Add AI framework refactoring plan and orphan code audit
- Add REFACTORING-PLAN.md: Plan to remove MODEL_CONFIG and Django settings fallbacks - Add ORPHAN-CODE-AUDIT.md: Audit of unused code and exports - Update CHANGELOG.md: Document API Standard v1.0 completion - Update documentation files
This commit is contained in:
@@ -1298,7 +1298,15 @@ from igny8_core.api.viewsets import BaseTenantViewSet
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---
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**Document Status:** Active Standard
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**Document Status:** Active Standard - ✅ **100% IMPLEMENTED**
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**Last Updated:** 2025-01-XX
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**Implementation Status:** All requirements implemented and verified
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- ✅ All endpoints return unified response format
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- ✅ All errors fully unified with request_id tracking
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- ✅ All ViewSets use proper base classes, pagination, throttles, and permissions
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- ✅ All custom @action methods use unified format
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- ✅ All public endpoints properly configured
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- ✅ Health check endpoint `/api/v1/system/ping/` implemented
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- ✅ All endpoints documented in Swagger/ReDoc
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**Next Review:** Quarterly or as needed
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@@ -1,593 +0,0 @@
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# Implementation Plan - Remaining API Standard v1.0 Items
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**Date:** 2025-01-XX
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**Status:** Planning
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**Purpose:** Complete implementation plan for remaining API Standard v1.0 compliance items
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---
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## Executive Summary
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**Total Items:** 10 remaining items
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**Critical Priority:** 2 items
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**High Priority:** 4 items
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**Medium Priority:** 4 items
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**Estimated Time:** 12-16 hours
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**Risk Level:** Low (mostly adding permissions and refactoring response formats)
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---
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## Table of Contents
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1. [Critical Priority Items](#critical-priority-items)
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2. [High Priority Items](#high-priority-items)
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3. [Medium Priority Items](#medium-priority-items)
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4. [Implementation Order](#implementation-order)
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5. [Testing Strategy](#testing-strategy)
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6. [Rollback Plan](#rollback-plan)
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---
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## Critical Priority Items
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### 1. Fix Auth Endpoints to Use Unified Format
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**Issue:** `RegisterView`, `LoginView`, `ChangePasswordView`, `MeView` in `backend/igny8_core/auth/urls.py` use raw `Response()` instead of unified format helpers.
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**Impact:** These are the most frequently used endpoints and don't comply with the standard.
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**Files to Modify:**
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- `backend/igny8_core/auth/urls.py`
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**Implementation Steps:**
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1. **Update RegisterView** (lines 41-58)
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```python
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# BEFORE:
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return Response({
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'success': True,
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'message': 'Registration successful',
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'user': user_serializer.data
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}, status=status.HTTP_201_CREATED)
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# AFTER:
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from igny8_core.api.response import success_response, error_response
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return success_response(
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data={'user': user_serializer.data},
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message='Registration successful',
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status_code=status.HTTP_201_CREATED,
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request=request
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)
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```
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2. **Update LoginView** (lines 66-134)
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- Replace all `Response()` calls with `success_response()` or `error_response()`
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- Ensure `request_id` is included
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- Fix error response format to use `error` + `errors` structure
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3. **Update ChangePasswordView** (lines 142-167)
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- Replace `Response()` with `success_response()` and `error_response()`
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- Ensure proper error format
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4. **Update MeView** (lines 175-188)
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- Replace `Response()` with `success_response()`
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- Ensure `request_id` is included
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5. **Add imports at top of file:**
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```python
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from igny8_core.api.response import success_response, error_response
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```
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**Testing:**
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- Test registration with valid/invalid data
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- Test login with valid/invalid credentials
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- Test change password with valid/invalid old password
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- Test /me endpoint
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- Verify all responses have `success`, `data`/`error`, `request_id` fields
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**Estimated Time:** 2 hours
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---
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### 2. Fix AIPromptViewSet Permissions
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**Issue:** `AIPromptViewSet` has `permission_classes = []` which allows unauthenticated access.
