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6 Commits

Author SHA1 Message Date
João Moura
b10c4ffcdc feat: add project_id to link OSS usage to an enterprise account (#6791)
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* feat: add project_id to link OSS usage to an enterprise account

Adds a stable per-project identifier so a project's OSS traces and runs can
be attributed to an account after signup. There was no such identifier
before: [tool.crewai] held only `type`, the deploy UUID was printed to the
console but never persisted, Settings.org_uuid is global rather than
per-project, and trace batches carried only crew_fingerprint/crew_name.

The id lives in the project's pyproject.toml, so it is committed with the
repository and stays stable across machines, teammates, CI, and containers -
unlike a machine- or user-derived identifier, which is unstable in exactly
the containerized production environments that matter most.

crewai-core:
- get_project_id(): read-only lookup of [tool.crewai].project_id. Safe for
  library code; never creates or modifies anything.
- get_or_create_project_id(): mints a uuid4 and persists it, returning
  (id, created) so callers can tell the user. Best-effort - returns
  (None, False) for a missing, malformed, or read-only pyproject.toml rather
  than raising.
- Insertion edits the raw TOML text instead of round-tripping through a
  writer, so comments, key order, and formatting elsewhere survive. The key
  is placed at the end of the [tool.crewai] table, before the next table
  header, so it cannot land in a neighbouring section.
- LoginPayload and TraceExecutionContext gain optional project_id.

Sent on two paths:
- Traces: project_id is added to execution_context, which is sent on both
  the ephemeral and authenticated paths, so a project's traces remain
  attributable before and after the user creates an account.
- Login: `crewai login` already sends the pseudonymous user_identifier on an
  authenticated request; adding project_id means one request carries account
  + user + project, which is the link itself.

Minting is restricted to CLI commands the user explicitly invoked - `crewai
create` for new projects and `crewai run` to backfill existing ones - and is
announced when it happens. Library code only ever reads. Silently rewriting
a user's pyproject.toml during Crew.kickoff() would be surprising.

Privacy: project_id is a random uuid4 in a file the user commits. It is
visible in a diff, contains nothing personal, and identifies a project
rather than a person - so this needs none of the notice changes that
attaching a user identifier to all telemetry would require.

Tests: 18 new tests covering minting, stability, table placement, comment
and formatting preservation, five pyproject layouts, the neighbouring-table
regression, and graceful handling of missing/malformed/read-only files.
Verified end-to-end that both create paths mint distinct ids, that the trace
payload carries project_id on both the ephemeral and authenticated paths,
and that the login payload carries user_identifier and project_id together.

Follow-ups, deliberately not included: adding project_id to telemetry spans,
and backend persistence of the (account, user_identifier, project_id) triple.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UNumDnNbiyw3pv1WakAe6t

* refactor: drop the console announcement when minting project_id

Minting now happens silently. With no message to print, the (id, created)
tuple had no consumer, so simplify the API rather than keep the flag around
for a hypothetical caller:

- get_or_create_project_id() returns `str | None` instead of
  `tuple[str | None, bool]`.
- Remove crewai_cli.utils.ensure_project_id, which existed only to print the
  message and discard the flag. The four call sites (crewai create crew,
  crewai create flow, crewai run, and tool-repository login) now call
  get_or_create_project_id directly.
- Update tests for the simplified signature; still 18 tests covering minting,
  stability, table placement, formatting preservation, five pyproject
  layouts, and missing/malformed/read-only handling.

Behaviour is otherwise unchanged: minting stays restricted to CLI commands
the user invoked, library code still only reads via get_project_id, and a
missing or read-only pyproject.toml still returns None rather than raising.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UNumDnNbiyw3pv1WakAe6t

* fix: harden project_id minting against TOML corruption; address review

Several reviewers found ways the raw-text edit could produce invalid TOML.
Each is now fixed and covered by a test that fails without the fix.

