Improve connector credential setup UX

This commit is contained in:
Luca Martial 2026-05-10 16:12:51 -07:00
parent d89be2390f
commit 1b5a9fe120
6 changed files with 882 additions and 115 deletions

View file

@ -1,4 +1,4 @@
import { mkdtemp, readFile, rm, writeFile } from 'node:fs/promises';
import { mkdir, mkdtemp, readFile, rm, writeFile } from 'node:fs/promises';
import { tmpdir } from 'node:os';
import { join } from 'node:path';
import {
@ -8,6 +8,7 @@ import {
serializeKtxProjectConfig,
} from '@ktx/context/project';
import { afterEach, beforeEach, describe, expect, it, vi } from 'vitest';
import type { KtxCliIo } from './cli-runtime.js';
import {
runKtxSetupSourcesStep,
type KtxSetupSourcesDeps,
@ -41,14 +42,17 @@ function prompts(values: {
multiselect?: string[][];
select?: string[];
text?: Array<string | undefined>;
password?: Array<string | undefined>;
}): KtxSetupSourcesPromptAdapter {
const multiselectValues = [...(values.multiselect ?? [])];
const selectValues = [...(values.select ?? [])];
const textValues = [...(values.text ?? [])];
const passwordValues = [...(values.password ?? [])];
return {
multiselect: vi.fn(async () => multiselectValues.shift() ?? []),
select: vi.fn(async () => selectValues.shift() ?? 'skip'),
text: vi.fn(async () => (textValues.length > 0 ? textValues.shift() : '')),
password: vi.fn(async () => (passwordValues.length > 0 ? passwordValues.shift() : undefined)),
cancel: vi.fn(),
log: vi.fn(),
};
@ -207,6 +211,193 @@ describe('setup sources step', () => {
expect(runMapping).toHaveBeenCalledWith(projectDir, 'prod_metabase', io.io);
});
it('defaults interactive Metabase and Looker source setup to the only warehouse connection', async () => {
await addPrimarySource();
const cases: Array<{
source: 'metabase' | 'looker';
text: string[];
deps: KtxSetupSourcesDeps;
expectedConnection: Record<string, unknown>;
}> = [
{
source: 'metabase',
text: ['metabase-main', 'https://metabase.example.com'],
deps: {
discoverMetabaseDatabases: vi.fn(async () => [
{ id: 1, name: 'Analytics', engine: 'postgres', host: 'db.example.com', dbName: 'analytics' },
]),
validateMetabase: vi.fn(async () => ({ ok: true as const, detail: 'mapping validated' })),
runMapping: vi.fn(async () => 0),
},
expectedConnection: {
driver: 'metabase',
mappings: { databaseMappings: { '1': 'warehouse' } },
},
},
{
source: 'looker',
text: ['looker-main', 'https://looker.example.com', 'client-id', ''],
deps: {
validateLooker: vi.fn(async () => ({ ok: true as const, detail: 'mapping refreshed' })),
runMapping: vi.fn(async () => 0),
},
expectedConnection: {
driver: 'looker',
mappings: { connectionMappings: { warehouse: 'warehouse' } },
},
},
];
for (const testCase of cases) {
const testPrompts = prompts({
multiselect: [[testCase.source]],
select: ['env', 'done'],
text: testCase.text,
});
await expect(
runKtxSetupSourcesStep(
{ projectDir, inputMode: 'auto', runInitialSourceIngest: false, skipSources: false },
makeIo().io,
{
prompts: testPrompts,
...testCase.deps,
},
),
).resolves.toEqual({ status: 'ready', projectDir, connectionIds: [`${testCase.source}-main`] });
expect(
vi.mocked(testPrompts.text).mock.calls.some(([options]) => options.message.includes('Mapped warehouse')),
).toBe(false);
if (testCase.source === 'metabase') {
expect(
vi.mocked(testPrompts.text).mock.calls.some(([options]) => options.message.includes('Metabase database id')),
).toBe(false);
}
