 +**Version Implemented:** v0.237.001 **Related PR:** [#608](https://github.com/microsoft/simplechat/pull/608#discussion_r2701900020) diff --git a/docs/explanation/fixes/v0.236.011/WEB_SEARCH_FAILURE_GRACEFUL_HANDLING_FIX.md b/docs/explanation/fixes/v0.237.001/WEB_SEARCH_FAILURE_GRACEFUL_HANDLING_FIX.md similarity index 99% rename from docs/explanation/fixes/v0.236.011/WEB_SEARCH_FAILURE_GRACEFUL_HANDLING_FIX.md rename to docs/explanation/fixes/v0.237.001/WEB_SEARCH_FAILURE_GRACEFUL_HANDLING_FIX.md index 233324c9..ad18d356 100644 --- a/docs/explanation/fixes/v0.236.011/WEB_SEARCH_FAILURE_GRACEFUL_HANDLING_FIX.md +++ b/docs/explanation/fixes/v0.237.001/WEB_SEARCH_FAILURE_GRACEFUL_HANDLING_FIX.md @@ -4,7 +4,7 @@ Fixed an issue where Azure AI Foundry web search agent failures would cause the AI model to answer questions using outdated training data instead of informing the user that the web search failed. -**Version Implemented:** 0.236.014 +**Version Implemented:** v0.237.001 ## Problem diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index 2d1e0e94..df88ebcd 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -1,7 +1,7 @@ # Feature Release -### **(v0.236.011)** +### **(v0.237.001)** #### New Features From 84e00cba645fc8dd800c17fbd3611527a003d0a1 Mon Sep 17 00:00:00 2001 From: Ed Clark Date: Mon, 26 Jan 2026 10:41:16 -0500 Subject: [PATCH 39/72] Use Microsoft python base image --- application/single_app/Dockerfile | 130 +++++++++++------------------- 1 file changed, 48 insertions(+), 82 deletions(-) diff --git a/application/single_app/Dockerfile b/application/single_app/Dockerfile index c6209334..c3434c8e 100644 --- a/application/single_app/Dockerfile +++ b/application/single_app/Dockerfile @@ -1,98 +1,64 @@ -# Stage 1: System dependencies and ODBC driver install -ARG PYTHON_MAJOR_VERSION_ARG="3" -ARG PYTHON_MINOR_VERSION_ARG="13" -ARG PYTHON_PATCH_VERSION_ARG="11" -FROM debian:12-slim AS builder - -ARG PYTHON_MAJOR_VERSION_ARG -ARG PYTHON_MINOR_VERSION_ARG -ARG PYTHON_PATCH_VERSION_ARG - -ENV DEBIAN_FRONTEND=noninteractive \ - PYTHONIOENCODING=utf-8 \ - LANG=C.UTF-8 \ - LC_ALL=C.UTF-8 - -# Build deps for CPython and pip stdlib modules -WORKDIR /deps -RUN apt-get update && apt-get install -y --no-install-recommends \ - build-essential \ - wget ca-certificates \ - libssl-dev zlib1g-dev libbz2-dev libreadline-dev libsqlite3-dev \ - libncursesw5-dev libffi-dev liblzma-dev uuid-dev tk-dev && \ - rm -rf /var/lib/apt/lists/* - -# Build and install Python from source -# Example: https://www.python.org/ftp/python/3.13.11/Python-3.13.11.tgz -WORKDIR /tmp -RUN wget https://www.python.org/ftp/python/${PYTHON_MAJOR_VERSION_ARG}.${PYTHON_MINOR_VERSION_ARG}.${PYTHON_PATCH_VERSION_ARG}/Python-${PYTHON_MAJOR_VERSION_ARG}.${PYTHON_MINOR_VERSION_ARG}.${PYTHON_PATCH_VERSION_ARG}.tgz && \ - tar -xzf Python-${PYTHON_MAJOR_VERSION_ARG}.${PYTHON_MINOR_VERSION_ARG}.${PYTHON_PATCH_VERSION_ARG}.tgz && \ - cd Python-${PYTHON_MAJOR_VERSION_ARG}.${PYTHON_MINOR_VERSION_ARG}.${PYTHON_PATCH_VERSION_ARG} && \ - LDFLAGS="-Wl,-rpath,/usr/local/lib" ./configure --enable-optimizations --enable-shared --with-ensurepip=install --prefix=/usr/local && \ - make -j"$(nproc)" && \ - make altinstall - -USER root -WORKDIR /app -RUN groupadd -g 65532 nonroot && useradd -m -u 65532 -g nonroot nonroot +# Create nonroot user/group with a stable UID/GID (choose values consistent with your org) +ARG UID=10001 +ARG GID=10001 + +FROM mcr.microsoft.com/azurelinux/base/python:3.12 AS builder + +ARG UID +ARG GID + +# CA +# copy certs to /etc/pki/ca-trust/source/anchors +#COPY caroots /etc/ssl/certs +RUN mkdir -p /etc/pki/ca-trust/source/anchors/ \ + && update-ca-trust enable \ + && cp /etc/ssl/certs/*.crt /etc/pki/ca-trust/source/anchors/ \ + && update-ca-trust extract + +ENV PYTHONUNBUFFERED=1 + +RUN set -eux; \ + echo "nonroot:x:${GID}:" >> /etc/group; \ + echo "nonroot:x:${UID}:${GID}:nonroot:/home/nonroot:/bin/bash" >> /etc/passwd; \ + mkdir -p /home/nonroot; \ + chown ${UID}:${GID} /home/nonroot; \ + mkdir -p /app; \ + chown ${UID}:${GID} /app; \ + chmod 744 /app -RUN python${PYTHON_MAJOR_VERSION_ARG}.${PYTHON_MINOR_VERSION_ARG} -m venv /app/venv -RUN python${PYTHON_MAJOR_VERSION_ARG}.${PYTHON_MINOR_VERSION_ARG} -m pip install wheel +WORKDIR /app -# Copy requirements and install them into the virtualenv -ENV PATH="/app/venv/bin:$PATH" -COPY application/single_app/requirements.txt /app/requirements.txt -RUN python${PYTHON_MAJOR_VERSION_ARG}.${PYTHON_MINOR_VERSION_ARG} -m pip install --no-cache-dir -r /app/requirements.txt +USER ${UID}:${GID} -# Fix permissions so nonroot can use everything -RUN chown -R 65532:65532 /app +# Copy requirements and install them to system +COPY application/single_app/requirements.txt . +RUN python3 -m pip install --no-cache-dir -r requirements.txt --user -RUN mkdir -p /app/flask_session && chown -R 65532:65532 /app/flask_session -RUN mkdir /sc-temp-files && chown -R 65532:65532 /sc-temp-files -USER 65532:65532 +FROM mcr.microsoft.com/azurelinux/distroless/python:3.12 -#Stage 2: Final containter -FROM gcr.io/distroless/base-debian12:latest -ARG PYTHON_MAJOR_VERSION_ARG -ARG PYTHON_MINOR_VERSION_ARG -ARG PYTHON_PATCH_VERSION_ARG +# Setup pip.conf if has content +#COPY pip.conf /etc/pip.conf -ENV PYTHONIOENCODING=utf-8 \ - LANG=C.UTF-8 \ - LC_ALL=C.UTF-8 \ - PYTHONUNBUFFERED=1 \ - PATH="/app/venv/bin:/usr/local/bin:$PATH" \ - LD_LIBRARY_PATH="/usr/local/lib:${LD_LIBRARY_PATH}" +COPY --from=builder /etc/pki /etc/pki +COPY --from=builder /home/nonroot /home/nonroot +COPY --from=builder /etc/passwd /etc/passwd +COPY --from=builder /etc/group /etc/group +COPY --from=builder /home/nonroot/.local /home/nonroot/.local +COPY --from=builder /app /app -WORKDIR /app +# RUN mkdir -p /.local/bin && chown -R ${UID}:${GID} /.local +ENV PATH="/.local/bin:$PATH" -USER root +# RUN mkdir -p /app/flask_session && chown -R ${UID}:${GID} /app -# Copy only the built Python interpreter (venv entrypoint handles python/python3) -# Copy the full CPython installation so stdlib modules (e.g., encodings) are available -COPY --from=builder /usr/local/ /usr/local/ +WORKDIR /app -# Copy system libraries for x86_64 -COPY --from=builder /lib/x86_64-linux-gnu/ \ - /lib64/ld-linux-x86-64.so.2 \ - /usr/lib/x86_64-linux-gnu/ - #/usr/share/ca-certificates \ - #/etc/ssl/certs \ - #/usr/bin/ffmpeg \ - #/usr/share/zoneinfo /usr/share/ +USER ${UID}:${GID} # Copy application code and set ownership -COPY --chown=65532:65532 application/single_app/ /app/ - -# Copy the virtualenv from the builder stage -COPY --from=builder --chown=65532:65532 /app/venv /app/venv -COPY --from=builder --chown=65532:65532 /app/flask_session /app/flask_session -COPY --from=builder --chown=65532:65532 /sc-temp-files /sc-temp-files +COPY --chown=${UID}:${GID} application/single_app ./ # Expose port EXPOSE 5000 -USER 65532:65532 - - -ENTRYPOINT ["/app/venv/bin/python", "-c", "import runpy; runpy.run_path('/app/app.py', run_name='__main__')"] \ No newline at end of file +ENTRYPOINT [ "python3", "/app/app.py" ] From 317c6eec6684b96f77d776cd0fd7e50f9cc5370a Mon Sep 17 00:00:00 2001 From: Ed Clark Date: Mon, 26 Jan 2026 10:44:49 -0500 Subject: [PATCH 40/72] Add python ENV vars --- application/single_app/Dockerfile | 9 +++++---- 1 file changed, 5 insertions(+), 4 deletions(-) diff --git a/application/single_app/Dockerfile b/application/single_app/Dockerfile index c3434c8e..ec647884 100644 --- a/application/single_app/Dockerfile +++ b/application/single_app/Dockerfile @@ -46,10 +46,11 @@ COPY --from=builder /etc/group /etc/group COPY --from=builder /home/nonroot/.local /home/nonroot/.local COPY --from=builder /app /app -# RUN mkdir -p /.local/bin && chown -R ${UID}:${GID} /.local -ENV PATH="/.local/bin:$PATH" - -# RUN mkdir -p /app/flask_session && chown -R ${UID}:${GID} /app +ENV PATH="/.local/bin:$PATH" \ + PYTHONIOENCODING=utf-8 \ + LANG=C.UTF-8 \ + LC_ALL=C.UTF-8 \ + PYTHONUNBUFFERED=1 \ WORKDIR /app From 25f41fb89dd688d3551796d64d82474a33c3c61b Mon Sep 17 00:00:00 2001 From: Ed Clark Date: Mon, 26 Jan 2026 10:45:43 -0500 Subject: [PATCH 41/72] Add python ENV vars --- application/single_app/Dockerfile | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/application/single_app/Dockerfile b/application/single_app/Dockerfile index ec647884..228904a4 100644 --- a/application/single_app/Dockerfile +++ b/application/single_app/Dockerfile @@ -50,7 +50,7 @@ ENV PATH="/.local/bin:$PATH" \ PYTHONIOENCODING=utf-8 \ LANG=C.UTF-8 \ LC_ALL=C.UTF-8 \ - PYTHONUNBUFFERED=1 \ + PYTHONUNBUFFERED=1 WORKDIR /app From 0753f529aa42c7b5eb2e3948e0d9e5fda95bd7f7 Mon Sep 17 00:00:00 2001 From: Ed Clark Date: Mon, 26 Jan 2026 12:01:25 -0500 Subject: [PATCH 42/72] Install deps to systme --- application/single_app/Dockerfile | 25 ++++++++++++++----------- 1 file changed, 14 insertions(+), 11 deletions(-) diff --git a/application/single_app/Dockerfile b/application/single_app/Dockerfile index 228904a4..bdb54f1e 100644 --- a/application/single_app/Dockerfile +++ b/application/single_app/Dockerfile @@ -28,25 +28,30 @@ RUN set -eux; \ WORKDIR /app -USER ${UID}:${GID} - # Copy requirements and install them to system -COPY application/single_app/requirements.txt . -RUN python3 -m pip install --no-cache-dir -r requirements.txt --user +COPY --chown=${UID}:${GID} application/single_app/requirements.txt . +RUN python3 -m pip install --no-cache-dir -r requirements.txt FROM mcr.microsoft.com/azurelinux/distroless/python:3.12 -# Setup pip.conf if has content -#COPY pip.conf /etc/pip.conf +ARG UID +ARG GID COPY --from=builder /etc/pki /etc/pki COPY --from=builder /home/nonroot /home/nonroot COPY --from=builder /etc/passwd /etc/passwd COPY --from=builder /etc/group /etc/group -COPY --from=builder /home/nonroot/.local /home/nonroot/.local -COPY --from=builder /app /app +COPY --from=builder /usr/lib/python3.12 /usr/lib/python3.12 + +USER ${UID}:${GID} + +# Setup pip.conf if has content +#COPY pip.conf /etc/pip.conf -ENV PATH="/.local/bin:$PATH" \ +COPY --from=builder --chown=${UID}:${GID} /app /app + +ENV HOME=/home/nonroot \ + PATH="/home/nonroot/.local/bin:$PATH" \ PYTHONIOENCODING=utf-8 \ LANG=C.UTF-8 \ LC_ALL=C.UTF-8 \ @@ -54,8 +59,6 @@ ENV PATH="/.local/bin:$PATH" \ WORKDIR /app -USER ${UID}:${GID} - # Copy application code and set ownership COPY --chown=${UID}:${GID} application/single_app ./ From f2958f05ae1df6f2eb5ba70ff04d523a3d15a5b8 Mon Sep 17 00:00:00 2001 From: Ed Clark Date: Mon, 26 Jan 2026 12:59:58 -0500 Subject: [PATCH 43/72] Add temp dir to image and pip conf support --- application/single_app/Dockerfile | 14 +++++++++----- pip.conf.d/.gitkeep | 0 2 files changed, 9 insertions(+), 5 deletions(-) create mode 100644 pip.conf.d/.gitkeep diff --git a/application/single_app/Dockerfile b/application/single_app/Dockerfile index bdb54f1e..018ce81a 100644 --- a/application/single_app/Dockerfile +++ b/application/single_app/Dockerfile @@ -1,12 +1,15 @@ # Create nonroot user/group with a stable UID/GID (choose values consistent with your org) -ARG UID=10001 -ARG GID=10001 +ARG UID=65532 +ARG GID=65532 FROM mcr.microsoft.com/azurelinux/base/python:3.12 AS builder ARG UID ARG GID +# Setup pip.conf if has content +COPY pip.conf.d/ /etc/pip.conf.d + # CA # copy certs to /etc/pki/ca-trust/source/anchors #COPY caroots /etc/ssl/certs @@ -26,6 +29,9 @@ RUN set -eux; \ chown ${UID}:${GID} /app; \ chmod 744 /app +RUN mkdir -p /app/flask_session && chown -R ${UID}:${GID} /app/flask_session +RUN mkdir /sc-temp-files && chown -R ${UID}:${GID} /sc-temp-files + WORKDIR /app # Copy requirements and install them to system @@ -45,10 +51,8 @@ COPY --from=builder /usr/lib/python3.12 /usr/lib/python3.12 USER ${UID}:${GID} -# Setup pip.conf if has content -#COPY pip.conf /etc/pip.conf - COPY --from=builder --chown=${UID}:${GID} /app /app +COPY --from=builder --chown=${UID}:${GID} /sc-temp-files /sc-temp-files ENV HOME=/home/nonroot \ PATH="/home/nonroot/.local/bin:$PATH" \ diff --git a/pip.conf.d/.gitkeep b/pip.conf.d/.gitkeep new file mode 100644 index 00000000..e69de29b From efd6fe7a7a8d8720f8dadfe8997568935c674267 Mon Sep 17 00:00:00 2001 From: Ed Clark Date: Mon, 26 Jan 2026 13:04:02 -0500 Subject: [PATCH 44/72] Add custom-ca-certificates dir --- application/single_app/Dockerfile | 2 +- custom-ca-certificates/.gitkeep | 0 2 files changed, 1 insertion(+), 1 deletion(-) create mode 100644 custom-ca-certificates/.gitkeep diff --git a/application/single_app/Dockerfile b/application/single_app/Dockerfile index 018ce81a..65483ac6 100644 --- a/application/single_app/Dockerfile +++ b/application/single_app/Dockerfile @@ -12,7 +12,7 @@ COPY pip.conf.d/ /etc/pip.conf.d # CA # copy certs to /etc/pki/ca-trust/source/anchors -#COPY caroots /etc/ssl/certs +COPY custom-ca-certificates/ /etc/ssl/certs RUN mkdir -p /etc/pki/ca-trust/source/anchors/ \ && update-ca-trust enable \ && cp /etc/ssl/certs/*.crt /etc/pki/ca-trust/source/anchors/ \ diff --git a/custom-ca-certificates/.gitkeep b/custom-ca-certificates/.gitkeep new file mode 100644 index 00000000..e69de29b From 7d0a792428dd8ecc74a9a2dd30a0d4109c2e53f0 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Mon, 26 Jan 2026 15:50:05 -0500 Subject: [PATCH 45/72] Logo bug fix (#654) * release note updating for github coplilot * fixed logo bug issue * added 2,3,4,5,6,14 days to rentention policy * added retention policy time updates --- .../update_release_notes.instructions.md | 90 +++++++++ application/single_app/config.py | 2 +- application/single_app/functions_settings.py | 9 + .../single_app/static/images/custom_logo.png | Bin 11705 -> 11877 bytes .../static/images/custom_logo_dark.png | Bin 13770 -> 13468 bytes .../single_app/static/images/favicon.ico | Bin 2237 -> 2237 bytes .../single_app/templates/admin_settings.html | 36 ++++ .../single_app/templates/control_center.html | 24 +++ application/single_app/templates/profile.html | 12 ++ .../CUSTOM_LOGO_NOT_DISPLAYING_FIX.md | 102 +++++++++++ docs/explanation/release_notes.md | 22 +++ .../test_custom_logo_sanitization_fix.py | 172 ++++++++++++++++++ 12 files changed, 468 insertions(+), 1 deletion(-) create mode 100644 .github/instructions/update_release_notes.instructions.md create mode 100644 docs/explanation/fixes/v0.237.003/CUSTOM_LOGO_NOT_DISPLAYING_FIX.md create mode 100644 functional_tests/test_custom_logo_sanitization_fix.py diff --git a/.github/instructions/update_release_notes.instructions.md b/.github/instructions/update_release_notes.instructions.md new file mode 100644 index 00000000..353cea48 --- /dev/null +++ b/.github/instructions/update_release_notes.instructions.md @@ -0,0 +1,90 @@ +--- +applyTo: '**' +--- + +# Release Notes Update Instructions + +## When to Update Release Notes + +After completing a code change (bug fix, new feature, enhancement, or breaking change), always ask the user: + +**"Would you like me to update the release notes in `docs/explanation/release_notes.md`?"** + +## If the User Confirms Yes + +Update the release notes file following these guidelines: + +### 1. Location +Release notes are located at: `docs/explanation/release_notes.md` + +### 2. Version Placement +- Add new entries under the **current version** from `config.py` +- If the version has changed, create a new version section at the TOP of the file +- Format: `### **(vX.XXX.XXX)**` + +### 3. Entry Categories + +Organize entries under the appropriate category: + +#### New Features +```markdown +#### New Features + +* **Feature Name** + * Brief description of what the feature does and its benefits. + * Additional details about functionality or configuration. + * (Ref: relevant files, components, or concepts) +``` + +#### Bug Fixes +```markdown +#### Bug Fixes + +* **Fix Name** + * Description of what was broken and how it was fixed. + * Impact or affected areas. + * (Ref: relevant files, functions, or components) +``` + +#### User Interface Enhancements +```markdown +#### User Interface Enhancements + +* **Enhancement Name** + * Description of UI/UX improvements. + * (Ref: relevant templates, CSS, or JavaScript files) +``` + +#### Breaking Changes +```markdown +#### Breaking Changes + +* **Change Name** + * Description of what changed and why. + * **Migration**: Steps users need to take (if any). +``` + +### 4. Entry Format Guidelines + +- **Bold the title** of each entry +- Use bullet points for details +- Include a `(Ref: ...)` line with relevant file names, functions, or concepts +- Keep descriptions concise but informative +- Focus on user-facing impact, not implementation details + +### 5. Example Entry + +```markdown +* **Custom Logo Display Fix** + * Fixed issue where custom logos uploaded via Admin Settings would only display on the admin page but not on other pages (chat, sidebar, landing page). + * Root cause was overly aggressive sanitization removing logo URLs from public settings. + * (Ref: logo display, settings sanitization, template conditionals) +``` + +### 6. Checklist Before Updating + +- [ ] Confirm the current version in `config.py` +- [ ] Determine the correct category (New Feature, Bug Fix, Enhancement, Breaking Change) +- [ ] Write a clear, user-focused description +- [ ] Include relevant file/component references +- [ ] Place entry under the correct version section diff --git a/application/single_app/config.py b/application/single_app/config.py index 12906ce8..9a5c892f 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.237.001" +VERSION = "0.237.003" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/functions_settings.py b/application/single_app/functions_settings.py index 7a411064..5fa59f12 100644 --- a/application/single_app/functions_settings.py +++ b/application/single_app/functions_settings.py @@ -794,6 +794,15 @@ def sanitize_settings_for_user(full_settings: dict) -> dict: else: sanitized[k] = v + # Add boolean flags for logo/favicon existence so templates can check without exposing base64 data + # These fields are stripped by the base64 filter above, but templates need to know if logos exist + if 'custom_logo_base64' in full_settings: + sanitized['custom_logo_base64'] = bool(full_settings.get('custom_logo_base64')) + if 'custom_logo_dark_base64' in full_settings: + sanitized['custom_logo_dark_base64'] = bool(full_settings.get('custom_logo_dark_base64')) + if 'custom_favicon_base64' in full_settings: + sanitized['custom_favicon_base64'] = bool(full_settings.get('custom_favicon_base64')) + return sanitized def sanitize_settings_for_logging(full_settings: dict) -> dict: diff --git a/application/single_app/static/images/custom_logo.png b/application/single_app/static/images/custom_logo.png index 45a99fd35f8834db8920ea29bd2bfee10fe754d2..ecf6e6521a737af56bcc82321caff1acefb63494 100644 GIT binary patch literal 11877 zcmbVSQ*b5FvOTe_iEZ1)1QR=%Boo`VCg#L8C$??dIx$YHiF0#by`T5{K6dY_UHhlI zR`qJE2qlH@Nbq>@0000mL0&Ca}<7b|BOr0RUiPkdY8o^T@jJMM%>#bv@Df z>>)PKO&_BW7h~gs!t;bf7av$*A>2x(aEdiEwn!I$+Dm1*i zUM$Pel3##J;C)7YK|jk#q$A;wC`f-$v8SgyKY|SY>3$mL`c7x1^RmlOPu|hzRFk0~Qul?@VOSxT=!1q8B zWZGM(?G^g^>n1hOl`y~J{t9gY7;UF~ea%%x%%4A{n^y?u;!y0U*+Wq{H91xaThg$& z%^Gogfl@&_{%YPA)q4BFby>dM*1!M=dtnDeL7ItF=Bv!CEFa|rYHQR3S;;jzvRf>G zj7UhhF4!+;#%rRo6`ZXe-`B_NV)H4^R>e=VSD{VVA!D!{XxN zI~Mg?X~0{YilaQ3APO3iMv}-OJYLLVjJsr(Y%hYcc$dB~XBkxPKQaF(VyMBekz7}2 zj~Cb}-q%dTu5A62Pvb@6D%}=4LUNek*K}D0#me%{wB# z+fj0BHx(3UK~O;YzE_uDh9*Li0Sdb?JbMk%QMXXgB!Vv%W2FAi?vFO)SECyXtDT*l zp2~Dee`pbVXo;PV5)o$vaJKuwNWoFa@JZgiK+G5LMVl9WgD2vwjEwd*WHwhN@^_)0 zqaBIx|{IK{k3W}3+#I; 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Default Retention Policies + + + + + + @@ -2502,8 +2514,14 @@
Default Retention Policies + + + + + + @@ -2518,8 +2536,14 @@
Default Retention Policies + + + + + + @@ -2541,8 +2565,14 @@
Default Retention Policies + + + + + + @@ -2557,8 +2587,14 @@
Default Retention Policies + + + + + + diff --git a/application/single_app/templates/control_center.html b/application/single_app/templates/control_center.html index 853b4631..7a86d961 100644 --- a/application/single_app/templates/control_center.html +++ b/application/single_app/templates/control_center.html @@ -1670,8 +1670,14 @@
Retention PolicyUsing organization default + + + + + + @@ -1687,8 +1693,14 @@
Retention PolicyUsing organization default + + + + + + @@ -2287,8 +2299,14 @@
Retention PolicyUsing organization default + + + + + + @@ -2304,8 +2322,14 @@
Retention PolicyUsing organization default + + + + + + diff --git a/application/single_app/templates/profile.html b/application/single_app/templates/profile.html index e5a62887..2ab543f7 100644 --- a/application/single_app/templates/profile.html +++ b/application/single_app/templates/profile.html @@ -319,8 +319,14 @@
Retention Policy Sett + + + + + + @@ -338,8 +344,14 @@
