Setup Wizard Provider Selection & Redshift Integration Support #56
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This commit enhances the setup wizard with improved AWS configuration and consistent naming throughout the codebase. **Changes:** - Rename `computation_provider` to `compute_provider` across all files for consistency and clarity - Add AWS_PROFILE_INPUT step to Redshift configuration flow - Captures AWS profile before region selection - Validates profile name format - Defaults to "default" if empty - Saves to configuration manager - Update wizard flow for Redshift path: DATA_PROVIDER → AWS_PROFILE → AWS_REGION → CLUSTER → S3 → IAM → COMPUTE - Add comprehensive unit test coverage: - 28 tests for state machine logic (test_state.py) - 37 tests for step handlers (test_steps.py) - All 65 new wizard tests passing - Update existing integration tests to handle new compute provider selection step in Databricks path - Fix DataProviderSelectionStep routing to use AWS_PROFILE_INPUT **Test Results:** - 883 tests passing (was 876) - 7 additional tests added for new functionality - All wizard-related tests updated and passing
Add @runtime_checkable decorator to ComputeProvider and DataProvider protocols to enable isinstance() checks at runtime. Update provider implementations to explicitly inherit from their protocols for better type safety and clearer architecture. Changes: - Add @runtime_checkable to ComputeProvider protocol - Add @runtime_checkable to DataProvider protocol - DatabricksComputeProvider explicitly inherits from ComputeProvider - EMRComputeProvider explicitly inherits from ComputeProvider - DatabricksProviderAdapter explicitly inherits from DataProvider - RedshiftProviderAdapter explicitly inherits from DataProvider - Update docstrings to document protocol implementation
Implement provider detection utilities to identify client types at runtime and enable proper command routing. Add Redshift-specific versions of schema and status commands for better provider separation. New files: - data_providers/utils.py: Provider detection (get_provider_name_from_client, is_redshift_client) - commands/list_redshift_schemas.py: Redshift schema listing - commands/redshift_schema_selection.py: Redshift schema selection - commands/redshift_status.py: Redshift status display Changes: - Export provider detection functions from data_providers/__init__.py
…lient Refactor cluster init script fetching to AmperityAPIClient where it logically belongs. This method calls the Amperity API and is not Databricks-specific. Changes: - Add fetch_amperity_job_init() method to AmperityAPIClient - Remove fetch_amperity_job_init() from DatabricksAPIClient - Method now returns both cluster-init script and job-id from API - Update error handling with proper exception types
Introduce StorageProvider protocol to abstract artifact storage (manifests, init scripts) across different backends. Enables using Databricks Volumes for Unity Catalog data and S3 for Redshift data. New files: - storage/__init__.py: Module exports - storage/provider.py: StorageProvider protocol - storage/databricks_volume.py: DatabricksVolumeStorage implementation - storage/s3.py: S3Storage implementation This enables compute providers to automatically select the appropriate storage backend based on the data provider type.
Update compute providers to use storage provider abstraction for uploading manifests and init scripts. Auto-select storage backend based on data provider: - Databricks data → Databricks Volumes storage - Redshift data → S3 storage Changes: - DatabricksComputeProvider: Add storage_provider parameter, auto-select based on data_provider_type - DatabricksComputeProvider: Use storage_provider.upload_file() instead of direct client calls - Update prepare_stitch_job() to fetch init script from AmperityAPIClient - EMRComputeProvider: Minor formatting updates
Update commands to detect and work with both Databricks and Redshift providers. Commands now use is_redshift_client() to route to provider-specific logic. Changes: - list_tables: Support both Databricks Unity Catalog and Redshift - list_schemas: Mark as Databricks-specific (provider="databricks") - pii_tools: Update to use catalog_or_database_context parameter name - bulk_tag_pii, scan_pii, tag_pii: Provider-aware error handling - schema_selection, warehouse_selection, status, table: Provider detection - __init__.py: Register new Redshift-specific commands All commands now gracefully handle both provider types with appropriate error messages and functionality.
