test(schedules): runs for a creator have exactly the creator's access

Owner decision 2026-10-16 (QQQ DelegatedAccess.USER). Needs the QQQ RC
with qqq#1265.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

CHANGELOG.md

@@ -6,6 +6,7 @@ Following [Keep a Changelog](https://keepachangelog.com/en/1.1.0/) and [Semantic
 
 ### Fixed
 
+- Scheduled analyses and watches work under OAuth2. When the host declares the `data-analysis` service principal (QQQ service identities, `DataAnalysisQBitConfig.withServicePrincipal`), schedule and watch inventory runs as that principal, and owner and recipient runs go on their behalf through it: their current access intersected with the principal's. The self-made `data-analysis-scheduler` session was rejected under OAuth2 (`Invalid session in request` on every `data_analysis_run_schedules` run). With no principal declared, behavior is unchanged. Needs the QQQ release with service identities (qqq#1255, #1256).
 - QBit metadata now reports the Maven artifact version, including release versions, from a filtered build resource.
 - The Data Analysis home no longer shows the engine Setup card or "Unavailable: READ permission required." shells. Setup is admin-only (hidden from everyone else) and off the home; hosts place `DataAnalysisQBitProducer.SYSTEM_WIDGETS` on their Admin area. Home widgets the user cannot read are omitted from metadata, and unreadable groups are left out of the overview.
 

pom.xml

@@ -18,7 +18,7 @@
 <project xmlns="http://maven.apache.org/POM/4.0.0" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:schemaLocation="http://maven.apache.org/POM/4.0.0 http://maven.apache.org/xsd/maven-4.0.0.xsd">
 
    <properties>
-      <revision>0.1.0-RC.5</revision>
+      <revision>0.1.0-SNAPSHOT</revision>
       <maven.compiler.source>21</maven.compiler.source>
       <maven.compiler.target>21</maven.compiler.target>
       <jacoco.version>0.8.15</jacoco.version>
@@ -243,7 +243,7 @@
             <activeByDefault>true</activeByDefault>
          </activation>
          <properties>
-            <qqq.snapshot.version>4.1.0-RC.15</qqq.snapshot.version>
+            <qqq.snapshot.version>4.1.0-RC.19</qqq.snapshot.version>
          </properties>
          <dependencyManagement>
             <dependencies>

src/main/java/com/kingsrook/qbits/dataanalysis/DataAnalysisQBitConfig.java

@@ -427,6 +427,28 @@ public class DataAnalysisQBitConfig implements QBitConfig
       return (this);
    }
 
+   private String servicePrincipal = "data-analysis";
+
+   /*******************************************************************************
+    ** The service principal schedules and watches run as when the host declares
+    ** it (QQQ service identities): inventory as the principal, owner and
+    ** recipient runs on their behalf through it. Undeclared: the previous local
+    ** sessions.
+    *******************************************************************************/
+   public String getServicePrincipal()
+   {
+      return (servicePrincipal);
+   }
+
+   /*******************************************************************************
+    ** Fluent setter for servicePrincipal (default data-analysis).
+    *******************************************************************************/
+   public DataAnalysisQBitConfig withServicePrincipal(String servicePrincipal)
+   {
+      this.servicePrincipal = servicePrincipal;
+      return (this);
+   }
+
    private String messagingProviderName;
    private String fromAddress;
    private transient java.util.function.Function<String, String> recipientAddressSupplier;