Retention Policy Sett + + + + + + diff --git a/docs/explanation/fixes/v0.237.003/CUSTOM_LOGO_NOT_DISPLAYING_FIX.md b/docs/explanation/fixes/v0.237.003/CUSTOM_LOGO_NOT_DISPLAYING_FIX.md new file mode 100644 index 00000000..166dc7c9 --- /dev/null +++ b/docs/explanation/fixes/v0.237.003/CUSTOM_LOGO_NOT_DISPLAYING_FIX.md @@ -0,0 +1,102 @@ +# Custom Logo Not Displaying Across App Fix + +## Issue Description +When an admin uploaded a custom logo via Admin Settings, the logo would display correctly on the admin settings page but **not appear elsewhere in the application** (e.g., chat page, sidebar navigation). + +### Symptoms +- Logo visible in Admin Settings preview +- Logo not appearing in sidebar navigation +- Logo not appearing on chat/chats pages +- Logo not appearing on index/landing page + +## Root Cause Analysis +The issue was in the `sanitize_settings_for_user()` function in [functions_settings.py](../../application/single_app/functions_settings.py). + +This function is designed to strip sensitive data before sending settings to the frontend. It filters out any keys containing terms like: +- `key` +- `secret` +- `password` +- `connection` +- **`base64`** +- `storage_account_url` + +The logo settings are stored with keys: +- `custom_logo_base64` +- `custom_logo_dark_base64` +- `custom_favicon_base64` + +Because these keys contain `base64`, they were being **completely removed** from the sanitized settings. + +### Template Logic Impact +Templates check for custom logos using conditions like: +```jinja2 +{% if app_settings.custom_logo_base64 %} + +{% else %} + +{% endif %} +``` + +When `custom_logo_base64` was stripped entirely, this condition always evaluated to `False`, causing the default logo to display instead of the custom uploaded logo. + +## Solution +Modified `sanitize_settings_for_user()` to add boolean flags for logo/favicon existence **after** the main sanitization loop. This allows templates to check if logos exist without exposing the actual base64 data. + +### Code Change +```python +def sanitize_settings_for_user(full_settings: dict) -> dict: + # ... existing sanitization logic ... + + # Add boolean flags for logo/favicon existence so templates can check without exposing base64 data + # These fields are stripped by the base64 filter above, but templates need to know if logos exist + if 'custom_logo_base64' in full_settings: + sanitized['custom_logo_base64'] = bool(full_settings.get('custom_logo_base64')) + if 'custom_logo_dark_base64' in full_settings: + sanitized['custom_logo_dark_base64'] = bool(full_settings.get('custom_logo_dark_base64')) + if 'custom_favicon_base64' in full_settings: + sanitized['custom_favicon_base64'] = bool(full_settings.get('custom_favicon_base64')) + + return sanitized +``` + +### How It Works +1. The sensitive base64 data is still stripped during the main loop +2. After sanitization, boolean flags are added: + - `True` if the logo exists (base64 string is non-empty) + - `False` if no logo is set (base64 string is empty) +3. Templates can still use `{% if app_settings.custom_logo_base64 %}` and it will correctly evaluate to `True` or `False` +4. The actual base64 data is never exposed to the frontend + +## Files Modified +- [functions_settings.py](../../application/single_app/functions_settings.py) - Modified `sanitize_settings_for_user()` function + +## Version +**Fixed in version:** 0.237.002 + +## Testing +A functional test was created: [test_custom_logo_sanitization_fix.py](../../functional_tests/test_custom_logo_sanitization_fix.py) + +### Test Cases +1. **Logo flags preserved as True** - When logos exist, boolean flags are `True` +2. **Logo flags preserved as False** - When logos are empty, boolean flags are `False` +3. **No spurious flags added** - If logo keys don't exist in settings, they're not added +4. **Template compatibility** - Boolean flags work correctly in Jinja2-style conditionals + +### Running the Test +```bash +cd functional_tests +python test_custom_logo_sanitization_fix.py +``` + +## Impact +This fix affects all pages that display the application logo: +- Landing/Index page +- Chat page +- Sidebar navigation (when left nav is enabled) +- Any other page using `base.html` that references logo settings + +## Security Considerations +- ✅ Actual base64 data is still never exposed to the frontend +- ✅ Only boolean True/False values are sent +- ✅ No sensitive data leakage +- ✅ Maintains the security intent of the original sanitization function diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index df88ebcd..3b3de6e6 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -1,6 +1,28 @@ # Feature Release +### **(v0.237.003)** + +#### New Features + +* **Extended Retention Policy Timeline Options** + * Added additional granular retention period options for conversations and documents across all workspace types. + * **New Options**: 2 days, 3 days, 4 days, 6 days, 7 days (1 week), and 14 days (2 weeks). + * **Full Option Set**: 1, 2, 3, 4, 5, 6, 7 (1 week), 10, 14 (2 weeks), 21 (3 weeks), 30, 60, 90 (3 months), 180 (6 months), 365 (1 year), 730 (2 years) days. + * **Scope**: Available in Admin Settings (organization defaults), Profile page (personal settings), and Control Center (group/public workspace management). + * **Files Modified**: `admin_settings.html`, `profile.html`, `control_center.html`. + * (Ref: retention policy configuration, workspace retention settings, granular time periods) + +#### Bug Fixes + +* **Custom Logo Not Displaying Across App Fix** + * Fixed issue where custom logos uploaded via Admin Settings would only display on the admin page but not on other pages (chat, sidebar, landing page). + * **Root Cause**: The `sanitize_settings_for_user()` function was stripping `custom_logo_base64`, `custom_logo_dark_base64`, and `custom_favicon_base64` keys entirely because they contained "base64" (a sensitive term filter), preventing templates from detecting logo existence. + * **Solution**: Modified sanitization to add boolean flags for logo/favicon existence after filtering, allowing templates to check if logos exist without exposing actual base64 data. + * **Security**: Actual base64 data remains hidden from frontend; only True/False boolean values are exposed. + * **Files Modified**: `functions_settings.py` (`sanitize_settings_for_user()` function). + * (Ref: logo display, settings sanitization, template conditionals) + ### **(v0.237.001)** #### New Features diff --git a/functional_tests/test_custom_logo_sanitization_fix.py b/functional_tests/test_custom_logo_sanitization_fix.py new file mode 100644 index 00000000..419a7a1f --- /dev/null +++ b/functional_tests/test_custom_logo_sanitization_fix.py @@ -0,0 +1,172 @@ +#!/usr/bin/env python3 +""" +Functional test for custom logo sanitization fix. +Version: 0.237.002 +Implemented in: 0.237.002 + +This test ensures that custom logo boolean flags are preserved in sanitized settings +so templates can detect if custom logos exist without exposing the actual base64 data. + +Issue: When a logo was uploaded via admin settings, it was visible on the admin page +but not on other pages (like the chat page) because the `sanitize_settings_for_user` +function was stripping `custom_logo_base64`, `custom_logo_dark_base64`, and +`custom_favicon_base64` keys entirely, which templates use to conditionally display logos. + +Fix: Modified `sanitize_settings_for_user` to add boolean flags for logo/favicon +existence after sanitization, allowing templates to check `app_settings.custom_logo_base64` +(which will be True/False) without exposing the actual base64 data. +""" + +import sys +import os + +# Add the application directory to the path +sys.path.insert(0, os.path.join(os.path.dirname(os.path.abspath(__file__)), '..', 'application', 'single_app')) + + +def test_sanitize_settings_preserves_logo_flags(): + """ + Test that sanitize_settings_for_user preserves boolean flags for logo existence. + """ + print("🔍 Testing sanitize_settings_for_user preserves logo flags...") + + try: + from functions_settings import sanitize_settings_for_user + + # Test case 1: Settings with custom logos present + settings_with_logos = { + 'app_title': 'Test App', + 'show_logo': True, + 'custom_logo_base64': 'iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mNk+M9QDwADhgGAWjR9awAAAABJRU5ErkJggg==', + 'custom_logo_dark_base64': 'iVBORw0KGgoAAAANSUhEUgAAAAEAAAABCAYAAAAfFcSJAAAADUlEQVR42mNk+M9QDwADhgGAWjR9awAAAABJRU5ErkJggg==', + 'custom_favicon_base64': 'AAABAAEAEBAAAAEAIABoBAAAFgAAACgAAAAQAAAAIAAAAAEAIAAAAAAAAAQAAA==', + 'logo_version': 5, + 'some_api_key': 'secret-key-123', + 'azure_openai_key': 'another-secret-key', + } + + sanitized = sanitize_settings_for_user(settings_with_logos) + + # Verify non-sensitive fields are preserved + assert sanitized.get('app_title') == 'Test App', "app_title should be preserved" + assert sanitized.get('show_logo') == True, "show_logo should be preserved" + assert sanitized.get('logo_version') == 5, "logo_version should be preserved" + + # Verify sensitive keys are removed (api keys, secrets) + assert 'some_api_key' not in sanitized, "API keys should be removed" + assert 'azure_openai_key' not in sanitized, "Azure OpenAI key should be removed" + + # Verify logo flags are boolean True (not the actual base64 data) + assert sanitized.get('custom_logo_base64') == True, "custom_logo_base64 should be True (boolean flag)" + assert sanitized.get('custom_logo_dark_base64') == True, "custom_logo_dark_base64 should be True (boolean flag)" + assert sanitized.get('custom_favicon_base64') == True, "custom_favicon_base64 should be True (boolean flag)" + + # Verify the actual base64 data is NOT exposed + assert isinstance(sanitized.get('custom_logo_base64'), bool), "custom_logo_base64 should be a boolean, not a string" + + print("✅ Test 1 passed: Logo flags are preserved as boolean True when logos exist") + + # Test case 2: Settings without custom logos + settings_without_logos = { + 'app_title': 'Test App', + 'show_logo': True, + 'custom_logo_base64': '', + 'custom_logo_dark_base64': '', + 'custom_favicon_base64': '', + } + + sanitized2 = sanitize_settings_for_user(settings_without_logos) + + # Verify logo flags are boolean False when logos are empty + assert sanitized2.get('custom_logo_base64') == False, "custom_logo_base64 should be False when empty" + assert sanitized2.get('custom_logo_dark_base64') == False, "custom_logo_dark_base64 should be False when empty" + assert sanitized2.get('custom_favicon_base64') == False, "custom_favicon_base64 should be False when empty" + + print("✅ Test 2 passed: Logo flags are False when logos are empty/not set") + + # Test case 3: Settings without logo keys at all + settings_no_logo_keys = { + 'app_title': 'Test App', + 'show_logo': False, + } + + sanitized3 = sanitize_settings_for_user(settings_no_logo_keys) + + # Verify logo keys are not added if they didn't exist + assert 'custom_logo_base64' not in sanitized3, "custom_logo_base64 should not be added if not in original settings" + + print("✅ Test 3 passed: Logo flags are not added if keys not in original settings") + + print("\n✅ All tests passed!") + return True + + except AssertionError as e: + print(f"❌ Assertion failed: {e}") + import traceback + traceback.print_exc() + return False + except Exception as e: + print(f"❌ Test failed with exception: {e}") + import traceback + traceback.print_exc() + return False + + +def test_template_compatibility(): + """ + Test that the boolean flags work correctly in Jinja2-style conditionals. + """ + print("\n🔍 Testing template compatibility with boolean flags...") + + try: + from functions_settings import sanitize_settings_for_user + + settings = { + 'custom_logo_base64': 'some-base64-data', + 'custom_logo_dark_base64': '', + } + + sanitized = sanitize_settings_for_user(settings) + + # Simulate Jinja2 conditional: {% if app_settings.custom_logo_base64 %} + if sanitized.get('custom_logo_base64'): + light_logo_condition = "show custom light logo" + else: + light_logo_condition = "show default light logo" + + assert light_logo_condition == "show custom light logo", "Light logo should use custom" + + # Simulate Jinja2 conditional: {% if app_settings.custom_logo_dark_base64 %} + if sanitized.get('custom_logo_dark_base64'): + dark_logo_condition = "show custom dark logo" + else: + dark_logo_condition = "show default dark logo" + + assert dark_logo_condition == "show default dark logo", "Dark logo should use default (empty base64)" + + print("✅ Template compatibility test passed!") + return True + + except Exception as e: + print(f"❌ Template compatibility test failed: {e}") + import traceback + traceback.print_exc() + return False + + +if __name__ == "__main__": + results = [] + + print("=" * 60) + print("Custom Logo Sanitization Fix - Functional Tests") + print("=" * 60) + + results.append(test_sanitize_settings_preserves_logo_flags()) + results.append(test_template_compatibility()) + + print("\n" + "=" * 60) + success = all(results) + print(f"📊 Results: {sum(results)}/{len(results)} tests passed") + print("=" * 60) + + sys.exit(0 if success else 1) From 823e6fa8045939146b9bed0fed14b2eb2415a900 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Mon, 26 Jan 2026 16:31:34 -0500 Subject: [PATCH 46/72] Rentention policy (#657) * Critical Retention Policy Deletion Fix * Create RETENTION_POLICY_NULL_LAST_ACTIVITY_FIX.md --- application/single_app/config.py | 2 +- .../single_app/functions_control_center.py | 138 ++++++++++++++++++ .../single_app/functions_retention_policy.py | 32 ++-- .../single_app/static/js/control-center.js | 26 ++++ .../single_app/templates/control_center.html | 8 +- ...RETENTION_POLICY_NULL_LAST_ACTIVITY_FIX.md | 133 +++++++++++++++++ docs/explanation/release_notes.md | 17 +++ 7 files changed, 335 insertions(+), 21 deletions(-) create mode 100644 application/single_app/functions_control_center.py create mode 100644 docs/explanation/fixes/v0.237.004/RETENTION_POLICY_NULL_LAST_ACTIVITY_FIX.md diff --git a/application/single_app/config.py b/application/single_app/config.py index 9a5c892f..9aa4c4b8 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.237.003" +VERSION = "0.237.004" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/functions_control_center.py b/application/single_app/functions_control_center.py new file mode 100644 index 00000000..9337f408 --- /dev/null +++ b/application/single_app/functions_control_center.py @@ -0,0 +1,138 @@ +# functions_control_center.py +""" +Functions for Control Center operations including scheduled auto-refresh. +Version: 0.237.004 +""" + +from datetime import datetime, timezone, timedelta +from config import debug_print, cosmos_user_settings_container, cosmos_groups_container +from functions_settings import get_settings, update_settings +from functions_appinsights import log_event + + +def execute_control_center_refresh(manual_execution=False): + """ + Execute Control Center data refresh operation. + Refreshes user and group metrics data. + + Args: + manual_execution: True if triggered manually, False if scheduled + + Returns: + dict: Results containing success status and refresh counts + """ + results = { + 'success': True, + 'refreshed_users': 0, + 'failed_users': 0, + 'refreshed_groups': 0, + 'failed_groups': 0, + 'error': None, + 'manual_execution': manual_execution + } + + try: + debug_print(f"🔄 [AUTO-REFRESH] Starting Control Center {'manual' if manual_execution else 'scheduled'} refresh...") + + # Import enhance functions from route module + from route_backend_control_center import enhance_user_with_activity, enhance_group_with_activity + + # Get all users to refresh their metrics + debug_print("🔄 [AUTO-REFRESH] Querying all users...") + users_query = "SELECT c.id, c.email, c.display_name, c.lastUpdated, c.settings FROM c" + all_users = list(cosmos_user_settings_container.query_items( + query=users_query, + enable_cross_partition_query=True + )) + debug_print(f"🔄 [AUTO-REFRESH] Found {len(all_users)} users to process") + + # Refresh metrics for each user + for user in all_users: + try: + user_id = user.get('id') + debug_print(f"🔄 [AUTO-REFRESH] Processing user {user_id}") + + # Force refresh of metrics for this user + enhanced_user = enhance_user_with_activity(user, force_refresh=True) + results['refreshed_users'] += 1 + + except Exception as user_error: + results['failed_users'] += 1 + debug_print(f"❌ [AUTO-REFRESH] Failed to refresh user {user.get('id')}: {user_error}") + + debug_print(f"🔄 [AUTO-REFRESH] User refresh completed. Refreshed: {results['refreshed_users']}, Failed: {results['failed_users']}") + + # Refresh metrics for all groups + debug_print("🔄 [AUTO-REFRESH] Starting group refresh...") + + try: + groups_query = "SELECT * FROM c" + all_groups = list(cosmos_groups_container.query_items( + query=groups_query, + enable_cross_partition_query=True + )) + debug_print(f"🔄 [AUTO-REFRESH] Found {len(all_groups)} groups to process") + + # Refresh metrics for each group + for group in all_groups: + try: + group_id = group.get('id') + debug_print(f"🔄 [AUTO-REFRESH] Processing group {group_id}") + + # Force refresh of metrics for this group + enhanced_group = enhance_group_with_activity(group, force_refresh=True) + results['refreshed_groups'] += 1 + + except Exception as group_error: + results['failed_groups'] += 1 + debug_print(f"❌ [AUTO-REFRESH] Failed to refresh group {group.get('id')}: {group_error}") + + except Exception as groups_error: + debug_print(f"❌ [AUTO-REFRESH] Error querying groups: {groups_error}") + + debug_print(f"🔄 [AUTO-REFRESH] Group refresh completed. Refreshed: {results['refreshed_groups']}, Failed: {results['failed_groups']}") + + # Update admin settings with refresh timestamp and calculate next run time + try: + settings = get_settings() + if settings: + current_time = datetime.now(timezone.utc) + settings['control_center_last_refresh'] = current_time.isoformat() + + # Calculate next scheduled auto-refresh time if enabled + if settings.get('control_center_auto_refresh_enabled', False): + execution_hour = settings.get('control_center_auto_refresh_hour', 2) + next_run = current_time.replace(hour=execution_hour, minute=0, second=0, microsecond=0) + if next_run <= current_time: + next_run += timedelta(days=1) + settings['control_center_auto_refresh_next_run'] = next_run.isoformat() + + update_success = update_settings(settings) + + if update_success: + debug_print("✅ [AUTO-REFRESH] Admin settings updated with refresh timestamp") + else: + debug_print("⚠️ [AUTO-REFRESH] Failed to update admin settings") + + except Exception as settings_error: + debug_print(f"❌ [AUTO-REFRESH] Admin settings update failed: {settings_error}") + + # Log the activity + log_event("control_center_refresh", { + "manual_execution": manual_execution, + "refreshed_users": results['refreshed_users'], + "failed_users": results['failed_users'], + "refreshed_groups": results['refreshed_groups'], + "failed_groups": results['failed_groups'] + }) + + debug_print(f"🎉 [AUTO-REFRESH] Refresh completed! Users: {results['refreshed_users']} refreshed, {results['failed_users']} failed. " + f"Groups: {results['refreshed_groups']} refreshed, {results['failed_groups']} failed") + + return results + + except Exception as e: + debug_print(f"💥 [AUTO-REFRESH] Error executing Control Center refresh: {e}") + results['success'] = False + results['error'] = str(e) + return results diff --git a/application/single_app/functions_retention_policy.py b/application/single_app/functions_retention_policy.py index 56167fa1..07f391a0 100644 --- a/application/single_app/functions_retention_policy.py +++ b/application/single_app/functions_retention_policy.py @@ -6,9 +6,10 @@ This module handles automated deletion of aged conversations and documents based on configurable retention policies for personal, group, and public workspaces. -Version: 0.236.012 +Version: 0.237.004 Implemented in: 0.234.067 Updated in: 0.236.012 - Fixed race condition handling for NotFound errors during deletion +Updated in: 0.237.004 - Fixed critical bug where conversations with null/undefined last_activity_at were deleted regardless of age """ from config import * @@ -449,20 +450,11 @@ def process_public_retention(): 'document_details': [] } - # Process conversations - if conversation_retention_days != 'none': - try: - conv_results = delete_aged_conversations( - public_workspace_id=workspace_id, - retention_days=int(conversation_retention_days), - workspace_type='public' - ) - workspace_deletion_summary['conversations_deleted'] = conv_results['count'] - workspace_deletion_summary['conversation_details'] = conv_results['details'] - results['conversations'] += conv_results['count'] - except Exception as e: - log_event("process_public_retention_conversations_error", {"error": str(e), "public_workspace_id": workspace_id}) - debug_print(f"Error processing conversations for public workspace {workspace_id}: {e}") + # Note: Public workspaces do not have a separate conversations container. + # Conversations are only stored in personal (cosmos_conversations_container) or + # group (cosmos_group_conversations_container) workspaces. + # Therefore, we skip conversation processing for public workspaces. + # Only documents are processed for public workspace retention. # Process documents if document_retention_days != 'none': @@ -529,14 +521,16 @@ def delete_aged_conversations(retention_days, workspace_type='personal', user_id cutoff_iso = cutoff_date.isoformat() # Query for aged conversations - # Check for null/undefined FIRST to avoid comparing null values with dates + # ONLY delete conversations that have a valid last_activity_at that is older than the cutoff + # Conversations with null/undefined last_activity_at should be SKIPPED (not deleted) + # This prevents accidentally deleting new conversations that haven't had activity tracked yet query = f""" SELECT c.id, c.title, c.last_activity_at, c.{partition_field} FROM c WHERE c.{partition_field} = @partition_value - AND (NOT IS_DEFINED(c.last_activity_at) - OR IS_NULL(c.last_activity_at) - OR (IS_DEFINED(c.last_activity_at) AND NOT IS_NULL(c.last_activity_at) AND c.last_activity_at < @cutoff_date)) + AND IS_DEFINED(c.last_activity_at) + AND NOT IS_NULL(c.last_activity_at) + AND c.last_activity_at < @cutoff_date """ parameters = [ diff --git a/application/single_app/static/js/control-center.js b/application/single_app/static/js/control-center.js index bf155fe7..7e79d22a 100644 --- a/application/single_app/static/js/control-center.js +++ b/application/single_app/static/js/control-center.js @@ -3639,6 +3639,32 @@ async function loadRefreshStatus() { lastRefreshElement.textContent = 'Error loading'; } } + + // Load and display auto-refresh schedule info + try { + const response = await fetch('/api/admin/control-center/refresh-status'); + if (response.ok) { + const result = await response.json(); + const autoRefreshInfoElement = document.getElementById('autoRefreshInfo'); + const autoRefreshStatusElement = document.getElementById('autoRefreshStatus'); + + if (autoRefreshInfoElement && autoRefreshStatusElement) { + if (result.auto_refresh_enabled) { + // Build status text + let statusText = `Auto-refresh: daily at ${result.auto_refresh_hour_formatted || result.auto_refresh_hour + ':00 UTC'}`; + if (result.auto_refresh_next_run_formatted) { + statusText += ` (next: ${result.auto_refresh_next_run_formatted})`; + } + autoRefreshStatusElement.textContent = statusText; + autoRefreshInfoElement.classList.remove('d-none'); + } else { + autoRefreshInfoElement.classList.add('d-none'); + } + } + } + } catch (autoRefreshError) { + console.error('Error loading auto-refresh status:', autoRefreshError); + } } async function refreshActiveTabContent() { diff --git a/application/single_app/templates/control_center.html b/application/single_app/templates/control_center.html index 7a86d961..dbdce4d7 100644 --- a/application/single_app/templates/control_center.html +++ b/application/single_app/templates/control_center.html @@ -443,12 +443,18 @@

Control Center

Manage users and their workspaces, groups and their workspaces, and public workspaces.

-
+
Data last refreshed: Loading...
