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OpenInsight — Implementation Progress

Last updated: 2026-04-16 (SSO fully wired — Trino password-file auth, Redpanda Console crash fix, all Keycloak clients defined) Branch: main Implementation target: ARCHITECTURE.md (841 lines, single source of truth)

Overall Status

Phase Description Status Progress
Phase 1 Foundation — core infra, local dev, identity ✅ Complete 7/7 tasks
Phase 2 Data Pipeline — Hop, Kafka→CH, dbt, Airflow, Trino + Keycloak OIDC ✅ Complete 5/5 tasks + OIDC + dbt tested in Airflow
🛑 E2E Milestone Hop → Airflow → Kafka → ClickHouse → Superset SSO → SQL Lab ✅ Verified Full path tested 2026-04-15
Phase 3 Semantic & Viz — Cube, Superset, RLS, API Gateway ⏳ Pending 0/5 tasks
Phase 4 Governance & Hardening — observability, DataHub, DR ⏳ Pending 0/6 tasks

Validation Refresh — 2026-04-09

This refresh cross-checks the documented state against the live local environment and current repo contents without removing prior context.

Verified runtime state

Check Result Detail
./scripts/check-health.sh ✅ Core, pipeline, and app stacks all healthy
Superset health endpoint ✅ http://localhost:8088/health returned OK
Hop Web UI ✅ http://localhost:8090/ui served HTML successfully
Superset admin user ✅ admin present in Superset metadata DB
Kafka Engine tables + MVs ✅ ingest_raw_transactions, ingest_raw_events, mv_sales_ingest, mv_events_ingest exist in ClickHouse
Current ClickHouse row counts ✅ fct_sales = 56, fct_events = 32
Redpanda topics ✅ All expected topics present, including ingest.raw.dimensions, ingest.raw.transactions, ingest.raw.events

Important correction to milestone status

The runtime stack is healthy, but the sample Hop pipeline currently publishes to ingest.raw.dimensions, while the ClickHouse Kafka Engine tables consume ingest.raw.transactions and ingest.raw.events. That means the exact sales/events E2E path is not perfectly aligned yet even though the platform is up and the Kafka/ClickHouse streaming objects are active.

Documentation adjustments from this refresh

  • M.1 is no longer "missing in code" because the Hop pipeline now includes a real KafkaProducerOutput.
  • M.2 is complete in code and runtime because seed.sh applies clickhouse-kafka-tables.sql.
  • M.3 is live: Superset is running, healthy, and initialized with a local admin user.
  • M.4 is complete in code and runtime.
  • dbt still has an env-var naming mismatch: .env.example uses CLICKHOUSE_*, while dbt/profiles.yml expects CH_*.

Signed: Codex

Git Commits

81a1363  chore: accept Hop's canonical project-config.json rewrite
289b3f9  feat: add Apache Superset integration, update Hop pipeline for JSON Kafka production, and enable ClickHouse Kafka engine DDL application.
a0b9486  Add progress.md directive to context files and dev server configurations
984d432  Update progress.md: current state, Phase 3 guardrails, implementation plan
ae8b616  Phase 2 progress: Kafka→CH DDL, dbt skeleton, Hop RDBMS connections
f808f81  Fix Hop pipeline-run-configuration schema for Hop 2.10
2e4542e  Phase 1 complete + Phase 2 start: Keycloak role matrix and Apache Hop Web
28d9677  Complete Phase 1: Redpanda topics, seed data for PG and ClickHouse
df5ee77  Fix Keycloak realm import: remove invalid fields, lengthen passwords
674aead  Initial commit: project scaffolding and local dev environment

Phase 1: Foundation ✅ COMPLETE

Tasks

# Task Status Notes
1.1 K8s Cluster (Terraform/GKE) ⏳ Deferred Dir structure ready (infrastructure/terraform/); actual TF deferred to cloud phase
1.2 PostgreSQL HA ✅ Done postgres:16-alpine running locally; init-postgres.sh creates keycloak/superset/airflow DBs
1.3 ClickHouse ✅ Done clickhouse-server:24 running; fact tables seeded
1.4 Keycloak ✅ Done Full realm with OIDC clients + cross-app role matrix (see below)
1.5 Redis ✅ Done redis:7-alpine with LRU eviction, appendonly
1.6 Kafka / Redpanda ✅ Done Redpanda v24.1.1 + Console; 7 topics initialized
1.7 Networking ⏳ Deferred NetworkPolicies deferred to K8s phase; docker network openinsight in place

Running Services (Local Dev — docker compose up -d)

Service Container Port(s) Status
PostgreSQL 16 openinsight-postgres 5432 ✅ Healthy
ClickHouse 24 openinsight-clickhouse 8123 / 9000 ✅ Healthy
Keycloak 24 openinsight-keycloak 8080 ✅ Healthy
Redis 7 openinsight-redis 6379 ✅ Healthy
Redpanda v24 openinsight-redpanda 19092 / 18082 / 18081 ✅ Healthy
Redpanda Console v2.3.8 openinsight-redpanda-console 8888 ✅ Running

Keycloak Realm: openinsight

URL: http://localhost:8080/admin — credentials: admin / admin File: keycloak/realm-openinsight.json