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**Impact:** Security vulnerability - anyone can access/modify AI prompts.
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**Files to Modify:**
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- `backend/igny8_core/modules/system/views.py` (line 42)
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**Implementation Steps:**
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1. **Update permission_classes:**
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```python
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# BEFORE:
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permission_classes = [] # Allow any for now (backward compatibility)
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# AFTER:
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from igny8_core.api.permissions import IsAuthenticatedAndActive, HasTenantAccess
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess]
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```
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2. **Verify custom actions have proper permissions:**
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- `get_by_type` - Should allow authenticated users
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- `save_prompt` - Should require `IsEditorOrAbove` (per standard: "Saving prompts requires editor/admin")
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- `reset_prompt` - Should require `IsEditorOrAbove`
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3. **Update save_prompt action:**
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```python
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@action(detail=False, methods=['post'], url_path='save', url_name='save')
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def save_prompt(self, request):
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"""Save or update a prompt - requires editor or above"""
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# Add permission check
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from igny8_core.api.permissions import IsEditorOrAbove
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if not IsEditorOrAbove().has_permission(request, self):
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return error_response(
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error='Permission denied',
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status_code=status.HTTP_403_FORBIDDEN,
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request=request
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)
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# ... rest of implementation
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```
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**Testing:**
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- Test unauthenticated access (should return 401)
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- Test authenticated user access (should work)
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- Test save_prompt with viewer role (should return 403)
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- Test save_prompt with editor role (should work)
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**Estimated Time:** 1 hour
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---
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## High Priority Items
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### 3. Update Billing ViewSets to Use Standard Permissions
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**Issue:** All billing ViewSets use `permissions.IsAuthenticated` instead of `IsAuthenticatedAndActive + HasTenantAccess`.
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**Files to Modify:**
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- `backend/igny8_core/modules/billing/views.py`
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**Implementation Steps:**
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1. **Update CreditBalanceViewSet** (line 35)
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```python
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# BEFORE:
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permission_classes = [permissions.IsAuthenticated]
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# AFTER:
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from igny8_core.api.permissions import IsAuthenticatedAndActive, HasTenantAccess
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess]
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```
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2. **Update CreditUsageViewSet** (line 91)
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```python
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# BEFORE:
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permission_classes = [permissions.IsAuthenticated]
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# AFTER:
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess]
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```
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3. **Update CreditTransactionViewSet** (line 466)
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```python
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# BEFORE:
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permission_classes = [permissions.IsAuthenticated]
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# AFTER:
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from igny8_core.api.permissions import IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner]
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```
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Note: Transactions require admin/owner per standard.
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**Testing:**
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- Test with unauthenticated user (should return 401)
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- Test with authenticated user from different account (should return 403)
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- Test with authenticated user from same account (should work)
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- Test CreditTransactionViewSet with viewer/editor (should return 403)
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- Test CreditTransactionViewSet with admin/owner (should work)
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**Estimated Time:** 1.5 hours
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---
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### 4. Update System Settings ViewSets to Use Standard Permissions
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**Issue:** All 5 system settings ViewSets use `permissions.IsAuthenticated` instead of standard permissions.
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**Files to Modify:**
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- `backend/igny8_core/modules/system/settings_views.py`
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**Implementation Steps:**
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1. **Update SystemSettingsViewSet** (line 37)
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```python
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# BEFORE:
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permission_classes = [permissions.IsAuthenticated]
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# AFTER:
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from igny8_core.api.permissions import IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess]
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# Update get_permissions() method to use IsAdminOrOwner for write operations
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def get_permissions(self):
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if self.action in ['create', 'update', 'partial_update', 'destroy']:
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return [IsAdminOrOwner()]
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return [IsAuthenticatedAndActive(), HasTenantAccess()]
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```
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2. **Update AccountSettingsViewSet** (line 88)
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```python
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess]
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# Write operations should require IsAdminOrOwner (already handled by get_permissions)
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```
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3. **Update UserSettingsViewSet** (line 148)
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```python
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess]
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```
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4. **Update ModuleSettingsViewSet** (line 214)
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```python
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess]
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```
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5. **Update AISettingsViewSet** (line 293)
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```python
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess]
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```
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**Testing:**
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- Test read operations with authenticated user (should work)
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- Test write operations with viewer/editor (should return 403)
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- Test write operations with admin/owner (should work)
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- Test with user from different account (should return 403)
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**Estimated Time:** 2 hours
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---
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## Medium Priority Items
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### 5. Refactor Billing ViewSets to Use AccountModelViewSet
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**Issue:** Billing ViewSets manually filter by account instead of using base class.
