refactor: streamline auth context usage across chat and automation routes

surfsense_backend/app/agents/chat/multi_agent_chat/main_agent/tools/automation/create.py

@@ -33,7 +33,7 @@ from app.agents.chat.multi_agent_chat.subagents.shared.hitl.approvals.self_gated
 from app.auth.context import AuthContext
 from app.automations.schemas.api import AutomationCreate
 from app.automations.services.automation import AutomationService
-from app.db import User, async_session_maker
+from app.db import async_session_maker
 from app.utils.content_utils import extract_text_content
 
 from .prompt import build_draft_prompt
@@ -58,8 +58,6 @@ def create_create_automation_tool(
     ``AsyncSession`` is opened per call to avoid stale sessions on
     compiled-agent cache hits (same pattern as the Notion / memory tools).
     """
-    uid = UUID(user_id) if isinstance(user_id, str) else user_id
-
     @tool
     async def create_automation(intent: str, runtime: ToolRuntime) -> dict[str, Any]:
         """Draft + save an automation from a natural-language intent.
@@ -167,15 +165,17 @@ def create_create_automation_tool(
                     "issues": _format_validation_issues(exc),
                 }
 
+            if auth_context is None:
+                logger.error(
+                    "create_automation called without AuthContext; refusing to persist"
+                )
+                return {
+                    "status": "error",
+                    "message": "authorization context missing for automation creation",
+                }
+
             async with async_session_maker() as session:
-                user = await session.get(User, uid)
+                service = AutomationService(session=session, auth=auth_context)
-                if user is None:
-                    return {
-                        "status": "error",
-                        "message": "user not found in this session",
-                    }
-                auth = auth_context or AuthContext.system(user, source="agent")
-                service = AutomationService(session=session, auth=auth)
                 created = await service.create(final_validated)
                 return {
                     "status": "saved",

surfsense_backend/app/gateway/agent_invoke.py

@@ -9,6 +9,7 @@ from collections.abc import AsyncIterator
 from sqlalchemy import update
 from sqlalchemy.ext.asyncio import AsyncSession
 
+from app.auth.context import AuthContext
 from app.db import ExternalChatBinding, NewChatMessage
 from app.gateway.auth_invariant import assert_authorization_invariant
 from app.gateway.base.translator import BaseStreamTranslator, GatewayStreamEvent
@@ -64,6 +65,7 @@ async def call_agent_for_gateway(
     request_id: str | None = None,
 ) -> None:
     user = await assert_authorization_invariant(session, binding)
+    auth_context = AuthContext.system(user, source="gateway")
     thread = await get_or_create_thread_for_binding(session, binding)
     await session.commit()
 
@@ -81,6 +83,7 @@ async def call_agent_for_gateway(
             current_user_display_name=user.display_name or "A team member",
             disabled_tools=sorted(DEFAULT_HITL_TOOL_NAMES),
             request_id=request_id or "gateway",
+            auth_context=auth_context,
         )
         events = _events_from_sse(stream)
         try:

surfsense_backend/app/routes/new_chat_routes.py

@@ -24,7 +24,6 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy.future import select
 from sqlalchemy.orm import selectinload
 
-from app.auth.context import AuthContext
 from app.agents.chat.multi_agent_chat.main_agent.middleware.busy_mutex import (
     get_cancel_state,
     is_cancel_requested,
@@ -37,6 +36,7 @@ from app.agents.chat.multi_agent_chat.shared.filesystem_selection import (
     FilesystemSelection,
     LocalFilesystemMount,
 )
+from app.auth.context import AuthContext
 from app.config import config
 from app.db import (
     ChatComment,
@@ -1810,6 +1810,7 @@ async def handle_new_chat(
                 filesystem_selection=filesystem_selection,
                 request_id=getattr(http_request.state, "request_id", "unknown"),
                 user_image_data_urls=image_urls,
+                auth_context=auth,
             ),
             media_type="text/event-stream",
             headers={
@@ -2306,6 +2307,7 @@ async def regenerate_response(
                     filesystem_selection=filesystem_selection,
                     request_id=getattr(http_request.state, "request_id", "unknown"),
                     user_image_data_urls=regenerate_image_urls or None,
+                    auth_context=auth,
                     flow="regenerate",
                 ):
                     yield chunk
@@ -2432,6 +2434,7 @@ async def resume_chat(
                 filesystem_selection=filesystem_selection,
                 request_id=getattr(http_request.state, "request_id", "unknown"),
                 disabled_tools=request.disabled_tools,
+                auth_context=auth,
             ),
             media_type="text/event-stream",
             headers={