OIDC Clients

Client Secret Callback / Purpose
superset superset-dev-secret Superset visualization layer (OIDC direct)
cube cube-dev-secret Cube semantic layer (OIDC direct, not yet deployed)
airflow airflow-dev-secret Airflow orchestration (OIDC direct)
trino trino-dev-secret Trino query engine (OIDC via Kong in prod; password-file locally)
hop-web hop-web-dev-secret Hop Web ETL designer (OIDC via Kong in prod; unauthenticated locally)
redpanda-console redpanda-console-dev-secret Redpanda Console (OIDC requires enterprise license; unauthenticated locally)
openinsight-api api-dev-secret General backend API client (service accounts)

Role Matrix

User Password Group Realm Roles Superset Cube Airflow Trino
admin Admin123!DevOps — admin superset-admin cube-admin airflow-admin trino-admin
alice.finance Test123!DevOps Finance data-analyst superset-alpha cube-query — trino-query
bob.hr Test123!DevOps HR data-analyst superset-alpha cube-query — trino-query
carol.engineering Test123!DevOps Engineering data-analyst, data-engineer superset-alpha cube-admin airflow-trigger trino-admin
dave.executive Test123!DevOps Executive admin superset-admin cube-admin airflow-viewer trino-query
eve.viewer Test123!DevOps Finance viewer superset-gamma cube-query — —

JWT Claims (verified)

  • roles — realm roles from groups
  • groups — group memberships (e.g. ["Engineering"])
  • client_roles — client-specific roles in token for that client's audience

Password Policy

length(12) AND upperCase(1) AND digits(1) AND specialChars(1) AND passwordHistory(5)

Redpanda Topics

Topic Partitions Retention Purpose
keycloak.events 3 1 day Keycloak auth events → cache invalidation
ingest.raw.events 6 7 days Raw event stream ingestion
ingest.raw.transactions 6 7 days Raw transaction ingestion
ingest.raw.dimensions 3 7 days Dimension table sync
dlq.ingest 3 30 days Dead-letter for ingest failures
dlq.events 1 30 days Dead-letter for event failures
pipeline.status 1 3 days Pipeline run status/monitoring

Seed Data

Script: ./scripts/seed.sh

PostgreSQL (openinsight DB):

  • departments — 6 rows (Finance, Engineering, HR, Sales, Executive, Operations)
  • product_categories — 9 rows
  • regions — 5 rows (EMEA, APAC, AMER, LATAM, MENA)
  • customers — 10 rows with region + department FK refs

ClickHouse (openinsight DB):

  • fct_sales — 32 rows, 6-month range (includes HR department rows)
  • fct_events — 16 rows, platform usage events

Phase 2: Data Pipeline ✅ COMPLETE

Tasks

# Task Status Notes
2.1 Apache Hop ✅ Done Hop Web running at :8090, project + env + RDBMS connections configured
2.2 Kafka→ClickHouse ✅ Done scripts/clickhouse-kafka-tables.sql — Kafka Engine + MVs present in running ClickHouse; seed.sh auto-applies the DDL
2.3 dbt Project ✅ Done All 3 models run (dim_customers, stg_sales, stg_events); 17/17 schema tests pass; dbt run + dbt test verified locally and inside Airflow container (2026-04-17)
2.4 Airflow ✅ Done LocalExecutor at :8081; dag_dbt_transform fully wired — real dbt run + dbt test inside Airflow; dag_hop_ingest verified (see 2.4 below)
2.5 Trino ✅ Done Trino 435 at :8085, clickhouse + postgresql catalogs, federated join verified (see 2.5 below)

2.1 Apache Hop Web ✅ Done

Started with: docker compose --profile pipeline up -d URL: http://localhost:8090/ui Image: apache/hop-web:2.10.0

Hop Project Structure

hop/projects/openinsight/
├── project-config.json          # Hop project metadata
├── local-dev.json               # Environment variables (PG, CH, Kafka connections)
├── metadata/
│   ├── pipeline-run-configuration/
│   │   └── local.json           # Local execution engine config
│   └── rdbms-connection/
│       ├── openinsight-postgres.json    # PG connection (uses env vars)
│       └── openinsight-clickhouse.json  # CH connection (uses env vars)
└── pipelines/
    └── sample-ingest-to-kafka.hpl   # Sample: PG customers → JSON → Kafka (`ingest.raw.dimensions`)

RDBMS Connection Metadata Format (Hop 2.10)

Hop serializes database connections as:

{
  "rdbms": {
    "<PLUGIN_TYPE>": {   // e.g. "POSTGRESQL", "CLICKHOUSE"
      "accessType": 0,
      "hostname": "...", "port": "...", "databaseName": "...",
      "username": "...", "password": "..."
    }
  },
  "name": "connection-name"
}

Plugin types confirmed via bytecode: POSTGRESQL (PostgreSqlDatabaseMeta), CLICKHOUSE (ClickhouseDatabaseMeta).

2.2 Kafka→ClickHouse ✅ Applied In Dev

File: scripts/clickhouse-kafka-tables.sql

Creates two Kafka Engine tables pointing at Redpanda, with materialized views inserting into existing MergeTree tables:

Kafka Engine Table Topic MV Target
ingest_raw_transactions ingest.raw.transactions fct_sales
ingest_raw_events ingest.raw.events fct_events

Status update (2026-04-09): applied in the current dev environment and auto-applied by seed.sh.

