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feat: add admin connector access tab for SaaS cloud brand#1759

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feat-add-role-permissions
Open

feat: add admin connector access tab for SaaS cloud brand#1759
Wallgau wants to merge 18 commits into
mainfrom
feat-add-role-permissions

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@Wallgau

@Wallgau Wallgau commented Jun 4, 2026

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Screen.Recording.2026-06-05.at.8.49.52.AM.mov

Add a Roles & Permissions settings tab (IBM cloud + admin only) where admins can enable or disable connector types for other workspace users. Frontend gates the tab and section with isCloudBrand && admin role, redirects away from /settings/roles when hidden, and uses IBM-only styling since the UI never renders in OSS.
Backend adds minimal GET/PUT /connectors/user-access endpoints backed by workspace config storage, protected with config:write.

Summary by CodeRabbit

  • New Features

    • Admins on cloud deployments can restrict which connectors workspace members may use.
    • New "Connector access" settings tab with per-connector switches and a "Save changes" action.
    • Dev-only header role switcher (multi-role) appears when the developer theme is enabled.
  • Documentation

    • Local/dev guidance added for the dev-role toggle with safety warnings.
  • Tests

    • Added unit tests covering connector access and the dev-role toggle.

Add a Roles & Permissions settings tab (IBM cloud + admin only) where
admins can enable or disable connector types for other workspace users.
Frontend gates the tab and section with isCloudBrand && admin role,
redirects away from /settings/roles when hidden, and uses IBM-only
styling since the UI never renders in OSS.
Backend adds minimal GET/PUT /connectors/user-access endpoints backed
by workspace config storage, protected with config:write.
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Walkthrough

Adds workspace connector allowlists, backend enforcement and admin APIs, a settings UI to toggle connector access, a dev-only role-toggle endpoint and header control, auth/context changes for optimistic role updates, branding utilities, migrations, and unit tests.

Changes

Cloud Admin Connector Access & Dev Role Management

Layer / File(s) Summary
Branding utilities & auth contracts
frontend/lib/brand.ts, frontend/contexts/brand-context.tsx, frontend/hooks/use-permissions.ts, frontend/contexts/auth-context.tsx
Introduce shared Brand type, BRAND_COOKIE, IBM_THEME_DEV, isCloudBrand(), persist brand preference; refreshPermissions now returns Promise<boolean> and applyDevRoles added.
Connector registry and seed/migration
src/connectors/connection_manager.py, src/db/seed.py, alembic/versions/0007_seed_connectors_manage_access.py
Centralize connector specs to derive CONNECTOR_TYPE_KEYS, add connectors:manage:access to seed, and include an idempotent Alembic migration to grant the permission to admin.
Connector access service & tests
src/services/connector_access_service.py, tests/unit/services/test_connector_access_service.py
New service to persist per-workspace connector enablement, validate keys, detect admin users, filter metadata for non-admins, list access for admin UI; unit tests for behavior and validation.
Backend connector enforcement & internal routes
src/api/auth.py, src/api/connectors.py, src/app/routes/internal.py
Add _connector_access_denied gate, apply it to connector endpoints and auth init for data-source flows, propagate AsyncSession deps, and register internal GET/PUT /connectors/user-access routes.
Dev-role toggle backend
src/services/dev_role_toggle.py, src/config/settings.py, src/dependencies.py, src/api/users.py, .env.example
Add is_dev_role_toggle_enabled() setting, suppress JWT role sync when enabled, implement set_dev_role() service, add POST /api/users/me/dev-role endpoint, and document toggle in .env.example (dev-only).
Dev-role toggle frontend & header
frontend/components/dev-role-toggle.tsx, frontend/components/header.tsx, frontend/contexts/auth-context.tsx
Add DevRoleToggle UI in header rendered when dev-theme/cloud brand enabled; mutation posts to /api/users/me/dev-role, applies roles optimistically via applyDevRoles, refreshes permissions, invalidates connector caches, and shows toasts.
Connector access settings UI & hooks
frontend/app/api/queries/useGetConnectorAccessQuery.ts, frontend/app/api/mutations/useUpdateConnectorAccessMutation.ts, frontend/app/settings/[tab]/page.tsx, frontend/app/settings/_components/connector-access-section.tsx, frontend/app/settings/_components/settings-nav.tsx
Add query/mutation hooks, extend settings tabs with connector-access guarded by cloud-brand + connectors:manage:access, and implement ConnectorAccessSection with per-connector draft toggles, retry and save behavior.
RBAC tests
tests/unit/services/test_dev_role_toggle.py, tests/unit/services/test_rbac_service.py
Add tests validating dev-role toggle behavior and that connectors:manage:access remains admin-only.