+
+ + + Auto-refresh scheduled + +
+ + + `; + }); + } + $("#userSearchResultsTable tbody").html(html); +} + +// Populate manual-add fields from search result +function selectUserForAdd(id, name, email) { + $("#newUserId").val(id); + $("#newUserDisplayName").val(name); +// Populate manual-add fields from search result // ❌ DUPLICATE +function selectUserForAdd(id, name, email) { + $("#newUserId").val(id); + $("#newUserDisplayName").val(name); + $("#newUserEmail").val(email); +} +``` + +## Solution + +Removed all duplicate code blocks and restored proper function structure: + +```javascript +function renderUserSearchResults(users) { + let html = ""; + if (!users || !users.length) { + html = `No results.`; + } else { + users.forEach(u => { + html += ` + + ${u.displayName || "(no name)"} + ${u.email || ""} + + + + + `; + }); + } + $("#userSearchResultsTable tbody").html(html); +} + +// Populate manual-add fields from search result +function selectUserForAdd(id, name, email) { + $("#newUserId").val(id); + $("#newUserDisplayName").val(name); + $("#newUserEmail").val(email); +} +``` + +## Impact + +### Before Fix +- ❌ Manage group page completely failed to load +- ❌ "Loading..." screen displayed indefinitely +- ❌ Console error blocked all JavaScript execution +- ❌ No access to group management features +- ❌ Unable to add/remove group members +- ❌ Unable to modify group settings + +### After Fix +- ✅ Manage group page loads successfully +- ✅ User search functionality works correctly +- ✅ Member management operations available +- ✅ All group management features accessible +- ✅ Clean JavaScript execution with no syntax errors + +## Testing + +### Manual Verification +1. Navigate to any group management page +2. Verify page loads without "Loading..." indefinitely +3. Check browser console for absence of syntax errors +4. Test user search functionality +5. Verify member addition/removal operations + +### Browser Console Validation +```javascript +// Before: +// ❌ Uncaught SyntaxError: missing ) after argument list at manage_group.js:673 + +// After: +// ✅ No syntax errors +// ✅ navigation.js:11 Top navigation initialized +// ✅ user-agreement.js:54 [UserAgreement] Manager initialized +``` + +## Files Modified + +- `application/single_app/static/js/group/manage_group.js` (lines 645-680) + +## Related Components + +- Group management UI +- User search functionality +- Member addition workflow +- Group settings interface + +## Prevention + +This type of error typically occurs from: +- Copy-paste mistakes during development +- Incomplete conflict resolution during merge +- Missing code review for duplicated blocks + +**Recommendations:** +1. Use a JavaScript linter (ESLint) to catch syntax errors before deployment +2. Enable pre-commit hooks to validate JavaScript syntax +3. Add automated functional tests for critical page loads +4. Review all merge conflicts carefully for duplicate code blocks + +## References + +- **Fix Documentation:** `MANAGE_GROUP_SYNTAX_ERROR_FIX.md` +- **Component:** Group Management +- **Browser Impact:** All modern browsers (Chrome, Firefox, Edge, Safari) diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index 6766d132..5901ff04 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -37,6 +37,11 @@ * **Files Modified**: `semantic_kernel_loader.py`. * (Ref: Group agents, per-user semantic kernel, agent loading, `GROUP_AGENT_LOADING_FIX.md`) +* **Manage Group Page Syntax Error Fix** + * Fixed critical JavaScript syntax error preventing the manage group page from loading. Removed duplicate code blocks including duplicate conditional checks, forEach loops, button tags, and function definitions. + * The page was stuck on "Loading..." indefinitely with console error "Uncaught SyntaxError: missing ) after argument list" at line 673. + * (Ref: `manage_group.js`, duplicate code removal, syntax error resolution) + ### **(v0.237.007)** #### Bug Fixes From ef14203a17bdd0744719a71aa488728061d1c7a7 Mon Sep 17 00:00:00 2001 From: eldong Date: Thu, 5 Feb 2026 06:24:16 -0600 Subject: [PATCH 67/72] Bicepfix (#690) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit * v0.237.006 (#678) * creating workflows * fraud analyssis * support agents * update * fix * updated demo * Swagger lite (#469) * Development (#467) * upgrade to v0.229.060 (#459) * Update release notes to show support for GPT-5 * Documented support for gpt-image-1 * Update config.py * remove documentation folder * Documentation and message table support (#444) * Develop demo docs and import markdown table support * fixed enhanced citations for groups and public workspaces * Updated to support showing public workspaces in scope * Update config.py * fix docs * Updated RELEASE_NOTES * docs demos for public workspaces * V0.229 bug fixes (v0.229.019) (#448) * Development (#445) * Update release notes to show support for GPT-5 * Documented support for gpt-image-1 * Update config.py * remove documentation folder * Documentation and message table support (#444) * Develop demo docs and import markdown table support * fixed enhanced citations for groups and public workspaces * Updated to support showing public workspaces in scope * Update config.py * fix docs * Updated RELEASE_NOTES * video indexer config details, doc intel test button fix, move multimedia configs to search and extract * improved header security * updated versions * moved * Update EXTERNAL_HEALTH_CHECK_DUPLICATION_FIX.md * added pdfs * v0.229.019 bug fixes upgrade to v0.229.058 (#452) * all urls in chat open in new tabs * consolidated admin settings for improved navigation * added left hand nav admin settings menus * added left hand menu options for workspaces * Added debug logging to video indexer processes * readme and functional test * Workspace Scope in Chat affects Prompts * Create WORKSPACE_SCOPE_PROMPTS_FIX.md * time based turn off for debug and file process logging * improve saving in admin settings * update to v0.229.058 * Update RELEASE_NOTES.md * Update RELEASE_NOTES.md * Popup modal for Health Check config * Added Health Check config guide * Chat page top nav bug (#458) * initial fix * fixed top nav chat up bug * notes for v0.229.060 * file location fix * Update config.py * Update RELEASE_NOTES.md * moved to correct location * Fixed enhanced citations CSP bug Simple Chat implemented improved security which negatively impacted enhanced citations. * Updated release notes * updated version and tests * swagger support for all endpoints and added swagger search * added wide screen support for chats when collapsing side bar * v0.230.001 features * adding support for xlsm, Macro Excel files. * moved into features * initial * added readme * removed html code * Update config.py (#477) Updated else if for AUTHORITY * Initial Setup for Pages documentation (#479) * setup folders and base files * setting up files * architecture diagrams * updated to libdoc * libdoc updates * updating side bar * removed loops * editing side bar * Created Simple Chat Jekyll theme * Update config.py (#477) (#478) Updated else if for AUTHORITY Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> * Updating architectures * Update README.md --------- Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> * initial * added to base * adding real data endpoints * Update route_backend_control_center.py * added individual charts * fix for bug 485 * added document metrics * added links to control center * debug * added date * fixed bugs due to branch descrepancies * added Azure SQL Driver Docker File * added documentation for docker_fileSession updates * Redis Managed Identity Azure Government Support Changes * Stop tracking ignored folders * updated gitignore * added sort by to table for user management * storage account size processing * Front end now shows storage account sizing * export user management list to csv * adding group management * fixing swagger generation * fix * Added inline dynamic property generation * added YAML support * Improved muiltform vs app/json detection * added Control Center Admin role ControlCenterAdmin * ai search sizing is working for groups * group refresh fixed * added group data fix * group table refresh * updated export to include group docs * adding public workspace management * removed sample data and consolidated row generators * Changed both caching helper functions to use the existing update_document() function from functions_documents.py instead of direct upsert. * removed workflow, will work on that in different branch * Document Set Fingerprinting, Scope-Aware Cache Key Generation, Event-Based Invalidation I've successfully implemented Document Set Fingerprint + Event-Based Cache Invalidation with deterministic sorting and Score Normalization. * added debug logging * setup cache feature and ttl time to admin app settings * removed cosmos level ttl * Keyvault for secrets (#492) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret --------- Co-authored-by: Bionic711 * Feature/remove abp for pr (#510) * add crude keyvault base impl * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * add ui trigger word and get agent helper * adds safe calls for akv functions * add keyvault to global actions loading * rmv secret leak via logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add security tab UI + key vault UI * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes --------- Co-authored-by: Bionic711 * Feature/group agents actions (#521) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes * add group agents/actions * add branch for testing/rmv old branch * bug fixes, group agent modifications, rmv client validation * rmv ajv * upd from copilot --------- Co-authored-by: Bionic711 * Add cosmos activity logs container configuration * incorporate branch updates Add 372 fix 489 * Support deployment via AZD UP (#530) * Update devcontainer configuration for support of AZD * Move to module based bicep files * Add Azure deployment configuration and update Bicep modules for service outputs * Enhance Azure deployment process by adding predeploy hooks for Docker image management and updating Bicep modules to include managed identity client ID and container registry outputs. * Add deployment script for creating and storing Azure AD client secret in Key Vault * Update Azure Dev CLI feature version to latest in devcontainer configuration * Remove deprecated Bicep files and parameter configurations for cleaner deployment structure * Refactor Bicep modules for improved diagnostics and role assignments - Updated appService.bicep to conditionally import diagnostic settings based on enableDiagLogging parameter. - Changed Azure Cosmos DB authentication type to managed identity and removed key-based authentication settings. - Enhanced appServiceAuthentication.bicep by removing unnecessary parameters and configuring Key Vault reference for client secret. - Modified appServicePlan.bicep to conditionally import diagnostic settings. - Refactored azureContainerRegistry-existing.bicep to deploy role assignment to the ACR's resource group. - Updated azureContainerRegistry.bicep to conditionally import diagnostic settings. - Enhanced contentSafety.bicep with conditional diagnostic settings import. - Updated cosmosDb.bicep to include a new database and container, and added role assignments for managed identity. - Refactored documentIntelligence.bicep to conditionally import diagnostic settings. - Enhanced enterpriseApplication.bicep by adding additional required resource access scopes. - Updated keyVault.bicep to conditionally import diagnostic settings and adjusted enterprise app parameters. - Refactored openAI.bicep to conditionally import diagnostic settings. - Enhanced redisCache.bicep with conditional diagnostic settings import. - Updated search.bicep to conditionally import diagnostic settings. - Refactored speechService.bicep to conditionally import diagnostic settings. - Enhanced storageAccount.bicep with conditional diagnostic settings import. - Added main.parameters.json for parameter management. - Introduced azureContainerRegistry-roleAssignment.bicep for managing ACR role assignments. * Add custom subdomain names for document intelligence, OpenAI, and speech services * Fix casing for hostingMode property in search service configuration * Enhance storage account configuration by enabling hierarchical namespace and setting public access to 'None' for document containers * Add enterprise app permissions module for resource access management * Fixed ExternalApi configuration to valid guid and set value to a unique name * Add Init Script to Configure Entra Application * Fix spelling error * fix failure in hostingMode value * configure managed identity for contentSafety * update readme to support new AZD deployment solution * Video Indexer, Multi-Modal Enhancements, Scope Bug ## PR Summary: Video Indexer Multi-Modal Enhancements ### Overview This PR introduces significant enhancements to video processing and image analysis capabilities, focusing on multi-modal AI features and improved metadata handling. **Version updated from 0.233.167 to 0.233.172**. ### 🎯 Key Features #### 1. **Multi-Modal Vision Analysis for Images** - Added AI-powered vision analysis for uploaded images using GPT-4 Vision or similar models - Extracts comprehensive image insights including: - AI-generated descriptions - Object detection - Text extraction from images (OCR) - Detailed visual analysis - New admin setting: `enable_multimodal_vision` to control feature availability - Vision analysis results stored in document metadata and included in AI Search indexing - Connection testing endpoint added for vision model validation #### 2. **Enhanced Document Metadata Citations** - Implemented metadata-based citations that surface document keywords, abstracts, and vision analysis - New citation types displayed with distinct visual indicators: - **Keywords**: Tagged with `bi-tags` icon, labeled as "Metadata" - **Abstract**: Document summaries included as contextual citations - **Vision Analysis**: AI-generated image insights labeled as "AI Vision" - Metadata content passed to AI models as additional context for more informed responses - Special modal view for metadata citations (separate from standard document citations) #### 3. **Image Message UI Improvements** - Enhanced display for user-uploaded images vs AI-generated images - Added "View Text" button for uploaded images with extracted content or vision analysis - Collapsible info sections showing: - Extracted OCR text from Document Intelligence - AI Vision Analysis results - Proper avatar distinction between uploaded and generated images - Improved metadata tracking with `is_user_upload` flag #### 4. **Video Indexer Configuration Updates** - **BREAKING CHANGE**: Removed API key authentication support - Now exclusively uses **Managed Identity authentication** for Video Indexer - Updated admin UI documentation to guide managed identity setup: - Enable system-assigned managed identity on App Service - Assign "Video Indexer Restricted Viewer" role - Configure required ARM settings (subscription ID, resource group, account name) - Improved validation for required Video Indexer settings - Enhanced error messaging for missing configuration #### 5. **Search Scope Improvements** - Fixed search behavior when `document_scope='all'` to properly include group documents - Added `active_group_id` to search context when document scope is 'all' and groups are enabled - Conditional group index searching - only queries group index when `active_group_id` is present - Prevents unnecessary searches and potential errors when groups aren't in use #### 6. **Image Context in Conversation History** - Enhanced conversation history to include rich image context for AI models - Extracts and includes: - OCR text from Document Intelligence (up to max content length) - AI Vision analysis (description, objects, text) - Structured prompt formatting for multimodal understanding - **Important**: Base64 image data excluded from conversation history to prevent token overflow - Only metadata and extracted insights passed to models for efficient token usage ### 🔧 Technical Improvements #### Backend Changes - **route_backend_chats.py**: - Added metadata citation extraction logic (~150 lines) - Enhanced conversation history building for image uploads - Improved search argument handling for group contexts - **functions_documents.py**: - New `analyze_image_with_vision_model()` function for AI vision analysis - Enhanced `get_document_metadata_for_citations()` integration - Vision analysis now runs BEFORE chunk saving to include insights in AI Search indexing - Removed redundant blob storage for vision JSON (stored in document metadata) - **route_backend_settings.py**: - New `_test_multimodal_vision_connection()` endpoint for testing vision models - Supports both APIM and direct Azure OpenAI endpoints - Test uses 1x1 pixel sample image for validation - **functions_search.py**: - Added conditional logic for group search execution - Prevents empty `active_group_id` from causing search errors #### Frontend Changes - **chat-messages.js** (~275 lines changed): - Enhanced `appendMessage()` to handle uploaded image metadata - New `toggleImageInfo()` functionality for expandable image details - Improved citation rendering with metadata type indicators - Debug logging for image message processing - **chat-citations.js** (~70 lines added): - New `showMetadataModal()` function for displaying keywords/abstracts/vision analysis - Enhanced citation click handling to detect metadata citations - Separate modal styling and behavior for metadata vs document citations - **admin_settings.html**: - Complete redesign of Video Indexer configuration section - Removed all API key references - Added managed identity setup instructions with step-by-step guidance - Updated configuration display to show resource group and subscription ID - **_video_indexer_info.html**: - Updated modal content to clarify managed identity requirement - Added warning banner about authentication type - Enhanced configuration display with ARM resource details ### 📊 Files Changed - **16 files** modified - **+1,063 insertions**, **-412 deletions** - Net change: **+651 lines** ### 🧪 Testing Considerations - Test multi-modal vision analysis with various image types - Validate metadata citations appear correctly in chat responses - Verify Video Indexer works with managed identity authentication - Test search scope behavior with and without groups enabled - Validate image upload UI shows extracted text and vision analysis - Confirm conversation history properly handles image context without token overflow ### 🔐 Security & Performance - Managed identity authentication improves security posture (no stored API keys) - Image base64 data excluded from conversation history prevents token exhaustion - Metadata citations add minimal overhead while providing rich context - Vision analysis runs efficiently during document processing pipeline ### 📝 Configuration Required Admins must configure: 1. Enable `enable_multimodal_vision` in admin settings 2. Select vision-capable model (e.g., `gpt-4o`, `gpt-4-vision-preview`) 3. For Video Indexer: Configure managed identity and ARM resource details 4. Enable `enable_extract_meta_data` to surface metadata citations --- This PR significantly enhances the application's multi-modal capabilities, providing users with richer context from images and documents while maintaining efficient token usage and robust security practices. * Conversation Management Features (#532) New Features 1. Pin Conversations Users can pin important conversations to keep them at the top of the list Pinned conversations display a pin icon (📌) in the conversation header and details modal Pin icon appears before the conversation title Bulk pin/unpin operations available in multi-select mode Pinned conversations always appear first, sorted by most recent activity 2. Hide Conversations Users can hide conversations to declutter their workspace without deleting them Hidden conversations display an eye-slash icon (👁️‍🗨️) in the conversation header and details modal Eye-slash icon appears next to the pin icon (if pinned) Bulk hide/unhide operations available in multi-select mode Toggle visibility of hidden conversations using the eye icon in the sidebar 3. Two-Tier Conversation Search Quick Search (Sidebar) Instant title-based filtering of conversations Search icon in sidebar activates inline search input Real-time filtering as you type Clear button to reset search Expand button to open advanced search modal Advanced Search (Modal) Full-text search across all message content Multiple filter options: Date range (from/to) Chat type (personal/group/public) Classifications (multi-select) Has uploaded files Has generated images Pagination (20 results per page) Message snippets with highlighted search terms (50 chars before/after match) Click to navigate directly to specific messages Search history tracking (last 20 searches) Clickable search history to repeat searches 4. Message Highlighting & Navigation Search results highlight matched text in yellow (amber in dark mode) Smooth scroll animation to navigate to specific messages Pulse animation draws attention to the target message Highlights persist for 30 seconds before auto-clearing Works across conversation switches 5. Multi-Select Mode Select multiple conversations for bulk operations Visual checkboxes appear when entering selection mode Bulk actions available: Pin/unpin selected conversations Hide/unhide selected conversations Delete selected conversations Selection mode accessible from conversation dropdown menu Auto-exit after 30 seconds of inactivity 6. Enhanced Conversation Details Modal Displays pin icon if conversation is pinned Displays eye-slash icon if conversation is hidden Shows both icons at the top of the modal (next to title) Status section shows visual badges for pinned/hidden state Comprehensive metadata display Technical Implementation Frontend Changes chat-conversations.js: Core conversation management, quick search, pin/hide functionality chat-search-modal.js (NEW): Advanced search modal implementation chat-sidebar-conversations.js: Sidebar search synchronization, hidden conversation handling chat-messages.js: Message highlighting, smooth scroll, search highlight persistence chat-conversation-details.js: Updated to show pin/hidden icons in modal chats.css: Styles for search highlights and message pulse animations HTML Templates: Added search modal, updated navigation icons Backend Changes route_backend_conversations.py: /api/search_conversations - Full-text search with filters and pagination /api/conversations/classifications - Get unique classification values /api/user-settings/search-history - GET/POST/DELETE endpoints for search history /api/conversations/{id}/pin - Toggle pin status /api/conversations/{id}/hide - Toggle hide status Bulk operations for pin/hide/delete functions_settings.py: Search history management functions * Message management (#553) * added message masking mask selected content of message or an entire message * fixed citation border * enabled streaming * image gen with streaming * added reasoning support * added reasoning to agents * agent support * fixed key bug * disable group create and fixed model fetch * updated config * fixed support for workspace search for streaming * fix bug with sidebar update * fixed gpt-5 vision processing bug * metadata works with all messages now * fixed debug_print bug * added reasoning effort to agents and fixed agent validation * fixed file metadata loading bug * fixed llm streaming when working with group workspace data * fixed cosmos container config error * added delete message and fixed message threading * retry bug fixes * fixed message threading order * moved message buttons to menu * fixed bug for conversation history that included inactive threads * added css styling for urls for dark mode * fixed bug with newly created messages not showing metadata or deleting * improved search times by 100x * added token collect to messages supports models and agents * added streaming for agents along with token collection * added embedding token tracking * added document creation/deletion and token tracking to activity log * adding conversations to activity logs * added activity log viewer with filters, search, and export * added support for agents in edit and retry messages * Configure Application from AZD Up command (#548) * Add Cosmos DB post-configuration script and update requirements - Initial POC * post deploy configure services in cosmosdb * refactor to prevent post deploy configuration + begin support of key based auth. * Add additional parameter validation for creating entra app * Refactor Bicep modules for improved authentication and key management - Added keyVault-Secrets.bicep module for storing secrets in Key Vault. - Modified keyVault.bicep to remove enterprise app client secret handling and commented out managed identity role assignments. - Removed openAI-existing.bicep and refactored openAI.bicep to handle model deployments dynamically. - Added setPermissions.bicep for managing role assignments for various resources. - Updated postconfig.py to reflect changes in environment variable handling for authentication type. * Refactor Bicep modules to conditionally add settings based on authentication type and enable resource declarations for services * initial support for VideoIndexer service * Refactor Bicep modules to enhance VideoIndexer service integration and update diagnostic settings configurations * move from using chainguard-dev builder image to python slim image. * Updates to support post deployment app config * Add post-deployment permissions script for CosmosDB and update authentication type handling * fix typo in enhanced citation deployment config * Refactor Dockerfile to use Python 3.13-slim and streamline build process * restart web application after deployment settings applied * remove setting for disableLocalAuth * update to latest version of bicep deployment * remove dead code * code cleanup / formatting * removed unnecessary content from readme.md * fix token scope for commericial search service * set permission correctly for lookup of openAI models * fixes required to configure search with managed identity * Adds Azure Billing Plugin in Community Customizations (#546) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes * add abp back in * upd abp/seperate graph from query * rmv missed merge lines * fix for AL * upd for consistency testing * upd abp to community * fix copilot findings #1 * fix plotting conflict * fix exception handling * fix static max function invokes * rmv unneeded decl * rmv unneeded imports * fix grouping dimensions * fix abp copilot suggestions #2 * simplify methods for message reload * upd dockerfile to google distroless * add pipelines * add modifications to container * upd to build * add missing arg * add arg for major/minor/patch python version * upd python paths and pip install * add perms to /app for user * chg back to root * rmv python3 * rmv not built python * add shared * add path and home * upd for stdlib paths * fix user input filesystem path vulns * fix to consecutive dots * upd pipeline to include branch name in image * add abp to deploy * upd instructions name/rmv abp from deploy * fix pipeline * mov back to Comm Cust for main inclusion --------- Co-authored-by: Bionic711 * Security/container build (#549) * upd dockerfile to google distroless * add pipelines * add modifications to container * upd to build * add missing arg * add arg for major/minor/patch python version * upd python paths and pip install * add perms to /app for user * chg back to root * rmv python3 * rmv not built python * add shared * add path and home * upd for stdlib paths * fix user input filesystem path vulns * fix to consecutive dots --------- Co-authored-by: Bionic711 * Feature/speech managed identity (#543) * Bugfix - deleted duplicate enable_external_healthcheck entry * Feature - updated Speech Service to use Managed Identity in addition to the key, added MAG functionality via Azure Speech SDK since the Fast Transcription API is not available in MAG, updated Admin Setup Walkthrough so it goes to the right place in the settings when Next is clicked, updated Speech requirements in Walkthrough, rewrote Admin Configuration docs, updated/corrected Managed Identity roles in Setup Instructions Special docs. * Update application/single_app/templates/admin_settings.html Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Update application/single_app/functions_settings.