- Resolve against develop (#19 spec'd endpoints on UiApiInvoker, P-a..P-g,
presentation, bulk-load, X1/Y1): write-mode gating now also covers
scheduled runs (per-task approval AND policy) and bulk-load writes.
- Drop the bespoke /assistant/preferences endpoints; the assistant's
per-user settings are a core Preferences section "assistant"
(/qqq/v1/preferences/assistant) with AssistantPreferencesProvider over
assistant_user_preference, policy-validated, denied to the assistant
channel. /assistant/config still returns the effective defaults.
- Requires QQQ RC.8 (core Preferences, QRun-IO/qqq#1162).
Closes#29.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
X1:
- Every assistant_* table, process, report and widget (and every object
the qbit produces) is denied to client channel assistant: the
assistant_* pattern in ClientChannelsMetaData plus
QPermissionRules.withDeniedClients on each object.
- Startup fails if any of them is not denied.
- Every UI API call carries assistant/<turnId> (scheduled:
assistant/scheduled/<taskId>); confirm and explain-access carry the
owning turn.
- Tests: assistant.admin through the assistant is denied (403, absent
from list_tables and /metaData) on every configuration object, while the
same admin through next-ui is allowed; the startup check fails on one
undenied object; core's security-surface patterns are present.
Y1:
- assistant_tool_call.audit_href: an /app link to the written record's
audit rows filtered by clientChannel, built with the shared filter-link
builder.
- Tests: an assistant write audits the human actor with
clientChannel assistant/<turnId>; the same write from the UI audits
next-ui. Hosts enable the audit clientChannel field (documented).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- assistant_scheduled_task (Scheduled tasks): prompt, run-as user,
credential env-var reference (allow-listed, never stored), profile,
Quartz cron + time zone, output mode, write-mode request and per-task
admin approval (cleared when the prompt, user, credential, profile or
request changes), per-run cost cap; assistant_scheduled_run child list.
- Runner (60 s schedule): claims a slot via a unique (task, scheduledFor)
run key, logs in exactly like a UI client (POST /qqq/v1/manageSession
with accessToken), checks the session's user is the run-as user, then
runs a normal turn on a new conversation (channel assistant/scheduled,
X-QQQ-Client assistant/scheduled/<taskId>). No system or constructed
sessions.
- PHI routing, budgets, routing/fallback apply unchanged; output as the
conversation and run record, a notification through core alerts, or
both. Record actions: Approve write mode, Revoke write mode, Run now.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Embeddings: EmbeddingProvider SPI, OpenAI-compatible /embeddings
(batching, Azure path), assistant_model.model_kind CHAT/EMBEDDING and
embedding_dimensions; chat selection ignores embedding models.
- VectorStore SPI: in-memory store, and the new qbit-assistant-rag-pgvector
module (one schema per instance, HNSW cosine index, parameterized SQL).
The index holds NO record content: table, key, field, chunk, hash and
vector only.
- assistant_rag_source (Knowledge sources) with Index now / Clear index
record actions that read through the UI API as the clicking admin,
skip unchanged chunks and drop removed records.
- search_knowledge tool: vector search, then every hit re-read through the
UI API with the asking user's session (403/404 hits dropped), AI field
exposure and masking applied, /app citations; PHI rule for embeddings;
classification raised by results.
- pgvector container test (pgvector/pgvector:pg16) passes with Docker.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- Profiles gain routing (OFF, HEURISTIC, CLASSIFIER) with simple, complex
and classifier models. The heuristic is a small documented rule set; the
classifier is one 4-token call on the question text only (ROUTE usage,
3 s timeout, heuristic on any failure, skipped for PHI on a
non-eligible provider).
- assistant_model.fallback_model_id chains (cycle-checked, max 4 hops)
across providers; retryable failures before any output fall back.
Candidates that are disabled, down, over a STOP budget or fail the PHI
rule are skipped; without a chain, LOCAL falls back only to LOCAL.
- Circuit breaker (provider health UP/DOWN, down_until) and a cached
health probe for stale LOCAL providers.