Sequence Diagram(s)

sequenceDiagram
  participant Admin as Cloud Admin
  participant UI as Settings / Connector Access
  participant Mutation as useUpdateConnectorAccessMutation
  participant API as PUT /api/connectors/user-access
  participant Service as connector_access_service
  participant DB as WorkspaceConfigRepo

  Admin->>UI: Toggle connector on/off
  UI->>UI: update draft state
  Admin->>UI: Click "Save changes"
  UI->>Mutation: Call mutation with access map
  Mutation->>API: PUT {access}
  API->>Service: set_connector_access_bulk(session, access_map)
  Service->>DB: WorkspaceConfigRepo.upsert(...)
  DB-->>Service: persisted config
  Service-->>API: return effective access map
  API-->>Mutation: return updated connectors
  Mutation->>UI: update cache, invalidate connectors
  Mutation-->>UI: show success toast
Loading
sequenceDiagram
  participant DevUser as Dev User
  participant Header as Header / DevRoleToggle
  participant Mutation as DevRole Mutation
  participant API as POST /api/users/me/dev-role
  participant Service as set_dev_role
  participant Auth as Auth Context
  participant Perms as Permissions

  DevUser->>Header: Click "Admin" button
  Header->>Mutation: Trigger mutation role="admin"
  Mutation->>API: POST {role: "admin"}
  API->>Service: set_dev_role(session, user, "admin", rbac)
  Service->>Service: revoke other dev roles, assign admin
  Service->>Service: invalidate RBAC cache
  Service-->>API: return updated roles
  API-->>Mutation: return {roles}
  Mutation->>Auth: applyDevRoles(updated_roles)
  Auth->>Perms: refreshPermissions()
  Perms->>API: GET /api/users/me
  API-->>Perms: return user with admin permissions
  Perms-->>Mutation: success
  Mutation->>Header: show success toast
  Header->>Header: router.refresh()
Loading

Estimated code review effort

🎯 4 (Complex) | ⏱️ ~45 minutes

Possibly related PRs

Suggested reviewers

  • mfortman11
  • lucaseduoli
  • ricofurtado
🚥 Pre-merge checks | ✅ 4 | ❌ 1

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Check name Status Explanation Resolution
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✅ Passed checks (4 passed)
Check name Status Explanation
Title check ✅ Passed The title accurately summarizes the main feature addition: an admin connector access tab for the SaaS cloud brand, which is the core objective of this PR.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.
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@github-actions github-actions Bot added frontend 🟨 Issues related to the UI/UX backend 🔷 Issues related to backend services (OpenSearch, Langflow, APIs) enhancement 🔵 New feature or request labels Jun 4, 2026
@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 4, 2026
@github-actions github-actions Bot removed the enhancement 🔵 New feature or request label Jun 4, 2026
@Wallgau Wallgau requested a review from mfortman11 June 4, 2026 18:49
@github-actions github-actions Bot added the enhancement 🔵 New feature or request label Jun 4, 2026
Comment thread src/api/connectors.py Fixed
const pathname = usePathname();
const router = useRouter();
const { isAuthenticated, isNoAuthMode, isIbmAuthMode } = useAuth();
const { isAuthenticated, isNoAuthMode, isIbmAuthMode, roles } = useAuth();

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I suggest we get it from auth/me permissions

Olfa Maslah added 3 commits June 4, 2026 17:43
Add a Roles & Permissions tab (IBM cloud + admin) where admins persist
which connector types non-admin users may use, stored in workspace_config
and enforced on list, sync, OAuth init, and status endpoints.
Include a dev-only User/Admin header toggle (OPENRAG_DEV_ROLE_TOGGLE) for
local SaaS RBAC testing, with DB roles taking precedence over JWT sync
when enabled. Gate the roles tab on the server the same way as api-keys
and providers to avoid empty pages on direct navigation.
@github-actions github-actions Bot added tests enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 4, 2026
@Wallgau Wallgau marked this pull request as ready for review June 4, 2026 22:38
@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 4, 2026

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Actionable comments posted: 3

🧹 Nitpick comments (5)
tests/unit/services/test_connector_access_service.py (1)

39-67: 💤 Low value

Test functions don't require the session fixture.

filter_connectors_for_user is a pure synchronous function that doesn't access the database. The session parameter is unused in these two tests and can be removed to avoid unnecessary fixture setup/teardown overhead.