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Update application/single_app/functions_documents.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Update application/single_app/functions_documents.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --------- Co-authored-by: Paul Lizer Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Banner text color picker from Vivien (#555) * Classification text color picker * Line endings * Remove opencensus * Add flask instrumentation * Add troubleshooting doc * Add troubleshooting doc * Control center (#567) * added group status (active, locked, upload disabled, and inactive) Adds Azure Billing Plugin in Community Customizations * added bulk member upload via csv for groups * add document metadata modified activity log tracking * activity logging for members deleted from groups * added group activity timeline * added notification system * added notifications for document upload to workspaces * fixed badge sizing * fixed url link * fixed badge to not show with zero notifications * Updated notification system * Updated approval system * updated approval workflow * updated notification workflow * Fixed set active bug on my public workspace page * Added user retention policy, updated user profile page with dashboards, retention config, and more. * adding speed to text for chat UI * updated the speech wave form and input field * updated to transcribe entire recording * fixed bug creating new conversation with auto-send * add mic permissions * added stream token tracking * Added public workspace reporting * Updated AI search sizing analysis * added management for public workspaces * improved public workspace management includes stats and bulk actions * updated groups dashboard for owners and admins with stats and bulk actions * added voice for ai to talk with users in chats * Auto Voice Response * for speech service, added 429 randomized response pattern to prevent thunder herding * updated admin settings for speech services and fixed dark mode for raw log viewing * updated video extraction card * Added Control Center Admin and Dashboard Reader roles * updated feedback and safety decorators so admins work unless required then those roles must be used * Updated and Validated logic for admin roles; control center, safety, and feedback * added support for control center admin and dashboard reader * Development (#566) * Banner text color picker from Vivien (#555) * Classification text color picker * Line endings * Remove opencensus * Add flask instrumentation * Add troubleshooting doc * Add troubleshooting doc --------- Co-authored-by: Ed Clark <107473135+clarked-msft@users.noreply.github.com> Co-authored-by: Ed Clark Co-authored-by: Bionic711 <13358952+Bionic711@users.noreply.github.com> * updated tool tip to better inform user on status of ai response * improve query parameters detection for swagger * updated visual cue showing the ai is talking to the user * moved duplicates to shared js * replaced alert with toast. * fixed and added log_event to exceptions * added @user_required and improved swagger generation * Update route_frontend_profile.py * fixed swagger generation bug on affecting two apis * returned keyvault to admin settings ui * Fixed bug when running local js --------- Co-authored-by: Ed Clark <107473135+clarked-msft@users.noreply.github.com> Co-authored-by: Ed Clark Co-authored-by: Bionic711 <13358952+Bionic711@users.noreply.github.com> * Adding release notes * fixed debug_debug_print * Updated README * Update README.md * accepted changes * removed files * GitHub Actions workflow that runs Python compilation checks on all Python files in the single_app * Upated to v0.235.002 * removed debug test file * Updated to v0.235.003 * Update python-syntax-check.yml * fixed disable group creation bug * fixed bug not showing raw activity log for groups * fixed control center access to not require admin role when enabling controlcenteradmin role * fix documentation * Update release_notes.md * Update README.md * added click restrictions to top items in control center * bug fix - fixed group member select after search, group member removal, group member role update, and approve/reject request * Retention execution activity log (#600) * retention execution logging bug fix * debug timer reset with admin save bug fix * Create test_debug_logging_timer_preservation.py * fixed file processing logic prevent runtime execution * fixed bug processing execution against personal documents * removed test logging * Retention Policy Document Deletion Fix * Improve execution logic for rentention policy Now uses retention_policy_next_run timestamp - Compares current time against the stored next scheduled time. If current time >= next scheduled time, it runs. Reduced check interval from 1 hour to 5 minutes - More responsive scheduling, ensures it catches the scheduled time promptly. Better fallback logic - If next_run can't be parsed, falls back to checking last_run (23-hour threshold). Runs immediately if never run before - If there's no last_run or next_run, it will execute on the first check. * Updated branch flow * added log_event to exceptions * enforce-branch-flow * v0.235.025 (#609) * creating workflows * fraud analyssis * support agents * update * fix * updated demo * Swagger lite (#469) * Development (#467) * upgrade to v0.229.060 (#459) * Update release notes to show support for GPT-5 * Documented support for gpt-image-1 * Update config.py * remove documentation folder * Documentation and message table support (#444) * Develop demo docs and import markdown table support * fixed enhanced citations for groups and public workspaces * Updated to support showing public workspaces in scope * Update config.py * fix docs * Updated RELEASE_NOTES * docs demos for public workspaces * V0.229 bug fixes (v0.229.019) (#448) * Development (#445) * Update release notes to show support for GPT-5 * Documented support for gpt-image-1 * Update config.py * remove documentation folder * Documentation and message table support (#444) * Develop demo docs and import markdown table support * fixed enhanced citations for groups and public workspaces * Updated to support showing public workspaces in scope * Update config.py * fix docs * Updated RELEASE_NOTES * video indexer config details, doc intel test button fix, move multimedia configs to search and extract * improved header security * updated versions * moved * Update EXTERNAL_HEALTH_CHECK_DUPLICATION_FIX.md * added pdfs * v0.229.019 bug fixes upgrade to v0.229.058 (#452) * all urls in chat open in new tabs * consolidated admin settings for improved navigation * added left hand nav admin settings menus * added left hand menu options for workspaces * Added debug logging to video indexer processes * readme and functional test * Workspace Scope in Chat affects Prompts * Create WORKSPACE_SCOPE_PROMPTS_FIX.md * time based turn off for debug and file process logging * improve saving in admin settings * update to v0.229.058 * Update RELEASE_NOTES.md * Update RELEASE_NOTES.md * Popup modal for Health Check config * Added Health Check config guide * Chat page top nav bug (#458) * initial fix * fixed top nav chat up bug * notes for v0.229.060 * file location fix * Update config.py * Update RELEASE_NOTES.md * moved to correct location * Fixed enhanced citations CSP bug Simple Chat implemented improved security which negatively impacted enhanced citations. * Updated release notes * updated version and tests * swagger support for all endpoints and added swagger search * added wide screen support for chats when collapsing side bar * v0.230.001 features * adding support for xlsm, Macro Excel files. * moved into features * initial * added readme * removed html code * Update config.py (#477) Updated else if for AUTHORITY * Initial Setup for Pages documentation (#479) * setup folders and base files * setting up files * architecture diagrams * updated to libdoc * libdoc updates * updating side bar * removed loops * editing side bar * Created Simple Chat Jekyll theme * Update config.py (#477) (#478) Updated else if for AUTHORITY Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> * Updating architectures * Update README.md --------- Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> * initial * added to base * adding real data endpoints * Update route_backend_control_center.py * added individual charts * fix for bug 485 * added document metrics * added links to control center * debug * added date * fixed bugs due to branch descrepancies * added Azure SQL Driver Docker File * added documentation for docker_fileSession updates * Redis Managed Identity Azure Government Support Changes * Stop tracking ignored folders * updated gitignore * added sort by to table for user management * storage account size processing * Front end now shows storage account sizing * export user management list to csv * adding group management * fixing swagger generation * fix * Added inline dynamic property generation * added YAML support * Improved muiltform vs app/json detection * added Control Center Admin role ControlCenterAdmin * ai search sizing is working for groups * group refresh fixed * added group data fix * group table refresh * updated export to include group docs * adding public workspace management * removed sample data and consolidated row generators * Changed both caching helper functions to use the existing update_document() function from functions_documents.py instead of direct upsert. * removed workflow, will work on that in different branch * Document Set Fingerprinting, Scope-Aware Cache Key Generation, Event-Based Invalidation I've successfully implemented Document Set Fingerprint + Event-Based Cache Invalidation with deterministic sorting and Score Normalization. * added debug logging * setup cache feature and ttl time to admin app settings * removed cosmos level ttl * Keyvault for secrets (#492) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret --------- Co-authored-by: Bionic711 * Feature/remove abp for pr (#510) * add crude keyvault base impl * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * add ui trigger word and get agent helper * adds safe calls for akv functions * add keyvault to global actions loading * rmv secret leak via logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add security tab UI + key vault UI * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes --------- Co-authored-by: Bionic711 * Feature/group agents actions (#521) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes * add group agents/actions * add branch for testing/rmv old branch * bug fixes, group agent modifications, rmv client validation * rmv ajv * upd from copilot --------- Co-authored-by: Bionic711 * Add cosmos activity logs container configuration * incorporate branch updates Add 372 fix 489 * Support deployment via AZD UP (#530) * Update devcontainer configuration for support of AZD * Move to module based bicep files * Add Azure deployment configuration and update Bicep modules for service outputs * Enhance Azure deployment process by adding predeploy hooks for Docker image management and updating Bicep modules to include managed identity client ID and container registry outputs. * Add deployment script for creating and storing Azure AD client secret in Key Vault * Update Azure Dev CLI feature version to latest in devcontainer configuration * Remove deprecated Bicep files and parameter configurations for cleaner deployment structure * Refactor Bicep modules for improved diagnostics and role assignments - Updated appService.bicep to conditionally import diagnostic settings based on enableDiagLogging parameter. - Changed Azure Cosmos DB authentication type to managed identity and removed key-based authentication settings. - Enhanced appServiceAuthentication.bicep by removing unnecessary parameters and configuring Key Vault reference for client secret. - Modified appServicePlan.bicep to conditionally import diagnostic settings. - Refactored azureContainerRegistry-existing.bicep to deploy role assignment to the ACR's resource group. - Updated azureContainerRegistry.bicep to conditionally import diagnostic settings. - Enhanced contentSafety.bicep with conditional diagnostic settings import. - Updated cosmosDb.bicep to include a new database and container, and added role assignments for managed identity. - Refactored documentIntelligence.bicep to conditionally import diagnostic settings. - Enhanced enterpriseApplication.bicep by adding additional required resource access scopes. - Updated keyVault.bicep to conditionally import diagnostic settings and adjusted enterprise app parameters. - Refactored openAI.bicep to conditionally import diagnostic settings. - Enhanced redisCache.bicep with conditional diagnostic settings import. - Updated search.bicep to conditionally import diagnostic settings. - Refactored speechService.bicep to conditionally import diagnostic settings. - Enhanced storageAccount.bicep with conditional diagnostic settings import. - Added main.parameters.json for parameter management. - Introduced azureContainerRegistry-roleAssignment.bicep for managing ACR role assignments. * Add custom subdomain names for document intelligence, OpenAI, and speech services * Fix casing for hostingMode property in search service configuration * Enhance storage account configuration by enabling hierarchical namespace and setting public access to 'None' for document containers * Add enterprise app permissions module for resource access management * Fixed ExternalApi configuration to valid guid and set value to a unique name * Add Init Script to Configure Entra Application * Fix spelling error * fix failure in hostingMode value * configure managed identity for contentSafety * update readme to support new AZD deployment solution * Video Indexer, Multi-Modal Enhancements, Scope Bug ## PR Summary: Video Indexer Multi-Modal Enhancements ### Overview This PR introduces significant enhancements to video processing and image analysis capabilities, focusing on multi-modal AI features and improved metadata handling. **Version updated from 0.233.167 to 0.233.172**. ### 🎯 Key Features #### 1. **Multi-Modal Vision Analysis for Images** - Added AI-powered vision analysis for uploaded images using GPT-4 Vision or similar models - Extracts comprehensive image insights including: - AI-generated descriptions - Object detection - Text extraction from images (OCR) - Detailed visual analysis - New admin setting: `enable_multimodal_vision` to control feature availability - Vision analysis results stored in document metadata and included in AI Search indexing - Connection testing endpoint added for vision model validation #### 2. **Enhanced Document Metadata Citations** - Implemented metadata-based citations that surface document keywords, abstracts, and vision analysis - New citation types displayed with distinct visual indicators: - **Keywords**: Tagged with `bi-tags` icon, labeled as "Metadata" - **Abstract**: Document summaries included as contextual citations - **Vision Analysis**: AI-generated image insights labeled as "AI Vision" - Metadata content passed to AI models as additional context for more informed responses - Special modal view for metadata citations (separate from standard document citations) #### 3. **Image Message UI Improvements** - Enhanced display for user-uploaded images vs AI-generated images - Added "View Text" button for uploaded images with extracted content or vision analysis - Collapsible info sections showing: - Extracted OCR text from Document Intelligence - AI Vision Analysis results - Proper avatar distinction between uploaded and generated images - Improved metadata tracking with `is_user_upload` flag #### 4. **Video Indexer Configuration Updates** - **BREAKING CHANGE**: Removed API key authentication support - Now exclusively uses **Managed Identity authentication** for Video Indexer - Updated admin UI documentation to guide managed identity setup: - Enable system-assigned managed identity on App Service - Assign "Video Indexer Restricted Viewer" role - Configure required ARM settings (subscription ID, resource group, account name) - Improved validation for required Video Indexer settings - Enhanced error messaging for missing configuration #### 5. **Search Scope Improvements** - Fixed search behavior when `document_scope='all'` to properly include group documents - Added `active_group_id` to search context when document scope is 'all' and groups are enabled - Conditional group index searching - only queries group index when `active_group_id` is present - Prevents unnecessary searches and potential errors when groups aren't in use #### 6. **Image Context in Conversation History** - Enhanced conversation history to include rich image context for AI models - Extracts and includes: - OCR text from Document Intelligence (up to max content length) - AI Vision analysis (description, objects, text) - Structured prompt formatting for multimodal understanding - **Important**: Base64 image data excluded from conversation history to prevent token overflow - Only metadata and extracted insights passed to models for efficient token usage ### 🔧 Technical Improvements #### Backend Changes - **route_backend_chats.py**: - Added metadata citation extraction logic (~150 lines) - Enhanced conversation history building for image uploads - Improved search argument handling for group contexts - **functions_documents.py**: - New `analyze_image_with_vision_model()` function for AI vision analysis - Enhanced `get_document_metadata_for_citations()` integration - Vision analysis now runs BEFORE chunk saving to include insights in AI Search indexing - Removed redundant blob storage for vision JSON (stored in document metadata) - **route_backend_settings.py**: - New `_test_multimodal_vision_connection()` endpoint for testing vision models - Supports both APIM and direct Azure OpenAI endpoints - Test uses 1x1 pixel sample image for validation - **functions_search.py**: - Added conditional logic for group search execution - Prevents empty `active_group_id` from causing search errors #### Frontend Changes - **chat-messages.js** (~275 lines changed): - Enhanced `appendMessage()` to handle uploaded image metadata - New `toggleImageInfo()` functionality for expandable image details - Improved citation rendering with metadata type indicators - Debug logging for image message processing - **chat-citations.js** (~70 lines added): - New `showMetadataModal()` function for displaying keywords/abstracts/vision analysis - Enhanced citation click handling to detect metadata citations - Separate modal styling and behavior for metadata vs document citations - **admin_settings.html**: - Complete redesign of Video Indexer configuration section - Removed all API key references - Added managed identity setup instructions with step-by-step guidance - Updated configuration display to show resource group and subscription ID - **_video_indexer_info.html**: - Updated modal content to clarify managed identity requirement - Added warning banner about authentication type - Enhanced configuration display with ARM resource details ### 📊 Files Changed - **16 files** modified - **+1,063 insertions**, **-412 deletions** - Net change: **+651 lines** ### 🧪 Testing Considerations - Test multi-modal vision analysis with various image types - Validate metadata citations appear correctly in chat responses - Verify Video Indexer works with managed identity authentication - Test search scope behavior with and without groups enabled - Validate image upload UI shows extracted text and vision analysis - Confirm conversation history properly handles image context without token overflow ### 🔐 Security & Performance - Managed identity authentication improves security posture (no stored API keys) - Image base64 data excluded from conversation history prevents token exhaustion - Metadata citations add minimal overhead while providing rich context - Vision analysis runs efficiently during document processing pipeline ### 📝 Configuration Required Admins must configure: 1. Enable `enable_multimodal_vision` in admin settings 2. Select vision-capable model (e.g., `gpt-4o`, `gpt-4-vision-preview`) 3. For Video Indexer: Configure managed identity and ARM resource details 4. Enable `enable_extract_meta_data` to surface metadata citations --- This PR significantly enhances the application's multi-modal capabilities, providing users with richer context from images and documents while maintaining efficient token usage and robust security practices. * Conversation Management Features (#532) New Features 1. Pin Conversations Users can pin important conversations to keep them at the top of the list Pinned conversations display a pin icon (📌) in the conversation header and details modal Pin icon appears before the conversation title Bulk pin/unpin operations available in multi-select mode Pinned conversations always appear first, sorted by most recent activity 2. Hide Conversations Users can hide conversations to declutter their workspace without deleting them Hidden conversations display an eye-slash icon (👁️‍🗨️) in the conversation header and details modal Eye-slash icon appears next to the pin icon (if pinned) Bulk hide/unhide operations available in multi-select mode Toggle visibility of hidden conversations using the eye icon in the sidebar 3. Two-Tier Conversation Search Quick Search (Sidebar) Instant title-based filtering of conversations Search icon in sidebar activates inline search input Real-time filtering as you type Clear button to reset search Expand button to open advanced search modal Advanced Search (Modal) Full-text search across all message content Multiple filter options: Date range (from/to) Chat type (personal/group/public) Classifications (multi-select) Has uploaded files Has generated images Pagination (20 results per page) Message snippets with highlighted search terms (50 chars before/after match) Click to navigate directly to specific messages Search history tracking (last 20 searches) Clickable search history to repeat searches 4. Message Highlighting & Navigation Search results highlight matched text in yellow (amber in dark mode) Smooth scroll animation to navigate to specific messages Pulse animation draws attention to the target message Highlights persist for 30 seconds before auto-clearing Works across conversation switches 5. Multi-Select Mode Select multiple conversations for bulk operations Visual checkboxes appear when entering selection mode Bulk actions available: Pin/unpin selected conversations Hide/unhide selected conversations Delete selected conversations Selection mode accessible from conversation dropdown menu Auto-exit after 30 seconds of inactivity 6. Enhanced Conversation Details Modal Displays pin icon if conversation is pinned Displays eye-slash icon if conversation is hidden Shows both icons at the top of the modal (next to title) Status section shows visual badges for pinned/hidden state Comprehensive metadata display Technical Implementation Frontend Changes chat-conversations.js: Core conversation management, quick search, pin/hide functionality chat-search-modal.js (NEW): Advanced search modal implementation chat-sidebar-conversations.js: Sidebar search synchronization, hidden conversation handling chat-messages.js: Message highlighting, smooth scroll, search highlight persistence chat-conversation-details.js: Updated to show pin/hidden icons in modal chats.css: Styles for search highlights and message pulse animations HTML Templates: Added search modal, updated navigation icons Backend Changes route_backend_conversations.py: /api/search_conversations - Full-text search with filters and pagination /api/conversations/classifications - Get unique classification values /api/user-settings/search-history - GET/POST/DELETE endpoints for search history /api/conversations/{id}/pin - Toggle pin status /api/conversations/{id}/hide - Toggle hide status Bulk operations for pin/hide/delete functions_settings.py: Search history management functions * Message management (#553) * added message masking mask selected content of message or an entire message * fixed citation border * enabled streaming * image gen with streaming * added reasoning support * added reasoning to agents * agent support * fixed key bug * disable group create and fixed model fetch * updated config * fixed support for workspace search for streaming * fix bug with sidebar update * fixed gpt-5 vision processing bug * metadata works with all messages now * fixed debug_print bug * added reasoning effort to agents and fixed agent validation * fixed file metadata loading bug * fixed llm streaming when working with group workspace data * fixed cosmos container config error * added delete message and fixed message threading * retry bug fixes * fixed message threading order * moved message buttons to menu * fixed bug for conversation history that included inactive threads * added css styling for urls for dark mode * fixed bug with newly created messages not showing metadata or deleting * improved search times by 100x * added token collect to messages supports models and agents * added streaming for agents along with token collection * added embedding token tracking * added document creation/deletion and token tracking to activity log * adding conversations to activity logs * added activity log viewer with filters, search, and export * added support for agents in edit and retry messages * Configure Application from AZD Up command (#548) * Add Cosmos DB post-configuration script and update requirements - Initial POC * post deploy configure services in cosmosdb * refactor to prevent post deploy configuration + begin support of key based auth. * Add additional parameter validation for creating entra app * Refactor Bicep modules for improved authentication and key management - Added keyVault-Secrets.bicep module for storing secrets in Key Vault. - Modified keyVault.bicep to remove enterprise app client secret handling and commented out managed identity role assignments. - Removed openAI-existing.bicep and refactored openAI.bicep to handle model deployments dynamically. - Added setPermissions.bicep for managing role assignments for various resources. - Updated postconfig.py to reflect changes in environment variable handling for authentication type. * Refactor Bicep modules to conditionally add settings based on authentication type and enable resource declarations for services * initial support for VideoIndexer service * Refactor Bicep modules to enhance VideoIndexer service integration and update diagnostic settings configurations * move from using chainguard-dev builder image to python slim image. * Updates to support post deployment app config * Add post-deployment permissions script for CosmosDB and update authentication type handling * fix typo in enhanced citation deployment config * Refactor Dockerfile to use Python 3.13-slim and streamline build process * restart web application after deployment settings applied * remove setting for disableLocalAuth * update to latest version of bicep deployment * remove dead code * code cleanup / formatting * removed unnecessary content from readme.md * fix token scope for commericial search service * set permission correctly for lookup of openAI models * fixes required to configure search with managed identity * Adds Azure Billing Plugin in Community Customizations (#546) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes * add abp back in * upd abp/seperate graph from query * rmv missed merge lines * fix for AL * upd for consisten… * v0.237.007 (#681) * creating workflows * fraud analyssis * support agents * update * fix * updated demo * Swagger lite (#469) * Development (#467) * upgrade to v0.229.060 (#459) * Update release notes to show support for GPT-5 * Documented support for gpt-image-1 * Update config.py * remove documentation folder * Documentation and message table support (#444) * Develop demo docs and import markdown table support * fixed enhanced citations for groups and public workspaces * Updated to support showing public workspaces in scope * Update config.py * fix docs * Updated RELEASE_NOTES * docs demos for