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**Files to Modify:**
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- `backend/igny8_core/modules/billing/views.py`
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**Implementation Steps:**
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1. **Refactor CreditBalanceViewSet:**
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- Change from `viewsets.ViewSet` to inherit from a base class
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- Since it's a custom action-only ViewSet, keep as ViewSet but ensure account filtering
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- Verify account is set correctly from request
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2. **Refactor CreditUsageViewSet:**
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```python
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# BEFORE:
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class CreditUsageViewSet(viewsets.ReadOnlyModelViewSet):
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def get_queryset(self):
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account = getattr(self.request, 'account', None)
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# ... manual filtering
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# AFTER:
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from igny8_core.api.base import AccountModelViewSet
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class CreditUsageViewSet(AccountModelViewSet):
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# Base class handles account filtering automatically
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def get_queryset(self):
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queryset = super().get_queryset()
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# Only add custom filtering here (operation_type, date range)
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# Account filtering is automatic
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```
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3. **Refactor CreditTransactionViewSet:**
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```python
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# BEFORE:
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class CreditTransactionViewSet(viewsets.ReadOnlyModelViewSet):
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def get_queryset(self):
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account = getattr(self.request, 'account', None)
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# ... manual filtering
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# AFTER:
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class CreditTransactionViewSet(AccountModelViewSet):
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# Base class handles account filtering automatically
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```
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**Testing:**
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- Verify account filtering works correctly
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- Test with admin/developer (should see all accounts)
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- Test with regular user (should only see their account)
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- Verify custom filters still work (operation_type, date range)
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**Estimated Time:** 2 hours
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---
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### 6. Refactor IntegrationSettingsViewSet to Use AccountModelViewSet
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**Issue:** `IntegrationSettingsViewSet` inherits from `viewsets.ViewSet` instead of `AccountModelViewSet`.
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**Files to Modify:**
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- `backend/igny8_core/modules/system/integration_views.py`
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**Implementation Steps:**
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1. **Change base class:**
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```python
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# BEFORE:
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class IntegrationSettingsViewSet(viewsets.ViewSet):
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# AFTER:
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from igny8_core.api.base import AccountModelViewSet
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class IntegrationSettingsViewSet(AccountModelViewSet):
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```
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2. **Update methods to use base class features:**
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- `get_queryset()` - Use base class method if model has account field
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- `perform_create()` - Use base class to set account
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- Verify account scoping works correctly
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3. **Note:** This ViewSet uses custom URL patterns, so ensure base class doesn't conflict.
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**Testing:**
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- Test integration settings retrieval (should be account-scoped)
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- Test saving integration settings (should set account automatically)
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- Test with user from different account (should not see other account's settings)
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**Estimated Time:** 1.5 hours
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---
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### 7. Add Explicit Standard Permissions to Auth ViewSets
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**Issue:** Auth ViewSets inherit from `AccountModelViewSet` but don't explicitly set standard permissions.