src/main/java/com/kingsrook/qbits/dataanalysis/schedule/AnalysisSessions.java

@@ -0,0 +1,90 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2026.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.dataanalysis.schedule;
+
+
+import java.util.function.Supplier;
+import com.kingsrook.qbits.dataanalysis.DataAnalysisQBitConfig;
+import com.kingsrook.qqq.backend.core.context.QContext;
+import com.kingsrook.qqq.backend.core.exceptions.QException;
+import com.kingsrook.qqq.backend.core.model.session.QSession;
+import com.kingsrook.qqq.backend.core.modules.authentication.QAuthenticationModuleDispatcher;
+import com.kingsrook.qqq.backend.core.serviceidentity.ServiceIdentities;
+
+
+/*******************************************************************************
+ ** Sessions for scheduled analysis work. With the host's data-analysis service
+ ** principal declared (QQQ service identities): inventory runs as the
+ ** principal, and owner or recipient runs go on their behalf through it (their
+ ** current access intersected with the principal's). Without it: the previous
+ ** local sessions (single-node default unchanged). Never a system session.
+ *******************************************************************************/
+public final class AnalysisSessions
+{
+   /*******************************************************************************
+    ** Utility class.
+    *******************************************************************************/
+   private AnalysisSessions()
+   {
+   }
+
+
+
+   /*******************************************************************************
+    ** The session for schedule/watch inventory and status updates.
+    *******************************************************************************/
+   public static QSession maintenance(DataAnalysisQBitConfig config, Supplier<QSession> legacy) throws QException
+   {
+      if(usesPrincipal(config))
+      {
+         return (ServiceIdentities.session(QContext.getQInstance(), config.getServicePrincipal()));
+      }
+      return (legacy.get());
+   }
+
+
+
+   /*******************************************************************************
+    ** The session for running as a user (owner or recipient).
+    *******************************************************************************/
+   public static QSession forUser(DataAnalysisQBitConfig config, String userId) throws QException
+   {
+      if(config.getOwnerSessionSupplier() != null)
+      {
+         return (config.getOwnerSessionSupplier().apply(userId));
+      }
+      if(usesPrincipal(config))
+      {
+         return (ServiceIdentities.sessionOnBehalfOf(QContext.getQInstance(), config.getServicePrincipal(), userId));
+      }
+      return (new QAuthenticationModuleDispatcher().getQModule(QContext.getQInstance().getAuthentication()).createAutomatedSessionForUser(QContext.getQInstance(), userId));
+   }
+
+
+
+   /*******************************************************************************
+    ** Whether the host declared the configured principal.
+    *******************************************************************************/
+   private static boolean usesPrincipal(DataAnalysisQBitConfig config)
+   {
+      return (config.getServicePrincipal() != null && ServiceIdentities.isDeclared(QContext.getQInstance(), config.getServicePrincipal()));
+   }
+}

src/main/java/com/kingsrook/qbits/dataanalysis/schedule/ScheduleRunner.java

@@ -58,7 +58,6 @@ import com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.session.QSession;
 import com.kingsrook.qqq.backend.core.model.session.QUser;
-import com.kingsrook.qqq.backend.core.modules.authentication.QAuthenticationModuleDispatcher;
 
 /*******************************************************************************
  ** Scheduled work uses owner and recipient sessions; maintenance only inventories rows.
@@ -83,13 +82,17 @@ public class ScheduleRunner
     *******************************************************************************/
    public synchronized Integer runDue(Instant now) throws QException
    {
-      QSession maintenance = new QSession().withUser(new QUser().withIdReference("data-analysis-scheduler"))
-         .withPermissions("data_analysis.saved.read", "data_analysis.saved.edit")
-         .withSecurityKeyValue(DataAnalysisPermissions.ADMIN, true);
-      if(QContext.getQSession().getBackendVariants() != null)
+      QSession maintenance = AnalysisSessions.maintenance(config, () ->
       {
-         maintenance.setBackendVariants(new java.util.HashMap<>(QContext.getQSession().getBackendVariants()));
-      }
+         QSession legacy = new QSession().withUser(new QUser().withIdReference("data-analysis-scheduler"))
+            .withPermissions("data_analysis.saved.read", "data_analysis.saved.edit")
+            .withSecurityKeyValue(DataAnalysisPermissions.ADMIN, true);
+         if(QContext.getQSession().getBackendVariants() != null)
+         {
+            legacy.setBackendVariants(new java.util.HashMap<>(QContext.getQSession().getBackendVariants()));
+         }
+         return (legacy);
+      });
       int[] count = {0};
       QContext.withTemporaryContext(new CapturedContext(QContext.getQInstance(), maintenance), () ->
       {
@@ -161,9 +164,7 @@ public class ScheduleRunner
       QSession session;
       try
       {
-         session = config.getOwnerSessionSupplier() == null
-            ? new QAuthenticationModuleDispatcher().getQModule(QContext.getQInstance().getAuthentication()).createAutomatedSessionForUser(QContext.getQInstance(), id)
-            : config.getOwnerSessionSupplier().apply(id);
+         session = AnalysisSessions.forUser(config, id);
       }
       catch(Exception e)
       {

src/main/java/com/kingsrook/qbits/dataanalysis/watch/WatchEvaluator.java

@@ -49,7 +49,6 @@ import com.kingsrook.qqq.backend.core.model.actions.tables.update.UpdateInput;
 import com.kingsrook.qqq.backend.core.model.data.QRecord;
 import com.kingsrook.qqq.backend.core.model.session.QSession;
 import com.kingsrook.qqq.backend.core.model.session.QUser;
-import com.kingsrook.qqq.backend.core.modules.authentication.QAuthenticationModuleDispatcher;
 