♻️ Suggested cleanup
 `@pytest.mark.asyncio`
-async def test_filter_connectors_hides_disabled_types_for_non_admin(session):
+async def test_filter_connectors_hides_disabled_types_for_non_admin():
     metadata = {
         ...
     }
     ...

 `@pytest.mark.asyncio`
-async def test_filter_connectors_admin_sees_all(session):
+async def test_filter_connectors_admin_sees_all():
     metadata = {
         ...
     }
     ...
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@tests/unit/services/test_connector_access_service.py` around lines 39 - 67,
Both tests include an unused `session` fixture and are declared async even
though `filter_connectors_for_user` is synchronous; remove the `session`
parameter from test_filter_connectors_hides_disabled_types_for_non_admin and
test_filter_connectors_admin_sees_all, change them to regular (non-async) test
functions, and drop the `@pytest.mark.asyncio` decorator so the tests run as plain
synchronous tests using filter_connectors_for_user.
src/services/connector_access_service.py (1)

47-57: 💤 Low value

Consider extracting shared user resolution logic.

The user lookup pattern (OAuth first, then by ID) is duplicated between user_is_admin here and _resolve_db_user_id in dev_role_toggle.py. Consider extracting a shared helper to UserRepo or a common utilities module to avoid divergence.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/services/connector_access_service.py` around lines 47 - 57, Extract the
duplicated user resolution (lookup by OAuth provider+user_id then fallback to
id) into a single helper on UserRepo (e.g., add a method like
get_by_oauth_or_id(provider, user_id) or resolve_user(provider, user_id)) and
replace the inline logic in user_is_admin and _resolve_db_user_id to call that
repo helper; update calls to use the AsyncSession-bound UserRepo instance
(UserRepo(session).get_by_oauth_or_id(...)) and ensure the helper returns the DB
user or None so existing checks (e.g., roles lookup in user_is_admin) remain
unchanged.
src/dependencies.py (1)

271-275: 💤 Low value

Consider moving import to module level if circular imports allow.

The inline import of is_dev_role_toggle_enabled inside _attach_db_user_id may be necessary to avoid circular dependencies, but if possible, moving it to the module-level imports would be cleaner and slightly more efficient.

💡 Optional refactor if circular import permits

At the top of the file:

+from config.settings import is_dev_role_toggle_enabled

In the function:

     jwt_roles = getattr(request.state, "jwt_roles", None)
     # Dev role toggle uses DB roles as source of truth; JWT sync would undo it.
-    from config.settings import is_dev_role_toggle_enabled
-
     if is_dev_role_toggle_enabled():
         jwt_roles = None

Only apply this if it doesn't introduce circular import errors during module initialization.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/dependencies.py` around lines 271 - 275, The inline import of
is_dev_role_toggle_enabled inside _attach_db_user_id should be moved to the
module-level imports if doing so does not create circular import errors; update
the top of the module to import is_dev_role_toggle_enabled and remove the local
import inside _attach_db_user_id, leaving the logic that sets jwt_roles = None
when is_dev_role_toggle_enabled() returns True; if moving the import causes
circular imports, keep the local import but add a brief comment referencing the
circular-import rationale.
frontend/lib/brand.ts (1)

9-9: ⚡ Quick win

Update the misleading sync comment.

The comment suggests manual synchronization with useIsCloudBrand() in brand-context, but the sync is automatic since brand-context.tsx imports and calls this function directly. Consider updating to: /** Shared cloud-brand logic used by useIsCloudBrand() hook. */

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@frontend/lib/brand.ts` at line 9, The existing comment in brand.ts
incorrectly implies manual synchronization with useIsCloudBrand(); update the
comment to reflect shared logic usage instead—replace the line beginning "/**
Keep in sync with `useIsCloudBrand()` in brand-context. */" with a clearer
description such as "/** Shared cloud-brand logic used by useIsCloudBrand()
hook. */" so it accurately documents that brand-context.tsx imports and calls
this logic rather than requiring manual sync.
frontend/contexts/brand-context.tsx (1)

17-20: 💤 Low value

Consider adding Secure flag to the brand preference cookie in production.

