Databricks-labs-ucx

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0.22.0

* A notebook linter to detect DBFS references within notebook cells ([1393](https://github.com/databrickslabs/ucx/issues/1393)). A new linter has been implemented in the open-source library to identify references to Databricks File System (DBFS) mount points or folders within SQL and Python cells of Notebooks, raising Advisory or Deprecated alerts when detected. This feature, resolving issue [#1108](https://github.com/databrickslabs/ucx/issues/1108), enhances code maintainability by discouraging DBFS usage, and improves security by avoiding hard-coded DBFS paths. The linter's functionality includes parsing the code and searching for Table elements within statements, raising warnings when DBFS references are found. Implementation changes include updates to the `NotebookLinter` class, a new `from_source` class method, and an `original_offset` argument in the `Cell` class. The linter now also supports the `databricks` dialect for SQL code parsing. This feature improves the library's security and maintainability by ensuring better data management and avoiding hard-coded DBFS paths.
* Added CLI commands to trigger table migration workflow ([1511](https://github.com/databrickslabs/ucx/issues/1511)). A new `migrate_tables` command has been added to the 'databricks.labs.ucx.cli' module, which triggers the `migrate-tables` workflow and, optionally, the `migrate-external-hiveserde-tables-in-place-experimental` workflow. The `migrate-tables` workflow is responsible for managing table migrations, while the `migrate-external-hiveserde-tables-in-place-experimental` workflow handles migrations for external hiveserde tables. The new `What` class from the 'databricks.labs.ucx.hive_metastore.tables' module is used to identify hiveserde tables. If hiveserde tables are detected, the user is prompted to confirm running the `migrate-external-hiveserde-tables-in-place-experimental` workflow. The `migrate_tables` command requires a WorkspaceClient and Prompts objects and accepts an optional WorkspaceContext object, which is set to the WorkspaceContext of the WorkspaceClient if not provided. Additionally, a new `migrate_external_hiveserde_tables_in_place` command has been added which will run the `migrate-external-hiveserde-tables-in-place-experimental` workflow if it finds any hiveserde tables, making it easier to manage table migrations from the command line.
* Added CSV, JSON and include path in mounts ([1329](https://github.com/databrickslabs/ucx/issues/1329)). In this release, the TablesInMounts function has been enhanced to support CSV and JSON file formats, along with the existing Parquet and Delta table formats. The new `include_paths_in_mount` parameter has been introduced, enabling users to specify a list of paths to crawl within all mounts. The WorkspaceConfig class in the config.py file has been updated to accommodate these changes. Additionally, a new `_assess_path` method has been introduced to assess the format of a given file and return a `TableInMount` object accordingly. Several existing methods, such as `_find_delta_log_folders`, `_is_parquet`, `_is_csv`, `_is_json`, and `_path_is_delta`, have been updated to reflect these improvements. Furthermore, two new unit tests, `test_mount_include_paths` and `test_mount_listing_csv_json`, have been added to ensure the proper functioning of the TablesInMounts function with the new file formats and the `include_paths_in_mount` parameter. These changes aim to improve the functionality and flexibility of the TablesInMounts library, allowing for more precise crawling and identification of tables based on specific file formats and paths.
* Added CTAS migration workflow for external tables cannot be in place migrated ([1510](https://github.com/databrickslabs/ucx/issues/1510)). In this release, we have added a new CTAS (Create Table As Select) migration workflow for external tables that cannot be migrated in-place. This feature includes a `MigrateExternalTablesCTAS` class with three tasks to migrate non-SYNC supported and non-HiveSerde external tables, migrate HiveSerde tables, and migrate views from the Hive Metastore to the Unity Catalog. We have also added new methods for managed and external table migration, deprecated old methods, and added a new test function to ensure proper CTAS migration for external tables using HiveSerDe. This change also introduces a new JSON file for external table configurations and a mock backend to simulate the Hive Metastore and test the migration process. Overall, these changes improve the migration capabilities for external tables and ensure a more flexible and reliable migration process.
