Fix env var detection UX in workato init #26

hovu96 · 2025-10-29T11:51:12Z

Summary

Fixes the UX issue where workato init silently used WORKATO_API_TOKEN and WORKATO_HOST environment variables without informing the user, causing confusion about which credentials were being used.

Changes

Interactive Mode:

Environment variables are now detected before the profile selection menu
Clear messages show what was detected
User is explicitly asked: "Use environment variables for authentication?"
If yes: User only selects profile name (credentials from env vars)
If no: Normal profile selection with credential prompts

Non-Interactive Mode:

Automatically uses env vars as fallback when CLI flags aren't provided
CLI flags always take precedence over env vars

Technical Details

Moved env var detection from _create_new_profile() to _setup_profile()
Added _select_profile_name_for_env_vars() for profile name selection
Added _create_profile_with_env_vars() for creating profiles with env var credentials
Simplified _create_new_profile() by removing env var detection logic
Updated non-interactive mode validation in init.py

Testing

✅ All 905 tests passing
✅ Basic manual testing completed
⚠️ Needs thorough manual testing - see DEVP-422 for test scenarios

Related Issues

Fixes DEVP-436
Related to DEVP-422

🤖 Generated with Claude Code

Refactored environment variable detection to happen before profile selection, providing clear user feedback and explicit confirmation before using env vars. Changes: - Move env var detection from _create_new_profile() to _setup_profile() - Detect WORKATO_API_TOKEN and WORKATO_HOST before showing profile menu - Ask user "Use environment variables for authentication?" with clear messaging - Add _select_profile_name_for_env_vars() to select profile name without credentials - Add _create_profile_with_env_vars() to create profile using env var credentials - Simplify _create_new_profile() by removing env var detection logic - Update non-interactive mode in init.py to use env vars automatically - Remove 5 obsolete tests that tested old env var behavior This fixes the confusing UX where selecting an existing profile would silently use environment variable credentials without informing the user. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

github-actions · 2025-10-29T11:51:36Z

Coverage Report

File	Stmts	Miss	Cover	Missing
__init__.py	68	4	94%	10–11, 69–70
cli
__init__.py	52	3	94%	49, 51, 60
containers.py	27	0	100%
cli/commands
__init__.py	0	0	100%
api_clients.py	291	9	96%	27, 302, 448–449, 483, 493, 584, 615, 623
api_collections.py	257	3	98%	28, 183, 347
assets.py	47	2	95%	55–56
connections.py	526	5	99%	591, 593, 599, 637, 988
data_tables.py	165	5	96%	31, 253, 267, 321–322
guide.py	166	1	99%	106
init.py	107	0	100%
profiles.py	203	0	100%
properties.py	97	1	98%	21
pull.py	172	2	98%	193–194
workspace.py	39	2	94%	61, 71
cli/commands/connectors
__init__.py	0	0	100%
command.py	90	2	97%	110, 159
connector_manager.py	203	4	98%	176, 292, 300–301
cli/commands/projects
__init__.py	0	0	100%
command.py	272	10	96%	359–362, 373, 439–441, 491, 495
project_manager.py	166	7	95%	48, 66, 263–264, 276, 317, 325
cli/commands/push
__init__.py	0	0	100%
command.py	133	4	96%	109, 112, 230, 308
cli/commands/recipes
__init__.py	0	0	100%
command.py	427	9	97%	117, 133–134, 272–275, 403, 709
validator.py	706	20	97%	174, 883, 1136, 1223, 1246, 1279, 1281–1282, 1359–1361, 1457–1458, 1517–1518, 1707–1708, 1736–1738
cli/utils
__init__.py	3	0	100%
exception_handler.py	304	25	91%	134–135, 140–141, 143–144, 170–171, 177, 220, 267, 294, 321, 378, 413, 472, 474–475, 480–481, 483–487
gitignore.py	14	0	100%
ignore_patterns.py	23	0	100%
spinner.py	43	0	100%
version_checker.py	135	6	95%	24, 26, 33–34, 72, 102
cli/utils/config
__init__.py	5	0	100%
manager.py	548	37	93%	126, 137, 148–150, 153, 156, 168, 218–219, 365, 383–384, 388, 391–395, 412–413, 434–435, 446–447, 460, 500, 581–582, 621, 835, 978–979, 993–994, 1055, 1114
models.py	33	0	100%
profiles.py	309	10	96%	93, 189–190, 193, 228–230, 255–257
workspace.py	68	0	100%
TOTAL	5699	171	97%

Copilot

Pull Request Overview

This PR adds support for automatically detecting and using WORKATO_API_TOKEN and WORKATO_HOST environment variables during CLI initialization, allowing non-interactive mode to work without explicit CLI flags when these environment variables are set.