The cookie currently uses SameSite=Lax but lacks the Secure flag. While this is a non-sensitive preference cookie, best practice is to include Secure in production HTTPS environments to prevent transmission over unencrypted connections.

🔒 Suggested enhancement
 function persistBrandPreference(brand: Brand) {
   localStorage.setItem("brand", brand);
-  document.cookie = `${BRAND_COOKIE}=${brand}; path=/; max-age=${BRAND_COOKIE_MAX_AGE}; SameSite=Lax`;
+  const secure = window.location.protocol === 'https:' ? '; Secure' : '';
+  document.cookie = `${BRAND_COOKIE}=${brand}; path=/; max-age=${BRAND_COOKIE_MAX_AGE}; SameSite=Lax${secure}`;
 }
🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@frontend/contexts/brand-context.tsx` around lines 17 - 20,
persistBrandPreference currently sets the cookie without the Secure flag; update
it so that when running in production/HTTPS the cookie string includes ";
Secure" (e.g., detect production via NODE_ENV === 'production' and/or check
window.location.protocol === 'https:') and still preserve existing attributes
(path, max-age, SameSite). Modify the document.cookie assignment in
persistBrandPreference (and ensure constants BRAND_COOKIE and
BRAND_COOKIE_MAX_AGE are used) to append "; Secure" conditionally so local dev
over HTTP remains unaffected while production cookies are only sent over HTTPS.
🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In @.env.example:
- Around line 365-367: Add a clear production safety warning to the .env.example
near the OPENRAG_DEV_ROLE_TOGGLE setting: mention that this toggles arbitrary
role switching, reference the code-level guard is_dev_role_toggle_enabled() and
the docstring "Never enable in production", and instruct users to leave
OPENRAG_DEV_ROLE_TOGGLE commented/false in production environments (include
brief remediation steps like only enabling in local/dev and auditing access if
enabled).

In `@src/api/connectors.py`:
- Around line 588-589: The except block that returns JSONResponse({"error":
str(e)}, status_code=400) in the error handling for set_connector_access_bulk
exposes internal error text; replace this by returning a sanitized, generic
client-facing message (e.g. "Invalid request data" or "Bad request") while
logging the original exception internally using logger.exception or logger.error
with the exception attached; ensure the JSONResponse uses a safe string and no
stack/validation details, and if there are known validation error types from
set_connector_access_bulk map them to explicit safe messages before returning.

In `@src/api/users.py`:
- Around line 129-130: The except block that returns the raw ValueError (from
set_dev_role) should not expose internal error details; instead log the original
exception (e.g., logger.exception or similar) and return a sanitized
JSONResponse like {"error":"Invalid request"} or a mapped user-safe message with
status_code=400. Update the except ValueError handler in the function that calls
set_dev_role (same pattern as update_connector_user_access) to log the real
error and return only the generic message to clients.

---

Nitpick comments:
In `@frontend/contexts/brand-context.tsx`:
- Around line 17-20: persistBrandPreference currently sets the cookie without
the Secure flag; update it so that when running in production/HTTPS the cookie
string includes "; Secure" (e.g., detect production via NODE_ENV ===
'production' and/or check window.location.protocol === 'https:') and still
preserve existing attributes (path, max-age, SameSite). Modify the
document.cookie assignment in persistBrandPreference (and ensure constants
BRAND_COOKIE and BRAND_COOKIE_MAX_AGE are used) to append "; Secure"
conditionally so local dev over HTTP remains unaffected while production cookies
are only sent over HTTPS.

In `@frontend/lib/brand.ts`:
- Line 9: The existing comment in brand.ts incorrectly implies manual
synchronization with useIsCloudBrand(); update the comment to reflect shared
logic usage instead—replace the line beginning "/** Keep in sync with
`useIsCloudBrand()` in brand-context. */" with a clearer description such as
"/** Shared cloud-brand logic used by useIsCloudBrand() hook. */" so it
accurately documents that brand-context.tsx imports and calls this logic rather
than requiring manual sync.

In `@src/dependencies.py`:
- Around line 271-275: The inline import of is_dev_role_toggle_enabled inside
_attach_db_user_id should be moved to the module-level imports if doing so does
not create circular import errors; update the top of the module to import
is_dev_role_toggle_enabled and remove the local import inside
_attach_db_user_id, leaving the logic that sets jwt_roles = None when
is_dev_role_toggle_enabled() returns True; if moving the import causes circular
imports, keep the local import but add a brief comment referencing the
circular-import rationale.