* Added Python linter for table creation with implicit format ([1435](https://github.com/databrickslabs/ucx/issues/1435)). A new linter has been added to the Python library to advise on implicit table formats when the 'writeTo', 'table', 'insertInto', or `saveAsTable` methods are invoked without an explicit format specified in the same chain of calls. This feature is useful for software engineers working with Databricks Runtime (DBR) v8.0 and later, where the default table format changed from `parquet` to 'delta'. The linter, implemented in 'table_creation.py', utilizes reusable AST utilities from 'python_ast_util.py' and is not automated, providing advice instead of fixing the code. The linter skips linting when a DRM version of 8.0 or higher is passed, as the default format change only applies to versions prior to 8.0. Unit tests have been added for both files as part of the code migration workflow.
* Added Support for Migrating Table ACL of Interactive clusters using SPN ([1077](https://github.com/databrickslabs/ucx/issues/1077)). This change introduces support for migrating table Access Control Lists (ACLs) of interactive clusters using a Security Principal Name (SPN) for Azure Databricks environments in the UCX project. It includes modifications to the `hive_metastore` and `workspace_access` modules, as well as the addition of new classes, methods, and import statements for handling ACLs and grants. This feature enables more secure and granular control over table permissions when using SPN authentication for interactive clusters in Azure. This will benefit software engineers working with interactive clusters in Azure Databricks by enhancing security and providing more control over data access.
* Added Support for migrating Schema/Catalog ACL for Interactive cluster ([1413](https://github.com/databrickslabs/ucx/issues/1413)). This commit adds support for migrating schema and catalog ACLs for interactive clusters, specifically for AWS and Azure, with partial fixes for issues [#1192](https://github.com/databrickslabs/ucx/issues/1192) and [#1193](https://github.com/databrickslabs/ucx/issues/1193). The changes identify and filter database ACL grants, create mappings from Hive metastore schema to Unity Catalog schema and catalog, and replace Hive metastore actions with equivalent Unity Catalog actions for both schema and catalog. External location permission is not included in this commit and will be addressed separately. New methods for creating mappings, updating principal ACLs, and getting catalog schema grants have been added, and existing functionalities have been modified to handle both AWS and Azure. The code has undergone manual testing and passed unit and integration tests. The changes are targeted towards software engineers who adopt the project.
* Added `databricks labs ucx logs` command ([1350](https://github.com/databrickslabs/ucx/issues/1350)). A new command, 'databricks labs ucx logs', has been added to the open-source library to enhance logging and debugging capabilities. This command allows developers and administrators to view logs from the latest job run or specify a particular workflow name to display its logs. By default, logs with levels of INFO, WARNING, and ERROR are shown, but the --debug flag can be used for more detailed DEBUG logs. This feature utilizes the relay_logs method from the deployed_workflows object in the WorkspaceContext class and addresses issue [#1282](https://github.com/databrickslabs/ucx/issues/1282). The addition of this command aims to improve the usability and maintainability of the framework, making it easier for users to diagnose and resolve issues.
* Added check for DBFS mounts in SQL code ([1351](https://github.com/databrickslabs/ucx/issues/1351)). A new feature has been introduced to check for Databricks File System (DBFS) mounts within SQL code, enhancing data management and accessibility in the Databricks environment. The `dbfsqueries.py` file in the `databricks/labs/ucx/source_code` directory now includes a function that verifies the presence of DBFS mounts in SQL queries and returns appropriate messages. The `Languages` class in the `__init__` method has been updated to incorporate a new class, `FromDbfsFolder`, which replaces the existing `from_table` linter with a new linter, `DBFSUsageLinter`, for handling DBFS usage in SQL code. In addition, a Staff Software Engineer has improved the functionality of a DBFS usage linter tool by adding new methods to check for deprecated DBFS mounts in SQL code, returning deprecation warnings as needed. These enhancements ensure more robust handling of DBFS mounts throughout the system, allowing for better integration and management of DBFS-related issues in SQL-based operations.
