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CircleCI dfb05d8935 Bump version to 0.1.0-RC.16 [skip ci] 2026-10-15 02:20:24 +00:00
james.maesandClaude Opus 5.5 523fd0128a Merge develop into release/0.1 for 0.1.0-RC.16 (#53 help bundle)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 21:11:51 -05:00
james.maes 1012b4b497 Merge pull request #53 from QRun-IO/feature/help-bundle
feat(help): qbit-assistant help bundle via QQQ help bundles, with coverage gate
2026-10-14 20:29:39 -05:00
james.maesandClaude Opus 5.5 76f9b286c6 feat(help): ship the qbit-assistant help bundle through QQQ help bundles, with coverage gate
Host-neutral help (deployment-specific facts removed), registered with
HelpBundles, gated by HelpBundleAssertions. QQQ 4.1.0-RC.7.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 20:16:55 -05:00
CircleCI 47115fe359 Bump version to 0.1.0-RC.15 [skip ci] 2026-10-15 00:18:50 +00:00
james.maesandClaude Opus 5.5 f2d2b50459 Merge develop into release/0.1 for 0.1.0-RC.15 (#44 transcript redaction)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 19:10:35 -05:00
james.maes 9b4708fafc Merge pull request #44 from QRun-IO/feature/transcript-redaction
feat: no raw PII/PHI in stored transcripts (secured data §15, QQQ RC.7)
2026-10-14 19:03:20 -05:00
CircleCI 8c33db9fcf Bump version to 0.1.0-RC.14 [skip ci] 2026-10-14 23:13:46 +00:00
james.maesandClaude Opus 5.5 75a5dedf7f Merge develop into release/0.1 for 0.1.0-RC.14 (#46, #47 indexes and FKs)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 18:07:05 -05:00
CircleCI c1cceaf4c3 Bump version to 0.1.0-RC.13 [skip ci] 2026-10-14 22:27:30 +00:00
james.maesandClaude Opus 5.5 f8a114bbb8 Merge develop into release/0.1 for 0.1.0-RC.13 (#48 seeds and Setup card, #49 durable turns, #50 seed fixes, #52 rollback)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 17:20:45 -05:00
CircleCI 3a7ff1c659 Bump version to 0.1.0-RC.12 [skip ci] 2026-10-14 16:03:00 +00:00
james.maesandClaude Opus 5.5 ea81166454 Merge develop into release/0.1 for 0.1.0-RC.12 (#19 #39 #40 #42 #43)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 10:56:16 -05:00
CircleCI cfcc044055 Bump version to 0.1.0-RC.11 [skip ci] 2026-10-14 12:57:45 +00:00
james.maesandClaude Opus 5.5 620dee488d Merge develop into release/0.1 for 0.1.0-RC.11 (#36 scheduled tasks, #37 provider-api module)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 07:51:34 -05:00
CircleCI e23206f1e8 Bump version to 0.1.0-RC.10 [skip ci] 2026-10-14 12:12:23 +00:00
james.maesandClaude Opus 5.5 c6bae3bcf2 Merge develop into release/0.1 for 0.1.0-RC.10 (#38 bulk-load tools)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-14 07:09:32 -05:00
CircleCI 2d8459bb24 Bump version to 0.1.0-RC.9 [skip ci] 2026-10-14 01:42:57 +00:00
james.maesandClaude Opus 5.5 ac06a96787 Merge develop into release/0.1 for 0.1.0-RC.9 (presentation #32, RAG and contingent PVs #33, demo #34, P-d/P-e)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 20:39:02 -05:00
CircleCI d4a1f64480 Bump version to 0.1.0-RC.8 [skip ci] 2026-10-14 00:55:57 +00:00
james.maesandClaude Opus 5.5 c28e782075 Merge develop into release/0.1 for 0.1.0-RC.8 (core alerts #31, budgets #26, routing #27)
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 19:52:20 -05:00
CircleCI 5c76a13245 Bump version to 0.1.0-RC.7 [skip ci] 2026-10-13 23:31:30 +00:00
james.maesandClaude Opus 5.5 8d1348888d Merge develop into release/0.1 for 0.1.0-RC.7
Provider/model registry and OpenAI-compatible adapter (#22), Bedrock and
Vertex (#23), data classification, PHI routing and HIPAA mode (#24).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 18:28:10 -05:00
CircleCI 47cc572c36 Bump version to 0.1.0-RC.6 [skip ci] 2026-10-13 19:51:20 +00:00