Duplicate project_id key (Cursor bugbot, Copilot x2):
- get_project_id() reports a blank or non-string value as "absent", so a file
  containing `project_id = ""` took the insert path and gained a second
  project_id line - a duplicate key, and therefore invalid TOML that no
  tomli-based tool could read afterwards.
- _insert_project_id is now _set_project_id: it replaces an existing
  assignment inside [tool.crewai] instead of appending unconditionally.

Table header with a trailing comment (CodeRabbit major, Cursor bugbot):
- `[tool.crewai]  # config` is valid TOML but failed exact string equality,
  so the fallback appended a second [tool.crewai] header - a redefined table,
  also invalid TOML, and silent because get_project_id swallows the resulting
  decode error.
- Added _is_table_header(), which tolerates a trailing comment and does not
  match similar names such as [tool.crewai-extra].

Writing into malformed TOML (Cursor bugbot, Copilot):
- get_or_create_project_id relied on get_project_id, which cannot distinguish
  "no id" from "unparsable file", so it appended to files it could not parse.
- The locked path now parses explicitly and bails on a decode error, and
  re-parses the updated content before writing, so this feature can never be
  the reason a project's pyproject.toml stops parsing.

Concurrency and atomicity (CodeRabbit major):
- Two CLI processes could both see no id, mint different uuids, and clobber
  each other, leaving a caller holding an id that is not on disk. Minting now
  takes the existing crewai_core cross-process lock, re-reads under it, and
  returns the id that persists.
- Writes go through a temp file in the same directory plus os.replace, so an
  interruption cannot truncate pyproject.toml. File mode is copied across, and
  the temp file is removed on failure.
- os.replace only needs a writable directory, which would have let an atomic
  write silently overwrite a file the user marked read-only; writability is
  now checked explicitly so that case still returns None.

Line endings (CodeRabbit):
- Path.read_text/write_text normalized CRLF to LF, so minting would rewrite a
  CRLF-committed file entirely. Read and write now use newline="" and the
  inserted line ending is derived from the existing content.

Default create path skipped minting (Cursor bugbot):
- `crewai create crew` defaults to create_json_crew; only the --classic and
  flow paths minted, so most new projects had no id until a later command.
  Wired into create_json_crew as well. Verified all three paths now mint
  distinct ids.

Do not mint during login (CodeRabbit major):
- ToolCommand.login ran get_or_create_project_id, which is outside the
  sanctioned minting commands and is invoked by `crewai tools create` from a
  freshly scaffolded directory before the project is persisted. It now uses
  the read-only get_project_id. Verified login leaves pyproject.toml
  untouched.

Not applied: Copilot asked for a console message when an id is written, in
create_crew and create_flow. Minting was made deliberately silent in the
previous commit, so the (id, created) tuple and the announcement are both
gone by design.

Tests: 32 in test_project_id.py, up from 18. New cases cover blank and
non-string existing ids, three commented-header forms, similar table names,
malformed input, CRLF and LF preservation, concurrent minting convergence,
file-mode preservation, and temp-file cleanup. Confirmed the header and
duplicate-key tests fail when the fixes are reverted.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UNumDnNbiyw3pv1WakAe6t

* fix: never create [tool.crewai], treat whitespace ids as absent, harden test

`crewai run` could rewrite unrelated projects (Cursor bugbot, high):
- get_or_create_project_id ran before the cwd was established as a CrewAI
  project, and _set_project_id appended a [tool.crewai] table when none
  existed. Any directory with a pyproject.toml could therefore gain one -
  including on `crewai run --definition`, which may otherwise succeed.
- _set_project_id no longer creates the table; it returns None when
  [tool.crewai] is absent, so a key is only ever added to a table the project
  already declares. The templates all ship the table, so no create path needs
  the old fallback.
- The minting call in run_crew moved after the --definition early return, so
  an explicit-flow run does not touch the cwd at all.
- Presence is checked, not truthiness: an empty [tool.crewai] is still a
  CrewAI marker, and get_crewai_project_config returns {} both for that and
  for an absent table.
- Verified an unrelated project's pyproject.toml is byte-identical after a
  mint attempt.