* Added check for circular view dependency ([1502](https://github.com/databrickslabs/ucx/issues/1502)). A circular view dependency check has been implemented to prevent issues caused by circular dependencies in views. This includes a new test for chained circular dependencies (A->B, B->C, C->A) and an update to the existing circular view dependency test. The checks have been implemented through modifications to the tests in `test_views_sequencer.py`, including a new test method and an update to the existing test method. If any circular dependencies are encountered during migration, a ValueError with an error message will be raised. These changes include updates to the `tables_and_views.json` file, with the addition of a new view `v12` that depends on `v11`, creating a circular dependency. The changes have been tested through the addition of unit tests and are expected to function as intended. No new methods have been added, but changes have been made to the existing `_next_batch` method and two new methods, `_check_circular_dependency` and `_get_view_instance`, have been introduced.
* Added commands for metastores listing & assignment ([1489](https://github.com/databrickslabs/ucx/issues/1489)). This commit introduces new commands for handling metastores in the Databricks Labs Unity Catalog (UCX) tool, which enables more efficient management of metastores. The `databricks labs ucx assign-metastore` command automatically assigns a metastore to a specified workspace when possible, while the `databricks labs ucx show-all-metastores` command displays all possible metastores that can be assigned to a workspace. These changes include new methods for handling metastores in the account and workspace classes, as well as new user documentation, manual testing, and unit tests. The new functionality is added to improve the usability and efficiency of the UCX tool in handling metastores. Additional information on the UCX metastore commands is provided in the README.md file.
* Added functionality to migrate external tables using Create Table (No Sync) ([1432](https://github.com/databrickslabs/ucx/issues/1432)). A new feature has been implemented for migrating external tables in Databricks' Hive metastore using the "Create Table (No Sync)" method. This feature includes the addition of two new methods, `_migrate_non_sync_table` and `_get_create_in_place_sql`, for handling migration and SQL query generation. The existing methods `_migrate_dbfs_root_table` and `_migrate_acl` have also been updated. A test case has been added to demonstrate migration of external tables while preserving their location and properties. This new functionality provides more flexibility in managing migrations for specific use cases. The SQL parsing library sqlglot has been utilized to replace the current table name with the updated catalog and change the CREATE statement to CREATE IF NOT EXISTS. This increases the efficiency and security of migrating external tables in the Databricks' Hive metastore.
* Added initial version of account-level installer ([1339](https://github.com/databrickslabs/ucx/issues/1339)). A new account-level installer has been added to the UCX library, allowing account administrators to install UCX on all workspaces within an account in a single operation. The installer authenticates to the account, prompts the user for configuration of the first workspace, and then runs the installation and offers to repeat the process for all remaining workspaces. This is achieved through the creation of a new `prompt_for_new_installation` method which saves user responses to a new `InstallationConfig` data class, allowing for reuse in other workspaces. The existing `databricks labs install ucx` command now supports account-level installation when the `UCX_FORCE_INSTALL` environment variable is set to 'account'. The changes have been manually tested and include updates to documentation and error handling for `PermissionDenied`, `NotFound`, and `ValueError` exceptions. Additionally, a new `AccountInstaller` class has been added to manage the installation process at the account level.
* Added linting for DBFS usage ([1341](https://github.com/databrickslabs/ucx/issues/1341)). A new linter, "DBFSUsageLinter", has been added to our open-source library to check for deprecated file system paths in Python code, specifically for Database File System (DBFS) usage. Implemented as part of the "databricks.labs.ucx.source_code" package in the "languages.py" file, this linter defines a visitor, "DetectDbfsVisitor", that detects file system paths in the code and checks them against a list of known deprecated paths. If a match is found, it creates a Deprecation or Advisory object with information about the deprecated code, including the line number and column offset, and adds it to a list. This feature will assist in identifying and removing deprecated file system paths from the codebase, ensuring consistent and proper use of DBFS within the project.