james.maesandClaude Opus 5.5 8099f64bf2 Merge develop into release/0.1 for 0.1.0-RC.6
Tools via /qqq/v1 with a loopback stand-in (#14); profiles, skills,
explain access, denials, ArchUnit and the denial matrix (#15); #16; the
demo pending-action card (#18).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 14:49:14 -05:00
CircleCI ac6ec75deb Bump version to 0.1.0-RC.5 [skip ci] 2026-10-13 18:44:09 +00:00
james.maesandClaude Opus 5.5 1f48a370e3 Merge develop into release/0.1 for 0.1.0-RC.5
Tools are no longer all sent as strict, so Anthropic no longer rejects
every turn with "compiled grammar is too large" (#13).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 13:40:36 -05:00
CircleCI d0ad2aa0fa Bump version to 0.1.0-RC.4 [skip ci] 2026-10-13 15:24:59 +00:00
james.maesandClaude Opus 5.5 16c8500f59 Merge develop into release/0.1 for 0.1.0-RC.4
App home, provider settings with Test connection, per-call usage and
model prices (#12).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-13 10:23:04 -05:00
CircleCI a8c5f586ee Bump version to 0.1.0-RC.3 [skip ci] 2026-10-12 21:22:35 +00:00
james.maesandClaude Opus 5.5 3dfa775b21 Merge develop into release/0.1 for 0.1.0-RC.3
Assistant Admin record screens (#6), deterministic RobustnessTest (#9)
and the GA-only tag filter (#8), on top of the snake_case rename (#3).
0.1.0-RC.2 on Central is an accidental republish of RC.1, so this
candidate is RC.3.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 16:20:10 -05:00
james.maesandClaude Opus 5.5 67f78fd660 ci: fix the GA tag filter YAML (no brackets in the flow sequence) [skip ci]
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 16:01:54 -05:00
james.maesandClaude Opus 5.5 ff67c6f7cc Set version to 0.1.0-RC.2 and publish only GA tags [skip ci]
0.1.0-RC.2 is already on Maven Central (an RC tag build republished the previous code), so the next release-branch build must publish the following RC. RC tags no longer trigger a publish (/^v[0-9]+\.[0-9]+\.[0-9]+$/ only).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 15:56:59 -05:00
james.maesandClaude Opus 5.5 19551ac2af Merge develop into release/0.1 for 0.1.0-RC.2
Brings the snake_case assistant_ table and key names (#3).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 15:18:00 -05:00
james.maesandClaude Opus 5.5 7263ac627d Bump version to 0.1.0-RC.1 [skip ci]
The orb published 0.1.0-RC.1 but could not push this commit (the
CircleCI deploy key is read only).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
2026-10-12 12:49:33 -05:00
7 changed files with 1578 additions and 252 deletions

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+6
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@@ -1,5 +1,11 @@
# Changelog
## Unreleased - In-app help
- Ship the host-neutral Assistant help bundle through QQQ's native registry, replacing the temporary loader.
- Cover Assistant tables, fields, actions, widgets and selectors; retain live metadata references and add a bundle coverage gate.
- Document HOST bundle overrides and remove deployment-specific provider, classification, retention and backup guidance.
## Unreleased - Transcript redaction
- Tokenize classified PII/PHI in stored messages, tool inputs/results, replay events, pending actions and derived summaries using QQQ secured-data tokens. Preserve eligible model requests and live SSE.
+15
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@@ -725,3 +725,18 @@ remain untouched, as do explicit object and permission-rule denials.
History visibility uses core's `isDenied` read/all-operation check. RC.6 has no
operation argument; the later write-only deny patterns must remain separate
from that check so they do not hide the read tool.