Whitespace-only project_id accepted as valid (CodeRabbit):
- `project_id = "   "` is truthy, so it was returned as an identity and would
  have propagated into login payloads and tracing context. It also meant the
  '"   "' parameter of the replacement test asserted nothing.
- Added _usable_project_id, which strips before deciding, used by both
  get_project_id and the locked mint path.

Concurrency test could hang CI (CodeRabbit, major):
- Neither the barrier nor the joins had timeouts, so a thread dying early or
  blocking on the lock would hang the job rather than fail it. The result
  count was also unchecked, so a dead thread still passed.
- Added timeouts, an explicit liveness assertion, a result-count assertion, a
  lock around the shared result list, and corrected the docstring: this covers
  the read-modify-write race with threads, not the cross-process backend.

Tests: 35, up from 32. New coverage for the absent-table refusal and three
whitespace forms; the blank-id replacement case now asserts a real uuid
replaced the blank value.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UNumDnNbiyw3pv1WakAe6t

* chore(deps): force gitpython 3.1.57+ for GHSA-p538-c434-8v24 and GHSA-3f7w-8rr8-f37f

Unrelated to project_id; bundled here only because it blocks this PR's
vulnerability scan. Two advisories were published for gitpython 3.1.55 after
main last passed the scan:

- GHSA-p538-c434-8v24: arbitrary file truncation via `git rev-list --output`
  argument injection. Fixed in 3.1.56.
- GHSA-3f7w-8rr8-f37f: unguarded git option forwarding in
  IndexFile.checkout() and TagReference. Fixed in 3.1.57.

- Bump the override floor to gitpython>=3.1.57 and declare the same floor in
  crewai-tools, so consumers installing the published package are covered and
  not only this repo's lock.
- 3.1.57 was published 2026-07-26, past gitpython's exclude-newer-package
  cutoff of 2026-07-24, so that cutoff moves to 2026-07-27. Without it the
  floor is unresolvable.

pip-audit against the updated lock reports no known vulnerabilities.
Verified gitpython 3.1.57 resolves and that crewai_tools and crewai_cli.git
still import.

Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01UNumDnNbiyw3pv1WakAe6t

---------

Co-authored-by: Claude Opus 5 (1M context) <noreply@anthropic.com>
2026-08-03 15:25:06 -07:00
Vinicius Brasil
a149a30bc0 Fix JSON crew template rendering (#6359)
JSON crews were not using existing CLI templates.
2026-06-26 13:48:48 -07:00
João Moura
f364a7d988 Fix JSON crew version pin (#6342)
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* Fix JSON crew version pin

* Use bounded CrewAI dependency range
2026-06-26 05:19:14 -03:00
João Moura
ebbc0998ef Implement DMN mode support in crew creation and execution (#6194)
* Implement DMN mode support in crew creation and execution

- Added `is_dmn_mode_enabled` utility to check for enterprise non-interactive mode based on the `CREWAI_DMN` environment variable.
- Updated `create` function in `cli.py` to enforce required parameters when DMN mode is active, raising appropriate usage errors.
- Enhanced `create_crew` and `create_json_crew` functions to skip provider prompts and handle folder existence checks in DMN mode.
- Introduced non-interactive defaults for agent and task creation in DMN mode, ensuring seamless project setup without user input.
- Modified `run_crew` to bypass TUI and handle runtime inputs directly when in DMN mode, improving execution flow for JSON-defined crews.
- Added tests to validate DMN mode behavior, ensuring correct handling of required inputs and non-interactive defaults.