expect((await readConfig()).connections[`${testCase.source}-main`]).toMatchObject(testCase.expectedConnection);
}
});
it('prompts for the mapped warehouse when interactive Metabase and Looker source setup has multiple choices', async () => {
await addPrimarySource();
await addConnection('analytics_warehouse', {
driver: 'snowflake',
account: 'acme',
database: 'analytics',
readonly: true,
});
const cases: Array<{
source: 'metabase' | 'looker';
text: string[];
deps: KtxSetupSourcesDeps;
expectedConnection: Record<string, unknown>;
}> = [
{
source: 'metabase',
text: ['metabase-main', 'https://metabase.example.com'],
deps: {
discoverMetabaseDatabases: vi.fn(async () => [
{ id: 1, name: 'Finance', engine: 'postgres', host: 'db.example.com', dbName: 'finance' },
{ id: 2, name: 'Analytics', engine: 'postgres', host: 'db.example.com', dbName: 'analytics' },
]),
validateMetabase: vi.fn(async () => ({ ok: true as const, detail: 'mapping validated' })),
runMapping: vi.fn(async () => 0),
},
expectedConnection: {
driver: 'metabase',
mappings: { databaseMappings: { '2': 'analytics_warehouse' } },
},
},
{
source: 'looker',
text: ['looker-main', 'https://looker.example.com', 'client-id', 'analytics'],
deps: {
validateLooker: vi.fn(async () => ({ ok: true as const, detail: 'mapping refreshed' })),
runMapping: vi.fn(async () => 0),
},
expectedConnection: {
driver: 'looker',
mappings: { connectionMappings: { analytics: 'analytics_warehouse' } },
},
},
];
for (const testCase of cases) {
const testPrompts = prompts({
multiselect: [[testCase.source]],
select: testCase.source === 'metabase' ? ['env', 'analytics_warehouse', '2', 'done'] : ['env', 'analytics_warehouse', 'done'],
text: testCase.text,
});
await expect(
runKtxSetupSourcesStep(
{ projectDir, inputMode: 'auto', runInitialSourceIngest: false, skipSources: false },
makeIo().io,
{
prompts: testPrompts,
...testCase.deps,
},
),
).resolves.toEqual({ status: 'ready', projectDir, connectionIds: [`${testCase.source}-main`] });
expect(testPrompts.select).toHaveBeenCalledWith({
message: 'Mapped warehouse connection',
options: [
{ value: 'analytics_warehouse', label: 'analytics_warehouse (SNOWFLAKE)' },
{ value: 'warehouse', label: 'warehouse (POSTGRESQL)' },
{ value: 'back', label: 'Back' },
],
});
if (testCase.source === 'metabase') {
expect(testPrompts.select).toHaveBeenCalledWith({
message: 'Metabase database',
options: [
{ value: '1', label: '1: Finance (postgres)' },
{ value: '2', label: '2: Analytics (postgres)' },
{ value: 'back', label: 'Back' },
],
});
expect(
vi.mocked(testPrompts.text).mock.calls.some(([options]) => options.message.includes('Metabase database id')),
).toBe(false);
}
expect((await readConfig()).connections[`${testCase.source}-main`]).toMatchObject(testCase.expectedConnection);
}
});
it('lets visible Metabase mapping surface refresh and validation failures', async () => {
await addPrimarySource();
const runMapping = vi.fn(async (_projectDir: string, _connectionId: string, io: KtxCliIo) => {
io.stderr.write('1: Metabase database does not match KTX connection database\n');
return 1;
});
const io = makeIo();
const testPrompts = prompts({
multiselect: [['metabase']],
select: ['env'],
text: ['metabase-main', 'https://metabase.example.com'],
});
await expect(
runKtxSetupSourcesStep(
{ projectDir, inputMode: 'auto', runInitialSourceIngest: false, skipSources: false },
io.io,
{
prompts: testPrompts,