## In-app help
The QBit registers [`help/qbit-assistant.yaml`](qbit-assistant/src/main/resources/help/qbit-assistant.yaml)
with QQQ's help-bundle registry during production. Hosts with help content storage use QQQ's
startup bundle sync; registration is harmless when the host has no `helpContent` table.
To customize the wording, register a separate bundle with `layer: HOST` using
`HelpBundles.register(qInstance, "help/my-application.yaml")`. Entries with the same key and
role override this QBIT bundle. User-edited help remains protected by core's sync.
Keep live `{{...}}` references so labels and metadata values follow the host's configuration.
`AssistantTablesGuardrailTest.everyOwnedTargetHasBundleHelp` checks coverage and live references
against the produced test instance with `HelpBundleAssertions`; it runs in the normal Maven build.
Update the bundle's literal version alongside the artifact version when releasing.
+3 -3
View File
@@ -20,7 +20,7 @@
<!-- Multi-module build. The qqq-orb sets the revision here; the modules -->
<!-- inherit it, and the flatten plugin resolves it in the published POMs. -->
<properties>
<revision>0.1.0-SNAPSHOT</revision>
<revision>0.1.0-RC.16</revision>
<maven.compiler.source>21</maven.compiler.source>
<maven.compiler.target>21</maven.compiler.target>
<project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
@@ -202,7 +202,7 @@
</build>
<profiles>
<!-- The assistant needs QQQ 4.1.0-RC.6: the AI tool kernel (qqq#1078), the -->
<!-- The assistant needs QQQ 4.1.0-RC.7: the AI tool kernel (qqq#1078), the -->
<!-- developer panels (qqq#1076) and the UI API extension point, invoker -->
<!-- and credentials (qqq#1128). Until -->
<!-- qbit-build-parent imports the 4.1 BOM, this -->
@@ -215,7 +215,7 @@
<activeByDefault>true</activeByDefault>
</activation>
<properties>
<!-- RC.7 carries qqq#1182 classified-value tokens and log redaction. Keep the PR draft until published. -->
<!-- RC.7 provides classified-value tokens, log redaction and native help bundles. -->
<qqq.snapshot.version>4.1.0-RC.7</qqq.snapshot.version>
</properties>
<dependencyManagement>
@@ -26,7 +26,6 @@ import com.kingsrook.qbits.assistant.developer.AssistantDeveloperPanels;
import com.kingsrook.qbits.assistant.home.AssistantAccessWidget;
import com.kingsrook.qbits.assistant.home.AssistantHome;
import com.kingsrook.qbits.assistant.metadata.AssistantChannelWall;
import com.kingsrook.qbits.assistant.metadata.AssistantHelp;
import com.kingsrook.qbits.assistant.metadata.AssistantInstanceMetaData;
import com.kingsrook.qbits.assistant.metadata.AssistantMetaDataBuilder;
import com.kingsrook.qbits.assistant.metadata.AssistantRecordScreens;
@@ -43,6 +42,7 @@ import com.kingsrook.qqq.backend.core.exceptions.QException;
import com.kingsrook.qqq.backend.core.logging.QLogger;
import com.kingsrook.qqq.backend.core.model.metadata.MetaDataProducerMultiOutput;
import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
import com.kingsrook.qqq.backend.core.model.metadata.help.bundles.HelpBundles;
import com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData;
import com.kingsrook.qqq.backend.core.model.metadata.permissions.ClientChannelsMetaData;
import com.kingsrook.qqq.backend.core.model.metadata.processes.QProcessMetaData;
@@ -204,7 +204,8 @@ public class AssistantQBitProducer implements QBitMetaDataProducer<AssistantQBit
QAppMetaData app = builder.buildAdminApp(tables);
qInstance.addApp(app);
AssistantHelp.apply(qInstance);
// Registration is metadata-only; core startup sync guards hosts without helpContent.
HelpBundles.register(qInstance, "help/qbit-assistant.yaml");
AssistantChannelWall.register(qInstance);
if(Boolean.TRUE.equals(qBitConfig.getRecordHistory()))
@@ -1,126 +0,0 @@
/*
* Copyright 2026 Kingsrook, LLC
*
* Licensed under the Apache License, Version 2.0 (the "License");
* you may not use this file except in compliance with the License.