- A mid-turn provider switch rebuilds history from neutral parts and drops
adapter state (Anthropic thinking signatures).
- Turn route decision, source and fallback count; home shows health and
fallbacks.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- assistant_budget (scope INSTANCE/USER/ROLE/PROVIDER/MODEL, DAY/MONTH,
cost or tokens, warn %, DOWNGRADE or STOP at 100%, hard ceiling),
assistant_budget_override (reason, grantor, expiry) and
assistant_budget_event (deduplicated WARNED/DOWNGRADED/STOPPED).
- BudgetService checks before every model call; strictest outcome wins.
Warnings raise a panel notice and an optional Alerts signal; downgrade
prefers a cheaper LOCAL model and never crosses the PHI rule.
- assistant_budget_usage: an owner-lock-free accounting projection of
usage counters so shared-scope sums run under the caller's own session.
- App home: budgets card with state and overrides, 30-day cost and token
bars with user, model, provider and tool breakdowns.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- DataClassification (PUBLIC < CONFIDENTIAL < PII < PHI): a qbit
stand-in for core's (QRun-IO/qqq#1142) behind a pluggable
ClassificationSource (config by default; core metadata or
qbit-secured-data overrides later).
- Each turn tracks the highest classification its page context, history
and tool results touched (turn.classification, conversation
max_classification, never lowered).
- PhiRoutingGuard before EVERY model call: PHI only to hipaa_eligible
provider rows; otherwise the turn ends PHI_BLOCKED with the reason and
the tool results are never sent.
- HIPAA mode: no non-eligible providers (resolve, enable, code fallback),
AES-256-GCM conversation storage (key by env-var reference, required),
PHI retention period, no provider messages or stack traces in logs.
- assistant_data_audit: one row per model call that carried PII/PHI and
per block (who, classification, tables, provider, model, decision).
- System rule 11: masked values stay masked; never ask to reveal them.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- qbit-assistant-provider-bedrock: Claude on Bedrock through the
anthropic-java Bedrock backend (AnthropicMapping reused), credentials
from the server's AWS default chain, region required, no key reference.
IRSA/web identity needs the host to add software.amazon.awssdk:sts.
- qbit-assistant-provider-vertex: Claude on Vertex through the
anthropic-java Vertex backend, Gemini through Vertex's OpenAI-compatible
endpoint with an ADC bearer token refreshed per request (never strict).
Region and the new cloud_project column are required.
- AnthropicModelProvider.Builder.client(...) and a bearer-token supplier
on ProviderSettings / the OpenAI adapter.
- Mocked contract tests: a Bedrock event-stream mock with SigV4 checks,
Vertex rawPredict and OpenAI-compatible mocks, validation, and a golden
tool round trip per module.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- assistant_provider gains kind, location, hipaa_eligible, region, api
version, timeouts, a CA bundle reference and discovery status.
- New assistant_model table (child list on the provider): capabilities,
prices per million tokens, enabled flag, last test.
- Provider SPI: ProviderSettings, kinds, discovery and health as default
methods; create(apiKey, baseUrl) implementations keep working.
- New module qbit-assistant-provider-openai: OpenAI, Azure OpenAI,
OpenRouter, Ollama, LM Studio, vLLM and llama.cpp over JDK HTTP, with
streaming, tool calls, usage, timeouts, cancel, strict only where
supported (and the existing fallback on refusal), keyless local
endpoints and per-provider private CA trust.
- Record actions: Discover models (provider), Test connection (model);
provider Test connection checks health first.
- Mock-server contract tests, a golden tool round trip, TLS tests and a
config-driven live check (skipped unless configured).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Owner (2026-10-13): the assistant can go into write mode by user choice,
and stays only a UI client of the /qqq/v1 API.
- writeMode per conversation; the write tools exist only in Write mode,
and a write tool called in Read-only mode is refused before any request.
- Policy: writeModeAllowed, writeModePermission (role),
autoConfirmAllowed; data access autoConfirmOk per table.