Key changes:

Environment variables are checked and used as fallback values when CLI flags are not provided
Region detection is enhanced to automatically determine region from WORKATO_HOST URL
Interactive mode prompts users to confirm usage of detected environment variables

Reviewed Changes

Copilot reviewed 3 out of 3 changed files in this pull request and generated 2 comments.

File	Description
src/workato_platform_cli/cli/commands/init.py	Added environment variable detection in non-interactive mode and updated error messages to reference env vars
src/workato_platform_cli/cli/utils/config/manager.py	Implemented env var detection, region matching from URLs, and new profile creation flow for env vars
tests/unit/config/test_manager.py	Added test coverage for non-interactive mode with environment variables and region detection

Comments suppressed due to low confidence (1)

src/workato_platform_cli/cli/utils/config/manager.py:146

This statement is unreachable.

                api_url = region_info.url

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src/workato_platform_cli/cli/utils/config/manager.py

tests/unit/config/test_manager.py

Co-authored-by: Copilot <175728472+Copilot@users.noreply.github.com>

src/workato_platform_cli/cli/commands/init.py

src/workato_platform_cli/cli/utils/config/manager.py

Remove unreachable dead code that checked api_url after it was already used, and add explicit warning when overwriting existing profiles with environment variable credentials to prevent accidental data loss. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

Update non-interactive mode validation to accept either --region or --api-url (along with --api-token). The region detection logic already handles extracting region from api_url, so the validation should reflect this capability. This prevents confusing error messages when users provide --api-url without --region, since the code can auto-detect region from the URL. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

Fix duplicate self parameter in test_setup_profile_existing_create_new_success that was accidentally introduced during refactoring. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

…s-in-init

oalami

Looks good, did a bunch of manual testing and it working smoothly. @cmworkato please take a pass as well

cmworkato · 2025-11-03T19:31:11Z

I'm still seeing issues.

Test 1: When ENV Vars are set in the current shell, workato workspace fails. Running workato init prompts to enter URL and Token. Unsetting ENV Vars has no effect. As far as I can tell, Workato-CLI is ignoring ENV Vars entirely and relying solely on the Key Chain. Is that what we want? My concern is we do not have the ability to perform full testing of Keychain across OSes (Windows/Linux).

Steps to reproduce:

Rotate your API token in Workato
/bin/rm -r ~/.workato
Delete Keychain:workato-platform-cli
Remove ENV vars from ~/.zshrc
export WORKATO_API_HOST and WORKATO_API_TOKEN in the current shell
workato workspace
workato init

Output:

✗ env | grep WORKATO
WORKATO_API_HOST=https://app.preview.workato.com
WORKATO_API_TOKEN=wrkaus-eyJ0eXAiOiJKV--REDACTED--

(workato-platform-cli) ➜ workato-platform-cli git:(bugfix/detect-env-vars-in-init) ✗ workato workspace
❌ ValueError
Could not resolve API credentials. Please check your profile configuration or run 'workato init' to set up authentication.

cmworkato · 2025-11-03T20:14:59Z

`workato init` works to create a new credential in the keychain, then other commands run as expected.

…

On Mon, Nov 3, 2025 at 12:10 PM Robert Fujara ***@***.***> wrote: *hovu96* left a comment (workato-devs/workato-platform-cli#26) <#26 (comment)> So are you saying that workato init works for you? (Sounds like you found another issue around workato workspace and maybe other commands) — Reply to this email directly, view it on GitHub <#26 (comment)>, or unsubscribe <https://github.com/notifications/unsubscribe-auth/BTZPYIOHBFJ4I5D7XKKNHC3326ZBRAVCNFSM6AAAAACKRL22USVHI2DSMVQWIX3LMV43OSLTON2WKQ3PNVWWK3TUHMZTIOBSGM3TGOJQGE> . You are receiving this because you were mentioned.Message ID: ***@***.***>

…s-in-init

This is a pure refactoring with no functional changes to user-facing behavior. Changes: - Replaced ~70 lines of duplicated region selection code in both _create_profile_with_env_vars() and _create_new_profile() methods - Both methods now call the existing ProfileManager.select_region_interactive() helper method instead of duplicating the logic - Updated test mocks to use the helper method instead of mocking inline code Benefits: - Eliminates code duplication (DRY principle) - Adds missing URL security validation (HTTP only allowed for localhost) - Adds URL normalization (strips path components) - Improves maintainability - changes only needed in one place - Net reduction of 54 lines of code Testing: - All 921 tests pass - Updated 2 existing tests to mock the helper method - Manual testing confirms all flows work correctly: * workato init with both WORKATO_API_TOKEN and WORKATO_HOST * workato init with only WORKATO_API_TOKEN (no host) * workato init with no environment variables 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