 /*******************************************************************************
  ** Transition watches through the core alerts SPI, computing exclusively as owner.
@@ -94,13 +93,17 @@ public class WatchEvaluator
     *******************************************************************************/
    public synchronized Integer evaluateEnabled(Instant now) throws QException
    {
-      QSession maintenance = new QSession().withUser(new QUser().withIdReference("data-analysis-scheduler"))
-         .withPermissions("data_analysis.watch.read", "data_analysis.watch.edit")
-         .withSecurityKeyValue(DataAnalysisPermissions.ADMIN, true);
-      if(QContext.getQSession().getBackendVariants() != null)
+      QSession maintenance = com.kingsrook.qbits.dataanalysis.schedule.AnalysisSessions.maintenance(config, () ->
       {
-         maintenance.setBackendVariants(new java.util.HashMap<>(QContext.getQSession().getBackendVariants()));
-      }
+         QSession legacy = new QSession().withUser(new QUser().withIdReference("data-analysis-scheduler"))
+            .withPermissions("data_analysis.watch.read", "data_analysis.watch.edit")
+            .withSecurityKeyValue(DataAnalysisPermissions.ADMIN, true);
+         if(QContext.getQSession().getBackendVariants() != null)
+         {
+            legacy.setBackendVariants(new java.util.HashMap<>(QContext.getQSession().getBackendVariants()));
+         }
+         return (legacy);
+      });
       int[] count = {0};
       QContext.withTemporaryContext(new CapturedContext(QContext.getQInstance(), maintenance), () ->
       {
@@ -128,9 +131,7 @@ public class WatchEvaluator
       QSession session;
       try
       {
-         session = config.getOwnerSessionSupplier() == null
-            ? new QAuthenticationModuleDispatcher().getQModule(QContext.getQInstance().getAuthentication()).createAutomatedSessionForUser(QContext.getQInstance(), owner)
-            : config.getOwnerSessionSupplier().apply(owner);
+         session = com.kingsrook.qbits.dataanalysis.schedule.AnalysisSessions.forUser(config, owner);
       }
       catch(Exception e)
       {

src/test/java/com/kingsrook/qbits/dataanalysis/AnalysisSessionsTest.java

@@ -0,0 +1,87 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2025.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * 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
+ *
+ *     https://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.dataanalysis;
+
+
+import java.io.Serializable;
+import java.util.HashMap;
+import com.kingsrook.qbits.dataanalysis.model.DataAnalysisTables;
+import com.kingsrook.qbits.dataanalysis.schedule.AnalysisSessions;
+import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
+import com.kingsrook.qqq.backend.core.model.metadata.code.QCodeReference;
+import com.kingsrook.qqq.backend.core.model.session.QSession;
+import com.kingsrook.qqq.backend.core.modules.authentication.QAuthenticationModuleCustomizerInterface;
+import com.kingsrook.qqq.backend.core.modules.authentication.implementations.MockAuthenticationModule;
+import com.kingsrook.qqq.backend.core.serviceidentity.QDelegatedSession;
+import com.kingsrook.qqq.backend.core.serviceidentity.QServicePrincipalMetaData;
+import com.kingsrook.qqq.backend.core.serviceidentity.ServiceIdentities;
+import com.kingsrook.qqq.backend.core.serviceidentity.ServiceIdentitiesMetaData;
+import org.junit.jupiter.api.Test;
+import static org.assertj.core.api.Assertions.assertThat;
+
+
+/*******************************************************************************
+ ** Owner decision 2026-10-16: a schedule or watch run for its creator (or a
+ ** recipient) through the data-analysis principal sees exactly what that user
+ ** can see - their permissions and record-lock keys, not the principal's.
+ *******************************************************************************/
+class AnalysisSessionsTest extends EngineFixture
+{
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void runsForTheCreatorWithExactlyTheCreatorsAccess() throws Exception
+   {
+      instance.withInstanceDefaultAuthentication(new com.kingsrook.qqq.backend.core.model.metadata.authentication.QAuthenticationMetaData().withName("mock")
+         .withType(com.kingsrook.qqq.backend.core.model.metadata.QAuthenticationType.MOCK));
+      instance.getAuthentication().setCustomizer(new QCodeReference(CreatorCustomizer.class));
+      ServiceIdentitiesMetaData.declare(instance, new QServicePrincipalMetaData().withName("data-analysis").withMayActOnBehalfOfUsers(true)
+         .withLocalPermissions("data_analysis.saved.read"));
+      DataAnalysisQBitConfig creatorConfig = new DataAnalysisQBitConfig().withServicePrincipal("data-analysis");
+
+      QSession own     = new MockAuthenticationModule().createAutomatedSessionForUser(instance, "alice");
+      QSession forUser = AnalysisSessions.forUser(creatorConfig, "alice");
+      assertThat(forUser).isInstanceOf(QDelegatedSession.class);
+      assertThat(forUser.getPermissions()).isEqualTo(own.getPermissions()).contains("orders.analyze");
+      assertThat(new HashMap<>(forUser.getSecurityKeyValues())).isEqualTo(new HashMap<>(own.getSecurityKeyValues()));
+      assertThat(forUser.getSecurityKeyValues().get(DataAnalysisTables.USER_KEY)).containsExactly("alice");
+      assertThat(ServiceIdentities.attributionName(forUser)).endsWith("via service:data-analysis");
+   }
+
+
+
+   /*******************************************************************************
+    ** The creator's own grants and owner key, as the host customizer sets them.
+    *******************************************************************************/
+   public static class CreatorCustomizer implements QAuthenticationModuleCustomizerInterface
+   {
+      /***************************************************************************
+       **
+       ***************************************************************************/
+      @Override
+      public void customizeAutomatedSessionForUser(QInstance qInstance, QSession session, Serializable userId)
+      {
+         session.withPermissions("orders.read", "orders.analyze", "data_analysis.saved.read", "data_analysis.saved.edit");
+         session.withSecurityKeyValue(DataAnalysisTables.USER_KEY, String.valueOf(userId));
+      }
+   }
+}