* Implement DMN mode support in crew creation and execution

- Introduced `is_dmn_mode_enabled()` utility to check for non-interactive mode based on the `CREWAI_DMN` environment variable.
- Updated `create` function to enforce required parameters when DMN mode is active, raising appropriate usage errors.
- Modified `create_crew` and `create_json_crew` functions to skip provider prompts and utilize non-interactive defaults in DMN mode.
- Enhanced `run_crew` to bypass TUI and handle runtime inputs directly in DMN mode, ensuring smooth execution without user interaction.
- Added tests to validate DMN mode behavior, including requirements for type and name, and ensuring proper handling of existing folders and missing inputs.
2026-06-16 19:48:31 -03:00
João Moura
bb477f8a91 JSON first crews (#6131)
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* feat(cli): introduce JSON crew project support and TUI enhancements

- Added support for creating and running JSON-defined crew projects, allowing users to scaffold projects with a new `create_json_crew.py` file.
- Implemented a full-screen Textual TUI for crew execution in `crew_run_tui.py`, enhancing user interaction with a two-column layout.
- Updated `run_crew.py` to prioritize JSON crew projects and added daemon mode for running without TUI.
- Introduced interactive pickers in `tui_picker.py` for improved CLI prompts.
- Enhanced validation for JSON crew files in `validate.py` to ensure proper structure and agent definitions.
- Updated `.gitignore` to exclude demo and crewai directories.

* feat: update LLM model references to gpt-5.4-mini

- Changed default LLM model from gpt-4o-mini to gpt-5.4-mini across various files, including CLI options, JSON crew configurations, and agent definitions.
- Enhanced benchmark and human feedback functionalities to utilize the new model.
- Improved user interface elements in the TUI for better interaction and feedback during execution.
- Added support for new skills directory in JSON crew project creation.

* feat(benchmark): add crew-level benchmarking functionality

- Introduced a new `benchmark` command in the CLI for crew-level benchmarking, allowing users to specify agents, models, and timeout settings.
- Implemented `CrewBenchmarkCase` to handle crew-level benchmark cases with inputs and criteria.
- Enhanced the benchmark runner to support progress tracking and detailed reporting of results for multiple models.
- Added tests for loading crew benchmark cases and validating their structure.
- Updated existing benchmark functions to accommodate the new crew-level execution model.

* feat(cli): enhance JSON crew project functionality and TUI improvements

- Added optional agent-level guardrails and advanced options in JSON crew configurations to improve output validation and flexibility.
- Updated the TUI to better handle plan step statuses, including visual indicators for task completion and failure.
- Introduced methods for parsing and managing step observation events, ensuring accurate updates to task statuses during execution.
- Enhanced validation for JSON crew projects, ensuring proper structure and error handling for agent and task definitions.
- Added comprehensive tests for new features and validation logic, ensuring robustness in JSON crew project handling.

* refactor(cli): streamline JSON crew project handling and improve validation

- Refactored JSON crew project loading and validation logic to enhance clarity and maintainability.
- Introduced utility functions for finding JSON crew files, improving code reuse across modules.
- Removed deprecated benchmark functionality and associated tests to simplify the codebase.
- Updated CLI commands to utilize the new JSON project structure, ensuring compatibility with recent changes.
- Enhanced test coverage for JSON crew project features, ensuring robust validation and error handling.

* feat(cli): enhance activity log navigation and focus management

- Added functionality to focus on the activity log when navigating through log entries.
- Implemented refresh logic for the log panel to ensure updates are displayed correctly during navigation.
- Improved keyboard navigation for log entries, allowing users to expand and scroll through logs seamlessly.
- Added tests to verify the correct behavior of log navigation and focus management in the TUI.

* feat(cli): enhance JSON crew project interaction and input handling

- Introduced a new function to enable prompt line editing for better user experience during input prompts.
- Updated the JSON crew project wizards to show interpolation hints for dynamic values, improving user guidance.
- Enhanced the handling of missing input placeholders by prompting users for required values during crew setup.
- Refactored the crew run logic to ensure proper loading and preparation of JSON-defined crews, including runtime input management.
- Added tests to verify the correct behavior of new input handling features and JSON crew project interactions.