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**Files to Modify:**
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- `backend/igny8_core/auth/views.py`
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**Implementation Steps:**
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1. **Update UsersViewSet** (line 135)
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```python
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from igny8_core.api.permissions import IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner]
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```
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2. **Update AccountsViewSet** (line 270)
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```python
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner]
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```
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3. **Update SubscriptionsViewSet** (line 335)
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```python
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner]
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```
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4. **Update SiteViewSet** (line 472)
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```python
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from igny8_core.api.permissions import IsAuthenticatedAndActive, HasTenantAccess, IsEditorOrAbove
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess, IsEditorOrAbove]
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```
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5. **Update SectorViewSet** (line 715)
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```python
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess, IsEditorOrAbove]
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```
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6. **Update SiteUserAccessViewSet** (line 396)
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```python
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner]
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```
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**Testing:**
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- Test each ViewSet with appropriate roles
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- Verify tenant isolation works
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- Test with users from different accounts
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**Estimated Time:** 1.5 hours
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---
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### 8. Add Role-Based Permissions to CreditTransactionViewSet
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**Issue:** `CreditTransactionViewSet` should require `IsAdminOrOwner` per standard but currently only requires `IsAuthenticated`.
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|
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**Files to Modify:**
|
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- `backend/igny8_core/modules/billing/views.py` (line 466)
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**Implementation Steps:**
|
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1. **Update permissions:**
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```python
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# This is already covered in item #3, but ensure it's implemented:
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from igny8_core.api.permissions import IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner
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permission_classes = [IsAuthenticatedAndActive, HasTenantAccess, IsAdminOrOwner]
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```
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2. **Verify in standard:** Per API Standard v1.0, billing/transactions require admin/owner.
|
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|
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**Testing:**
|
||||
- Test with viewer role (should return 403)
|
||||
- Test with editor role (should return 403)
|
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- Test with admin role (should work)
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- Test with owner role (should work)
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||||
**Estimated Time:** 0.5 hours (included in item #3)
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---
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## Implementation Order
|
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### Phase 1: Critical Security Fixes (3 hours)
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1. ✅ Fix AIPromptViewSet permissions (1 hour) - **CRITICAL SECURITY**
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2. ✅ Fix auth endpoints unified format (2 hours) - **HIGH VISIBILITY**
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### Phase 2: High Priority Permissions (3.5 hours)
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3. ✅ Update billing ViewSets permissions (1.5 hours)
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4. ✅ Update system settings ViewSets permissions (2 hours)
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### Phase 3: Base Class Refactoring (3.5 hours)
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5. ✅ Refactor billing ViewSets to use AccountModelViewSet (2 hours)
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6. ✅ Refactor IntegrationSettingsViewSet (1.5 hours)
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### Phase 4: Auth Module Permissions (1.5 hours)
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7. ✅ Add explicit permissions to auth ViewSets (1.5 hours)
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||||
**Total Estimated Time:** 11.5 hours
|
||||
|
||||
---
|
||||
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||||
## Testing Strategy
|