- assistant_user_preference: default mode, auto-confirm of low-risk
writes (single-record insert/update on auto-confirm-OK tables; never
deletes); GET/PATCH /assistant/preferences as spec'd operations.
- The denial matrix covers the write tools in both modes; WriteModeTest
covers the tool list, policy, preferences and auto-confirm.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Owner (2026-10-13): set a name, personality and extra skills for the
assistant, and the assistant stays limited to the UI API and to what the
signed-in user could do through it.
- assistant_profile (persona: display name, icon, bounded personality,
greeting, starter prompts; default, app- or permission-scoped) and
assistant_skill (admin Markdown instruction packs, read only when
relevant, bounded) linked by assistant_profile_skill. Text only: it
goes into the per-user system block and never reaches tool code.
- Explain access: GET /assistant/access and the assistantAccess home
widget, per table and tool: allowed or why not, from GET /metaData with
the user's own session plus data access and policy.
- Recent denials card on the Assistant home.
- Hard guarantee: ArchUnit forbids the tool / UI API / access packages
from QQQ actions, the AI kernel and the profile/skill classes, and the
store refuses any non-assistant_ table. A denial matrix proves query,
get, insert, update and delete are denied identically via the UI API
and via the assistant.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
Owner decisions (2026-10-13): tools via the UI API, configurable and
verifiable data access, and confirmation for writes.
- Every data tool runs a spec'd /qqq/v1 operation (UiApiGateway, a
loopback request carrying the user's own sessionUUID cookie), so it
passes the UI's authentication, permissions, record locks, validation,
audit and error mapping. LoopbackUiApiGateway is a stand-in for core's
UiApiInvoker (QRun-IO/qqq#1128). navigate and search_help (no records)
stay on the core kernel.
- Data access (assistant_data_access): NONE / READ / READ_WRITE per table
or process; sensitive tables NONE and cannot be raised; it only narrows.
- Writes (create/update/delete_record) propose a pending action
(assistant_pending_action) the owner confirms; confirm runs it once
through the UI API with the confirming request's session.
- Policy: writesRequireConfirmation, allowedTools, maxRowsPerCall,
redactPii. Tool-call log: UI API operation, HTTP status, audit link,
pending action; inputs stored with secrets redacted.
- UiApiToolsSecurityTest proves a user without a permission gets the same
denial through the assistant as through the UI; golden and red-team
evals run through a real application server.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- assistant_provider: type (registered AssistantProviderType; Anthropic),
model, enabled/default, base URL override, cost cap, output and
concurrency limits, last connection test. The key is never stored: the
row names an allow-listed environment variable; apiKeyStatus is
computed on read (last 4 at most) and dropped on save.
- Test connection: a record action (standard streamed ETL Review/Result)
making one short live call; result saved on the row and as a TEST
usage row.
- assistant_usage: one row per model call (turn steps and tests);
assistant_model_price: editable USD/MTok used for every call's cost.
- The Assistant app home (health, providers, usage by day, costs vs caps,
by user, top tools, recent failures); nav = home + main tables.
- AI exposure NONE on every assistant_* table.
- Tests, README, DESIGN, UPGRADE, CHANGELOG, reference DDL with the
Anthropic price seed, demo server and screenshots.
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
- ArchUnit rules: no system session, no QSession construction, data actions
only in the persistence package.
- Permission red team (build gate): no-permission denial without leaks,
other users' conversations, kill switch mid-turn, hard budget, hidden and
password sentinels never sent, enveloped tool results, no thinking in SSE,
cancel stops pending tools.
- Golden evals v1 (scripted faithful model) incl. example D and the read
half of example A, plus an opt-in live run against Claude.
- Record Developer screen Assistant panel on the core developer-panel
contract (QRun-IO/qqq#1076) fed by AiToolKernel.describeAccess, with the
ask-the-assistant deep link.
- README, CLAUDE.md, CHANGELOG, reference DDL, CircleCI (qqq-orb 0.6.8).
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
james.maesandClaude Opus 5.5