* You may obtain a copy of the License at
*
* http://www.apache.org/licenses/LICENSE-2.0
*
* Unless required by applicable law or agreed to in writing, software
* distributed under the License is distributed on an "AS IS" BASIS,
* WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
* See the License for the specific language governing permissions and
* limitations under the License.
*/
package com.kingsrook.qbits.assistant.metadata;
import java.io.IOException;
import java.io.InputStream;
import java.util.LinkedHashMap;
import java.util.Map;
import com.fasterxml.jackson.databind.JsonNode;
import com.fasterxml.jackson.databind.ObjectMapper;
import com.fasterxml.jackson.dataformat.yaml.YAMLFactory;
import com.kingsrook.qqq.backend.core.exceptions.QException;
import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
import com.kingsrook.qqq.backend.core.model.metadata.help.QHelpContent;
import com.kingsrook.qqq.backend.core.model.metadata.layout.QAppMetaData;
import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
/*******************************************************************************
** Applies help/qbit-assistant.yaml (the QQQ help-bundle format) to the
** Assistant app and its assistant_* tables: what each table is for and how
** its rows get created, shown on the table screen and when it is empty.
** STAND-IN(core=#1198): replace with HelpBundles.register once the pinned
** QQQ release includes it; the bundle file stays the same.
*******************************************************************************/
public final class AssistantHelp
{
public static final String RESOURCE = "/help/qbit-assistant.yaml";
public static final String SLOT = "help";
/*******************************************************************************
** Utility class.
*******************************************************************************/
private AssistantHelp()
{
}
/*******************************************************************************
** The bundle's entries by key, validated (fails startup if malformed).
*******************************************************************************/
public static Map<String, JsonNode> entries() throws QException
{
try(InputStream stream = AssistantHelp.class.getResourceAsStream(RESOURCE))
{
if(stream == null)
{
throw (new IOException("missing resource"));
}
JsonNode bundle = new ObjectMapper(new YAMLFactory()).readTree(stream);
if(!"qbit-assistant".equals(bundle.path("bundle").asText()) || !"QBIT".equals(bundle.path("layer").asText()))
{
throw (new IOException("invalid bundle header"));
}
Map<String, JsonNode> entries = new LinkedHashMap<>();
for(JsonNode entry : bundle.path("entries"))
{
String key = entry.path("key").asText();
String summary = entry.path("summary").asText();
if(key.isBlank() || summary.isBlank() || summary.length() > 120 || entry.path("content").asText().isBlank() || entries.put(key, entry) != null)
{
throw (new IOException("invalid or duplicate entry: " + key));
}
}
return (entries);
}
catch(IOException | RuntimeException e)
{
throw (new QException("Could not load " + RESOURCE, e));
}
}
/*******************************************************************************
** Apply the help to the app and every assistant_* table in the instance.
** A host's own help on a table is kept (the bundle only fills the slot).
*******************************************************************************/
public static void apply(QInstance qInstance) throws QException
{
Map<String, JsonNode> entries = entries();
for(QTableMetaData table : qInstance.getTables().values())
{
JsonNode entry = entries.get("table:" + table.getName() + ";slot:" + SLOT);
if(entry != null && (table.getHelpContent() == null || !table.getHelpContent().containsKey(SLOT)))
{
table.withHelpContent(SLOT, content(entry));
}
}
QAppMetaData app = qInstance.getApp(AssistantMetaDataBuilder.APP_NAME);
JsonNode appEntry = entries.get("app:" + AssistantMetaDataBuilder.APP_NAME + ";slot:" + SLOT);
if(app != null && appEntry != null && (app.getHelpContent() == null || !app.getHelpContent().containsKey(SLOT)))
{
app.withHelpContent(SLOT, content(appEntry));