In `@src/services/connector_access_service.py`:
- Around line 47-57: Extract the duplicated user resolution (lookup by OAuth
provider+user_id then fallback to id) into a single helper on UserRepo (e.g.,
add a method like get_by_oauth_or_id(provider, user_id) or
resolve_user(provider, user_id)) and replace the inline logic in user_is_admin
and _resolve_db_user_id to call that repo helper; update calls to use the
AsyncSession-bound UserRepo instance (UserRepo(session).get_by_oauth_or_id(...))
and ensure the helper returns the DB user or None so existing checks (e.g.,
roles lookup in user_is_admin) remain unchanged.

In `@tests/unit/services/test_connector_access_service.py`:
- Around line 39-67: Both tests include an unused `session` fixture and are
declared async even though `filter_connectors_for_user` is synchronous; remove
the `session` parameter from
test_filter_connectors_hides_disabled_types_for_non_admin and
test_filter_connectors_admin_sees_all, change them to regular (non-async) test
functions, and drop the `@pytest.mark.asyncio` decorator so the tests run as plain
synchronous tests using filter_connectors_for_user.
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  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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Reviewing files that changed from the base of the PR and between 61da641 and 399287b.

📒 Files selected for processing (21)
  • .env.example
  • frontend/app/api/mutations/useUpdateConnectorAccessMutation.ts
  • frontend/app/api/queries/useGetConnectorAccessQuery.ts
  • frontend/app/settings/[tab]/page.tsx
  • frontend/app/settings/_components/connector-access-section.tsx
  • frontend/app/settings/_components/settings-nav.tsx
  • frontend/components/dev-role-toggle.tsx
  • frontend/components/header.tsx
  • frontend/contexts/auth-context.tsx
  • frontend/contexts/brand-context.tsx
  • frontend/hooks/use-permissions.ts
  • frontend/lib/brand.ts
  • src/api/auth.py
  • src/api/connectors.py
  • src/api/users.py
  • src/app/routes/internal.py
  • src/config/settings.py
  • src/dependencies.py
  • src/services/connector_access_service.py
  • src/services/dev_role_toggle.py
  • tests/unit/services/test_connector_access_service.py

Comment thread .env.example Outdated
Comment thread src/api/connectors.py Outdated
Comment thread src/api/users.py Outdated
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@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 5, 2026
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Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@frontend/contexts/brand-context.tsx`:
- Around line 49-52: Read the raw value from localStorage as before but do not
cast directly to Brand; pass that raw value through resolveBrand(...) (falling
back to DEFAULT_BRAND) and then use the normalized result for
persistBrandPreference, applyBrand, and setBrandState so applyBrand(...) and
useIsCloudBrand(...) always receive a valid Brand; update the code around the
localStorage.getItem("brand") -> stored variable to call resolveBrand and use
its return value for the subsequent calls.
🪄 Autofix (Beta)

Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

ℹ️ Review info
⚙️ Run configuration

Configuration used: Path: .coderabbit.yaml

Review profile: CHILL

Plan: Pro

Run ID: 44c035ab-e603-4da1-8cee-696beecbb657

📥 Commits

Reviewing files that changed from the base of the PR and between d14b2af and 441a2f5.

📒 Files selected for processing (2)
  • frontend/contexts/brand-context.tsx
  • frontend/lib/brand.ts

Comment thread frontend/contexts/brand-context.tsx Outdated
@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 5, 2026
@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 5, 2026
@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 5, 2026
…s, also show only available connectors to the connectors permission tab
@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 5, 2026
…s, also show only available connectors to the connectors permission tab
@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 5, 2026
… catalog changes.

Drop 0007_seed_connectors_manage_access and sync built-in roles/permissions from
db.seed on startup via seed_roles_and_permissions in migrations_runtime instead.
Additive catalog updates now live in one place; existing installs backfill on boot
without a new Alembic revision per permission. Revocations on existing DBs still
require explicit DELETE migrations (0006 pattern). Add test_rbac_catalog_sync
and update seed/migrations_runtime docs accordingly.
Also ships connector access admin settings (API + Connectors Permission tab),
SaaS-only settings tab access gating, dev role toggle for local RBAC testing, and
fixes connector access form draft loss on react-query refetch.
@github-actions github-actions Bot added enhancement 🔵 New feature or request and removed enhancement 🔵 New feature or request labels Jun 5, 2026
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