* feat(cli): improve crew project input prompts and event handling

- Enhanced the `_prompt_text` function to allow for configurable spacing before prompts, improving user experience during input collection.
- Updated the wizards for agent and task creation to utilize the new prompt configuration, ensuring a more compact and streamlined interaction.
- Introduced new plan step lifecycle events (`PlanStepStartedEvent`, `PlanStepCompletedEvent`) to better track the execution status of plan steps.
- Refactored the step executor to emit these events during the execution of tasks, improving observability and debugging capabilities.
- Added tests to verify the correct behavior of new prompt handling and event emissions during crew project execution.

* fix: refine json-first crew interactions

* fix: prioritize common json crew tools

* fix: make json crew more tools expandable

* fix: show json crew tools by category

* feat(memory): update default embedder to OpenAI text-embedding-3-large and enhance memory compatibility

- Changed the default embedding model for Memory to OpenAI text-embedding-3-large, which uses 3072-dimensional vectors.
- Added warnings regarding compatibility issues with existing local memory stores created with 1536-dimensional embeddings.
- Updated documentation to reflect the new default embedder and its configuration options.
- Enhanced the CLI and codebase to support the new embedding model across various components, ensuring a seamless transition for users.

* fix: address PR review feedback for JSON-first crews

Review blockers:
- Forward trained_agents_file to JSON crews: crewai run -f now exports
  CREWAI_TRAINED_AGENTS_FILE for the in-process JSON crew path
- Wizard agent picker: Esc/cancel now reprompts instead of silently
  assigning the first agent
- JSON tool resolution hard-fails: unknown tool names, missing custom
  tool files, and invalid custom tool modules raise JSONProjectError
  with actionable messages instead of warn-and-continue
- Embedding dimension mismatch: LanceDB and Qdrant Edge storages raise
  EmbeddingDimensionMismatchError with reset/pin guidance instead of
  silently zero-filling vectors or returning empty search results
- Custom tool code execution documented in loader docstring and the
  scaffolded project README

CI fixes:
- ruff format across lib/
- All 133 PR-introduced mypy errors fixed (llm.py lazy-litellm and
  cli.py lazy command shims now use TYPE_CHECKING imports; textual
  is_mounted misuse fixed; pick_many overloads; misc annotations)

Bot review comments:
- Empty except blocks now have explanatory comments or debug logging
- Removed unused _C_BG/_C_PANEL/_C_BORDER globals and redundant
  import re; tests use a single import style for create_json_crew

Tests: trained-agents propagation, wizard cancel, tool resolution
failures, and dimension mismatch guidance.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: address second round of PR review comments

Cursor Bugbot:
- Wizard agent slugs: strip to [a-z0-9_] and fall back to agent_<n> so
  symbol-only roles can't produce an empty agents/.jsonc filename
- Wizard task names: dedupe against prior task names and fall back to
  task_<n> for symbol-only descriptions

CodeRabbit:
- Agent.message(): import Task explicitly at runtime instead of relying
  on the namespace injection done by crewai/__init__
- Async executor: move the native-tools-unsupported fallback from
  _ainvoke_loop_react (self-recursion) to _ainvoke_loop_native_tools,
  mirroring the sync implementation
- StepExecutor downgrade: keep the in-step conversation and append the
  text-tooling instructions instead of rebuilding messages, so completed
  native tool calls are not re-executed
- crewai-files: extension-based MIME lookup now runs before byte
  sniffing so csv/xml types are not degraded to text/plain
- Memory storages: validate every record in a save() batch against a
  consistent embedding dimension (LanceDB previously checked only the
  first record); added mixed-batch tests
- _print_post_tui_summary now typed against CrewRunApp
- Docs: Azure OpenAI default embedder change called out in the memory
  migration warning and provider table