}
}
/*******************************************************************************
** Summary as the first paragraph, then the content, as markdown.
*******************************************************************************/
static QHelpContent content(JsonNode entry)
{
return (new QHelpContent().withContentAsMarkdown(entry.path("summary").asText().strip() + "\n\n" + entry.path("content").asText().strip()));
}
}
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@@ -26,11 +26,13 @@ import java.util.Map;
import java.util.regex.Matcher;
import java.util.regex.Pattern;
import java.util.stream.Stream;
import com.kingsrook.qbits.assistant.metadata.AssistantHelp;
import com.kingsrook.qbits.assistant.metadata.AssistantMetaDataBuilder;
import com.kingsrook.qbits.assistant.testing.BaseAssistantTest;
import com.kingsrook.qqq.backend.core.model.metadata.help.QHelpContent;
import com.kingsrook.qqq.backend.core.actions.help.HelpTargetCatalog;
import com.kingsrook.qqq.backend.core.model.metadata.help.bundles.HelpBundles;
import com.kingsrook.qqq.backend.core.model.metadata.processes.QProcessMetaData;
import com.kingsrook.qqq.backend.core.model.metadata.tables.QTableMetaData;
import com.kingsrook.qqq.backend.core.testing.HelpBundleAssertions;
import org.junit.jupiter.api.Test;
import static org.assertj.core.api.Assertions.assertThat;
@@ -121,21 +123,45 @@ class AssistantTablesGuardrailTest extends BaseAssistantTest
/*******************************************************************************
** Every table and the app have bundle help that says how rows get created.
** Every owned target has valid bundle help, even on a host without help storage.
*******************************************************************************/
@Test
void everyTableHasEmptyStateHelp() throws Exception
void everyOwnedTargetHasBundleHelp()
{
assertThat(AssistantHelp.entries()).allSatisfy((key, entry) -> assertThat(entry.path("summary").asText().length()).as(key).isLessThanOrEqualTo(120));
assertThat(qInstance.getTable("helpContent")).isNull();
var bundles = HelpBundles.of(qInstance).getBundles();
assertThat(bundles).hasSize(1);
assertThat(bundles.get(0).getId()).isEqualTo("qbit-assistant");
HelpBundleAssertions.forInstance(qInstance)
.bundles("help/qbit-assistant.yaml")
// Core-generated bulk actions belong to core's bundle, not this QBit.
.owning(target -> target.owner() instanceof QProcessMetaData process
? qInstance.getTable("assistant_conversation").getSourceQBitName().equals(process.getSourceQBitName())
: target.name() != null && target.name().startsWith("assistant"))
.assertComplete();
// RC.7's gate requires tables, fields, apps and processes; also cover our selectors and widgets.
for(var target : HelpTargetCatalog.collect(qInstance))
{
if(List.of("widget", "possibleValueSource").contains(target.kind()) && target.name().startsWith("assistant"))
{
assertThat(bundles.get(0).getEntries()).as(target.key())
.anyMatch(entry -> entry.getKey().equals(target.key()) && entry.getSummary() != null && !entry.getSummary().isBlank());
}
}
for(String table : assistantTables())
{
List<QHelpContent> help = qInstance.getTable(table).getHelpContent() == null ? null : qInstance.getTable(table).getHelpContent().get(AssistantHelp.SLOT);
assertThat(help).as(table + " table help").isNotEmpty();
assertThat(help.get(0).getContent()).as(table + " help says how rows get created").contains("How rows get created");
assertThat(bundles.get(0).getEntries())
.anySatisfy(entry ->
{
assertThat(entry.getKey()).isEqualTo("table:" + table + ";slot:help");
assertThat(entry.getContent()).isNotBlank();
});
}
assertThat(qInstance.getApp(AssistantMetaDataBuilder.APP_NAME).getHelpContent()).containsKey(AssistantHelp.SLOT);
assertThat(AssistantHelp.entries().keySet()).allMatch(key -> !key.startsWith("table:") || qInstance.getTable(key.substring(6, key.indexOf(';'))) != null,
"help names only real tables");
assertThat(bundles.get(0).getEntries()).anySatisfy(entry ->
{
assertThat(entry.getKey()).isEqualTo("app:" + AssistantMetaDataBuilder.APP_NAME + ";slot:help");
assertThat(entry.getContent()).isNotBlank();
});
}