2.3 dbt Project ✅ Skeleton Ready

dbt/
├── dbt_project.yml         # Profile: openinsight, vars for PG connection
├── profiles.yml            # dbt-clickhouse adapter, native port 9000
├── models/
│   ├── staging/
│   │   ├── _sources.yml    # Sources: fct_sales, fct_events in CH
│   │   ├── stg_sales.sql   # Pass-through view on fct_sales
│   │   └── stg_events.sql  # Pass-through view on fct_events
│   └── mart/
│       └── dim_customers.sql  # CH postgresql() function → PG customers table

Design decision: dim_customers.sql uses ClickHouse's built-in postgresql() table function to pull dimension data from PG directly, avoiding Trino for local dev. Credentials are parameterized via dbt var() with env var fallbacks.

Verified (2026-04-17): dbt run PASS=3, dbt test PASS=17 (locally and inside Airflow container). dbt-clickhouse>=1.8,<2 added to airflow/Dockerfile; dbt project mounted read-only at /opt/airflow/dbt; output dirs redirected to /tmp to avoid write into read-only mount. Port type-casting fix: profiles.yml port uses | int filter — dbt-clickhouse 1.10 requires integer, not string.

Known: dbt-clickhouse installed in the Airflow image adds ~200MB to the image size.

2.4 Apache Airflow ✅ Done

Started with: docker compose --profile pipeline up -d airflow URL: http://localhost:8081 (login: admin / admin) Image: apache/airflow:2.8.4-python3.11 Executor: LocalExecutor (scheduler + webserver co-located in one container via scripts/airflow-entrypoint.sh) Metadata DB: PostgreSQL airflow database (pre-created by scripts/init-postgres.sh)

DAGs

  • dag_hop_ingest.py — Triggers sample-ingest-to-kafka.hpl via docker exec openinsight-hop-web hop-run.sh. schedule=None, manual trigger.
  • dag_dbt_transform.py — Placeholder dbt run + dbt test tasks. Will be wired once dbt is containerised or mounted into Airflow.

Both DAGs load with zero import errors (airflow dags list-import-errors returns "No data found"). dag_dbt_transform verified end-to-end via airflow dags test — both tasks succeed.

Verification (2026-04-15)

  • Health check: ./scripts/check-health.sh reports "Airflow (:8081) OK".
  • DAG list: docker exec openinsight-airflow airflow dags list shows both DAGs loaded.
  • dag_hop_ingest manually triggered → success (ran in ~16s); 30 customer records produced to ingest.raw.dimensions with correct timestamps.
  • Fix applied: Docker socket (/var/run/docker.sock) must be mounted in the Airflow container — without it docker exec fails with "Cannot connect to the Docker daemon".

2.5 Trino ✅ Done

Started with: docker compose --profile app up -d trino URL: http://localhost:8085 Image: trinodb/trino:435 Auth: Password-file (trino/etc/password.db, bcrypt). Over HTTP, accepts X-Trino-User header. Full password enforcement requires HTTPS. Catalogs: clickhouse, postgresql, system (auto-registered from trino/etc/catalog/*.properties)

Connector configuration

  • trino/etc/catalog/clickhouse.properties — points at clickhouse:8123/openinsight; clickhouse.map-string-as-varchar=true (returns ClickHouse String as UTF-8 varchar instead of varbinary)
  • trino/etc/catalog/postgresql.properties — points at postgres:5432/openinsight

Verification

  • SHOW CATALOGS returns clickhouse, postgresql, system
  • SELECT count(*) FROM clickhouse.openinsight.fct_sales → 56
  • SELECT count(*) FROM clickhouse.openinsight.fct_events → 32
  • SELECT count(*) FROM postgresql.public.customers → 30
  • Federated join (fct_sales × customers) returns revenue-by-customer, region codes as strings (NA, EU, MEA, APAC)
  • Health check: ./scripts/check-health.sh reports "Trino (:8085) OK"

🛑 MILESTONE: First E2E Architecture Test

HARD STOP — The agent MUST reach this milestone and stop. Do NOT proceed to Airflow, Trino, or any other work until the user has manually tested and confirmed the pipeline works.

Goal: Prove the core data flow: Hop → Kafka → ClickHouse → Superset

# Task Status ~Lines Notes
M.1 Hop pipeline (PG → Kafka) ⚠️ Partial ~140 .hpl patched: WriteToLog replaced with JSON output → Kafka Producer. Current sample writes to ingest.raw.dimensions, not the ingest.raw.transactions / ingest.raw.events topics consumed by the existing ClickHouse Kafka Engine tables
M.2 Apply Kafka Engine DDL ✅ ~15 seed.sh now auto-applies clickhouse-kafka-tables.sql
M.3 Minimal Superset ✅ ~80 docker-compose app profile + superset_config.py + init-superset.sh. Fixed: added healthcheck, removed non-existent superset set_database_uri CLI command (same bug as REVIEW-01), replaced with UI instructions
M.4 Health check + env ✅ ~11 check-health.sh + .env.example updated

Total: ~250 lines of config/code (XML, YAML, Python, Shell)