public workspaces * V0.229 bug fixes (v0.229.019) (#448) * Development (#445) * Update release notes to show support for GPT-5 * Documented support for gpt-image-1 * Update config.py * remove documentation folder * Documentation and message table support (#444) * Develop demo docs and import markdown table support * fixed enhanced citations for groups and public workspaces * Updated to support showing public workspaces in scope * Update config.py * fix docs * Updated RELEASE_NOTES * video indexer config details, doc intel test button fix, move multimedia configs to search and extract * improved header security * updated versions * moved * Update EXTERNAL_HEALTH_CHECK_DUPLICATION_FIX.md * added pdfs * v0.229.019 bug fixes upgrade to v0.229.058 (#452) * all urls in chat open in new tabs * consolidated admin settings for improved navigation * added left hand nav admin settings menus * added left hand menu options for workspaces * Added debug logging to video indexer processes * readme and functional test * Workspace Scope in Chat affects Prompts * Create WORKSPACE_SCOPE_PROMPTS_FIX.md * time based turn off for debug and file process logging * improve saving in admin settings * update to v0.229.058 * Update RELEASE_NOTES.md * Update RELEASE_NOTES.md * Popup modal for Health Check config * Added Health Check config guide * Chat page top nav bug (#458) * initial fix * fixed top nav chat up bug * notes for v0.229.060 * file location fix * Update config.py * Update RELEASE_NOTES.md * moved to correct location * Fixed enhanced citations CSP bug Simple Chat implemented improved security which negatively impacted enhanced citations. * Updated release notes * updated version and tests * swagger support for all endpoints and added swagger search * added wide screen support for chats when collapsing side bar * v0.230.001 features * adding support for xlsm, Macro Excel files. * moved into features * initial * added readme * removed html code * Update config.py (#477) Updated else if for AUTHORITY * Initial Setup for Pages documentation (#479) * setup folders and base files * setting up files * architecture diagrams * updated to libdoc * libdoc updates * updating side bar * removed loops * editing side bar * Created Simple Chat Jekyll theme * Update config.py (#477) (#478) Updated else if for AUTHORITY Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> * Updating architectures * Update README.md --------- Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> * initial * added to base * adding real data endpoints * Update route_backend_control_center.py * added individual charts * fix for bug 485 * added document metrics * added links to control center * debug * added date * fixed bugs due to branch descrepancies * added Azure SQL Driver Docker File * added documentation for docker_fileSession updates * Redis Managed Identity Azure Government Support Changes * Stop tracking ignored folders * updated gitignore * added sort by to table for user management * storage account size processing * Front end now shows storage account sizing * export user management list to csv * adding group management * fixing swagger generation * fix * Added inline dynamic property generation * added YAML support * Improved muiltform vs app/json detection * added Control Center Admin role ControlCenterAdmin * ai search sizing is working for groups * group refresh fixed * added group data fix * group table refresh * updated export to include group docs * adding public workspace management * removed sample data and consolidated row generators * Changed both caching helper functions to use the existing update_document() function from functions_documents.py instead of direct upsert. * removed workflow, will work on that in different branch * Document Set Fingerprinting, Scope-Aware Cache Key Generation, Event-Based Invalidation I've successfully implemented Document Set Fingerprint + Event-Based Cache Invalidation with deterministic sorting and Score Normalization. * added debug logging * setup cache feature and ttl time to admin app settings * removed cosmos level ttl * Keyvault for secrets (#492) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret --------- Co-authored-by: Bionic711 * Feature/remove abp for pr (#510) * add crude keyvault base impl * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * add ui trigger word and get agent helper * adds safe calls for akv functions * add keyvault to global actions loading * rmv secret leak via logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add security tab UI + key vault UI * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes --------- Co-authored-by: Bionic711 * Feature/group agents actions (#521) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes * add group agents/actions * add branch for testing/rmv old branch * bug fixes, group agent modifications, rmv client validation * rmv ajv * upd from copilot --------- Co-authored-by: Bionic711 * Add cosmos activity logs container configuration * incorporate branch updates Add 372 fix 489 * Support deployment via AZD UP (#530) * Update devcontainer configuration for support of AZD * Move to module based bicep files * Add Azure deployment configuration and update Bicep modules for service outputs * Enhance Azure deployment process by adding predeploy hooks for Docker image management and updating Bicep modules to include managed identity client ID and container registry outputs. * Add deployment script for creating and storing Azure AD client secret in Key Vault * Update Azure Dev CLI feature version to latest in devcontainer configuration * Remove deprecated Bicep files and parameter configurations for cleaner deployment structure * Refactor Bicep modules for improved diagnostics and role assignments - Updated appService.bicep to conditionally import diagnostic settings based on enableDiagLogging parameter. - Changed Azure Cosmos DB authentication type to managed identity and removed key-based authentication settings. - Enhanced appServiceAuthentication.bicep by removing unnecessary parameters and configuring Key Vault reference for client secret. - Modified appServicePlan.bicep to conditionally import diagnostic settings. - Refactored azureContainerRegistry-existing.bicep to deploy role assignment to the ACR's resource group. - Updated azureContainerRegistry.bicep to conditionally import diagnostic settings. - Enhanced contentSafety.bicep with conditional diagnostic settings import. - Updated cosmosDb.bicep to include a new database and container, and added role assignments for managed identity. - Refactored documentIntelligence.bicep to conditionally import diagnostic settings. - Enhanced enterpriseApplication.bicep by adding additional required resource access scopes. - Updated keyVault.bicep to conditionally import diagnostic settings and adjusted enterprise app parameters. - Refactored openAI.bicep to conditionally import diagnostic settings. - Enhanced redisCache.bicep with conditional diagnostic settings import. - Updated search.bicep to conditionally import diagnostic settings. - Refactored speechService.bicep to conditionally import diagnostic settings. - Enhanced storageAccount.bicep with conditional diagnostic settings import. - Added main.parameters.json for parameter management. - Introduced azureContainerRegistry-roleAssignment.bicep for managing ACR role assignments. * Add custom subdomain names for document intelligence, OpenAI, and speech services * Fix casing for hostingMode property in search service configuration * Enhance storage account configuration by enabling hierarchical namespace and setting public access to 'None' for document containers * Add enterprise app permissions module for resource access management * Fixed ExternalApi configuration to valid guid and set value to a unique name * Add Init Script to Configure Entra Application * Fix spelling error * fix failure in hostingMode value * configure managed identity for contentSafety * update readme to support new AZD deployment solution * Video Indexer, Multi-Modal Enhancements, Scope Bug ## PR Summary: Video Indexer Multi-Modal Enhancements ### Overview This PR introduces significant enhancements to video processing and image analysis capabilities, focusing on multi-modal AI features and improved metadata handling. **Version updated from 0.233.167 to 0.233.172**. ### 🎯 Key Features #### 1. **Multi-Modal Vision Analysis for Images** - Added AI-powered vision analysis for uploaded images using GPT-4 Vision or similar models - Extracts comprehensive image insights including: - AI-generated descriptions - Object detection - Text extraction from images (OCR) - Detailed visual analysis - New admin setting: `enable_multimodal_vision` to control feature availability - Vision analysis results stored in document metadata and included in AI Search indexing - Connection testing endpoint added for vision model validation #### 2. **Enhanced Document Metadata Citations** - Implemented metadata-based citations that surface document keywords, abstracts, and vision analysis - New citation types displayed with distinct visual indicators: - **Keywords**: Tagged with `bi-tags` icon, labeled as "Metadata" - **Abstract**: Document summaries included as contextual citations - **Vision Analysis**: AI-generated image insights labeled as "AI Vision" - Metadata content passed to AI models as additional context for more informed responses - Special modal view for metadata citations (separate from standard document citations) #### 3. **Image Message UI Improvements** - Enhanced display for user-uploaded images vs AI-generated images - Added "View Text" button for uploaded images with extracted content or vision analysis - Collapsible info sections showing: - Extracted OCR text from Document Intelligence - AI Vision Analysis results - Proper avatar distinction between uploaded and generated images - Improved metadata tracking with `is_user_upload` flag #### 4. **Video Indexer Configuration Updates** - **BREAKING CHANGE**: Removed API key authentication support - Now exclusively uses **Managed Identity authentication** for Video Indexer - Updated admin UI documentation to guide managed identity setup: - Enable system-assigned managed identity on App Service - Assign "Video Indexer Restricted Viewer" role - Configure required ARM settings (subscription ID, resource group, account name) - Improved validation for required Video Indexer settings - Enhanced error messaging for missing configuration #### 5. **Search Scope Improvements** - Fixed search behavior when `document_scope='all'` to properly include group documents - Added `active_group_id` to search context when document scope is 'all' and groups are enabled - Conditional group index searching - only queries group index when `active_group_id` is present - Prevents unnecessary searches and potential errors when groups aren't in use #### 6. **Image Context in Conversation History** - Enhanced conversation history to include rich image context for AI models - Extracts and includes: - OCR text from Document Intelligence (up to max content length) - AI Vision analysis (description, objects, text) - Structured prompt formatting for multimodal understanding - **Important**: Base64 image data excluded from conversation history to prevent token overflow - Only metadata and extracted insights passed to models for efficient token usage ### 🔧 Technical Improvements #### Backend Changes - **route_backend_chats.py**: - Added metadata citation extraction logic (~150 lines) - Enhanced conversation history building for image uploads - Improved search argument handling for group contexts - **functions_documents.py**: - New `analyze_image_with_vision_model()` function for AI vision analysis - Enhanced `get_document_metadata_for_citations()` integration - Vision analysis now runs BEFORE chunk saving to include insights in AI Search indexing - Removed redundant blob storage for vision JSON (stored in document metadata) - **route_backend_settings.py**: - New `_test_multimodal_vision_connection()` endpoint for testing vision models - Supports both APIM and direct Azure OpenAI endpoints - Test uses 1x1 pixel sample image for validation - **functions_search.py**: - Added conditional logic for group search execution - Prevents empty `active_group_id` from causing search errors #### Frontend Changes - **chat-messages.js** (~275 lines changed): - Enhanced `appendMessage()` to handle uploaded image metadata - New `toggleImageInfo()` functionality for expandable image details - Improved citation rendering with metadata type indicators - Debug logging for image message processing - **chat-citations.js** (~70 lines added): - New `showMetadataModal()` function for displaying keywords/abstracts/vision analysis - Enhanced citation click handling to detect metadata citations - Separate modal styling and behavior for metadata vs document citations - **admin_settings.html**: - Complete redesign of Video Indexer configuration section - Removed all API key references - Added managed identity setup instructions with step-by-step guidance - Updated configuration display to show resource group and subscription ID - **_video_indexer_info.html**: - Updated modal content to clarify managed identity requirement - Added warning banner about authentication type - Enhanced configuration display with ARM resource details ### 📊 Files Changed - **16 files** modified - **+1,063 insertions**, **-412 deletions** - Net change: **+651 lines** ### 🧪 Testing Considerations - Test multi-modal vision analysis with various image types - Validate metadata citations appear correctly in chat responses - Verify Video Indexer works with managed identity authentication - Test search scope behavior with and without groups enabled - Validate image upload UI shows extracted text and vision analysis - Confirm conversation history properly handles image context without token overflow ### 🔐 Security & Performance - Managed identity authentication improves security posture (no stored API keys) - Image base64 data excluded from conversation history prevents token exhaustion - Metadata citations add minimal overhead while providing rich context - Vision analysis runs efficiently during document processing pipeline ### 📝 Configuration Required Admins must configure: 1. Enable `enable_multimodal_vision` in admin settings 2. Select vision-capable model (e.g., `gpt-4o`, `gpt-4-vision-preview`) 3. For Video Indexer: Configure managed identity and ARM resource details 4. Enable `enable_extract_meta_data` to surface metadata citations --- This PR significantly enhances the application's multi-modal capabilities, providing users with richer context from images and documents while maintaining efficient token usage and robust security practices. * Conversation Management Features (#532) New Features 1. Pin Conversations Users can pin important conversations to keep them at the top of the list Pinned conversations display a pin icon (📌) in the conversation header and details modal Pin icon appears before the conversation title Bulk pin/unpin operations available in multi-select mode Pinned conversations always appear first, sorted by most recent activity 2. Hide Conversations Users can hide conversations to declutter their workspace without deleting them Hidden conversations display an eye-slash icon (👁️‍🗨️) in the conversation header and details modal Eye-slash icon appears next to the pin icon (if pinned) Bulk hide/unhide operations available in multi-select mode Toggle visibility of hidden conversations using the eye icon in the sidebar 3. Two-Tier Conversation Search Quick Search (Sidebar) Instant title-based filtering of conversations Search icon in sidebar activates inline search input Real-time filtering as you type Clear button to reset search Expand button to open advanced search modal Advanced Search (Modal) Full-text search across all message content Multiple filter options: Date range (from/to) Chat type (personal/group/public) Classifications (multi-select) Has uploaded files Has generated images Pagination (20 results per page) Message snippets with highlighted search terms (50 chars before/after match) Click to navigate directly to specific messages Search history tracking (last 20 searches) Clickable search history to repeat searches 4. Message Highlighting & Navigation Search results highlight matched text in yellow (amber in dark mode) Smooth scroll animation to navigate to specific messages Pulse animation draws attention to the target message Highlights persist for 30 seconds before auto-clearing Works across conversation switches 5. Multi-Select Mode Select multiple conversations for bulk operations Visual checkboxes appear when entering selection mode Bulk actions available: Pin/unpin selected conversations Hide/unhide selected conversations Delete selected conversations Selection mode accessible from conversation dropdown menu Auto-exit after 30 seconds of inactivity 6. Enhanced Conversation Details Modal Displays pin icon if conversation is pinned Displays eye-slash icon if conversation is hidden Shows both icons at the top of the modal (next to title) Status section shows visual badges for pinned/hidden state Comprehensive metadata display Technical Implementation Frontend Changes chat-conversations.js: Core conversation management, quick search, pin/hide functionality chat-search-modal.js (NEW): Advanced search modal implementation chat-sidebar-conversations.js: Sidebar search synchronization, hidden conversation handling chat-messages.js: Message highlighting, smooth scroll, search highlight persistence chat-conversation-details.js: Updated to show pin/hidden icons in modal chats.css: Styles for search highlights and message pulse animations HTML Templates: Added search modal, updated navigation icons Backend Changes route_backend_conversations.py: /api/search_conversations - Full-text search with filters and pagination /api/conversations/classifications - Get unique classification values /api/user-settings/search-history - GET/POST/DELETE endpoints for search history /api/conversations/{id}/pin - Toggle pin status /api/conversations/{id}/hide - Toggle hide status Bulk operations for pin/hide/delete functions_settings.py: Search history management functions * Message management (#553) * added message masking mask selected content of message or an entire message * fixed citation border * enabled streaming * image gen with streaming * added reasoning support * added reasoning to agents * agent support * fixed key bug * disable group create and fixed model fetch * updated config * fixed support for workspace search for streaming * fix bug with sidebar update * fixed gpt-5 vision processing bug * metadata works with all messages now * fixed debug_print bug * added reasoning effort to agents and fixed agent validation * fixed file metadata loading bug * fixed llm streaming when working with group workspace data * fixed cosmos container config error * added delete message and fixed message threading * retry bug fixes * fixed message threading order * moved message buttons to menu * fixed bug for conversation history that included inactive threads * added css styling for urls for dark mode * fixed bug with newly created messages not showing metadata or deleting * improved search times by 100x * added token collect to messages supports models and agents * added streaming for agents along with token collection * added embedding token tracking * added document creation/deletion and token tracking to activity log * adding conversations to activity logs * added activity log viewer with filters, search, and export * added support for agents in edit and retry messages * Configure Application from AZD Up command (#548) * Add Cosmos DB post-configuration script and update requirements - Initial POC * post deploy configure services in cosmosdb * refactor to prevent post deploy configuration + begin support of key based auth. * Add additional parameter validation for creating entra app * Refactor Bicep modules for improved authentication and key management - Added keyVault-Secrets.bicep module for storing secrets in Key Vault. - Modified keyVault.bicep to remove enterprise app client secret handling and commented out managed identity role assignments. - Removed openAI-existing.bicep and refactored openAI.bicep to handle model deployments dynamically. - Added setPermissions.bicep for managing role assignments for various resources. - Updated postconfig.py to reflect changes in environment variable handling for authentication type. * Refactor Bicep modules to conditionally add settings based on authentication type and enable resource declarations for services * initial support for VideoIndexer service * Refactor Bicep modules to enhance VideoIndexer service integration and update diagnostic settings configurations * move from using chainguard-dev builder image to python slim image. * Updates to support post deployment app config * Add post-deployment permissions script for CosmosDB and update authentication type handling * fix typo in enhanced citation deployment config * Refactor Dockerfile to use Python 3.13-slim and streamline build process * restart web application after deployment settings applied * remove setting for disableLocalAuth * update to latest version of bicep deployment * remove dead code * code cleanup / formatting * removed unnecessary content from readme.md * fix token scope for commericial search service * set permission correctly for lookup of openAI models * fixes required to configure search with managed identity * Adds Azure Billing Plugin in Community Customizations (#546) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes * add abp back in * upd abp/seperate graph from query * rmv missed merge lines * fix for AL * upd for consistency testing * upd abp to community * fix copilot findings #1 * fix plotting conflict * fix exception handling * fix static max function invokes * rmv unneeded decl * rmv unneeded imports * fix grouping dimensions * fix abp copilot suggestions #2 * simplify methods for message reload * upd dockerfile to google distroless * add pipelines * add modifications to container * upd to build * add missing arg * add arg for major/minor/patch python version * upd python paths and pip install * add perms to /app for user * chg back to root * rmv python3 * rmv not built python * add shared * add path and home * upd for stdlib paths * fix user input filesystem path vulns * fix to consecutive dots * upd pipeline to include branch name in image * add abp to deploy * upd instructions name/rmv abp from deploy * fix pipeline * mov back to Comm Cust for main inclusion --------- Co-authored-by: Bionic711 * Security/container build (#549) * upd dockerfile to google distroless * add pipelines * add modifications to container * upd to build * add missing arg * add arg for major/minor/patch python version * upd python paths and pip install * add perms to /app for user * chg back to root * rmv python3 * rmv not built python * add shared * add path and home * upd for stdlib paths * fix user input filesystem path vulns * fix to consecutive dots --------- Co-authored-by: Bionic711 * Feature/speech managed identity (#543) * Bugfix - deleted duplicate enable_external_healthcheck entry * Feature - updated Speech Service to use Managed Identity in addition to the key, added MAG functionality via Azure Speech SDK since the Fast Transcription API is not available in MAG, updated Admin Setup Walkthrough so it goes to the right place in the settings when Next is clicked, updated Speech requirements in Walkthrough, rewrote Admin Configuration docs, updated/corrected Managed Identity roles in Setup Instructions Special docs. * Update application/single_app/templates/admin_settings.html Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Update application/single_app/functions_settings.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Update application/single_app/functions_documents.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Update application/single_app/functions_documents.py Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> --------- Co-authored-by: Paul Lizer Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> * Banner text color picker from Vivien (#555) * Classification text color picker * Line endings * Remove opencensus * Add flask instrumentation * Add troubleshooting doc * Add troubleshooting doc * Control center (#567) * added group status (active, locked, upload disabled, and inactive) Adds Azure Billing Plugin in Community Customizations * added bulk member upload via csv for groups * add document metadata modified activity log tracking * activity logging for members deleted from groups * added group activity timeline * added notification system * added notifications for document upload to workspaces * fixed badge sizing * fixed url link * fixed badge to not show with zero notifications * Updated notification system * Updated approval system * updated approval workflow * updated notification workflow * Fixed set active bug on my public workspace page * Added user retention policy, updated user profile page with dashboards, retention config, and more. * adding speed to text for chat UI * updated the speech wave form and input field * updated to transcribe entire recording * fixed bug creating new conversation with auto-send * add mic permissions * added stream token tracking * Added public workspace reporting * Updated AI search sizing analysis * added management for public workspaces * improved public workspace management includes stats and bulk actions * updated groups dashboard for owners and admins with stats and bulk actions * added voice for ai to talk with users in chats * Auto Voice Response * for speech service, added 429 randomized response pattern to prevent thunder herding * updated admin settings for speech services and fixed dark mode for raw log viewing * updated video extraction card * Added Control Center Admin and Dashboard Reader roles * updated feedback and safety decorators so admins work unless required then those roles must be used * Updated and Validated logic for admin roles; control center, safety, and feedback * added support for control center admin and dashboard reader * Development (#566) * Banner text color picker from Vivien (#555) * Classification text color picker * Line endings * Remove opencensus * Add flask instrumentation * Add troubleshooting doc * Add troubleshooting doc --------- Co-authored-by: Ed Clark <107473135+clarked-msft@users.noreply.github.com> Co-authored-by: Ed Clark Co-authored-by: Bionic711 <13358952+Bionic711@users.noreply.github.com> * updated tool tip to better inform user on status of ai response * improve query parameters detection for swagger * updated visual cue showing the ai is talking to the user * moved duplicates to shared js * replaced alert with toast. * fixed and added log_event to exceptions * added @user_required and improved swagger generation * Update route_frontend_profile.py * fixed swagger generation bug on affecting two apis * returned keyvault to admin settings ui * Fixed bug when running local js --------- Co-authored-by: Ed Clark <107473135+clarked-msft@users.noreply.github.com> Co-authored-by: Ed Clark Co-authored-by: Bionic711 <13358952+Bionic711@users.noreply.github.com> * Adding release notes * fixed debug_debug_print * Updated README * Update README.md * accepted changes * removed files * GitHub Actions workflow that runs Python compilation checks on all Python files in the single_app * Upated to v0.235.002 * removed debug test file * Updated to v0.235.003 * Update python-syntax-check.yml * fixed disable group creation bug * fixed bug not showing raw activity log for groups * fixed control center access to not require admin role when enabling controlcenteradmin role * fix documentation * Update release_notes.md * Update README.md * added click restrictions to top items in control center * bug fix - fixed group member select after search, group member removal, group member role update, and approve/reject request * Retention execution activity log (#600) * retention execution logging bug fix * debug timer reset with admin save bug fix * Create test_debug_logging_timer_preservation.py * fixed file processing logic prevent runtime execution * fixed bug processing execution against personal documents * removed test logging * Retention Policy Document Deletion Fix * Improve execution logic for rentention policy Now uses retention_policy_next_run timestamp - Compares current time against the stored next scheduled time. If current time >= next scheduled time, it runs. Reduced check interval from 1 hour to 5 minutes - More responsive scheduling, ensures it catches the scheduled time promptly. Better fallback logic - If next_run can't be parsed, falls back to checking last_run (23-hour threshold). Runs immediately if never run before - If there's no last_run or next_run, it will execute on the first check. * Updated branch flow * added log_event to exceptions * enforce-branch-flow * v0.235.025 (#609) * creating workflows * fraud analyssis * support agents * update * fix * updated demo * Swagger lite (#469) * Development (#467) * upgrade to v0.229.060 (#459) * Update release notes to show support for GPT-5 * Documented support for gpt-image-1 * Update config.py * remove documentation folder * Documentation and message table support (#444) * Develop demo docs and import markdown table support * fixed enhanced citations for groups and public workspaces * Updated to support showing public workspaces in scope * Update config.py * fix docs * Updated RELEASE_NOTES * docs demos for public workspaces * V0.229 bug fixes (v0.229.019) (#448) * Development (#445) * Update release notes to show support for GPT-5 * Documented support for gpt-image-1 * Update config.py * remove documentation folder * Documentation and message table support (#444) * Develop demo docs and import markdown table support * fixed enhanced citations for groups and public workspaces * Updated to support showing public workspaces in scope * Update config.py * fix docs * Updated RELEASE_NOTES * video indexer config details, doc intel test button fix, move multimedia configs to search and extract * improved header security * updated versions * moved * Update EXTERNAL_HEALTH_CHECK_DUPLICATION_FIX.md * added pdfs * v0.229.019 bug fixes upgrade to v0.229.058 (#452) * all urls in chat open in new tabs * consolidated admin settings for improved navigation * added left hand nav admin settings menus * added left hand menu options for workspaces * Added debug logging to video indexer processes * readme and functional test * Workspace Scope in Chat affects Prompts * Create WORKSPACE_SCOPE_PROMPTS_FIX.md * time based turn off for debug and file process logging * improve saving in admin settings * update to v0.229.058 * Update RELEASE_NOTES.md * Update RELEASE_NOTES.md * Popup modal for Health Check config * Added Health Check config guide * Chat page top nav bug (#458) * initial fix * fixed top nav chat up bug * notes for v0.229.060 * file location fix * Update config.py * Update RELEASE_NOTES.md * moved to correct location * Fixed enhanced citations CSP bug Simple Chat implemented improved security which negatively impacted enhanced citations. * Updated release notes * updated version and tests * swagger support for all endpoints and added swagger search * added wide screen support for chats when collapsing side bar * v0.230.001 features * adding support for xlsm, Macro Excel files. * moved into features * initial * added readme * removed html code * Update config.py (#477) Updated else if for AUTHORITY * Initial Setup for Pages documentation (#479) * setup folders and base files * setting up files * architecture diagrams * updated to libdoc * libdoc updates * updating side bar * removed loops * editing side bar * Created Simple Chat Jekyll theme * Update config.py (#477) (#478) Updated else if for AUTHORITY Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> * Updating architectures * Update README.md --------- Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> * initial * added to base * adding real data endpoints * Update route_backend_control_center.py * added individual charts * fix for bug 485 * added document metrics * added links to control center * debug * added date * fixed bugs due to branch descrepancies * added Azure SQL Driver Docker File * added documentation for docker_fileSession updates * Redis Managed Identity Azure Government Support Changes * Stop tracking ignored folders * updated gitignore * added sort by to table for user management * storage account size processing * Front end now shows storage account sizing * export user management list to csv * adding group management * fixing swagger generation * fix * Added inline dynamic property generation * added YAML support * Improved muiltform vs app/json detection * added Control Center Admin role ControlCenterAdmin * ai search sizing is working for groups * group refresh fixed * added group data fix * group table refresh * updated export to include group docs * adding public workspace management * removed sample data and consolidated row generators * Changed both caching helper functions to use the existing update_document() function from functions_documents.py instead of direct upsert. * removed workflow, will work on that in different branch * Document Set Fingerprinting, Scope-Aware Cache Key Generation, Event-Based Invalidation I've successfully implemented Document Set Fingerprint + Event-Based Cache Invalidation with deterministic sorting and Score Normalization. * added debug logging * setup cache feature and ttl time to admin app settings * removed cosmos level ttl * Keyvault for secrets (#492) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret --------- Co-authored-by: Bionic711 * Feature/remove abp for pr (#510) * add crude keyvault base impl * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * add ui trigger word and get agent helper * adds safe calls for akv functions * add keyvault to global actions loading * rmv secret leak via logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add security tab UI + key vault UI * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes --------- Co-authored-by: Bionic711 * Feature/group agents actions (#521) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes * add group agents/actions * add branch for testing/rmv old branch * bug fixes, group agent modifications, rmv client validation * rmv ajv * upd from copilot --------- Co-authored-by: Bionic711 * Add cosmos activity logs container configuration * incorporate branch updates Add 372 fix 489 * Support deployment via AZD UP (#530) * Update devcontainer configuration for support of AZD * Move to module based bicep files * Add Azure deployment configuration and update Bicep modules for service outputs * Enhance Azure deployment process by adding predeploy hooks for Docker image management and updating Bicep modules to include managed identity client ID and container registry outputs. * Add deployment script for creating and storing Azure AD client secret in Key Vault * Update Azure Dev CLI feature version to latest in devcontainer configuration * Remove deprecated Bicep files and parameter configurations for cleaner deployment structure * Refactor Bicep modules for improved diagnostics and role assignments - Updated appService.bicep to conditionally import diagnostic settings based on enableDiagLogging parameter. - Changed Azure Cosmos DB authentication type to managed identity and removed key-based authentication settings. - Enhanced appServiceAuthentication.bicep by removing unnecessary parameters and configuring Key Vault reference for client secret. - Modified appServicePlan.bicep to conditionally import diagnostic settings. - Refactored azureContainerRegistry-existing.bicep to deploy role assignment to the ACR's resource group. - Updated azureContainerRegistry.bicep to conditionally import diagnostic settings. - Enhanced contentSafety.bicep with conditional diagnostic settings import. - Updated cosmosDb.bicep to include a new database and container, and added role assignments for managed identity. - Refactored documentIntelligence.bicep to conditionally import diagnostic settings. - Enhanced enterpriseApplication.bicep by adding additional required resource access scopes. - Updated keyVault.bicep to conditionally import diagnostic settings and adjusted enterprise app parameters. - Refactored openAI.bicep to conditionally import diagnostic settings. - Enhanced redisCache.bicep with conditional diagnostic settings import. - Updated search.bicep to conditionally import diagnostic settings. - Refactored speechService.bicep to conditionally import diagnostic settings. - Enhanced storageAccount.bicep with conditional diagnostic settings import. - Added main.parameters.json for parameter management. - Introduced azureContainerRegistry-roleAssignment.bicep for managing ACR role assignments. * Add custom subdomain names for document intelligence, OpenAI, and speech services * Fix casing for hostingMode property in search service configuration * Enhance storage account configuration by enabling hierarchical namespace and setting public access to 'None' for document containers * Add enterprise app permissions module for resource access management * Fixed ExternalApi configuration to valid guid and set value to a unique name * Add Init Script to Configure Entra Application * Fix spelling error * fix failure in hostingMode value * configure managed identity for contentSafety * update readme to support new AZD deployment solution * Video Indexer, Multi-Modal Enhancements, Scope Bug ## PR Summary: Video Indexer Multi-Modal Enhancements ### Overview This PR introduces significant enhancements to video processing and image analysis capabilities, focusing on multi-modal AI features and improved metadata handling. **Version updated from 0.233.167 to 0.233.172**. ### 🎯 Key Features #### 1. **Multi-Modal Vision Analysis for Images** - Added AI-powered vision analysis for uploaded images using GPT-4 Vision or similar models - Extracts comprehensive image insights including: - AI-generated descriptions - Object detection - Text extraction from images (OCR) - Detailed visual analysis - New admin setting: `enable_multimodal_vision` to control feature availability - Vision analysis results stored in document metadata and included in AI Search indexing - Connection testing endpoint added for vision model validation #### 2. **Enhanced Document Metadata Citations** - Implemented metadata-based citations that surface document keywords, abstracts, and vision analysis - New citation types displayed with distinct visual indicators: - **Keywords**: Tagged with `bi-tags` icon, labeled as "Metadata" - **Abstract**: Document summaries included as contextual citations - **Vision Analysis**: AI-generated image insights labeled as "AI Vision" - Metadata content passed to AI models as additional context for more informed responses - Special modal view for metadata citations (separate from standard document citations) #### 3. **Image Message UI Improvements** - Enhanced display for user-uploaded images vs AI-generated images - Added "View Text" button for uploaded images with extracted content or vision analysis - Collapsible info sections showing: - Extracted OCR text from Document Intelligence - AI Vision Analysis results - Proper avatar distinction between uploaded and generated images - Improved metadata tracking with `is_user_upload` flag #### 4. **Video Indexer Configuration Updates** - **BREAKING CHANGE**: Removed API key authentication support - Now exclusively uses **Managed Identity authentication** for Video Indexer - Updated admin UI documentation to guide managed identity setup: - Enable system-assigned managed identity on App Service - Assign "Video Indexer Restricted Viewer" role - Configure required ARM settings (subscription ID, resource group, account name) - Improved validation for required Video Indexer settings - Enhanced error messaging for missing configuration #### 5. **Search Scope Improvements** - Fixed search behavior when `document_scope='all'` to properly include group documents - Added `active_group_id` to search context when document scope is 'all' and groups are enabled - Conditional group index searching - only queries group index when `active_group_id` is present - Prevents unnecessary searches and potential errors when groups aren't in use #### 6. **Image Context in Conversation History** - Enhanced conversation history to include rich image context for AI models - Extracts and includes: - OCR text from Document Intelligence (up to max content length) - AI Vision analysis (description, objects, text) - Structured prompt formatting for multimodal understanding - **Important**: Base64 image data excluded from conversation history to prevent token overflow - Only metadata and extracted insights passed to models for efficient token usage ### 🔧 Technical Improvements #### Backend Changes - **route_backend_chats.py**: - Added metadata citation extraction logic (~150 lines) - Enhanced conversation history building for image uploads - Improved search argument handling for group contexts - **functions_documents.py**: - New `analyze_image_with_vision_model()` function for AI vision analysis - Enhanced `get_document_metadata_for_citations()` integration - Vision analysis now runs BEFORE chunk saving to include insights in AI Search indexing - Removed redundant blob storage for vision JSON (stored in document metadata) - **route_backend_settings.py**: - New `_test_multimodal_vision_connection()` endpoint for testing vision models - Supports both APIM and direct Azure OpenAI endpoints - Test uses 1x1 pixel sample image for validation - **functions_search.py**: - Added conditional logic for group search execution - Prevents empty `active_group_id` from causing search errors #### Frontend Changes - **chat-messages.js** (~275 lines changed): - Enhanced `appendMessage()` to handle uploaded image metadata - New `toggleImageInfo()` functionality for expandable image details - Improved citation rendering with metadata type indicators - Debug logging for image message processing - **chat-citations.js** (~70 lines added): - New `showMetadataModal()` function for displaying keywords/abstracts/vision analysis - Enhanced citation click handling to detect metadata citations - Separate modal styling and behavior for metadata vs document citations - **admin_settings.html**: - Complete redesign of Video Indexer configuration section - Removed all API key references - Added managed identity setup instructions with step-by-step guidance - Updated configuration display to show resource group and subscription ID - **_video_indexer_info.html**: - Updated modal content to clarify managed identity requirement - Added warning banner about authentication type - Enhanced configuration display with ARM resource details ### 📊 Files Changed - **16 files** modified - **+1,063 insertions**, **-412 deletions** - Net change: **+651 lines** ### 🧪 Testing Considerations - Test multi-modal vision analysis with various image types - Validate metadata citations appear correctly in chat responses - Verify Video Indexer works with managed identity authentication - Test search scope behavior with and without groups enabled - Validate image upload UI shows extracted text and vision analysis - Confirm conversation history properly handles image context without token overflow ### 🔐 Security & Performance - Managed identity authentication improves security posture (no stored API keys) - Image base64 data excluded from conversation history prevents token exhaustion - Metadata citations add minimal overhead while providing rich context - Vision analysis runs efficiently during document processing pipeline ### 📝 Configuration Required Admins must configure: 1. Enable `enable_multimodal_vision` in admin settings 2. Select vision-capable model (e.g., `gpt-4o`, `gpt-4-vision-preview`) 3. For Video Indexer: Configure managed identity and ARM resource details 4. Enable `enable_extract_meta_data` to surface metadata citations --- This PR significantly enhances the application's multi-modal capabilities, providing users with richer context from images and documents while maintaining efficient token usage and robust security practices. * Conversation Management Features (#532) New Features 1. Pin Conversations Users can pin important conversations to keep them at the top of the list Pinned conversations display a pin icon (📌) in the conversation header and details modal Pin icon appears before the conversation title Bulk pin/unpin operations available in multi-select mode Pinned conversations always appear first, sorted by most recent activity 2. Hide Conversations Users can hide conversations to declutter their workspace without deleting them Hidden conversations display an eye-slash icon (👁️‍🗨️) in the conversation header and details modal Eye-slash icon appears next to the pin icon (if pinned) Bulk hide/unhide operations available in multi-select mode Toggle visibility of hidden conversations using the eye icon in the sidebar 3. Two-Tier Conversation Search Quick Search (Sidebar) Instant title-based filtering of conversations Search icon in sidebar activates inline search input Real-time filtering as you type Clear button to reset search Expand button to open advanced search modal Advanced Search (Modal) Full-text search across all message content Multiple filter options: Date range (from/to) Chat type (personal/group/public) Classifications (multi-select) Has uploaded files Has generated images Pagination (20 results per page) Message snippets with highlighted search terms (50 chars before/after match) Click to navigate directly to specific messages Search history tracking (last 20 searches) Clickable search history to repeat searches 4. Message Highlighting & Navigation Search results highlight matched text in yellow (amber in dark mode) Smooth scroll animation to navigate to specific messages Pulse animation draws attention to the target message Highlights persist for 30 seconds before auto-clearing Works across conversation switches 5. Multi-Select Mode Select multiple conversations for bulk operations Visual checkboxes appear when entering selection mode Bulk actions available: Pin/unpin selected conversations Hide/unhide selected conversations Delete selected conversations Selection mode accessible from conversation dropdown menu Auto-exit after 30 seconds of inactivity 6. Enhanced Conversation Details Modal Displays pin icon if conversation is pinned Displays eye-slash icon if conversation is hidden Shows both icons at the top of the modal (next to title) Status section shows visual badges for pinned/hidden state Comprehensive metadata display Technical Implementation Frontend Changes chat-conversations.js: Core conversation management, quick search, pin/hide functionality chat-search-modal.js (NEW): Advanced search modal implementation chat-sidebar-conversations.js: Sidebar search synchronization, hidden conversation handling chat-messages.js: Message highlighting, smooth scroll, search highlight persistence chat-conversation-details.js: Updated to show pin/hidden icons in modal chats.css: Styles for search highlights and message pulse animations HTML Templates: Added search modal, updated navigation icons Backend Changes route_backend_conversations.py: /api/search_conversations - Full-text search with filters and pagination /api/conversations/classifications - Get unique classification values /api/user-settings/search-history - GET/POST/DELETE endpoints for search history /api/conversations/{id}/pin - Toggle pin status /api/conversations/{id}/hide - Toggle hide status Bulk operations for pin/hide/delete functions_settings.py: Search history management functions * Message management (#553) * added message masking mask selected content of message or an entire message * fixed citation border * enabled streaming * image gen with streaming * added reasoning support * added reasoning to agents * agent support * fixed key bug * disable group create and fixed model fetch * updated config * fixed support for workspace search for streaming * fix bug with sidebar update * fixed gpt-5 vision processing bug * metadata works with all messages now * fixed debug_print bug * added reasoning effort to agents and fixed agent validation * fixed file metadata loading bug * fixed llm streaming when working with group workspace data * fixed cosmos container config error * added delete message and fixed message threading * retry bug fixes * fixed message threading order * moved message buttons to menu * fixed bug for conversation history that included inactive threads * added css styling for urls for dark mode * fixed bug with newly created messages not showing metadata or deleting * improved search times by 100x * added token collect to messages supports models and agents * added streaming for agents along with token collection * added embedding token tracking * added document creation/deletion and token tracking to activity log * adding conversations to activity logs * added activity log viewer with filters, search, and export * added support for agents in edit and retry messages * Configure Application from AZD Up command (#548) * Add Cosmos DB post-configuration script and update requirements - Initial POC * post deploy configure services in cosmosdb * refactor to prevent post deploy configuration + begin support of key based auth. * Add additional parameter validation for creating entra app * Refactor Bicep modules for improved authentication and key management - Added keyVault-Secrets.bicep module for storing secrets in Key Vault. - Modified keyVault.bicep to remove enterprise app client secret handling and commented out managed identity role assignments. - Removed openAI-existing.bicep and refactored openAI.bicep to handle model deployments dynamically. - Added setPermissions.bicep for managing role assignments for various resources. - Updated postconfig.py to reflect changes in environment variable handling for authentication type. * Refactor Bicep modules to conditionally add settings based on authentication type and enable resource declarations for services * initial support for VideoIndexer service * Refactor Bicep modules to enhance VideoIndexer service integration and update diagnostic settings configurations * move from using chainguard-dev builder image to python slim image. * Updates to support post deployment app config * Add post-deployment permissions script for CosmosDB and update authentication type handling * fix typo in enhanced citation deployment config * Refactor Dockerfile to use Python 3.13-slim and streamline build process * restart web application after deployment settings applied * remove setting for disableLocalAuth * update to latest version of bicep deployment * remove dead code * code cleanup / formatting * removed unnecessary content from readme.md * fix token scope for commericial search service * set permission correctly for lookup of openAI models * fixes required to configure search with managed identity * Adds Azure Billing Plugin in Community Customizations (#546) * add crude keyvault base impl * upd actions for MAG * add settings to fix * upd secret naming convention * upd auth types to include conn string/basic(un/pw) * fix method name * add get agent helper * add ui trigger word and get agent helper * upd function imports * upd agents call * add desc of plugins * fix for admin modal loading * upd default agent handling * rmv unneeded file * rmv extra imp statements * add new cosmos container script * upd instructions for consistency of code * adds safe calls for akv functions * adds akv to personal agents * fix for user agents boot issue * fix global set * upd azure function plugin to super init * upd to clean imports * add keyvault to global actions loading * add plugin loading docs * rmv secret leak via logging * rmv displaying of token in logs * fix not loading global actions for personal agents * rmv unsupported characters from logging * fix chat links in dark mode * chg order of css for links in dark mode * fix chat color * add default plugin print logging * rmv default check for nonsql plugins * upd requirements * add keyvault and dynamic addsetting ui * fix for agents/plugins with invalid akv chars * add imp to appins logging * add security tab UI + key vault UI * add keyvault settings * fix for copilot findings. * fix for resaving plugin without changing secret * init azure billing plugin * add app settings cache * upd to azure billing plugin * upd to msgraph plugin * init community customizations * add module * add key vault config modal * add logging and functions to math * rmv extra telemetry, add appcache * upd billing plugin * add/upd key vault, admin settings, agents, max tokens * Remove abp for pr * disable static logging for development * rmv dup import * add note on pass * added notes * rmv dup decl * add semicolon * rmv unused variable add agent name to log * add actions migration back in * add notes and copilot fixes * add abp back in * upd abp/seperate graph from query * rmv missed merge lines * fix for AL * upd for consisten… * do not error if no image tag, use latest --------- Co-authored-by: Paul Lizer Co-authored-by: Patrick C Davis <82388365+Patrick-Davis-MSFT@users.noreply.github.com> Co-authored-by: Bionic711 Co-authored-by: cjackson202 <134412115+cjackson202@users.noreply.github.com> Co-authored-by: Bionic711 Co-authored-by: Bionic711 <13358952+Bionic711@users.noreply.github.com> Co-authored-by: Steve Carroll <37545884+SteveCInVA@users.noreply.github.com> Co-authored-by: Xeelee33 Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com> Co-authored-by: Ed Clark <107473135+clarked-msft@users.noreply.github.com> Co-authored-by: Ed Clark Co-authored-by: Joshua Wilshere Co-authored-by: Chen, Vivien Co-authored-by: vivche Co-authored-by: Eldon Gormsen --- deployers/bicep/main.bicep | 6 +- ...ure_speech_managed_identity_manul_setup.md | 261 ++++++++++++++++++ 2 files changed, 266 insertions(+), 1 deletion(-) create mode 100644 docs/how-to/azure_speech_managed_identity_manul_setup.md diff --git a/deployers/bicep/main.bicep b/deployers/bicep/main.bicep index b336aee9..bcf19d31 100644 --- a/deployers/bicep/main.bicep +++ b/deployers/bicep/main.bicep @@ -637,7 +637,11 @@ output var_videoIndexerName string = deployVideoIndexerService ? videoIndexerSer // output values required for predeploy script in azure.yaml output var_containerRegistry string = containerRegistry output var_imageName string = contains(imageName, ':') ? split(imageName, ':')[0] : imageName -output var_imageTag string = split(imageName, ':')[1] +//output var_imageTag string = split(imageName, ':')[1] +output var_imageTag string = contains(imageName, ':') + ? split(imageName, ':')[1] + : 'latest' + output var_webService string = appService.outputs.name // output values required for postup script in azure.yaml diff --git a/docs/how-to/azure_speech_managed_identity_manul_setup.md b/docs/how-to/azure_speech_managed_identity_manul_setup.md new file mode 100644 index 00000000..bf1b6e74 --- /dev/null +++ b/docs/how-to/azure_speech_managed_identity_manul_setup.md @@ -0,0 +1,261 @@ +# Azure Speech Service with Managed Identity Manual Setup + +## Overview + +This guide explains the critical difference between key-based and managed identity authentication when configuring Azure Speech Service, and the required steps to enable managed identity properly. + +## Authentication Methods: Regional vs. Resource-Specific Endpoints + +### Regional Endpoint (Shared Gateway) + +**Endpoint format**: `https://.api.cognitive.microsoft.com` +- Example: `https://eastus2.api.cognitive.microsoft.com` +- This is a **shared endpoint** for all Speech resources in that Azure region +- Acts as a gateway that routes requests to individual Speech resources + +### Resource-Specific Endpoint (Custom Subdomain) + +**Endpoint format**: `https://.cognitiveservices.azure.com` +- Example: `https://simplechat6-dev-speech.cognitiveservices.azure.com` +- This is a **unique endpoint** dedicated to your specific Speech resource +- Requires custom subdomain to be enabled on the resource + +--- + +## Why Regional Endpoint Works with Key but NOT Managed Identity + +### Key-Based Authentication ✅ Works with Regional Endpoint + +When using subscription key authentication: + +```http +POST https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe +Headers: + Ocp-Apim-Subscription-Key: abc123def456... +``` + +**Why it works:** +1. The subscription key **directly identifies** your specific Speech resource +2. The regional gateway