Code quality bots:
- Removed unused _C_YELLOW/_C_CYAN (crew_run_tui) and _GREEN (tui_picker)

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* feat(cli): accordion tool picker in JSON crew wizard

The flat tool list had grown to ~90 rows. The picker now shows:
- Common tools always visible at the top
- Every other category as a single expandable row with tool and
  selection counts (e.g. "Search & Research  (27 tools, 2 selected)")
- Expanding a category collapses the previously expanded one
- Selections persist across expand/collapse via new preselected
  support in pick_many; cursor follows the toggled category row

tui_picker gains preselected + initial_cursor options on pick_many,
and Esc in multi-select now confirms the current selection instead of
discarding it (required so collapsing can't silently drop choices).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* refactor(cli): remove --daemon flag from crewai run

The flag only affected JSON crew projects — classic and flow projects
ignored it entirely, which made the behavior inconsistent. Removed the
option, the daemon code path (_run_json_crew_daemon), and its helper
(_load_json_crew_with_inputs).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* test: update run command tests after --daemon removal

lib/crewai/tests/cli/test_run_crew.py still asserted the old
run_crew(trained_agents_file=..., daemon=False) call signature.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(cli): exit codes, mid-run quit, async statuses, hyphen placeholders

Addresses the latest Bugbot review round:

- Failed JSON crew runs now exit non-zero (SystemExit(1)) so scripts
  and CI don't treat failures as success, mirroring the classic path
- Quitting the TUI mid-run now ends the process (os._exit(130));
  kickoff runs in a thread worker that cannot be force-cancelled, so
  letting the CLI return would leave LLM/tool work burning tokens in
  the background
- Sidebar task statuses are now async-safe: completion/failure events
  resolve the task's own row via identity instead of assuming the most
  recently started task, and starting a task no longer blanket-marks
  earlier active rows as done
- The runtime-input prompt regex now accepts hyphenated placeholder
  names ({my-topic}), matching kickoff's interpolation pattern

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix: validation safety, custom tool sandboxing, TUI log integrity, memory error surfacing

- Deploy validation no longer executes project code: validation mode
  checks tool declarations structurally (well-formed entries, custom
  tool file exists) without importing or instantiating anything.
  custom:<name> resolution only happens on the actual run path.
- custom:<name> is constrained to [A-Za-z_][A-Za-z0-9_]* and the
  resolved path must stay inside the project's tools/ directory, so
  custom:../foo or absolute-path names cannot execute code outside it.
  Tool paths resolve relative to the crew project root, not cwd.
- TUI task logs are built from per-task state captured at task start
  (idx, description, agent, start time); an out-of-order completion
  takes its output from the event and no longer steals or resets the
  current task's streamed steps/output.
- EmbeddingDimensionMismatchError now inherits ValueError instead of
  RuntimeError so background saves surface it through
  MemorySaveFailedEvent instead of silently dropping the save; the
  shutdown catch in _background_encode_batch is narrowed to the
  "cannot schedule new futures" case.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(cli): declared project type wins over crew.json presence

A flow project that also contains a crew.json(c) file now runs and
validates as the flow it declares in pyproject.toml instead of being
hijacked by the JSON crew path. Both crewai run (_has_json_crew) and
deploy validation (_is_json_crew) check tool.crewai.type; a missing or
unreadable pyproject still means a bare JSON crew project.

Also documents why StepObservationFailedEvent intentionally marks the
plan step "done": the event signals an observer failure, not a step
failure, and the executor continues past it.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

* fix(cli): type the declared_type locals so mypy stays clean

Comparing an Any-typed .get() chain returns Any, which tripped
no-any-return on the previous commit.

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Fable 5 <noreply@anthropic.com>
2026-06-14 04:19:48 -03:00
Greyson LaLonde
93e786d263 refactor: extract CLI into standalone crewai-cli package 2026-05-06 20:46:46 +08:00