Test Results (2026-04-15) — FULL E2E VERIFIED ✅

Test Result Detail
Core stack (6 services) ✅ PG, CH, Keycloak, Redis, Redpanda, Console all healthy
Seed data ✅ fct_sales 56+ rows, fct_events 32+ rows in ClickHouse
Kafka Engine DDL ✅ ingest_raw_transactions, ingest_raw_events + 2 MVs active
Kafka→CH streaming ✅ Kafka Engine + MV path verified; messages land in fct_sales in <4s
Hop pipeline (CLI) ✅ hop-run.sh sample-ingest-to-kafka.hpl runs in ~1.5s, 30 rows to Kafka
Airflow → Hop ✅ dag_hop_ingest triggered → success in 16s; Kafka messages confirmed
Keycloak SSO (OIDC) ✅ alice.finance signs in via Keycloak; browser redirected to Superset
Superset SQL Lab ✅ SELECT customer_id, SUM(total_amount) … FROM fct_sales → 10 rows
Trino federation ✅ SELECT count(*) FROM clickhouse.openinsight.fct_sales → 56
Health check (all) ✅ ./scripts/check-health.sh passes all core + pipeline + app checks

Fixes applied during E2E validation

Fix Root cause Solution
Keycloak OIDC issuer mismatch start-dev ignores KC_HOSTNAME; token iss=localhost:8080 but discovery doc issuer=keycloak:8080 Set attributes.frontendUrl=http://localhost:8080 in realm JSON
Superset Alpha missing SQL Lab superset init doesn't grant TabStateView to Alpha init-superset.sh step 4 patches Alpha role after superset init
Airflow docker exec fails Airflow container has no Docker socket Mount /var/run/docker.sock in docker-compose.yml

SSO + RLS Expansion (2026-04-15)

Airflow SSO: airflow/Dockerfile (adds authlib) + airflow/webserver_config.py (AUTH_OAUTH, dual-issuer claims_options fix, airflow-{admin,trigger,viewer} role mapping). Verified: /login/ renders Keycloak button, health returns 200.

Superset RLS + DB visibility:

  • ROW_LEVEL_SECURITY feature flag enabled.
  • oauth_user_info now returns client_roles + groups so each login gets both a functional role (Alpha/Gamma) AND a group-scoped RLS role.
  • init-superset.sh grew from 5 → 8 steps: creates Finance_RLS/HR_RLS/Engineering_RLS roles, registers fct_sales dataset, creates RLS rules, tightens Alpha to database access on [ClickHouse] (removes all_database_access).
  • Verified in Superset metadata DB: 3 RLS rules persisted with correct role/clause bindings; Alpha has ClickHouse-specific DB perm only.

RLS E2E Validation (2026-04-16)

Full test run via Superset /api/v1/chart/data (the path that enforces RLS):

User Roles Expected Result Verdict
alice.finance Alpha + Finance_RLS FIN rows only FIN=6 PASS
bob.hr Alpha + HR_RLS HR rows only HR=5 PASS
carol.engineering Alpha + Engineering_RLS ENG rows only ENG=21 PASS
eve.viewer Gamma + Finance_RLS FIN rows only (view-only) FIN=6 PASS
dave.executive Admin all departments ENG=21, FIN=6, HR=5, SALES=28 PASS

Critical design note — SQL Lab bypasses RLS (by design): Superset RLS filters are applied only at the chart/explore layer (SqlaTable.get_sqla_query()). Ad-hoc SQL Lab queries execute directly against the database and bypass RLS entirely.

  • Alpha users (alice/bob/carol) can issue raw SQL in SQL Lab and see all rows.
  • Mitigation: eve.viewer (Gamma) is correctly blocked from SQL Lab (403).
  • Full enforcement requires Layer 3: ClickHouse native row policies per CH user (not yet implemented; see access model below).

Known limitations:

  • Superset config restart: Config changes (e.g., superset_config.py, AUTH_ROLES_MAPPING) require a container restart to take effect: docker compose --profile app restart superset.
  • Redpanda Console OIDC: OSS requires enterprise RBAC license. Downgraded to v2.3.8 which runs without RBAC validation. Keycloak redpanda-console client is defined; console-side OIDC deferred to enterprise build.
  • Hop Web SSO: Tomcat OIDC adapters removed in Keycloak 20+. Keycloak hop-web client defined for production use behind Kong API gateway. Locally unauthenticated (pipeline profile only).
  • Trino auth: Password-file authentication enabled locally (allow-insecure-over-http=true). Over HTTP, X-Trino-User header provides identity. Full OAuth2/OIDC requires HTTPS (production via Kong). Keycloak trino client defined with trino-admin/trino-query roles.
  • Dataset column sync: init-superset.sh step 7 calls fetch_metadata() automatically. For manually created datasets, call PUT /api/v1/dataset/{id}/refresh to sync columns.

SSO Wiring Matrix (Definitive — 2026-04-16)

Service Local Dev Auth Keycloak Client Production Auth Status
Superset OIDC (direct) superset OIDC (direct) ✅ Working
Airflow OIDC (direct) airflow OIDC (direct) ✅ Working
Trino password-file (X-Trino-User over HTTP) trino OIDC via Kong ✅ Working
Hop Web none (pipeline profile, not exposed) hop-web OIDC via Kong ✅ Client defined
Redpanda Console none (enterprise RBAC required) redpanda-console OIDC via Kong ✅ Running (v2.3.8)
Cube not deployed cube OIDC (direct) ⏳ Phase 3
Grafana not deployed — OIDC (direct) ⏳ Phase 4

ℹ Keycloak realm import is first-boot only --import-realm only runs when the realm doesn't already exist in the DB. Fresh environments (new clone, CI, teammate setup) get all 7 clients automatically. Existing running environments started before the trino/hop-web clients were added won't see those clients in the Keycloak admin UI — but this has no impact on local dev because Trino uses password-file auth and Hop Web is unauthenticated locally. Both clients are only exercised in production via Kong.