…e setup Add 6 new test cases to verify environment variable detection behavior during profile initialization: - Both WORKATO_API_TOKEN and WORKATO_HOST detected - User declining to use detected env vars - Partial env vars requiring additional input - Existing profile overwrite confirmation flow - Cancellation when user declines overwrite These tests ensure robust handling of environment variables during the init process and verify proper user confirmation flows. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

Enhanced the user experience when only partial environment variables are detected (e.g., only WORKATO_API_TOKEN without WORKATO_HOST): - Explicitly show what's missing with clear messages - Context-aware confirmation prompts based on detected variables - Simplified verbose messaging to avoid redundancy - Removed duplicate prompt headers Users now get clear expectations about what additional input is needed without unnecessary repetition or verbose explanations. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

Enhanced transparency in non-interactive mode when environment variables are used as fallback for CLI flags: - Regular mode: Shows clear messages when WORKATO_API_TOKEN and/or WORKATO_HOST are used from environment - JSON mode: Maintains valid JSON output without text messages - CLI flags take precedence: No messages shown when explicit flags provided - Interactive mode: Completely unchanged (zero impact) Added comprehensive test coverage: - test_init_non_interactive_with_env_vars_regular_mode - test_init_non_interactive_with_env_vars_json_mode - test_init_non_interactive_cli_flags_take_precedence - test_init_non_interactive_partial_env_vars_json All 931 tests pass. Linters and type checks pass. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>

hovu96 · 2025-11-04T12:54:03Z

I tested various scenarios with/without the environment variables WORKATO_HOST and WORKATO_API_TOKEN and based on my tests, everything works as expected. Today, I improved the UX messaging when environment variables are detected (making it clearer what's found/missing) and increased test coverage for these scenarios, but no functional changes around credential resolution.

Questions for @cmworkato:

Exact env var names: Are you setting WORKATO_HOST or WORKATO_API_HOST? (The CLI requires WORKATO_HOST, not WORKATO_API_HOST)
Reproduction steps: Can you provide the exact sequence of commands that fail? Your comments are inconsistent:
- First you mention workato init failing with env vars
- Then you say it "works" but other commands fail
- Then you say "other commands run as expected"
Error message: What is the exact error message you're seeing when using the env vars above?

Copilot

Pull Request Overview

Copilot reviewed 4 out of 4 changed files in this pull request and generated 2 comments.

Comments suppressed due to low confidence (2)

tests/unit/config/test_manager.py:1

Removed line appears to be a dictionary key for prompt responses. Verify that the custom URL prompt is no longer needed in this test case or if its removal is intentional. The test still expects custom region handling but may no longer properly mock the URL prompt.

"""Tests for ConfigManager."""

tests/unit/config/test_manager.py:1

Removed code was mocking inquirer.prompt for region selection. With the new implementation using select_region_interactive (lines 2005-2012), this removal appears correct. However, verify that the test still properly validates custom region behavior.

"""Tests for ConfigManager."""

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src/workato_platform_cli/cli/utils/config/manager.py

src/workato_platform_cli/cli/commands/init.py

hovu96 marked this pull request as draft October 29, 2025 11:52

hovu96 requested review from cmworkato and oalami October 29, 2025 11:56

oalami requested a review from Copilot October 30, 2025 21:34

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oalami requested changes Oct 30, 2025

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hovu96 and others added 4 commits October 31, 2025 10:52

Merge remote-tracking branch 'origin/main' into bugfix/detect-env-var…

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…s-in-init

hovu96 marked this pull request as ready for review October 31, 2025 11:18

hovu96 requested a review from oalami October 31, 2025 11:18

Merge branch 'main' into bugfix/detect-env-vars-in-init

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hovu96 and others added 2 commits November 4, 2025 09:57

Merge remote-tracking branch 'origin/main' into bugfix/detect-env-var…

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…s-in-init

hovu96 dismissed oalami’s stale review via 47f6625 November 4, 2025 09:53

hovu96 and others added 3 commits November 4, 2025 11:35

Merge branch 'main' into bugfix/detect-env-vars-in-init

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oalami merged commit 09ca338 into main Nov 4, 2025
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oalami deleted the bugfix/detect-env-vars-in-init branch November 4, 2025 23:58

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Fix env var detection UX in workato init #26

Fix env var detection UX in workato init #26

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Fix env var detection UX in workato init #26

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hovu96 commented Oct 29, 2025

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