discoverMetabaseDatabases: vi.fn(async () => [
{ id: 1, name: 'Analytics', engine: 'postgres', host: 'db.example.com', dbName: 'analytics' },
]),
runMapping,
},
),
).resolves.toEqual({ status: 'failed', projectDir });
expect(runMapping).toHaveBeenCalledWith(projectDir, 'metabase-main', io.io);
expect(io.stderr()).toContain('1: Metabase database does not match KTX connection database');
expect(io.stderr()).not.toContain('Metabase mapping validation failed');
});
it('does not mark sources complete when validation fails', async () => {
await addPrimarySource();
const io = makeIo();
@ -333,8 +524,8 @@ describe('setup sources step', () => {
const io = makeIo();
const testPrompts = prompts({
multiselect: [['dbt']],
select: ['git'],
text: ['dbt-main', 'https://github.com/acme-org/private-repo', 'main', '', 'env:GITHUB_TOKEN'],
select: ['git', 'env'],
text: ['dbt-main', 'https://github.com/acme-org/private-repo', 'main', ''],
});
await expect(
@ -350,19 +541,16 @@ describe('setup sources step', () => {
).resolves.toEqual({ status: 'ready', projectDir, connectionIds: ['dbt-main'] });
expect(testGitRepo).toHaveBeenCalledWith({ repoUrl: 'https://github.com/acme-org/private-repo' });
expect(testPrompts.text).toHaveBeenNthCalledWith(5, {
message: textInputPrompt(
[
'This repo requires authentication.',
'Generate a token at: https://github.com/settings/tokens/new',
'Store it in an env var, then enter env:VARIABLE_NAME here (e.g. env:GITHUB_TOKEN).',
'Or use file:/absolute/path if the token is stored in a file.',
'Press Enter to skip and try without authentication anyway.',
].join('\n'),
),
placeholder: 'env:GITHUB_TOKEN',
expect(testPrompts.select).toHaveBeenCalledWith({
message: 'This repo requires authentication.',
options: [
{ value: 'env', label: 'Use GITHUB_TOKEN from the environment' },
{ value: 'paste', label: 'Paste a token and save it as a local secret file' },
{ value: 'skip', label: 'Skip — try without authentication' },
{ value: 'back', label: 'Back' },
],
});
expect(testPrompts.text).toHaveBeenCalledTimes(5);
expect(testPrompts.text).toHaveBeenCalledTimes(4);
});
it('enables the dbt adapter when adding a dbt source connection', async () => {
@ -692,13 +880,11 @@ describe('setup sources step', () => {
},
{
source: 'metabase',
select: ['back', 'env'],
text: [
'metabase-main',
'https://old-metabase.example.com',
undefined,
'https://metabase.example.com',
'env:METABASE_API_KEY',
'warehouse',
'1',
],
deps: {
@ -709,14 +895,13 @@ describe('setup sources step', () => {
},
{
source: 'looker',
select: ['env'],
text: [
'looker-main',
'https://old-looker.example.com',
undefined,
'https://looker.example.com',
'client-id',
'env:LOOKER_CLIENT_SECRET',
'warehouse',
'',
],
deps: {
@ -727,10 +912,10 @@ describe('setup sources step', () => {
},
{
source: 'notion',
select: ['back', 'all_accessible'],
text: ['notion-main', 'env:NOTION_TOKEN', 'env:NOTION_TOKEN'],
select: ['env', 'back', 'env', 'all_accessible'],
text: ['notion-main'],
deps: { validateNotion: vi.fn(async () => ({ ok: true as const, detail: 'roots=0' })) },
repeatedTextMessage: textInputPrompt('Notion token ref'),
repeatedSelectMessage: 'How should KTX find your Notion integration token?',
},
];
@ -787,4 +972,102 @@ describe('setup sources step', () => {
expect(io.stdout()).toContain('Connect a primary source before adding context sources.');
expect((await readConfig()).setup?.completed_steps ?? []).not.toContain('sources');