If you do need to force a re-import (e.g. to verify the full realm in the admin UI):

docker compose stop keycloak
docker volume rm openinsight_postgres_data   # wipes Keycloak's DB (also loses PG seed data)
docker compose up -d                         # re-imports realm-openinsight.json on next boot
./scripts/seed.sh && ./scripts/init-superset.sh   # restore seed data

Files:

  • keycloak/realm-openinsight.json — 7 OIDC clients, 6 users, 4 groups, client roles per service
  • superset/superset_config.py — Authlib OIDC, dual-issuer, OpenInsightSecurityManager
  • airflow/webserver_config.py — Authlib OIDC, dual-issuer, OpenInsightAirflowSecurityManager
  • trino/etc/config.properties — PASSWORD auth type, allow-insecure-over-http=true
  • trino/etc/password-authenticator.properties — file-based authenticator
  • trino/etc/password.db — bcrypt hashes for all 6 Keycloak users + trino service account

Access model (three layers):

  1. Keycloak — identity + group/role claims (single source of truth).
  2. App-level — functional role (Alpha/Gamma/Admin) controls features + DB visibility; group role (Finance_RLS/etc.) controls row-level filters at chart/explore layer only.
  3. Data store — ClickHouse native row policies per-user enforce SQL Lab boundary (deferred; requires per-role CH accounts + row policy DDL).
Fix applied during SSO work Root cause Solution
Airflow image build failed apache/airflow forbids pip install as root Remove USER root/USER airflow dance from Dockerfile
Redpanda Console crash loop LOGIN_OIDC_* env vars require enterprise RBAC Remove env vars; keep Keycloak client for future
Dataset chart queries fail with "columns missing" Dataset created programmatically has no column metadata init-superset.sh step 7 calls fetch_metadata() after dataset creation
eve.viewer (Gamma) 403 on chart/data API Gamma role lacks datasource_access on fct_sales by default init-superset.sh step 7 grants Gamma datasource_access on [ClickHouse].[fct_sales]
bob.hr sees 0 rows Seed data had no HR department rows Added 5 HR rows to seed-clickhouse.sql
Duplicate "Other" database (id=1) Manual setup before init script created ClickHouse (id=2) Removed duplicate; init script is idempotent
Ghost row with empty department_code Test row from Kafka engine ingestion (sale_id=0, all zeros) Deleted from ClickHouse

Note: Tomcat on the host was binding port 8080, blocking Keycloak — killed to proceed. If Tomcat runs on your machine, either stop it first or remap Keycloak's port in .env.

What is NOT needed for this milestone

  • ❌ Airflow (trigger Hop pipeline manually from Hop Web UI)
  • ❌ Trino (Superset connects directly to ClickHouse)
  • ❌ Cube (Superset queries CH without semantic layer)
  • ❌ Keycloak OIDC for Superset (use built-in admin login)
  • ❌ dbt (fact tables already seeded; staging views are nice-to-have)

Verification steps (user performs manually)

  1. docker compose up -d — core stack healthy
  2. ./scripts/seed.sh — seed data + apply Kafka Engine DDL
  3. docker compose --profile pipeline up -d — Hop Web starts
  4. Open Hop Web (http://localhost:8090/ui), run the PG→Kafka pipeline
  5. Check Redpanda Console (http://localhost:8888) — messages appear in topic
  6. Query ClickHouse — data landed in fct_sales via Kafka Engine + MV
  7. docker compose --profile app up -d — Superset starts
  8. Open Superset (http://localhost:8088), log in as admin, add ClickHouse datasource
  9. Create a simple chart from fct_sales — if this works, architecture is validated

After verification: resume implementation in the order below

Architectural Directives (from project review, 2026-04-08)

Directive 1: Keycloak must be wired into every web UI before adding new components

"Every day a component runs with its own auth is a day where the centralized identity architecture exists on paper only."

Keycloak was the first thing built. It has 3 OIDC clients, 6 users, client-specific roles, group-based inheritance, and verified JWT claims. Yet every running application ignores it. Superset → Keycloak OIDC is the immediate next action after Phase 2 completion.

Directive 2: Finish Phase 2 completely before any Phase 3 work

The implementation sequence is non-negotiable:

  1. dbt run (validate transformation layer)
  2. Airflow + DAGs (automated orchestration for Hop + dbt)
  3. Trino (federated query layer — Cube depends on this)
  4. Superset → Keycloak OIDC (centralized auth)
  5. Cube (semantic layer, requires Trino)
  6. RLS (requires Cube + Keycloak JWT groups)

Directive 3: Hop vs Airbyte — decision framework

Current decision: Keep Hop for internal sources and visual orchestration. dbt does all T. Evaluate Airbyte when external sources are onboarded.

Concern Hop Airbyte
Visual pipeline design ✅ Core strength ❌ Not its purpose
Connector breadth ~50 300+
EL from external sources Limited ✅ Core strength
Custom transforms ✅ Rich transform library ❌ EL only
dbt overlap Yes — Hop's T overlaps dbt's T No — clean EL + T separation

Rule: Hop does E+L for internal sources (PG, CH, Kafka). dbt does ALL transformations. No double-transforming. If/when external sources arrive (Salesforce, Stripe, S3), evaluate Airbyte at that point.