surfsense_backend/app/routes/obsidian_plugin_routes.py

@@ -16,6 +16,7 @@ from sqlalchemy.dialects.postgresql import insert as pg_insert
 from sqlalchemy.ext.asyncio import AsyncSession
 from sqlalchemy.future import select
 
+from app.auth.context import AuthContext
 from app.db import (
     Document,
     DocumentType,
@@ -52,7 +53,8 @@ from app.services.obsidian_plugin_indexer import (
     upsert_note,
 )
 from app.tasks.celery_tasks.obsidian_tasks import index_obsidian_attachment_task
-from app.users import current_active_user
+from app.users import get_auth_context
+from app.utils.rbac import check_search_space_access
 
 logger = logging.getLogger(__name__)
 
@@ -174,10 +176,11 @@ async def _finish_obsidian_sync_notification(
 async def _resolve_vault_connector(
     session: AsyncSession,
     *,
-    user: User,
+    auth: AuthContext,
     vault_id: str,
 ) -> SearchSourceConnector:
     """Find the OBSIDIAN_CONNECTOR row that owns ``vault_id`` for this user."""
+    user = auth.user
     # ``config`` is core ``JSON`` (not ``JSONB``); ``as_string()`` is the
     # cross-dialect equivalent of ``.astext`` and compiles to ``->>``.
     stmt = select(SearchSourceConnector).where(
@@ -192,6 +195,7 @@ async def _resolve_vault_connector(
 
     connector = (await session.execute(stmt)).scalars().first()
     if connector is not None:
+        await check_search_space_access(session, auth, connector.search_space_id)
         return connector
 
     raise HTTPException(
@@ -221,10 +225,11 @@ def _queue_obsidian_attachment(
 async def _ensure_search_space_access(
     session: AsyncSession,
     *,
-    user: User,
+    auth: AuthContext,
     search_space_id: int,
 ) -> SearchSpace:
     """Owner-only access to the search space (shared spaces are a follow-up)."""
+    user = auth.user
     result = await session.execute(
         select(SearchSpace).where(
             and_(SearchSpace.id == search_space_id, SearchSpace.user_id == user.id)
@@ -239,6 +244,7 @@ async def _ensure_search_space_access(
                 "message": "You don't own that search space.",
             },
         )
+    await check_search_space_access(session, auth, search_space_id)
     return space
 
 
@@ -249,7 +255,7 @@ async def _ensure_search_space_access(
 
 @router.get("/health", response_model=HealthResponse)
 async def obsidian_health(
-    user: User = Depends(current_active_user),
+    _auth: AuthContext = Depends(get_auth_context),
 ) -> HealthResponse:
     """Return the API contract handshake; plugin caches it per onload."""
     return HealthResponse(
@@ -306,7 +312,7 @@ def _display_name(vault_name: str) -> str:
 @router.post("/connect", response_model=ConnectResponse)
 async def obsidian_connect(
     payload: ConnectRequest,
-    user: User = Depends(current_active_user),
+    auth: AuthContext = Depends(get_auth_context),
     session: AsyncSession = Depends(get_async_session),
 ) -> ConnectResponse:
     """Register a vault, refresh an existing one, or adopt another device's row.
@@ -321,8 +327,9 @@ async def obsidian_connect(
     the partial unique index can never produce two live rows for one vault.
     """
     await _ensure_search_space_access(
-        session, user=user, search_space_id=payload.search_space_id
+        session, auth=auth, search_space_id=payload.search_space_id
     )
+    user = auth.user
 