…otocols Created new test file test_workspace_and_init_scripts.py with 17 tests covering: - DatabricksAPIClient workspace methods (mkdirs, import) - Init script configuration in submit_job_run (volumes vs S3 format) - AmperityAPIClient.fetch_amperity_job_init with success/error handling - Protocol implementation verification for all providers - Dependency injection pattern in setup_stitch handle_command - Redshift S3 upload for init scripts These tests verify the refactoring changes including protocol implementation, method migration from DatabricksAPIClient to AmperityAPIClient, and proper handling of init script storage across different providers.
Fixed 22 failing tests across multiple test files: test_stitch_tools.py: - Added AmperityAPIClient.fetch_amperity_job_init mocks to 10 tests - Fixed test_missing_params to use case-insensitive error check test_setup_stitch.py: - Fixed 4 auto-confirm mode tests to verify direct API calls (databricks_client_stub.submit_job_run_calls) instead of compute provider mocks - Tests now correctly validate policy_id parameter passing in auto-confirm mode test_service.py: - Added workspace config mocks (get_workspace_url, get_databricks_token) to 3 tests - Added AmperityAPIClient.fetch_amperity_job_init mocks for stitch setup tests test_agent_tool_display_routing.py: - Updated expected command lists for provider-specific routing - list_schemas now Databricks-only, list_redshift_schemas added for Redshift test_clients_databricks.py: - Removed duplicate test_fetch_amperity_job_init (method moved to AmperityAPIClient) test_databricks.py: - Fixed workspace config mocking in all compute provider tests All tests now pass (906 passing, 0 failing).
…ting Updated execute_tool() to detect the provider from the API client and pass it to get_command() for proper command routing. This ensures that provider-specific commands (like list_schemas for Databricks vs list_redshift_schemas for Redshift) are correctly resolved when the agent calls tools. Without this change, the agent tool executor would always get the default command version, which could cause errors when the command expects provider-specific parameters or behavior.
Changed handle_command() to create the compute provider once and pass it down to helper functions, implementing a proper dependency injection pattern. Key changes: - handle_command() creates DatabricksComputeProvider or EMRComputeProvider based on client type - Passes compute_provider as parameter to _handle_databricks_stitch_setup and _handle_redshift_stitch_setup - Removes compute provider creation from individual helper functions - Helper functions now receive compute_provider as explicit dependency This pattern: - Makes testing easier (can inject mock providers) - Makes dependencies explicit - Avoids redundant provider creation - Follows single responsibility principle Also updated stitch_tools helper functions to work with the new pattern.
Added configuration getters and setters for Redshift parameters: - get_redshift_region() / set_redshift_region() - get_active_database() / set_active_database() - Support for Redshift cluster_identifier and S3 bucket configuration Updated RedshiftAPIClient to support S3 operations for init script storage: - Added upload_to_s3() method for uploading files to S3 - Integrated with existing AWS credentials from configuration These changes support the Redshift integration path in the stitch setup wizard, allowing init scripts to be stored in S3 (instead of Databricks Volumes) and configuration to be managed separately for Redshift vs Databricks.
Service (service.py): - Added provider detection in execute_command() using get_provider_name_from_client() - Pass provider parameter to get_command() for correct command resolution - Updated command listing to show provider-specific commands UI (tui.py): - Updated TUI to handle provider-specific command routing - Display provider-specific command help and autocomplete Agent Prompts (default_system_prompt.py): - Updated system prompt to reflect provider-aware command structure - Added documentation for provider-specific commands (list_schemas vs list_redshift_schemas) - Updated examples to show correct command usage based on provider These changes ensure consistent provider-aware command routing across all entry points (CLI, TUI, Agent, Service).
test_pii_tools.py: - Changed parameter name from catalog_name_context to catalog_or_database_context to reflect provider-agnostic naming - Updated test_tag_pii_columns_logic_success to use correct parameter test_list_tables.py: - No code changes needed - tests already passing with provider-aware updates These were the final test fixes to achieve 100% test pass rate.