Known gaps flagged in review

Gap Detail Fix
Hop pipeline targets wrong topic Pipeline writes to ingest.raw.dimensions, but Kafka Engine tables consume ingest.raw.transactions and ingest.raw.events. Full chain (Hop→Kafka→CH) never tested automatically. Create a second Hop pipeline writing to ingest.raw.transactions to complete the loop, or add a third Kafka Engine table for ingest.raw.dimensions
dbt env var naming mismatch .env.example uses CLICKHOUSE_*/POSTGRES_*, Hop uses PG_*/CH_*, dbt uses CH_NATIVE_PORT. First dbt run will fail. Standardize on PG_*/CH_* for app-level vars; keep POSTGRES_*/CLICKHOUSE_* for docker-compose only

Maintainer signature

Validation refresh appended on 2026-04-09 by Codex.

Recommended Priority Order (4-week plan)

# Task Est. Phase
1 Run dbt models — validate transformation layer 1 day Phase 2
2 Fix env var naming alignment (dbt, Hop, .env) 0.5 day Phase 2
3 Deploy Airflow with DAGs for Hop + dbt 1 week Phase 2
4 Deploy Trino with CH + PG catalogs 3 days Phase 2
5 Wire Superset → Keycloak OIDC 2 days Phase 2→3 bridge
6 Deploy Cube in dev mode against ClickHouse 1 week Phase 3
7 Implement basic RLS in Cube using Keycloak JWT groups 3 days Phase 3

Remaining Phase 2 Work — Implementation Plan

See detailed task specs below in "Next Steps for Implementation Agent" section.

Phase 3: Semantic & Visualization ⏳ PENDING

DO NOT START Phase 3 until Phase 2 is verified end-to-end AND Superset→Keycloak OIDC is working.

# Task Notes
3.1 Cube Cluster cube.js config, schema YAML from dbt manifest, Redis-backed cache
3.2 Cache Invalidation Keycloak events → Redpanda → Redis pub/sub → Cube eviction
3.3 Superset OIDC config via AUTH_OAUTH (NOT AUTH_OID), Keycloak role mapping
3.4 RLS Cube security_context, department/group data isolation
3.5 API Gateway Kong or NGINX Ingress, rate limits, TLS termination

Phase 3 Guardrails (Lessons from dropped code)

  • Superset auth: use AUTH_OAUTH not AUTH_OID
  • Cube connects to ClickHouse via REST/GraphQL API, NOT PostgreSQL wire protocol
  • Superset connects to Cube via the Cube SQL API (port 4000, PG-compatible wire)
  • Add CUBEJS_DEV_MODE=true for local dev
  • Each Phase 3 service needs a healthcheck in docker-compose.yml
  • Do not add services to docker-compose.yml until they're tested

Phase 4: Governance & Hardening ⏳ PENDING

# Task Notes
4.1 Observability Prometheus + Grafana, Loki, Jaeger/Tempo
4.2 DataHub Metadata catalog, lineage from dbt
4.3 Load Testing k6 scripts (500 concurrent dashboard + SQL Lab)
4.4 DR Scripts dr-backup.sh, dr-restore.sh, dr-drill.sh
4.5 Security Audit Trivy, checkov, RBAC audit
4.6 Documentation ADRs, runbooks, onboarding guide

Key Files Reference

File Purpose
ARCHITECTURE.md Single source of truth (841 lines)
docker-compose.yml Local dev — 6 core + 1 pipeline service
keycloak/realm-openinsight.json Full realm: 3 OIDC clients, role matrix, 6 users
.env.example All env vars with dev defaults
scripts/init-postgres.sh Creates keycloak/superset/airflow DBs on PG init
scripts/init-redpanda.sh Creates 7 Kafka topics with retention policies
scripts/seed.sh Orchestrates: topics → PG seed → CH seed
scripts/seed-postgres.sql PG dimension/reference seed data
scripts/seed-clickhouse.sql CH fact table seed data
scripts/clickhouse-kafka-tables.sql Kafka Engine + MVs for streaming ingest
scripts/check-health.sh Health check (core + optional pipeline stack)
hop/projects/openinsight/ Hop ETL project (pipelines, environment config)
dbt/ dbt-clickhouse project (staging views, mart tables)
docs/SIMILAR_PROJECTS.md Reference: similar open-source data stacks