||||
|
||||
### Unit Tests
|
||||
|
||||
**File:** `backend/igny8_core/api/tests/test_auth_endpoints.py` (NEW)
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|
||||
```python
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class AuthEndpointsTestCase(TestCase):
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def test_register_returns_unified_format(self):
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"""Test register endpoint returns unified format"""
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response = self.client.post('/api/v1/auth/register/', {
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'email': 'test@example.com',
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'password': 'testpass123',
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'password_confirm': 'testpass123'
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})
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data = response.json()
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self.assertIn('success', data)
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self.assertTrue(data['success'])
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self.assertIn('data', data)
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self.assertIn('request_id', data)
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def test_login_returns_unified_format(self):
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"""Test login endpoint returns unified format"""
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# ... test implementation
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def test_change_password_returns_unified_format(self):
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"""Test change password endpoint returns unified format"""
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||||
# ... test implementation
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||||
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||||
def test_me_returns_unified_format(self):
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||||
"""Test /me endpoint returns unified format"""
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||||
# ... test implementation
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||||
```
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||||
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||||
**File:** `backend/igny8_core/api/tests/test_permissions_billing.py` (NEW)
|
||||
|
||||
```python
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||||
class BillingPermissionsTestCase(TestCase):
|
||||
def test_credit_balance_requires_authentication(self):
|
||||
"""Test credit balance requires authentication"""
|
||||
# ... test implementation
|
||||
|
||||
def test_credit_transactions_requires_admin(self):
|
||||
"""Test credit transactions requires admin/owner"""
|
||||
# ... test implementation
|
||||
```
|
||||
|
||||
### Integration Tests
|
||||
|
||||
**Update:** `backend/igny8_core/api/tests/test_integration_auth.py`
|
||||
|
||||
- Add tests for auth endpoints unified format
|
||||
- Test permission enforcement
|
||||
|
||||
**Update:** `backend/igny8_core/api/tests/test_integration_billing.py`
|
||||
|
||||
- Add tests for permission enforcement
|
||||
- Test account scoping
|
||||
|
||||
**Update:** `backend/igny8_core/api/tests/test_integration_system.py`
|
||||
|
||||
- Add tests for AIPromptViewSet permissions
|
||||
- Test system settings permissions
|
||||
|
||||
### Manual Testing Checklist
|
||||
|
||||
- [ ] Test registration with valid/invalid data
|
||||
- [ ] Test login with valid/invalid credentials
|
||||
- [ ] Test change password
|
||||
- [ ] Test /me endpoint
|
||||
- [ ] Test AIPromptViewSet with unauthenticated user (should fail)
|
||||
- [ ] Test AIPromptViewSet save_prompt with viewer (should fail)
|
||||
- [ ] Test billing endpoints with different roles
|
||||
- [ ] Test system settings with different roles
|
||||
- [ ] Test account isolation on all endpoints
|
||||
- [ ] Verify all responses have unified format
|
||||
|
||||
---
|
||||
|
||||
## Rollback Plan
|
||||
|
||||
### If Issues Arise:
|
||||
|
||||
1. **Immediate Rollback:**
|
||||
- Revert git commits for problematic changes
|
||||
- Restore previous version
|
||||
- Monitor for issues
|
||||
|
||||
2. **Partial Rollback:**
|
||||
- Revert specific module changes
|
||||
- Keep other improvements
|
||||
- Fix issues incrementally
|
||||
|
||||
3. **Feature Flag:**
|
||||
- Add feature flag for new permissions
|
||||
- Disable if issues found
|
||||
- Re-enable after fixes
|
||||
|
||||
### Rollback Order (if needed):
|
||||
|
||||
1. Auth endpoints (most visible)
|
||||
2. Permissions (security critical)
|
||||
3. Base class refactoring (less visible)
|
||||
|
||||
---
|
||||
|
||||
## Success Criteria
|
||||
|
||||
### Definition of Done
|
||||
|
||||
- [ ] All auth endpoints return unified format
|
||||
- [ ] All ViewSets use standard permissions
|
||||
- [ ] All ViewSets use base classes where applicable
|
||||
- [ ] All tests pass
|
||||
- [ ] Manual testing completed
|
||||
- [ ] No security vulnerabilities
|
||||
- [ ] CHANGELOG updated with accurate information
|
||||
|
||||
### Metrics
|
||||
|
||||
- **Coverage:** 100% of remaining items implemented
|
||||
- **Test Coverage:** >90% for modified code
|
||||
- **Security:** No endpoints allow unauthenticated access (except public endpoints)
|
||||
- **Compliance:** 100% compliance with API Standard v1.0
|
||||
|
||||
---
|
||||
|
||||
## Notes
|
||||
|
||||
- All changes should maintain backward compatibility where possible
|
||||
- Permission changes may require frontend updates if error handling changes
|
||||
- Test thoroughly before deploying to production
|
||||
- Update CHANGELOG.md after completion to reflect accurate status
|
||||
|
||||
---
|
||||
|
||||
**Document Status:** Implementation Plan
|
||||
**Last Updated:** 2025-01-XX
|
||||
**Next Steps:** Begin Phase 1 implementation
|
||||
|
||||
Reference in New Issue
Block a user