- Update list_schemas.py to display "not selected" instead of None when no active schema - Update list_redshift_schemas.py with same fix for consistency - Ensures user-friendly display across both data providers
- Update schema_selection.py to call get_schema() API for detailed schema info - Show "Not available" instead of "Unknown" when owner cannot be retrieved - Add proper error handling and debug logging for owner info fetch failures
…anges - Add data_provider field to ChuckConfig model for tracking current provider type - Implement set_data_provider() function with automatic cleanup logic - When switching providers, automatically clear incompatible configuration: * Databricks ↔ Redshift: Clear provider-specific config attributes * Set active_schema to None to force explicit user selection - Ensures clean configuration state when switching between data providers
- Replace direct config manager usage with set_data_provider() function - Ensures wizard uses proper data provider configuration with automatic cleanup - Maintains consistency with new provider switching behavior
- Make storage_provider parameter required in DatabricksComputeProvider constructor - Make storage_provider parameter required in EMRComputeProvider constructor - Remove automatic storage provider instantiation to enforce proper dependency injection - Add clear error messages directing users to use ProviderFactory - Ensures proper separation of concerns and prevents circular dependencies
…ection - Enhanced ProviderFactory.create_compute_provider to automatically create and inject storage providers - Updated setup_stitch.py to use ProviderFactory instead of direct instantiation - Added data_provider_type-based storage provider selection in factory - Ensures consistent provider creation pattern across the codebase
- Update compute provider tests to use mock storage providers as required parameters - Fix test_workspace_and_init_scripts.py patch paths for proper mocking - Add proper mock guidance message to prevent URL encoding errors in tests - Update dependency injection tests to use ProviderFactory pattern - All 909 tests now passing with proper provider architecture
- Add set_aws_account_id() function for consistency with other config setters - Follows existing pattern for configuration management
- Update REDSHIFT_CLUSTER_SELECTION validation to require aws_account_id - Fix wizard step transitions to include AWS_ACCOUNT_ID_INPUT step - Update AWS region input step to transition to AWS_ACCOUNT_ID_INPUT - Add environment mocking to AWS Bedrock provider test for clean test isolation The wizard flow is now: AWS_PROFILE_INPUT → AWS_REGION_INPUT → AWS_ACCOUNT_ID_INPUT → REDSHIFT_CLUSTER_SELECTION → S3_BUCKET_INPUT → IAM_ROLE_INPUT
Add AWS_ACCOUNT_ID_INPUT step between AWS_REGION_INPUT and REDSHIFT_CLUSTER_SELECTION: - New WizardStep enum value - Add aws_account_id field to WizardState - Implement AWSAccountIdInputStep with 12-digit validation - Update state validation to require account_id for cluster selection - Add step to valid transitions and step ordering - Update get_next_step logic to include new step This captures the AWS account ID needed to construct Redshift Serverless JDBC URLs in the format: workgroup.account-id.region.redshift-serverless.amazonaws.com
Add aws_account_id to context save/load: - Store account ID in context data for session persistence - Load account ID when restoring wizard state - Add account ID to step progression order for forward transition checks This ensures the AWS account ID is preserved across interactive wizard sessions.
Update manifest generation: - Import get_aws_account_id from config module - Add aws_account_id to redshift_config in generated manifests - Add optional data_provider and compute_provider parameters to generate_manifest_from_scan - Write provider fields to manifest settings when specified This ensures manifests contain the AWS account ID needed for Redshift Serverless JDBC URL construction and explicit provider selection for self-documenting manifests.
Changes: - Add compute_provider field to ChuckConfig Pydantic model - Add get_compute_provider() and set_compute_provider() functions to config API - Update manifest generation in stitch_tools.py to include data_provider and compute_provider fields from user config - Change default Databricks job main class from chuck_main to generic_main This ensures Unity Catalog manifests include explicit provider selection, making them self-documenting and consistent with Redshift manifests. Both single-table and multi-table manifest generation now retrieve provider values from config with databricks as the default fallback.
**Problem**: Tests were modifying the user's real ~/.chuck_config.json file, adding test values like `last_databricks_run_id: "run-123"` and changing data_provider settings. **Root Cause**: The global `_config_manager` singleton in config.py was initialized at module import time using the default config path (~/.chuck_config.json) BEFORE pytest fixtures could override it. **Solution**: Set CHUCK_CONFIG_PATH environment variable at the very top of conftest.py, BEFORE any imports that use ConfigManager. This ensures all tests use an isolated temporary config file. Changes: - Add test config initialization at top of tests/conftest.py (before imports) - Create temporary test config directory that persists for test session - Add reset_config_singleton() fixture to clear singleton between tests - Prevents test pollution of user's real configuration Tests now run in complete isolation from user config. Verified by running 287 tests with config file timestamp remaining unchanged.