src/test/java/com/kingsrook/qbits/dataanalysis/SchedulesTest.java

@@ -26,6 +26,7 @@ import java.util.ArrayList;
 import java.util.List;
 import java.util.Map;
 import com.kingsrook.qbits.dataanalysis.model.DataAnalysisTables;
+import com.kingsrook.qbits.dataanalysis.permissions.DataAnalysisPermissions;
 import com.kingsrook.qbits.dataanalysis.processes.ScheduleActions;
 import com.kingsrook.qbits.dataanalysis.saved.AnalysisExport;
 import com.kingsrook.qbits.dataanalysis.saved.SavedDefinition;
@@ -47,6 +48,8 @@ import com.kingsrook.qqq.backend.core.model.metadata.messaging.QMessagingProvide
 import com.kingsrook.qqq.backend.core.model.session.QSession;
 import com.kingsrook.qqq.backend.core.modules.messaging.MessagingProviderInterface;
 import com.kingsrook.qqq.backend.core.modules.messaging.QMessagingProviderDispatcher;
+import com.kingsrook.qqq.backend.core.serviceidentity.QServicePrincipalMetaData;
+import com.kingsrook.qqq.backend.core.serviceidentity.ServiceIdentitiesMetaData;
 import org.junit.jupiter.api.BeforeEach;
 import org.junit.jupiter.api.Test;
 import static org.assertj.core.api.Assertions.assertThat;
@@ -160,6 +163,27 @@ class SchedulesTest extends EngineFixture
       assertThat(WatchesTest.Sink.raised).isEmpty();
    }
 
+   /*******************************************************************************
+    ** With the host's data-analysis principal declared, schedule inventory runs
+    ** as the principal (its grants decide - a principal without them finds
+    ** nothing due), never as a self-made session.
+    *******************************************************************************/
+   @Test
+   void inventoryRunsAsTheDeclaredPrincipal() throws Exception
+   {
+      schedule("PIVOT", Map.of("rows", List.of(Map.of("field", "status")), "values", List.of(Map.of("operator", "COUNT"))), "CSV");
+      config.withServicePrincipal("analysis-bare");
+      ServiceIdentitiesMetaData.declare(instance, new QServicePrincipalMetaData().withName("analysis-bare"));
+      assertThatThrownBy(() -> runner.runDue(NOW)).isInstanceOf(QException.class);
+      assertThat(Mail.sent).isEmpty();
+
+      ServiceIdentitiesMetaData.declare(instance, new QServicePrincipalMetaData().withName("data-analysis")
+         .withLocalPermissions("data_analysis.saved.read", "data_analysis.saved.edit").withLocalSecurityKeyValue(DataAnalysisPermissions.ADMIN, true));
+      config.withServicePrincipal("data-analysis");
+      assertThat(runner.runDue(NOW)).isEqualTo(1);
+      assertThat(Mail.sent).hasSize(2);
+   }
+
    @Test
    void providerFailureAndMissingOwnerRaiseVisibleAlerts() throws Exception
    {