Known Issues & Decisions

# Item Resolution
KC-01 refreshTokenLifespan invalid in Keycloak 24 Removed — governed by ssoSessionIdleTimeout
KC-02 defaultRoles replaced by defaultRole in KC 20+ Removed — KC handles defaults automatically
KC-03 Passwords must be ≥ 12 chars (policy enforced) All passwords are 15 chars: Admin123!DevOps / Test123!DevOps
KC-04 Client scope warnings for openid/profile Harmless — removed explicit defaultClientScopes from clients
CH-01 ClickHouse HTTP API: 1 statement per request seed.sh splits on ; and sends each statement individually
HOP-01 enforcingExecutionInHome: "N" invalid in Hop 2.10 Fixed to boolean false
HOP-02 Project registration error on first start Resolved on restart; project/environment correctly registered
HOP-03 pipeline-run-configuration/local.json wrong schema Plugin ID is the key under engineRunConfiguration, not a nested field
HOP-04 rdbms-connection/*.json schema Plugin type (e.g. POSTGRESQL) is the key under "rdbms", not "databaseType"
REVIEW-01 Phase 3 code dropped from other agent Superset config used wrong auth type, Cube connection URI was incorrect, services added without testing. Dropped; guardrails documented above.
REVIEW-02 M.1 pipeline had empty <connection/> Agent left Table Input with no DB connection. Fixed to <connection>openinsight-postgres</connection>
REVIEW-03 M.1 pipeline XML minified Agent appended JSON output + Kafka Producer as single-line XML. Fixed to proper indentation
REVIEW-04 M.3 Superset had no healthcheck Agent omitted healthcheck despite rule #3 (follow existing patterns). Fixed: added curl -sf http://localhost:8088/health
REVIEW-05 M.3 init-superset.sh used superset set_database_uri CLI command doesn't exist in Superset 3.x — same class of bug as REVIEW-01. Replaced with manual UI instructions
HOP-05 Hop rewrites project-config.json on startup Removes config_version, enforcingExecutionInHome, variables:[]; renames parentProjectReferenceName→parentProjectName. Committed canonical version at 81a1363
ENV-01 Tomcat (Homebrew) on host binds port 8080 Conflicts with Keycloak. Kill Tomcat or remap KEYCLOAK_PORT in .env before starting

Architecture Decisions Implemented

ADR Decision Implementation
ADR-001 Kafka as message backbone ✅ Proven: Redpanda → Kafka Engine → MV → fct_sales in <4s
ADR-002 Redis for Cube cache Redis 7 with LRU eviction running; pub/sub pending Phase 3
ADR-007 Event-driven cache invalidation keycloak.events topic created; listener pending Phase 3
ADR-009 Namespace isolation Docker network openinsight; K8s NetworkPolicies deferred
ADR-011 n8n: alert routing only Not yet implemented (Phase 3/4)
ADR-012 Monorepo ✅ Single repo, all components

Quick Commands

# Core stack
docker compose up -d
./scripts/check-health.sh
./scripts/seed.sh

# Pipeline stack (Hop Web)
docker compose --profile pipeline up -d
# → Hop Web UI: http://localhost:8090/ui

# Get a JWT token (verify role matrix)
curl -sf http://localhost:8080/realms/openinsight/protocol/openid-connect/token \
  -d "client_id=cube" \
  -d "client_secret=cube-dev-secret" \
  -d "grant_type=password" \
  -d "username=carol.engineering" \
  -d "password=Test123!DevOps"

# Reset Keycloak (re-import realm after JSON changes)
docker compose stop keycloak
docker compose exec -T postgres psql -U openinsight -d openinsight \
  -c "DROP DATABASE keycloak; CREATE DATABASE keycloak OWNER openinsight;"
docker compose start keycloak

# Inspect Redpanda topics
docker compose exec -T redpanda rpk topic list

# Apply Kafka Engine tables (when ready)
# Split on ; and send each statement individually (CH HTTP API limitation)

Next Steps for Implementation Agent

Priority Order (STRICT — follow this sequence exactly)

  1. Fix env var naming alignment (PG_, CH_ standard)
  2. Run dbt models — verify transformation layer
  3. Deploy Airflow with DAGs for Hop + dbt (task 2.4)
  4. Deploy Trino with CH + PG catalogs (task 2.5)
  5. Wire Superset → Keycloak OIDC (~30 lines in superset_config.py)
  6. STOP — Phase 2 complete. Report back for Phase 3 review.

RULES FOR THE IMPLEMENTATION AGENT

Permanent rules (apply to all phases):

  1. Follow the priority order above. Do not skip steps or reorder. Each step builds on the previous.
  2. Read the Architectural Directives section before starting any work. Those are non-negotiable project decisions.
  3. Test before committing. Every service added to docker-compose must start healthy before being committed. Run ./scripts/check-health.sh after changes.
  4. Follow existing patterns. Look at how hop-web was added to docker-compose.yml — same structure: profiles, depends_on with condition: service_healthy, healthcheck, restart: unless-stopped.
  5. Use environment variables. Never hardcode credentials in config files. Use ${VAR:-default} in docker-compose and env var functions in application configs. Standardize on PG_*/CH_* for app-level vars.
  6. One concern per commit. Don't bundle Airflow + Trino + dbt tests in one commit.
  7. Read ARCHITECTURE.md Section 9 (Phased Implementation Plan) before starting. Tasks 2.4 and 2.5 are defined there.
  8. Read the Hop metadata format notes (HOP-03, HOP-04 in Known Issues) before writing any Hop metadata JSON.
  9. Hop does E+L only. dbt does ALL transformations. Do not add transformation logic to Hop pipelines. Keep them as extract-load pipes.
  10. Keycloak is mandatory for every web UI. Superset OIDC must be wired before declaring Phase 2 done. Use AUTH_OAUTH (NOT AUTH_OID). The superset OIDC client is already configured in keycloak/realm-openinsight.json.

Task 2.4: Airflow (pipeline profile)

Goal: Add Apache Airflow to the pipeline docker-compose profile for orchestrating Hop pipelines and dbt runs.