uses the key to look up which resource it belongs to +3. The request is automatically routed to your resource +4. Authorization succeeds because the key proves ownership + +### Managed Identity (AAD Token) ❌ Fails with Regional Endpoint + +When using managed identity authentication: + +```http +POST https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe +Headers: + Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc... +``` + +**Why it fails (returns 400 BadRequest):** +1. The Bearer token proves your App Service identity to Azure AD +2. The token does NOT specify which Speech resource you want to access +3. The regional gateway cannot determine: + - Which specific Speech resource you're authorized for + - Whether your managed identity has RBAC roles on that resource +4. **Result**: The gateway rejects the request with 400 BadRequest + +### Managed Identity ✅ Works with Resource-Specific Endpoint + +When using managed identity with custom subdomain: + +```http +POST https://simplechat6-dev-speech.cognitiveservices.azure.com/speechtotext/transcriptions:transcribe +Headers: + Authorization: Bearer eyJ0eXAiOiJKV1QiLCJhbGc... +``` + +**Why it works:** +1. The hostname **itself identifies** your specific Speech resource +2. Azure validates your managed identity Bearer token against that resource's RBAC +3. If your App Service MI has `Cognitive Services Speech User` role → authorized +4. The request proceeds to your dedicated Speech resource instance + +--- + +## Required Setup for Managed Identity + +### Prerequisites + +1. **Azure Speech Service resource** created in your subscription +2. **System-assigned or user-assigned managed identity** on your App Service +3. **RBAC role assignments** on the Speech resource + +### Step 1: Enable Custom Subdomain on Speech Resource + +**Why needed**: By default, Speech resources use the regional endpoint and do NOT have custom subdomains. Managed identity requires the resource-specific endpoint. + +**How to enable**: + +```bash +az cognitiveservices account update \ + --name \ + --resource-group \ + --custom-domain +``` + +**Example**: + +```bash +az cognitiveservices account update \ + --name simplechat6-dev-speech \ + --resource-group sc-simplechat6-dev-rg \ + --custom-domain simplechat6-dev-speech +``` + +**Important notes**: +- Custom subdomain name must be **globally unique** across Azure +- Usually use the same name as your resource: `` +- **One-way operation**: Cannot be disabled once enabled +- After enabling, the resource's endpoint property changes from regional to resource-specific + +**Verify custom subdomain is enabled**: + +```bash +az cognitiveservices account show \ + --name \ + --resource-group \ + --query "{customSubDomainName:properties.customSubDomainName, endpoint:properties.endpoint}" +``` + +Expected output: +```json +{ + "customSubDomainName": "simplechat6-dev-speech", + "endpoint": "https://simplechat6-dev-speech.cognitiveservices.azure.com/" +} +``` + +### Step 2: Assign RBAC Roles to Managed Identity + +Grant your App Service managed identity the necessary roles on the Speech resource: + +```bash +# Get the Speech resource ID +SPEECH_RESOURCE_ID=$(az cognitiveservices account show \ + --name \ + --resource-group \ + --query id -o tsv) + +# Get the App Service managed identity principal ID +MI_PRINCIPAL_ID=$(az webapp identity show \ + --name \ + --resource-group \ + --query principalId -o tsv) + +# Assign Cognitive Services Speech User role (data-plane read access) +az role assignment create \ + --assignee $MI_PRINCIPAL_ID \ + --role "Cognitive Services Speech User" \ + --scope $SPEECH_RESOURCE_ID + +# Assign Cognitive Services Speech Contributor role (if needed for write operations) +az role assignment create \ + --assignee $MI_PRINCIPAL_ID \ + --role "Cognitive Services Speech Contributor" \ + --scope $SPEECH_RESOURCE_ID +``` + +**Verify role assignments**: + +```bash +az role assignment list \ + --assignee $MI_PRINCIPAL_ID \ + --scope $SPEECH_RESOURCE_ID \ + -o table +``` + +### Step 3: Configure Admin Settings + +In the Admin Settings → Search & Extract → Multimedia Support section: + +| Setting | Value | Example | +|---------|-------|---------| +| **Enable Audio File Support** | ✅ Checked | | +| **Speech Service Endpoint** | Resource-specific endpoint (with custom subdomain) | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | +| **Speech Service Location** | Azure region | `eastus2` | +| **Speech Service Locale** | Language locale for transcription | `en-US` | +| **Authentication Type** | Managed Identity | | +| **Speech Service Key** | (Leave empty when using MI) | | + +**Critical**: +- Endpoint must be the resource-specific URL (custom subdomain) +- Do NOT use the regional endpoint for managed identity +- Remove trailing slash from endpoint: ✅ `https://..azure.com` ❌ `https://..azure.com/` + +### Step 4: Test Audio Upload + +1. Upload a short WAV or MP3 file +2. Monitor application logs for transcription progress +3. Expected log output: + ``` + File size: 1677804 bytes + Produced 1 WAV chunks: ['/tmp/tmp_chunk_000.wav'] + [Debug] Transcribing WAV chunk: /tmp/tmp_chunk_000.wav + [Debug] Speech config obtained successfully + [Debug] Received 5 phrases + Creating 3 transcript pages + ``` + +--- + +## Troubleshooting + +### Error: NameResolutionError - Failed to resolve hostname + +**Symptom**: `Failed to resolve 'simplechat6-dev-speech.cognitiveservices.azure.com'` + +**Cause**: Custom subdomain not enabled on Speech resource + +**Solution**: Enable custom subdomain using Step 1 above + +### Error: 400 BadRequest when using MI with regional endpoint + +**Symptom**: `400 Client Error: BadRequest for url: https://eastus2.api.cognitive.microsoft.com/speechtotext/transcriptions:transcribe` + +**Cause**: Managed identity requires resource-specific endpoint, not regional + +**Solution**: Update Admin Settings endpoint to use `https://.cognitiveservices.azure.com` + +### Error: 401 Authentication error with MI + +**Symptom**: `WebSocket upgrade failed: Authentication error (401)` + +**Cause**: Missing RBAC role assignments + +**Solution**: Assign required roles using Step 2 above + +### Key auth works but MI fails + +**Diagnosis checklist**: +- [ ] Custom subdomain enabled on Speech resource? +- [ ] Admin Settings endpoint is resource-specific (not regional)? +- [ ] Managed identity has RBAC roles on Speech resource? +- [ ] Authentication Type set to "Managed Identity" in Admin Settings? + +--- + +## Summary + +| Authentication Method | Endpoint Type | Example | Works? | +|----------------------|---------------|---------|--------| +| **Key** | Regional | `https://eastus2.api.cognitive.microsoft.com` | ✅ Yes | +| **Key** | Resource-specific | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | ✅ Yes | +| **Managed Identity** | Regional | `https://eastus2.api.cognitive.microsoft.com` | ❌ No (400 BadRequest) | +| **Managed Identity** | Resource-specific | `https://simplechat6-dev-speech.cognitiveservices.azure.com` | ✅ Yes (with custom subdomain) | + +**Key takeaway**: Managed identity for Azure Cognitive Services data-plane operations requires: +1. Custom subdomain enabled on the resource +2. Resource-specific endpoint configured in your application +3. RBAC roles assigned to the managed identity at the resource scope + +--- + +## References + +- [Azure Cognitive Services custom subdomain documentation](https://learn.microsoft.com/azure/cognitive-services/cognitive-services-custom-subdomains) +- [Authenticate with Azure AD using managed identity](https://learn.microsoft.com/azure/cognitive-services/authentication?tabs=powershell#authenticate-with-azure-active-directory) +- [Azure Speech Service authentication](https://learn.microsoft.com/azure/ai-services/speech-service/rest-speech-to-text-short) From a4a4224eafa38c6d9b2aa88749df4810020a5fd3 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Mon, 9 Feb 2026 13:07:50 -0500 Subject: [PATCH 68/72] Search bug fix 20260229 (#697) * fixed search in chat * fixed buttons in manage group * fixed issue with workspace search --- application/single_app/config.py | 2 +- application/single_app/route_backend_chats.py | 23 ++++++++++++------- .../static/js/group/manage_group.js | 9 -------- docs/explanation/release_notes.md | 23 +++++++++++++++---- 4 files changed, 34 insertions(+), 23 deletions(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index 2303a89e..cd3cd9c2 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.237.008" +VERSION = "0.237.009" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/route_backend_chats.py b/application/single_app/route_backend_chats.py index ad514e6f..10ea1abe 100644 --- a/application/single_app/route_backend_chats.py +++ b/application/single_app/route_backend_chats.py @@ -442,7 +442,7 @@ def result_requires_message_reload(result: Any) -> bool: doc_results = list(cosmos_container.query_items( query=doc_query, parameters=doc_params, enable_cross_partition_query=True )) - if doc_results: + if doc_results and 'workspace_search' in user_metadata: doc_info = doc_results[0] user_metadata['workspace_search']['document_name'] = doc_info.get('title') or doc_info.get('file_name') user_metadata['workspace_search']['document_filename'] = doc_info.get('file_name') @@ -465,18 +465,22 @@ def result_requires_message_reload(result: Any) -> bool: if group_doc.get('name'): group_name = group_doc.get('name') - user_metadata['workspace_search']['group_name'] = group_name - debug_print(f"Workspace search - set group_name to: {group_name}") + if 'workspace_search' in user_metadata: + user_metadata['workspace_search']['group_name'] = group_name + debug_print(f"Workspace search - set group_name to: {group_name}") else: debug_print(f"Workspace search - no name for group: {active_group_id}") - user_metadata['workspace_search']['group_name'] = None + if 'workspace_search' in user_metadata: + user_metadata['workspace_search']['group_name'] = None else: debug_print(f"Workspace search - no group found for id: {active_group_id}") - user_metadata['workspace_search']['group_name'] = None + if 'workspace_search' in user_metadata: + user_metadata['workspace_search']['group_name'] = None except Exception as e: debug_print(f"Error retrieving group details: {e}") - user_metadata['workspace_search']['group_name'] = None + if 'workspace_search' in user_metadata: + user_metadata['workspace_search']['group_name'] = None import traceback traceback.print_exc() @@ -492,8 +496,11 @@ def result_requires_message_reload(result: Any) -> bool: except Exception as e: debug_print(f"Error checking public workspace status: {e}") - user_metadata['workspace_search']['active_public_workspace_id'] = active_public_workspace_id - else: + if 'workspace_search' in user_metadata: + user_metadata['workspace_search']['active_public_workspace_id'] = active_public_workspace_id + + # Ensure workspace_search key always exists for consistency + if 'workspace_search' not in user_metadata: user_metadata['workspace_search'] = { 'search_enabled': False } diff --git a/application/single_app/static/js/group/manage_group.js b/application/single_app/static/js/group/manage_group.js index 250a7b70..a6b00cc4 100644 --- a/application/single_app/static/js/group/manage_group.js +++ b/application/single_app/static/js/group/manage_group.js @@ -473,8 +473,6 @@ function renderMemberActions(member) { } else { return ` `; @@ -546,10 +541,6 @@ function loadPendingRequests() { data-request-id="${u.userId}">Approve - - `; diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index 5901ff04..ab6b2717 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -1,7 +1,8 @@ + # Feature Release -### **(v0.237.008)** +### **(v0.237.009)** #### New Features @@ -16,6 +17,14 @@ #### Bug Fixes +* **Workspace Search Deselection KeyError Fix** + * Fixed HTTP 500 error when deselecting the workspace search button after having a document selected. Users would get "Could not get a response. HTTP error! status: 500" in the chat interface. + * **Root Cause**: When workspace search was deselected (`hybrid_search_enabled = False`), the `user_metadata['workspace_search']` dictionary was never initialized. However, subsequent code for handling group scope or public workspace context attempted to access `user_metadata['workspace_search']['group_name']` or other properties, causing a KeyError. + * **Error**: `KeyError: 'workspace_search'` at lines 468, 479 in `route_backend_chats.py` when trying to set group_name or active_public_workspace_id. + * **Solution**: Added defensive checks before accessing `user_metadata['workspace_search']`. If the key doesn't exist, initialize it with `{'search_enabled': False}` before attempting to set additional properties like group_name or workspace IDs. + * **Workaround**: Clicking Home and then back to Chat worked because it triggered a page reload that reset the state properly. + * (Ref: `route_backend_chats.py`, workspace search, metadata initialization, KeyError handling) + * **OpenAPI Basic Authentication Fix** * Fixed "session not authenticated" errors when using Basic Authentication with OpenAPI actions, even when credentials were correct. * **Root Cause**: Mismatch between how the UI stored Basic Auth credentials (as `username:password` string in `auth.key`) and how the OpenAPI plugin factory expected them (as separate `username` and `password` properties in `additionalFields`). @@ -221,7 +230,7 @@ * **Frontend Integration**: UI can query allowed auth types to display only valid options. * **Files Modified**: `route_backend_plugins.py`. * (Ref: plugin authentication, auth type constraints, OpenAPI plugins, security) - + #### Bug Fixes * **Control Center Chart Date Labels Fix** @@ -780,9 +789,11 @@ * (Ref: `functions_authentication.py`, `functions_documents.py`, Video Indexer workflow logging) ### **(v0.229.014)** + #### Bug Fixes ##### Public Workspace Management Fixes + * **Public Workspace Management Permission Fix** * Fixed incorrect permission checking for public workspace management operations when "Require Membership to Create Public Workspaces" setting was enabled. * **Issue**: Users with legitimate access to manage workspaces (Owner/Admin/DocumentManager) were incorrectly shown "Forbidden" errors when accessing management functionality. @@ -801,7 +812,9 @@ * (Ref: `chat-documents.js`, scope label updates, dynamic workspace display) ======= + ##### User Interface and Content Rendering Fixes + * **Unicode Table Rendering Fix** * Fixed issue where AI-generated tables using Unicode box-drawing characters were not rendering as proper HTML tables in the chat interface. * **Problem**: AI agents (particularly ESAM Agent) generated Unicode tables that appeared as plain text instead of formatted tables. @@ -1133,7 +1146,7 @@ * (Ref: `artifacts/architecture.vsdx`) * **Health Check** * Provide admins ability to enable a healthcheck api. - * (Ref: `route_external_health.py`) + * (Ref: `route_external_health.py`) #### Bug Fixes @@ -1609,9 +1622,9 @@ We introduced a robust user feedback system, expanded content-safety features fo 5. **Inline File Previews in Chat** - Files attached to a conversation can be previewed directly from the chat, with text or data displayed in a pop-up. -7. **Optional Image Generation** +6. **Optional Image Generation** - Users can toggle an “Image” button to create images via Azure OpenAI (e.g., DALL·E) when configured in Admin Settings. -8. **App Roles & Enterprise Application** +7. **App Roles & Enterprise Application** - Provides a robust way to control user access at scale. - Admins can assign roles to new users or entire Azure AD groups. \ No newline at end of file From 541dd605e6060c7835c614eadd0e1054c09b8aaa Mon Sep 17 00:00:00 2001 From: Xeelee33 Date: Mon, 9 Feb 2026 10:09:53 -0800 Subject: [PATCH 69/72] Overhauled and updated file extension definition & MAG audio file transcription, fixed file metadata editing (#695) * Overhauled how file extensions are defined and referenced to reduce duplication and omission errors (mp3 was missing from list of allowed file type uploads). Added additional supported video file extensions and .heic image extension. Also rebuilt audio file transcription in MAG to use continuious recognition API instead of recognize_once() * Adjustments to file extensions based on testing and review * Bugfix - fixed error thrown when saving file metadata edits --- application/single_app/config.py | 46 ++++- application/single_app/functions_documents.py | 159 +++++++++++++++--- .../single_app/route_backend_documents.py | 20 ++- .../route_backend_group_documents.py | 53 ++++-- .../route_backend_public_documents.py | 56 ++++-- .../single_app/route_enhanced_citations.py | 11 +- .../single_app/route_frontend_chats.py | 10 +- .../route_frontend_group_workspaces.py | 29 +--- .../route_frontend_public_workspaces.py | 17 +- .../single_app/route_frontend_workspace.py | 17 +- .../static/js/chat/chat-enhanced-citations.js | 4 +- 11 files changed, 300 insertions(+), 122 deletions(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index cd3cd9c2..ee1bc63d 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -122,11 +122,49 @@ CLIENTS = {} CLIENTS_LOCK = threading.Lock() -ALLOWED_EXTENSIONS = { - 'txt', 'pdf', 'doc', 'docm', 'docx', 'xlsx', 'xlsm', 'xls', 'csv', 'pptx', 'html', 'jpg', 'jpeg', 'png', 'bmp', 'tiff', 'tif', 'heif', 'md', 'json', - 'mp4', 'mov', 'avi', 'mkv', 'flv', 'mxf', 'gxf', 'ts', 'ps', '3gp', '3gpp', 'mpg', 'wmv', 'asf', 'm4a', 'm4v', 'isma', 'ismv', - 'dvr-ms', 'wav', 'xml', 'yaml', 'yml', 'log' +# Base allowed extensions (always available) +BASE_ALLOWED_EXTENSIONS = {'txt', 'doc', 'docm', 'html', 'md', 'json', 'xml', 'yaml', 'yml', 'log'} +DOCUMENT_EXTENSIONS = {'pdf', 'docx', 'pptx', 'ppt'} +TABULAR_EXTENSIONS = {'csv', 'xlsx', 'xls', 'xlsm'} + +# Updates to image, video, or audio extensions should also be made in static/js/chat/chat-enhanced-citations.js if the new file types can be natively rendered in the browser. +IMAGE_EXTENSIONS = {'jpg', 'jpeg', 'png', 'bmp', 'tiff', 'tif', 'heif', 'heic'} + +# Optional extensions by feature +VIDEO_EXTENSIONS = { + 'mp4', 'mov', 'avi', 'mkv', 'flv', 'mxf', 'gxf', 'ts', 'ps', '3gp', '3gpp', + 'mpg', 'wmv', 'asf', 'm4v', 'isma', 'ismv', 'dvr-ms', 'webm', 'mpeg' } + +AUDIO_EXTENSIONS = {'mp3', 'wav', 'ogg', 'aac', 'flac', 'm4a'} + +def get_allowed_extensions(enable_video=False, enable_audio=False): + """ + Get allowed file extensions based on feature flags. + + Args: + enable_video: Whether video file support is enabled + enable_audio: Whether audio file support is enabled + + Returns: + set: Allowed file extensions + """ + extensions = BASE_ALLOWED_EXTENSIONS.copy() + extensions.update(DOCUMENT_EXTENSIONS) + extensions.update(IMAGE_EXTENSIONS) + extensions.update(TABULAR_EXTENSIONS) + + if enable_video: + extensions.update(VIDEO_EXTENSIONS) + + if enable_audio: + extensions.update(AUDIO_EXTENSIONS) + + return extensions + +ALLOWED_EXTENSIONS = get_allowed_extensions(enable_video=True, enable_audio=True) + +# Admin UI specific extensions (for logo/favicon uploads) ALLOWED_EXTENSIONS_IMG = {'png', 'jpg', 'jpeg'} MAX_CONTENT_LENGTH = 5000 * 1024 * 1024 # 5000 MB AKA 5 GB diff --git a/application/single_app/functions_documents.py b/application/single_app/functions_documents.py index 017b819f..9ae01a62 100644 --- a/application/single_app/functions_documents.py +++ b/application/single_app/functions_documents.py @@ -4851,7 +4851,7 @@ def process_di_document(document_id, user_id, temp_file_path, original_filename, is_pdf = file_ext == '.pdf' is_word = file_ext in ('.docx', '.doc') is_ppt = file_ext in ('.pptx', '.ppt') - is_image = file_ext in ('.jpg', '.jpeg', '.png', '.bmp', '.tiff', '.tif', '.heif') + is_image = file_ext in tuple('.' + ext for ext in IMAGE_EXTENSIONS) try: if is_pdf: @@ -5233,23 +5233,138 @@ def process_audio_document( print(f"[Debug] Transcribing chunk {idx}: {chunk_path}") # Get fresh config (tokens expire after ~1 hour) - speech_config = _get_speech_config(settings, endpoint, locale) + try: + speech_config = _get_speech_config(settings, endpoint, locale) + except Exception as e: + print(f"[Error] Failed to get speech config for chunk {idx}: {e}") + raise RuntimeError(f"Speech configuration failed for chunk {idx}: {e}") - audio_config = speechsdk.AudioConfig(filename=chunk_path) - speech_recognizer = speechsdk.SpeechRecognizer( - speech_config=speech_config, - audio_config=audio_config - ) + try: + audio_config = speechsdk.AudioConfig(filename=chunk_path) + except Exception as e: + print(f"[Error] Failed to load audio file {chunk_path}: {e}") + raise RuntimeError(f"Audio file loading failed: {e}") - result = speech_recognizer.recognize_once() - if result.reason == speechsdk.ResultReason.RecognizedSpeech: - print(f"[Debug] Recognized: {result.text}") - all_phrases.append(result.text) - elif result.reason == speechsdk.ResultReason.NoMatch: - print(f"[Warning] No speech in {chunk_path}") - elif result.reason == speechsdk.ResultReason.Canceled: - print(f"[Error] {result.cancellation_details.reason}: {result.cancellation_details.error_details}") - raise RuntimeError(f"Transcription canceled for {chunk_path}: {result.cancellation_details.error_details}") + try: + speech_recognizer = speechsdk.SpeechRecognizer( + speech_config=speech_config, + audio_config=audio_config + ) + except Exception as e: + print(f"[Error] Failed to create speech recognizer for chunk {idx}: {e}") + raise RuntimeError(f"Speech recognizer creation failed: {e}") + + # Use continuous recognition instead of recognize_once + all_results = [] + done = False + error_occurred = False + error_message = None + + def stop_cb(evt): + nonlocal done + print(f"[Debug] Session stopped for chunk {idx}") + done = True + + def recognized_cb(evt): + try: + if evt.result.reason == speechsdk.ResultReason.RecognizedSpeech: + all_results.append(evt.result.text) + print(f"[Debug] Recognized: {evt.result.text}") + elif evt.result.reason == speechsdk.ResultReason.NoMatch: + print(f"[Debug] No speech recognized in segment") + except Exception as e: + print(f"[Error] Error in recognized callback: {e}") + # Don't fail on individual recognition errors + + def canceled_cb(evt): + nonlocal done, error_occurred, error_message + print(f"[Debug] Recognition canceled for chunk {idx}: {evt.cancellation_details.reason}") + + if evt.cancellation_details.reason == speechsdk.CancellationReason.Error: + error_occurred = True + error_message = evt.cancellation_details.error_details + print(f"[Error] Recognition error: {error_message}") + elif evt.cancellation_details.reason == speechsdk.CancellationReason.EndOfStream: + print(f"[Debug] End of audio stream reached") + + done = True + + try: + # Connect callbacks + speech_recognizer.recognized.connect(recognized_cb) + speech_recognizer.session_stopped.connect(stop_cb) + speech_recognizer.canceled.connect(canceled_cb) + + # Start continuous recognition + print(f"[Debug] Starting continuous recognition for chunk {idx}") + speech_recognizer.start_continuous_recognition() + + # Wait for completion with timeout + import time + timeout_seconds = 600 # 10 minutes max per chunk + start_time = time.time() + + while not done: + if time.time() - start_time > timeout_seconds: + print(f"[Error] Recognition timeout for chunk {idx}") + error_occurred = True + error_message = f"Recognition timed out after {timeout_seconds} seconds" + break + time.sleep(0.5) + + # Stop recognition + try: + speech_recognizer.stop_continuous_recognition() + print(f"[Debug] Stopped continuous recognition for chunk {idx}") + except Exception as e: + print(f"[Warning] Error stopping recognition for chunk {idx}: {e}") + # Continue even if stop fails + + # Check for errors after completion + if error_occurred: + raise RuntimeError(f"Recognition failed for chunk {idx}: {error_message}") + + # Add all recognized phrases to the overall list + if all_results: + all_phrases.extend(all_results) + print(f"[Debug] Total phrases from chunk {idx}: {len(all_results)}") + else: + print(f"[Warning] No speech recognized in {chunk_path}") + # Continue to next chunk - empty result is not necessarily an error + + except RuntimeError as e: + # Re-raise runtime errors (these are our custom errors) + raise + except Exception as e: + print(f"[Error] Unexpected error during recognition for chunk {idx}: {e}") + raise RuntimeError(f"Recognition failed unexpectedly for chunk {idx}: {e}") + finally: + # Cleanup: disconnect callbacks and dispose recognizer + try: + speech_recognizer.recognized.disconnect_all() + speech_recognizer.session_stopped.disconnect_all() + speech_recognizer.canceled.disconnect_all() + except Exception as e: + print(f"[Warning] Error disconnecting callbacks for chunk {idx}: {e}") + + # # Get fresh config (tokens expire after ~1 hour) + # speech_config = _get_speech_config(settings, endpoint, locale) + + # audio_config = speechsdk.AudioConfig(filename=chunk_path) + # speech_recognizer = speechsdk.SpeechRecognizer( + # speech_config=speech_config, + # audio_config=audio_config + # ) + + # result = speech_recognizer.recognize_once() + # if result.reason == speechsdk.ResultReason.RecognizedSpeech: + # print(f"[Debug] Recognized: {result.text}") + # all_phrases.append(result.text) + # elif result.reason == speechsdk.ResultReason.NoMatch: + # print(f"[Warning] No speech in {chunk_path}") + # elif result.reason == speechsdk.ResultReason.Canceled: + # print(f"[Error] {result.cancellation_details.reason}: {result.cancellation_details.error_details}") + # raise RuntimeError(f"Transcription canceled for {chunk_path}: {result.cancellation_details.error_details}") else: # Use the fast-transcription API if not in sovereign or custom cloud @@ -5357,8 +5472,12 @@ def process_document_upload_background(document_id, user_id, temp_file_path, ori enable_extract_meta_data = settings.get('enable_extract_meta_data', False) # Used by DI flow max_file_size_bytes = settings.get('max_file_size_mb', 16) * 1024 * 1024 - video_extensions = ('.mp4', '.mov', '.avi', '.mkv', '.flv') - audio_extensions = ('.mp3', '.wav', '.ogg', '.aac', '.flac', '.m4a') + # Get allowed extensions from config.py to determine which processing function to call + tabular_extensions = tuple('.' + ext for ext in TABULAR_EXTENSIONS) + image_extensions = tuple('.' + ext for ext in IMAGE_EXTENSIONS) + di_supported_extensions = tuple('.' + ext for ext in DOCUMENT_EXTENSIONS | IMAGE_EXTENSIONS) + video_extensions = tuple('.' + ext for ext in VIDEO_EXTENSIONS) + audio_extensions = tuple('.' + ext for ext in AUDIO_EXTENSIONS) # --- Define update_document callback wrapper --- # This makes it easier to pass the update function to helpers without repeating args @@ -5402,8 +5521,6 @@ def update_doc_callback(**kwargs): # --- 1. Dispatch to appropriate handler based on file type --- # Note: .doc and .docm are handled separately by process_doc() using docx2txt - di_supported_extensions = ('.pdf', '.docx', '.pptx', '.ppt', '.jpg', '.jpeg', '.png', '.bmp', '.tiff', '.tif', '.heif') - tabular_extensions = ('.csv', '.xlsx', '.xls', '.xlsm') is_group = group_id is not None @@ -5512,7 +5629,7 @@ def update_doc_callback(**kwargs): final_status = "Processing complete" if total_chunks_saved == 0: # Provide more specific status if no chunks were saved - if file_ext in ('.jpg', '.jpeg', '.png', '.bmp', '.tiff', '.tif', '.heif'): + if file_ext in image_extensions: final_status = "Processing complete - no text found in image" elif file_ext in tabular_extensions: final_status = "Processing complete - no data rows found or file empty" diff --git a/application/single_app/route_backend_documents.py b/application/single_app/route_backend_documents.py index 072577d6..31619f69 100644 --- a/application/single_app/route_backend_documents.py +++ b/application/single_app/route_backend_documents.py @@ -535,9 +535,23 @@ def api_patch_user_document(document_id): try: # Log the metadata update transaction if any fields were updated if updated_fields: - # Get document details for logging - doc = get_document(user_id, document_id) - if doc: + # Get document details for logging - handle tuple return + doc_response = get_document(user_id, document_id) + doc = None + + # Handle tuple return (response, status_code) + if isinstance(doc_response, tuple): + resp, status_code = doc_response + if hasattr(resp, "get_json"): + doc = resp.get_json() + else: + doc = resp + elif hasattr(doc_response, "get_json"): + doc = doc_response.get_json() + else: + doc = doc_response + + if doc and isinstance(doc, dict): log_document_metadata_update_transaction( user_id=user_id, document_id=document_id, diff --git a/application/single_app/route_backend_group_documents.py b/application/single_app/route_backend_group_documents.py index 194b5a6b..68a1c0fa 100644 --- a/application/single_app/route_backend_group_documents.py +++ b/application/single_app/route_backend_group_documents.py @@ -416,24 +416,43 @@ def api_patch_group_document(document_id): ) updated_fields['authors'] = authors_list - # Log the metadata update transaction if any fields were updated - if updated_fields: + # Save updates back to Cosmos + try: + # Log the metadata update transaction if any fields were updated + if updated_fields: + # Get document details for logging - handle tuple return # Get document details for logging - from functions_documents import get_document - doc = get_document(user_id, document_id, group_id=active_group_id) - if doc: - from functions_activity_logging import log_document_metadata_update_transaction - log_document_metadata_update_transaction( - user_id=user_id, - document_id=document_id, - workspace_type='group', - file_name=doc.get('file_name', 'Unknown'), - updated_fields=updated_fields, - file_type=doc.get('file_type'), - group_id=active_group_id - ) - - return jsonify({'message': 'Group document metadata updated successfully'}), 200 + from functions_documents import get_document + doc_response = get_document(user_id, document_id, group_id=active_group_id) + doc = None + + # Handle tuple return (response, status_code) + if isinstance(doc_response, tuple): + resp, status_code = doc_response + if hasattr(resp, "get_json"): + doc = resp.get_json() + else: + doc = resp + elif hasattr(doc_response, "get_json"): + doc = doc_response.get_json() + else: + doc = doc_response + + if doc and isinstance(doc, dict): + from functions_activity_logging import log_document_metadata_update_transaction + log_document_metadata_update_transaction( + user_id=user_id, + document_id=document_id, + workspace_type='group', + file_name=doc.get('file_name', 'Unknown'), + updated_fields=updated_fields, + file_type=doc.get('file_type'), + group_id=active_group_id + ) + + return jsonify({'message': 'Group document metadata updated successfully'}), 200 + except Exception as e: + return jsonify({'Error updating Group document metadata': str(e)}), 500 except Exception as e: return jsonify({'error': str(e)}), 500 diff --git a/application/single_app/route_backend_public_documents.py b/application/single_app/route_backend_public_documents.py index 9e228acd..a209e9a2 100644 --- a/application/single_app/route_backend_public_documents.py +++ b/application/single_app/route_backend_public_documents.py @@ -299,25 +299,45 @@ def api_patch_public_document(doc_id): update_document(document_id=doc_id, public_workspace_id=active_ws, user_id=user_id, document_classification=data['document_classification']) updated_fields['document_classification'] = data['document_classification'] - # Log the metadata update transaction if any fields were updated - if updated_fields: - from functions_documents import get_document - from functions_activity_logging import log_document_metadata_update_transaction - doc = get_document(user_id, doc_id, public_workspace_id=active_ws) - if doc: - log_document_metadata_update_transaction( - user_id=user_id, - document_id=doc_id, - workspace_type='public', - file_name=doc.get('file_name', 'Unknown'), - updated_fields=updated_fields, - file_type=doc.get('file_type'), - public_workspace_id=active_ws - ) - - return jsonify({'message':'Metadata updated'}), 200 + # Save updates back to Cosmos + try: + # Log the metadata update transaction if any fields were updated + if updated_fields: + # Get document details for logging - handle tuple return + # Get document details for logging + from functions_documents import get_document + doc_response = get_document(user_id, doc_id, public_workspace_id=active_ws) + doc = None + + # Handle tuple return (response, status_code) + if isinstance(doc_response, tuple): + resp, status_code = doc_response + if hasattr(resp, "get_json"): + doc = resp.get_json() + else: + doc = resp + elif hasattr(doc_response, "get_json"): + doc = doc_response.get_json() + else: + doc = doc_response + + if doc and isinstance(doc, dict): + from functions_activity_logging import log_document_metadata_update_transaction + log_document_metadata_update_transaction( + user_id=user_id, + document_id=doc_id, + workspace_type='public', + file_name=doc.get('file_name', 'Unknown'), + updated_fields=updated_fields, + file_type=doc.get('file_type'), + public_workspace_id=active_ws + ) + + return jsonify({'message': 'Public document metadata updated successfully'}), 200 + except Exception as e: + return jsonify({'Error updating Public document metadata': str(e)}), 500 except Exception as e: - return jsonify({'error':str(e)}), 500 + return jsonify({'error': str(e)}), 500 @app.route('/api/public_documents/', methods=['DELETE']) @swagger_route(security=get_auth_security()) diff --git a/application/single_app/route_enhanced_citations.py b/application/single_app/route_enhanced_citations.py index 684559db..c81ef225 100644 --- a/application/single_app/route_enhanced_citations.py +++ b/application/single_app/route_enhanced_citations.py @@ -15,7 +15,7 @@ from functions_group import get_user_groups from functions_public_workspaces import get_user_visible_public_workspace_ids_from_settings from swagger_wrapper import swagger_route, get_auth_security -from config import CLIENTS, storage_account_user_documents_container_name, storage_account_group_documents_container_name, storage_account_public_documents_container_name +from config import CLIENTS, storage_account_user_documents_container_name, storage_account_group_documents_container_name, storage_account_public_documents_container_name, IMAGE_EXTENSIONS, VIDEO_EXTENSIONS, AUDIO_EXTENSIONS from functions_debug import debug_print def register_enhanced_citations_routes(app): @@ -49,9 +49,8 @@ def get_enhanced_citation_image(): # Check if it's an image file file_name = raw_doc['file_name'] ext = file_name.lower().split('.')[-1] if '.' in file_name else '' - image_extensions = ['jpg', 'jpeg', 'png', 'bmp', 'tiff', 'tif', 'heif'] - if ext not in image_extensions: + if ext not in IMAGE_EXTENSIONS: return jsonify({"error": "File is not an image"}), 400 # Serve the image content directly @@ -88,9 +87,8 @@ def get_enhanced_citation_video(): # Check if it's a video file file_name = raw_doc['file_name'] ext = file_name.lower().split('.')[-1] if '.' in file_name else '' - video_extensions = ['mp4', 'mov', 'avi', 'mkv', 'flv', 'webm', 'wmv'] - if ext not in video_extensions: + if ext not in VIDEO_EXTENSIONS: return jsonify({"error": "File is not a video"}), 400 # Serve the video content directly @@ -127,9 +125,8 @@ def get_enhanced_citation_audio(): # Check if it's an audio file file_name = raw_doc['file_name'] ext = file_name.lower().split('.')[-1] if '.' in file_name else '' - audio_extensions = ['mp3', 'wav', 'ogg', 'aac', 'flac', 'm4a'] - if ext not in audio_extensions: + if ext not in AUDIO_EXTENSIONS: return jsonify({"error": "File is not an audio file"}), 400 # Serve the audio content directly diff --git a/application/single_app/route_frontend_chats.py b/application/single_app/route_frontend_chats.py index af3ce9b1..8e34c0f4 100644 --- a/application/single_app/route_frontend_chats.py +++ b/application/single_app/route_frontend_chats.py @@ -131,9 +131,9 @@ def upload_file(): try: # Check if this is an image file - is_image_file = file_ext in ['.jpg', '.jpeg', '.png', '.bmp', '.tiff', '.tif', '.heif'] + is_image_file = file_ext in IMAGE_EXTENSIONS - if file_ext in ['.pdf', '.docx', '.pptx', '.html', '.jpg', '.jpeg', '.png', '.bmp', '.tiff', '.tif', '.heif']: + if file_ext in ['.pdf', '.docx', '.pptx', '.ppt', '.html'] or is_image_file: extracted_content_raw = extract_content_with_azure_di(temp_file_path) # Convert pages_data list to string @@ -209,7 +209,7 @@ def upload_file(): elif file_ext in ['.xml', '.yaml', '.yml', '.log']: # Handle XML, YAML, and LOG files as text for inline chat extracted_content = extract_text_file(temp_file_path) - elif file_ext in ['.csv', '.xls', '.xlsx', '.xlsm']: + elif file_ext in TABULAR_EXTENSIONS: extracted_content = extract_table_file(temp_file_path, file_ext) is_table = True else: @@ -685,8 +685,8 @@ def view_document(): is_pdf = file_ext == '.pdf' is_word = file_ext in ('.docx', '.doc', '.docm') is_ppt = file_ext in ('.pptx', '.ppt') - is_image = file_ext in ('.jpg', '.jpeg', '.png', '.bmp', '.tiff', '.tif', '.gif', '.webp') # Added more image types - is_text = file_ext in ('.txt', '.md', '.csv', '.json', '.log', '.xml', '.yaml', '.yml', '.html', '.htm') # Common text-based types + is_image = file_ext.lstrip('.') in (IMAGE_EXTENSIONS | {'gif', 'webp'}) # Added more image types + is_text = file_ext.lstrip('.') in (BASE_ALLOWED_EXTENSIONS - {'doc', 'docm'}) # Common text-based types try: # Download the file to the specified location diff --git a/application/single_app/route_frontend_group_workspaces.py b/application/single_app/route_frontend_group_workspaces.py index 75996d84..850cc8d0 100644 --- a/application/single_app/route_frontend_group_workspaces.py +++ b/application/single_app/route_frontend_group_workspaces.py @@ -45,30 +45,13 @@ def group_workspaces(): ) legacy_count = legacy_docs_from_cosmos[0] if legacy_docs_from_cosmos else 0 - # Build allowed extensions string - allowed_extensions = [ - "txt", "pdf", "doc", "docm", "docx", "xlsx", "xls", "xlsm","csv", "pptx", "html", - "jpg", "jpeg", "png", "bmp", "tiff", "tif", "heif", "md", "json", - "xml", "yaml", "yml", "log" - ] - if enable_video_file_support in [True, 'True', 'true']: - allowed_extensions += ["mp4", "mov", "avi", "wmv", "mkv", "webm"] - if enable_audio_file_support in [True, 'True', 'true']: - allowed_extensions += ["mp3", "wav", "ogg", "aac", "flac", "m4a"] - allowed_extensions_str = "Allowed: " + ", ".join(allowed_extensions) - - # Build allowed extensions string - allowed_extensions = [ - "txt", "pdf", "doc", "docm", "docx", "xlsx", "xls", "xlsm","csv", "pptx", "html", - "jpg", "jpeg", "png", "bmp", "tiff", "tif", "heif", "md", "json", - "xml", "yaml", "yml", "log" - ] - if enable_video_file_support in [True, 'True', 'true']: - allowed_extensions += ["mp4", "mov", "avi", "wmv", "mkv", "webm"] - if enable_audio_file_support in [True, 'True', 'true']: - allowed_extensions += ["mp3", "wav", "ogg", "aac", "flac", "m4a"] + # Get allowed extensions from central function and build allowed extensions string + allowed_extensions = sorted(get_allowed_extensions( + enable_video=enable_video_file_support in [True, 'True', 'true'], + enable_audio=enable_audio_file_support in [True, 'True', 'true'] + )) allowed_extensions_str = "Allowed: " + ", ".join(allowed_extensions) - + return render_template( 'group_workspaces.html', settings=public_settings, diff --git a/application/single_app/route_frontend_public_workspaces.py b/application/single_app/route_frontend_public_workspaces.py index 10235444..05d5b982 100644 --- a/application/single_app/route_frontend_public_workspaces.py +++ b/application/single_app/route_frontend_public_workspaces.py @@ -69,18 +69,13 @@ def public_workspaces(): enable_video_file_support = settings.get('enable_video_file_support', False) enable_audio_file_support = settings.get('enable_audio_file_support', False) - # Build allowed extensions string as in workspace.html - allowed_extensions = [ - "txt", "pdf", "doc", "docm", "docx", "xlsx", "xls", "xlsm","csv", "pptx", "html", - "jpg", "jpeg", "png", "bmp", "tiff", "tif", "heif", "md", "json", - "xml", "yaml", "yml", "log" - ] - if enable_video_file_support in [True, 'True', 'true']: - allowed_extensions += ["mp4", "mov", "avi", "wmv", "mkv", "webm"] - if enable_audio_file_support in [True, 'True', 'true']: - allowed_extensions += ["mp3", "wav", "ogg", "aac", "flac", "m4a"] + # Get allowed extensions from central function and build allowed extensions string + allowed_extensions = sorted(get_allowed_extensions( + enable_video=enable_video_file_support in [True, 'True', 'true'], + enable_audio=enable_audio_file_support in [True, 'True', 'true'] + )) allowed_extensions_str = "Allowed: " + ", ".join(allowed_extensions) - + return render_template( 'public_workspaces.html', settings=public_settings, diff --git a/application/single_app/route_frontend_workspace.py b/application/single_app/route_frontend_workspace.py index 47f121e0..2ca1aad9 100644 --- a/application/single_app/route_frontend_workspace.py +++ b/application/single_app/route_frontend_workspace.py @@ -43,18 +43,13 @@ def workspace(): ) legacy_count = legacy_docs_from_cosmos[0] if legacy_docs_from_cosmos else 0 - # Build allowed extensions string - allowed_extensions = [ - "txt", "pdf", "doc", "docm", "docx", "xlsx", "xls", "xlsm","csv", "pptx", "html", - "jpg", "jpeg", "png", "bmp", "tiff", "tif", "heif", "md", "json", - "xml", "yaml", "yml", "log" - ] - if enable_video_file_support in [True, 'True', 'true']: - allowed_extensions += ["mp4", "mov", "avi", "wmv", "mkv", "webm"] - if enable_audio_file_support in [True, 'True', 'true']: - allowed_extensions += ["mp3", "wav", "ogg", "aac", "flac", "m4a"] + # Get allowed extensions from central function and build allowed extensions string + allowed_extensions = sorted(get_allowed_extensions( + enable_video=enable_video_file_support in [True, 'True', 'true'], + enable_audio=enable_audio_file_support in [True, 'True', 'true'] + )) allowed_extensions_str = "Allowed: " + ", ".join(allowed_extensions) - + return render_template( 'workspace.html', settings=public_settings, diff --git a/application/single_app/static/js/chat/chat-enhanced-citations.js b/application/single_app/static/js/chat/chat-enhanced-citations.js index 18c75229..dcda708b 100644 --- a/application/single_app/static/js/chat/chat-enhanced-citations.js +++ b/application/single_app/static/js/chat/chat-enhanced-citations.js @@ -15,8 +15,8 @@ export function getFileType(fileName) { const ext = fileName.toLowerCase().split('.').pop(); - const imageExtensions = ['jpg', 'jpeg', 'png', 'bmp', 'tiff', 'tif', 'heif']; - const videoExtensions = ['mp4', 'mov', 'avi', 'mkv', 'flv', 'webm', 'wmv']; + const imageExtensions = ['jpg', 'jpeg', 'png', 'bmp', 'tiff', 'tif']; + const videoExtensions = ['mp4', 'mov', 'avi', 'mkv', 'flv', 'webm', 'wmv', 'm4v', '3gp']; const audioExtensions = ['mp3', 'wav', 'ogg', 'aac', 'flac', 'm4a']; if (imageExtensions.includes(ext)) return 'image'; From 7c2eb0cb0f2400d40a85fc1fcdd8a61dda07ffd4 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Mon, 9 Feb 2026 13:12:35 -0500 Subject: [PATCH 70/72] Update release_notes.md (#698) --- docs/explanation/release_notes.md | 22 ++++++++++++++++++++++ 1 file changed, 22 insertions(+) diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index ab6b2717..384d44bc 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -51,6 +51,28 @@ * The page was stuck on "Loading..." indefinitely with console error "Uncaught SyntaxError: missing ) after argument list" at line 673. * (Ref: `manage_group.js`, duplicate code removal, syntax error resolution) +* **File Extension Handling Improvements** + * Fixed multiple issues related to file extension handling and audio transcription across the application. + * **Missing MP3 Extension**: Fixed issue where .mp3 files were missing from the list of allowed extensions. Users attempting to upload mp3 files to workspaces saw "Uploaded 0/1, Failed: 1" with no error logging to activity_logs or documents containers. + * **Centralized Extension Definitions**: Resolved file extension variable duplications throughout codebase by centralizing all allowed file extension definitions in `config.py` and importing them in downstream function and route files. This prevents extension lists from going out of sync during updates. + * **Additional Supported Extensions**: Added missing file types supported by Document Intelligence and Video Indexer services: .heic (image), .mpg, .mpeg, .webm (video). + * **Browser-Compatible Extensions**: Adjusted file extensions in `chat-enhanced-citations.js` for proper browser rendering. Removed incompatible formats like .heif and added compatible formats like .3gp after thorough testing. + * (Ref: `config.py`, file extension centralization, enhanced citations rendering) + +* **Audio Transcription Continuous Recognition Fix (MAG)** + * Fixed incomplete audio transcriptions in Azure Government (MAG) environments where transcription stopped at first silence or after 30 seconds of audio. + * **Root Cause**: Previous implementation used `recognize_once()` method which stops transcription at the first silence (end of sentence, speaker pauses) and has a maximum 30-second transcription limit. + * **Solution**: Implemented continuous recognition using `start_continuous_recognition()` method instead of `recognize_once()`, enabling full-length audio file transcription without interruption at natural speech pauses. + * **Impact**: Audio files now transcribe completely regardless of length or natural pauses in speech, improving transcription quality and completeness in MAG regions where Fast Transcription API is unavailable. + * (Ref: Azure Speech Service, continuous recognition, MAG support, audio transcription) + +* **Workspace File Metadata Edit Error Fix** + * Fixed "'tuple' object has no attribute 'get'" error when clicking Save after editing workspace file metadata in personal, group, or public workspaces. + * **Root Cause**: Missing checks and error handling in route backend documents code when processing metadata updates. + * **Solution**: Added additional validation checks and proper handling to `route_backend_documents.py` for all workspace types (personal, group, public). + * **Impact**: Users can now successfully edit and save file metadata without encountering errors. + * (Ref: `route_backend_documents.py`, metadata updates, error handling) + ### **(v0.237.007)** #### Bug Fixes From 2429489918675c44a0bf9618bf6e23fe82b6a2a7 Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Mon, 9 Feb 2026 13:29:16 -0500 Subject: [PATCH 71/72] removed duplicate code causing bugs (#701) --- application/single_app/config.py | 2 +- .../static/js/group/manage_group.js | 62 +++++++------------ docs/explanation/release_notes.md | 14 +++++ 3 files changed, 39 insertions(+), 39 deletions(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index ee1bc63d..47eebf17 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.237.009" +VERSION = "0.237.010" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/static/js/group/manage_group.js b/application/single_app/static/js/group/manage_group.js index a6b00cc4..d6372838 100644 --- a/application/single_app/static/js/group/manage_group.js +++ b/application/single_app/static/js/group/manage_group.js @@ -92,39 +92,6 @@ $(document).ready(function () { rejectRequest(requestId); }); - // Add event delegation for select user button in search results - $(document).on("click", ".select-user-btn", function () { - const id = $(this).data("user-id"); - const name = $(this).data("user-name"); - const email = $(this).data("user-email"); - selectUserForAdd(id, name, email); - }); - - // Add event delegation for remove member button - $(document).on("click", ".remove-member-btn", function () { - const userId = $(this).data("user-id"); - removeMember(userId); - }); - - // Add event delegation for change role button - $(document).on("click", ".change-role-btn", function () { - const userId = $(this).data("user-id"); - const currentRole = $(this).data("user-role"); - openChangeRoleModal(userId, currentRole); - $("#changeRoleModal").modal("show"); - }); - - // Add event delegation for approve/reject request buttons - $(document).on("click", ".approve-request-btn", function () { - const requestId = $(this).data("request-id"); - approveRequest(requestId); - }); - - $(document).on("click", ".reject-request-btn", function () { - const requestId = $(this).data("request-id"); - rejectRequest(requestId); - }); - // CSV Bulk Upload Events $("#addBulkMemberBtn").on("click", function () { $("#csvBulkUploadModal").modal("show"); @@ -504,11 +471,21 @@ function setRole(userId, newRole) { data: JSON.stringify({ role: newRole }), success: function () { $("#changeRoleModal").modal("hide"); + showToast("success", "Role updated successfully"); loadMembers(); }, error: function (err) { - console.error(err); - alert("Failed to update role."); + console.error("Error updating role:", err); + let errorMsg = "Failed to update role."; + if (err.status === 404) { + errorMsg = "Member not found. They may have been removed."; + loadMembers(); // Refresh the member list + } else if (err.status === 403) { + errorMsg = "You don't have permission to change this member's role."; + } else if (err.responseJSON && err.responseJSON.message) { + errorMsg = err.responseJSON.message; + } + showToast("error", errorMsg); }, }); } @@ -519,11 +496,21 @@ function removeMember(userId) { url: `/api/groups/${groupId}/members/${userId}`, method: "DELETE", success: function () { + showToast("success", "Member removed successfully"); loadMembers(); }, error: function (err) { - console.error(err); - alert("Failed to remove member."); + console.error("Error removing member:", err); + let errorMsg = "Failed to remove member."; + if (err.status === 404) { + errorMsg = "Member not found. They may have already been removed."; + loadMembers(); // Refresh the member list + } else if (err.status === 403) { + errorMsg = "You don't have permission to remove this member."; + } else if (err.responseJSON && err.responseJSON.message) { + errorMsg = err.responseJSON.message; + } + showToast("error", errorMsg); }, }); } @@ -631,7 +618,6 @@ function searchUsers() { }); } -// Render user-search results in add-member modal // Render user-search results in add-member modal function renderUserSearchResults(users) { let html = ""; diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index 384d44bc..2381fa68 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -2,6 +2,20 @@ # Feature Release +### **(v0.237.010)** + +#### Bug Fixes + +* **Manage Group Page Duplicate Code and Error Handling Fix** + * Fixed multiple code quality and user experience issues in the Manage Group page JavaScript. + * **Duplicate Event Handlers**: Removed duplicate event handler registrations (lines 96-127) for `.select-user-btn`, `.remove-member-btn`, `.change-role-btn`, `.approve-request-btn`, and `.reject-request-btn` that were causing multiple event firings. + * **Duplicate HTML in Actions Column**: Fixed member action buttons rendering duplicate attributes as visible text instead of functional buttons, causing raw HTML/CSS class names to display in the Actions column. + * **Duplicate Pending Request Buttons**: Removed duplicate Approve and Reject buttons in pending requests table that were appearing twice per request. + * **Enhanced Error Handling**: Improved `setRole()` and `removeMember()` functions with specific error messages for 404 (member not found) and 403 (permission denied) errors, automatic member list refresh on 404, and user-friendly toast notifications instead of generic alerts. + * **Removed Duplicate Comment**: Cleaned up duplicate "Render user-search results" comment. + * **Impact**: Member management buttons now render and function correctly, provide better error feedback, and auto-recover from stale member data. + * (Ref: `manage_group.js`, event handler deduplication, error handling improvements, toast notifications) + ### **(v0.237.009)** #### New Features From b529d60a0541a9465054205d7246752436a3bd3f Mon Sep 17 00:00:00 2001 From: Paul Lizer Date: Wed, 11 Feb 2026 14:01:54 -0500 Subject: [PATCH 72/72] Chat file upload error (#709) * improved file support analysis method and resolved bug * Update release_notes.md --- application/single_app/config.py | 2 +- .../single_app/route_frontend_chats.py | 19 ++++++++++--------- docs/explanation/release_notes.md | 8 +++++++- 3 files changed, 18 insertions(+), 11 deletions(-) diff --git a/application/single_app/config.py b/application/single_app/config.py index 47eebf17..d5ba49b6 100644 --- a/application/single_app/config.py +++ b/application/single_app/config.py @@ -88,7 +88,7 @@ EXECUTOR_TYPE = 'thread' EXECUTOR_MAX_WORKERS = 30 SESSION_TYPE = 'filesystem' -VERSION = "0.237.010" +VERSION = "0.237.011" SECRET_KEY = os.getenv('SECRET_KEY', 'dev-secret-key-change-in-production') diff --git a/application/single_app/route_frontend_chats.py b/application/single_app/route_frontend_chats.py index 8e34c0f4..a7f8e6a0 100644 --- a/application/single_app/route_frontend_chats.py +++ b/application/single_app/route_frontend_chats.py @@ -118,7 +118,8 @@ def upload_file(): file.seek(0) filename = secure_filename(file.filename) - file_ext = os.path.splitext(filename)[1].lower() + file_ext = os.path.splitext(filename)[1].lower() # e.g., '.png' + file_ext_nodot = file_ext.lstrip('.') # e.g., 'png' with tempfile.NamedTemporaryFile(delete=False) as tmp_file: file.save(tmp_file.name) @@ -131,9 +132,9 @@ def upload_file(): try: # Check if this is an image file - is_image_file = file_ext in IMAGE_EXTENSIONS + is_image_file = file_ext_nodot in IMAGE_EXTENSIONS - if file_ext in ['.pdf', '.docx', '.pptx', '.ppt', '.html'] or is_image_file: + if file_ext_nodot in (DOCUMENT_EXTENSIONS | {'html'}) or is_image_file: extracted_content_raw = extract_content_with_azure_di(temp_file_path) # Convert pages_data list to string @@ -191,25 +192,25 @@ def upload_file(): print(f"Warning: Vision analysis failed for chat upload: {vision_error}") # Continue without vision analysis - elif file_ext in ['.doc', '.docm']: + elif file_ext_nodot in {'doc', 'docm'}: # Use docx2txt for .doc and .docm files try: import docx2txt extracted_content = docx2txt.process(temp_file_path) except ImportError: return jsonify({'error': 'docx2txt library required for .doc/.docm files'}), 500 - elif file_ext == '.txt': + elif file_ext_nodot == 'txt': extracted_content = extract_text_file(temp_file_path) - elif file_ext == '.md': + elif file_ext_nodot == 'md': extracted_content = extract_markdown_file(temp_file_path) - elif file_ext == '.json': + elif file_ext_nodot == 'json': with open(temp_file_path, 'r', encoding='utf-8') as f: parsed_json = json.load(f) extracted_content = json.dumps(parsed_json, indent=2) - elif file_ext in ['.xml', '.yaml', '.yml', '.log']: + elif file_ext_nodot in {'xml', 'yaml', 'yml', 'log'}: # Handle XML, YAML, and LOG files as text for inline chat extracted_content = extract_text_file(temp_file_path) - elif file_ext in TABULAR_EXTENSIONS: + elif file_ext_nodot in TABULAR_EXTENSIONS: extracted_content = extract_table_file(temp_file_path, file_ext) is_table = True else: diff --git a/docs/explanation/release_notes.md b/docs/explanation/release_notes.md index 2381fa68..2b002285 100644 --- a/docs/explanation/release_notes.md +++ b/docs/explanation/release_notes.md @@ -2,10 +2,16 @@ # Feature Release -### **(v0.237.010)** +### **(v0.237.011)** #### Bug Fixes +* **Chat File Upload "Unsupported File Type" Fix** + * Fixed issue where uploading xlsx, png, jpg, csv, and other image/tabular files in the chat interface returned a 400 "Unsupported file type" error. + * **Root Cause**: `os.path.splitext()` returns extensions with a leading dot (e.g., `.png`), but the `IMAGE_EXTENSIONS` and `TABULAR_EXTENSIONS` sets in `config.py` store extensions without dots (e.g., `png`). The comparison `'.png' in {'png', ...}` was always `False`, causing all image and tabular uploads to fall through to the unsupported file type error. + * **Solution**: Added `file_ext_nodot = file_ext.lstrip('.')` and used the dot-stripped extension for set comparisons against `IMAGE_EXTENSIONS` and `TABULAR_EXTENSIONS`, matching the pattern already used in `functions_documents.py`. + * (Ref: `route_frontend_chats.py`, file extension comparison, `IMAGE_EXTENSIONS`, `TABULAR_EXTENSIONS`) + * **Manage Group Page Duplicate Code and Error Handling Fix** * Fixed multiple code quality and user experience issues in the Manage Group page JavaScript. * **Duplicate Event Handlers**: Removed duplicate event handler registrations (lines 96-127) for `.select-user-btn`, `.remove-member-btn`, `.change-role-btn`, `.approve-request-btn`, and `.reject-request-btn` that were causing multiple event firings.