});
it('auto-detects dbt_project.yml at the root of a local path', async () => {
await addPrimarySource();
const dbtDir = join(tempDir, 'dbt-repo');
await mkdir(dbtDir, { recursive: true });
await writeFile(join(dbtDir, 'dbt_project.yml'), 'name: analytics\n');
const validateDbt = vi.fn(async () => ({ ok: true as const, detail: 'project=analytics schemas=2' }));
const io = makeIo();
const testPrompts = prompts({
multiselect: [['dbt']],
select: ['path'],
text: ['dbt-main', dbtDir],
});
await expect(
runKtxSetupSourcesStep(
{ projectDir, inputMode: 'auto', runInitialSourceIngest: false, skipSources: false },
io.io,
{ prompts: testPrompts, validateDbt },
),
).resolves.toEqual({ status: 'ready', projectDir, connectionIds: ['dbt-main'] });
expect(testPrompts.text).toHaveBeenCalledTimes(2);
const config = await readConfig();
expect(config.connections['dbt-main']).toMatchObject({ driver: 'dbt', source_dir: dbtDir });
expect(config.connections['dbt-main']).not.toHaveProperty('path');
});
it('auto-detects dbt_project.yml in a subdirectory of a local path', async () => {
await addPrimarySource();
const dbtDir = join(tempDir, 'monorepo');
await mkdir(join(dbtDir, 'analytics', 'dbt'), { recursive: true });
await writeFile(join(dbtDir, 'analytics', 'dbt', 'dbt_project.yml'), 'name: analytics\n');
const validateDbt = vi.fn(async () => ({ ok: true as const, detail: 'project=analytics schemas=2' }));
const io = makeIo();
const testPrompts = prompts({
multiselect: [['dbt']],
select: ['path'],
text: ['dbt-main', dbtDir],
});
await expect(
runKtxSetupSourcesStep(
{ projectDir, inputMode: 'auto', runInitialSourceIngest: false, skipSources: false },
io.io,
{ prompts: testPrompts, validateDbt },
),
).resolves.toEqual({ status: 'ready', projectDir, connectionIds: ['dbt-main'] });
expect(testPrompts.text).toHaveBeenCalledTimes(2);
expect(testPrompts.log).toHaveBeenCalledWith('Found dbt_project.yml in analytics/dbt/');
const config = await readConfig();
expect(config.connections['dbt-main']).toMatchObject({
driver: 'dbt',
source_dir: dbtDir,
path: 'analytics/dbt',
});
});
it('shows a picker when multiple dbt projects are found in a local path', async () => {
await addPrimarySource();
const dbtDir = join(tempDir, 'multi-dbt');
await mkdir(join(dbtDir, 'analytics'), { recursive: true });
await mkdir(join(dbtDir, 'staging'), { recursive: true });
await writeFile(join(dbtDir, 'analytics', 'dbt_project.yml'), 'name: analytics\n');
await writeFile(join(dbtDir, 'staging', 'dbt_project.yml'), 'name: staging\n');
const validateDbt = vi.fn(async () => ({ ok: true as const, detail: 'project=analytics schemas=2' }));
const io = makeIo();
const testPrompts = prompts({
multiselect: [['dbt']],
select: ['path', 'staging'],
text: ['dbt-main', dbtDir],
});
await expect(
runKtxSetupSourcesStep(
{ projectDir, inputMode: 'auto', runInitialSourceIngest: false, skipSources: false },
io.io,
{ prompts: testPrompts, validateDbt },
),
).resolves.toEqual({ status: 'ready', projectDir, connectionIds: ['dbt-main'] });
expect(testPrompts.select).toHaveBeenCalledWith(
expect.objectContaining({
message: 'Multiple dbt projects found — which one should KTX use?',
}),
);
expect(testPrompts.text).toHaveBeenCalledTimes(2);
const config = await readConfig();
expect(config.connections['dbt-main']).toMatchObject({
driver: 'dbt',
source_dir: dbtDir,
path: 'staging',
});
});
});