     now_iso = datetime.now(UTC).isoformat()
     cfg = _build_config(payload, now_iso=now_iso)
@@ -445,13 +452,14 @@ async def obsidian_connect(
 @router.post("/sync", response_model=SyncAck)
 async def obsidian_sync(
     payload: SyncBatchRequest,
-    user: User = Depends(current_active_user),
+    auth: AuthContext = Depends(get_auth_context),
     session: AsyncSession = Depends(get_async_session),
 ) -> SyncAck:
     """Batch-upsert notes; returns per-note ack so the plugin can dequeue/retry."""
     connector = await _resolve_vault_connector(
-        session, user=user, vault_id=payload.vault_id
+        session, auth=auth, vault_id=payload.vault_id
     )
+    user = auth.user
     notification = None
     try:
         notification = await _start_obsidian_sync_notification(
@@ -551,12 +559,12 @@ async def obsidian_sync(
 @router.post("/rename", response_model=RenameAck)
 async def obsidian_rename(
     payload: RenameBatchRequest,
-    user: User = Depends(current_active_user),
+    auth: AuthContext = Depends(get_auth_context),
     session: AsyncSession = Depends(get_async_session),
 ) -> RenameAck:
     """Apply a batch of vault rename events."""
     connector = await _resolve_vault_connector(
-        session, user=user, vault_id=payload.vault_id
+        session, auth=auth, vault_id=payload.vault_id
     )
 
     items: list[RenameAckItem] = []
@@ -618,12 +626,12 @@ async def obsidian_rename(
 @router.delete("/notes", response_model=DeleteAck)
 async def obsidian_delete_notes(
     payload: DeleteBatchRequest,
-    user: User = Depends(current_active_user),
+    auth: AuthContext = Depends(get_auth_context),
     session: AsyncSession = Depends(get_async_session),
 ) -> DeleteAck:
     """Soft-delete a batch of notes by vault-relative path."""
     connector = await _resolve_vault_connector(
-        session, user=user, vault_id=payload.vault_id
+        session, auth=auth, vault_id=payload.vault_id
     )
 
     deleted = 0
@@ -662,18 +670,18 @@ async def obsidian_delete_notes(
 @router.get("/manifest", response_model=ManifestResponse)
 async def obsidian_manifest(
     vault_id: str = Query(..., description="Plugin-side stable vault UUID"),
-    user: User = Depends(current_active_user),
+    auth: AuthContext = Depends(get_auth_context),
     session: AsyncSession = Depends(get_async_session),
 ) -> ManifestResponse:
     """Return ``{path: {hash, mtime}}`` for the plugin's onload reconcile diff."""
-    connector = await _resolve_vault_connector(session, user=user, vault_id=vault_id)
+    connector = await _resolve_vault_connector(session, auth=auth, vault_id=vault_id)
     return await get_manifest(session, connector=connector, vault_id=vault_id)
 
 
 @router.get("/stats", response_model=StatsResponse)
 async def obsidian_stats(
     vault_id: str = Query(..., description="Plugin-side stable vault UUID"),
-    user: User = Depends(current_active_user),
+    auth: AuthContext = Depends(get_auth_context),
     session: AsyncSession = Depends(get_async_session),
 ) -> StatsResponse:
     """Active-note count + last sync time for the web tile.
@@ -681,7 +689,7 @@ async def obsidian_stats(
     ``files_synced`` excludes tombstones so it matches ``/manifest``;
     ``last_sync_at`` includes them so deletes advance the freshness signal.
     """
-    connector = await _resolve_vault_connector(session, user=user, vault_id=vault_id)
+    connector = await _resolve_vault_connector(session, auth=auth, vault_id=vault_id)
 
     is_active = Document.document_metadata["deleted_at"].as_string().is_(None)
 

surfsense_backend/app/tasks/chat/streaming/agent/builder.py

@@ -13,6 +13,7 @@ from app.agents.chat.multi_agent_chat.shared.filesystem_selection import (
     FilesystemSelection,
 )
 from app.agents.chat.runtime.llm_config import AgentConfig
+from app.auth.context import AuthContext
 from app.db import ChatVisibility
 from app.services.connector_service import ConnectorService
 