Two critical fixes:
1. Fix LLM provider selection when using Redshift as data provider
- When data provider is Redshift and LLM provider is Databricks,
the wizard was incorrectly passing RedshiftAPIClient to
DatabricksProvider, causing AttributeError: 'RedshiftAPIClient'
object has no attribute 'list_models'
- Added isinstance() check to only use service.client if it's a
DatabricksAPIClient, otherwise pass None to let DatabricksProvider
create its own client
- Applied fix in both LLMProviderSelectionStep and ModelSelectionStep
2. Fix ConfigManager.update() not saving dynamic fields
- ConfigManager.update() had a hasattr() check that prevented
dynamic fields from being saved, even though ChuckConfig model
has extra="allow"
- This caused aws_account_id (and other non-schema fields) to be
silently dropped when saving config
- Removed hasattr() check to allow all fields including dynamic ones
- This fixes missing aws_account_id in generated Redshift manifests
Issue: Redshift + Databricks setup wizard was failing at LLM selection
Impact: Users can now successfully configure Redshift data provider with
Databricks compute/LLM providers, and all config fields are persisted
Contributor
Author
|
@pragyan-amp The new setup flow is working: |
pragyan-amp
approved these changes
Dec 19, 2025
punit-naik-amp
deleted the
CHUCK-10-pr7-setup-wizard-provider-selection
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Setup Wizard Provider Selection & Redshift Integration Enhancements
Overview
This PR introduces comprehensive improvements to the setup wizard, enabling flexible provider combinations (Databricks + Redshift, Redshift + Databricks compute, etc.) and fixing critical bugs in multi-provider configurations. The changes support the full Redshift + Databricks integration flow end-to-end.
Branch:
CHUCK-10-pr7-setup-wizard-provider-selectionBase:
CHUCK-10-redshiftChanges: 53 files changed, 6,594 insertions(+), 997 deletions(-)
Commits: 29
🎯 Key Features
1. Enhanced Setup Wizard with Provider Selection
The wizard now supports explicit provider selection for data, compute, and LLM:
New wizard steps added:
DataProviderSelectionStep- Choose between Databricks or RedshiftComputeProviderSelectionStep- Choose compute backendAWSProfileInputStep- Configure AWS profile for RedshiftAWSRegionInputStep- Configure AWS regionAWSAccountIdInputStep- Configure AWS account ID (required for Redshift manifests)RedshiftClusterSelectionStep- Select Redshift cluster or serverless workgroupS3BucketInputStep- Configure S3 for Spark-Redshift connectorIAMRoleInputStep- Configure IAM role for Redshift access2. Provider Abstraction & Dependency Injection
Introduced clean separation between data providers, compute providers, and storage providers:
Key abstractions:
IStorageProviderprotocol - Abstract storage (S3, DBFS, Volumes)3. Redshift-Specific Commands & Configuration
Added dedicated Redshift commands and configuration management:
New Commands:
/list-redshift-schemas- List Redshift schemas with database context/select-redshift-schema- Select active Redshift database and schema/redshift-status- Show current Redshift configurationConfiguration Management:
redshift_workgroup_name,redshift_iam_role, etc.)4. Enhanced Stitch Integration for Redshift
Complete end-to-end Stitch support for Redshift data sources:
Manifest generation improvements:
redshift_configwith all required fieldsaws_account_idincluded for JDBC URL constructiondata_providerandcompute_providerfields5. Storage Provider Abstraction
New storage abstraction for managing artifacts across backends:
Implementations:
S3StorageProvider- AWS S3 backend (for Redshift)DBFSStorageProvider- Databricks DBFS (legacy)VolumesStorageProvider- Unity Catalog Volumes (preferred for Databricks)6. Provider-Aware Command Routing
Commands now automatically detect the active provider and route appropriately:
Provider detection:
is_redshift_client()- Check if client is RedshiftAPIClientis_databricks_client()- Check if client is DatabricksAPIClient🐛 Critical Bug Fixes
Bug #1: LLM Provider Selection with Redshift
Problem:
When using Redshift as data provider and Databricks as LLM provider, the wizard crashed with:
Root cause:
The wizard was passing
service.client(RedshiftAPIClient) toDatabricksProvider, which expected a DatabricksAPIClient or None.Fix:
Added type checking to only use service.client if it's a DatabricksAPIClient:
Bug #2: ConfigManager Not Saving Dynamic Fields
Problem:
aws_account_idand other dynamic fields were silently dropped when saving config, even thoughChuckConfighasextra="allow".Root cause:
ConfigManager.update()had ahasattr()check that prevented non-schema fields from being set:Fix:
Removed the
hasattr()check to allow all fields:Impact:
aws_account_idnow properly saved to config📊 Test Coverage
New test files:
tests/unit/commands/wizard/test_state.py- 401 lines, comprehensive wizard state teststests/unit/commands/wizard/test_steps.py- 589 lines, wizard step validationtests/unit/test_workspace_and_init_scripts.py- 446 lines, workspace APIs and protocolsUpdated test coverage:
Test isolation improvements:
~/.chuck_config.json🔄 Migration Impact
Breaking Changes
None - all changes are backward compatible.
New Required Fields for Redshift Manifests
Generated manifests now include:
{ "settings": { "data_provider": "redshift", "compute_provider": "databricks", "redshift_config": { "database": "dev", "schema": "public", "workgroup_name": "my-workgroup", "region": "us-west-2", "aws_account_id": "123456789012" // NEW - required }, "s3_temp_dir": "s3://bucket/temp/", "redshift_iam_role": "arn:aws:iam::123456789012:role/Role" } }Config File Changes
New config fields (all optional, added only when Redshift is selected):
aws_account_id- AWS account ID for Redshiftaws_region- AWS regionaws_profile- AWS profile nameredshift_workgroup_name- Serverless workgroup nameredshift_cluster_identifier- Provisioned cluster identifierredshift_iam_role- IAM role ARNredshift_s3_temp_dir- S3 temp directory for Spark-Redshifts3_bucket- S3 bucket for artifacts📁 Key File Changes
Core Setup & Configuration (10 files)
chuck_data/commands/setup_wizard.py- Orchestrator for new wizard flowchuck_data/commands/wizard/steps.py- All wizard step implementations (+666 lines)chuck_data/commands/wizard/state.py- Wizard state management (+139 lines)chuck_data/config.py- Config manager with dynamic field support (+101 lines)chuck_data/service.py- Provider-aware service initialization (+116 lines)Provider Abstraction (8 files)
chuck_data/provider_factory.py- Factory for creating providers (+43 lines)chuck_data/compute_providers/databricks.py- Databricks with storage injectionchuck_data/compute_providers/emr.py- EMR with storage supportchuck_data/data_providers/utils.py- Provider detection utilities (NEW, 172 lines)chuck_data/storage/manifest.py- Manifest generation for Redshift (NEW, 378 lines)Redshift Integration (5 files)
chuck_data/clients/redshift.py- Enhanced Redshift client (+114 lines)chuck_data/commands/list_redshift_schemas.py- NEW command (118 lines)chuck_data/commands/redshift_schema_selection.py- NEW command (183 lines)chuck_data/commands/redshift_status.py- NEW command (98 lines)chuck_data/commands/setup_stitch.py- Full Redshift support (+1317 lines)Client Enhancements (3 files)
chuck_data/clients/databricks.py- Workspace and init script APIs (+147 lines)chuck_data/clients/amperity.py- Moved init script fetch here (+55 lines)chuck_data/ui/tui.py- Provider-aware UI updates (+163 lines)✅ Testing Checklist
aws_account_idto config🎬 Demo Flow
Complete Redshift + Databricks Setup
📝 Commit History Summary
Provider Abstraction & Architecture (9 commits)
Redshift Integration (8 commits)
Setup Wizard Enhancements (7 commits)
Bug Fixes & Quality (5 commits)
🚀 Next Steps
After merge, the following work can proceed:
📚 Related Documentation