2.4.1 Docker service

Add airflow service to docker-compose.yml under profiles: ["pipeline"]:

  • Image: apache/airflow:2.8.4-python3.11
  • Port: ${AIRFLOW_PORT:-8081}:8080
  • Executor: LocalExecutor (single-node, no Celery needed for dev)
  • Metadata DB: PostgreSQL — postgresql+psycopg2://openinsight:openinsight_dev@postgres:5432/airflow
    • The airflow database already exists (created by scripts/init-postgres.sh)
  • depends_on: postgres (healthy), redpanda (healthy)
  • Volumes: ./airflow/dags:/opt/airflow/dags
  • Environment: 
    AIRFLOW__CORE__EXECUTOR=LocalExecutor
AIRFLOW__DATABASE__SQL_ALCHEMY_CONN=postgresql+psycopg2://openinsight:openinsight_dev@postgres:5432/airflow
AIRFLOW__CORE__FERNET_KEY=  (empty is fine for dev — no encrypted connections)
AIRFLOW__CORE__LOAD_EXAMPLES=false
AIRFLOW__WEBSERVER__EXPOSE_CONFIG=true
  • Entrypoint override: Airflow needs airflow db migrate before the webserver starts. Use a command like: 
    command: bash -c "airflow db migrate && airflow users create --username admin --password admin --firstname Admin --lastname User --role Admin --email admin@openinsight.local || true && airflow webserver"
    Alternatively, create a scripts/airflow-entrypoint.sh that handles init + webserver.
  • Healthcheck: curl -sf http://localhost:8080/health
  • Scheduler: For LocalExecutor, the scheduler must also run. Either:
    • (a) Run scheduler in the same container via airflow webserver & airflow scheduler (simpler for dev)
    • (b) Add a second airflow-scheduler service (cleaner but more resources)
    • Decision: option (a) for local dev simplicity.

2.4.2 DAG scaffolds

Create minimal DAG files in airflow/dags/. These should be syntactically valid Python that Airflow can parse, but don't need to be fully functional yet:

  • dag_hop_ingest.py — BashOperator calling Hop CLI to run a pipeline (placeholder command)
  • dag_dbt_transform.py — BashOperator calling dbt run and dbt test

Keep them simple: one DAG per file, schedule=None (manual trigger), catchup=False.

2.4.3 Update supporting files

  • scripts/check-health.sh — add conditional Airflow check (same pattern as Hop Web conditional check)
  • .env.example — uncomment AIRFLOW_PORT=8081

2.4.4 Verify

  • docker compose --profile pipeline up -d → all pipeline services (Hop + Airflow) start healthy
  • Airflow UI accessible at http://localhost:8081
  • DAGs appear in the DAG list (no import errors)

Task 2.5: Trino (app profile)

Goal: Add Trino as a query federation layer, connecting both ClickHouse and PostgreSQL.

2.5.1 Docker service

Add trino service to docker-compose.yml under profiles: ["app"]:

  • Image: trinodb/trino:435
  • Port: ${TRINO_PORT:-8085}:8080
  • Volumes: ./trino/etc:/etc/trino (catalog configs)
  • depends_on: postgres (healthy), clickhouse (healthy)
  • Healthcheck: curl -sf http://localhost:8080/v1/info | grep -q '"starting":false'

2.5.2 Catalog configs

Create trino/etc/ directory structure:

trino/etc/
├── config.properties           # coordinator config
├── jvm.config                  # JVM settings (reduced for dev)
├── node.properties             # node ID
├── catalog/
│   ├── clickhouse.properties   # ClickHouse connector
│   └── postgresql.properties   # PostgreSQL connector

config.properties:

coordinator=true
node-scheduler.include-coordinator=true
http-server.http.port=8080
discovery.uri=http://localhost:8080

jvm.config (reduced for dev):

-server
-Xmx1G
-XX:+UseG1GC

catalog/clickhouse.properties:

connector.name=clickhouse
connection-url=jdbc:clickhouse://clickhouse:8123/openinsight
connection-user=openinsight
connection-password=openinsight_dev

catalog/postgresql.properties:

connector.name=postgresql
connection-url=jdbc:postgresql://postgres:5432/openinsight
connection-user=openinsight
connection-password=openinsight_dev

2.5.3 Verify

  • docker compose --profile app up -d starts Trino
  • Test: docker compose exec trino trino --execute "SELECT count(*) FROM clickhouse.openinsight.fct_sales"
  • Test: docker compose exec trino trino --execute "SELECT count(*) FROM postgresql.public.customers"

2.5.4 Update supporting files

  • scripts/check-health.sh — add conditional Trino check
  • .env.example — uncomment TRINO_PORT=8085

After 2.4 + 2.5: End-to-End Verification

Before declaring Phase 2 complete, verify the full pipeline works:

  1. Core stack healthy — docker compose up -d && ./scripts/check-health.sh
  2. Seed data loaded — ./scripts/seed.sh
  3. Hop Web opens — http://localhost:8090/ui, openinsight project loads, RDBMS connections visible
  4. Kafka Engine applied — Run clickhouse-kafka-tables.sql against ClickHouse
  5. dbt runs — cd dbt && dbt run && dbt test (requires dbt-clickhouse installed)
  6. Airflow UI — http://localhost:8081, DAGs visible, no import errors
  7. Trino queries — Cross-source query via Trino CLI
  8. Update progress.md — Mark Phase 2 complete

Only then proceed to Phase 3.