@@ -33,6 +34,7 @@ async def build_main_agent_for_thread(
     filesystem_selection: FilesystemSelection | None,
     disabled_tools: list[str] | None = None,
     mentioned_document_ids: list[int] | None = None,
+    auth_context: AuthContext | None = None,
 ) -> Any:
     return await agent_factory(
         llm=llm,
@@ -48,4 +50,5 @@ async def build_main_agent_for_thread(
         filesystem_selection=filesystem_selection,
         disabled_tools=disabled_tools,
         mentioned_document_ids=mentioned_document_ids,
+        auth_context=auth_context,
     )

surfsense_backend/app/tasks/chat/streaming/flows/new_chat/orchestrator.py

@@ -35,6 +35,7 @@ from app.agents.chat.multi_agent_chat.shared.filesystem_selection import (
     FilesystemMode,
     FilesystemSelection,
 )
+from app.auth.context import AuthContext
 from app.db import ChatVisibility, async_session_maker
 from app.observability import otel as ot
 from app.services.new_streaming_service import VercelStreamingService
@@ -136,6 +137,7 @@ async def stream_new_chat(
     filesystem_selection: FilesystemSelection | None = None,
     request_id: str | None = None,
     user_image_data_urls: list[str] | None = None,
+    auth_context: AuthContext | None = None,
     flow: Literal["new", "regenerate"] = "new",
 ) -> AsyncGenerator[str, None]:
     """Stream a new chat turn using the SurfSense deep agent.
@@ -412,6 +414,7 @@ async def stream_new_chat(
             filesystem_selection=filesystem_selection,
             disabled_tools=disabled_tools,
             mentioned_document_ids=mentioned_document_ids,
+            auth_context=auth_context,
         )
         _perf_log.info(
             "[stream_new_chat] Agent created in %.3fs", time.perf_counter() - _t0
@@ -664,6 +667,7 @@ async def stream_new_chat(
                 filesystem_selection=filesystem_selection,
                 disabled_tools=disabled_tools,
                 mentioned_document_ids=mentioned_document_ids,
+                auth_context=auth_context,
             )
             _perf_log.info(
                 "[stream_new_chat] Runtime rate-limit recovery repinned "

surfsense_backend/app/tasks/chat/streaming/flows/resume_chat/orchestrator.py

@@ -29,6 +29,7 @@ from app.agents.chat.multi_agent_chat.shared.filesystem_selection import (
     FilesystemMode,
     FilesystemSelection,
 )
+from app.auth.context import AuthContext
 from app.db import ChatVisibility, async_session_maker
 from app.observability import otel as ot
 from app.services.chat_session_state_service import set_ai_responding
@@ -102,6 +103,7 @@ async def stream_resume_chat(
     filesystem_selection: FilesystemSelection | None = None,
     request_id: str | None = None,
     disabled_tools: list[str] | None = None,
+    auth_context: AuthContext | None = None,
 ) -> AsyncGenerator[str, None]:
     """Resume a paused HITL turn with the user's decisions.
 
@@ -346,6 +348,7 @@ async def stream_resume_chat(
             thread_visibility=visibility,
             filesystem_selection=filesystem_selection,
             disabled_tools=disabled_tools,
+            auth_context=auth_context,
         )
         _perf_log.info(
             "[stream_resume] Agent created in %.3fs", time.perf_counter() - _t0
@@ -481,6 +484,7 @@ async def stream_resume_chat(
                 thread_visibility=visibility,
                 filesystem_selection=filesystem_selection,
                 disabled_tools=disabled_tools,
+                auth_context=auth_context,
             )
             _perf_log.info(
                 "[stream_resume] Runtime rate-limit recovery repinned "