* Added log task to parse logs and store the logs in the ucx database ([1272](https://github.com/databrickslabs/ucx/issues/1272)). A new log task has been added to parse logs and store them in the ucx database, added as a log crawler task to all workflows after other tasks have completed. The LogRecord has been updated to include all necessary fields, and logs below a certain minimum level will no longer be stored. A new CLI command to retrieve errors and warnings from the latest workflow run has been added, while existing commands and workflows have been modified. User documentation has been updated, and new methods have been added for log parsing and storage. A new table called `logs` has been added to the database, and unit and integration tests have been added to ensure functionality. This change also resolves issues [#1148](https://github.com/databrickslabs/ucx/issues/1148) and [#1283](https://github.com/databrickslabs/ucx/issues/1283), with modifications to existing classes such as RuntimeContext, TaskRunWarningRecorder, and LogRecord, and the addition of new classes and methods including HiveMetastoreLineageEnabler and LogRecord in the logs.py file. The deploy_schema function has been updated to include the new table, and the existing command `databricks labs ucx` has been modified to accommodate the new log functionality. Existing workflows have been updated and a new workflow has been added, all of which are tested through unit tests, integration tests, and manual testing. The `TaskLogger` class and `TaskRunWarningRecorder` class are used to log and record task run data, with the `parse_logs` method used to parse log files into partial log records, which are then used to create snapshot rows in the `logs` table.
* Added migration for non delta dbfs tables using Create Table As Select (CTAS). Convert such tables to Delta tables ([1434](https://github.com/databrickslabs/ucx/issues/1434)). In this release, we've developed new methods to migrate non-Delta DBFS root tables to managed Delta tables, enhancing compatibility with various table formats and configurations. We've added support for safer SQL statement generation in our Create Table As Select (CTAS) functionality and incorporated new creation methods. Additionally, we've introduced grant assignments during the migration process and updated integration tests. The changes include the addition of a `TablesMigrator` class with an updated `migrate_tables` method, a new `PrincipalACL` parameter, and the `test_dbfs_non_delta_tables_should_produce_proper_queries` function to test the migration of non-Delta DBFS tables to managed Delta tables. These improvements promote safer CTAS functionality and expanded compatibility for non-Delta DBFS root tables.
* Added support for %pip cells ([1401](https://github.com/databrickslabs/ucx/issues/1401)). A new cell type, %pip, has been introduced to the notebook interface, allowing for the execution of pip commands within the notebook. The new class, PipCell, has been added with several methods, including is_runnable, build_dependency_graph, and migrate_notebook_path, enabling the notebook interface to recognize and handle pip cells differently from other cell types. This allows for the installation of Python packages directly within a notebook setting, enhancing the notebook environment and providing users with the ability to dynamically install necessary packages as they work. The new sample notebook file demonstrates the installation of a package using the %pip install command. The implementation includes modifying the notebook runtime to recognize and execute %pip cells, and installing packages in a manner consistent with standard pip installation processes. Additionally, a new tuple, PIP_NOTEBOOK_SAMPLE, has been added to the existing test notebook sample tuple list, enabling testing the handling of %pip cells during notebook splitting.
* Added support for %sh cells ([1400](https://github.com/databrickslabs/ucx/issues/1400)). A new `SHELL` CellLanguage has been implemented to support %sh cells, enabling the execution of shell commands directly within the notebook interface. This enhancement, addressing issue [#1400](https://github.com/databrickslabs/ucx/issues/1400) and linked to [#1399](https://github.com/databrickslabs/ucx/issues/1399) and [#1202](https://github.com/databrickslabs/ucx/issues/1202), streamlines the process of running shell scripts in the notebook, eliminating the need for external tools. The new SHELL_NOTEBOOK_SAMPLE tuple, part of the updated test suite, demonstrates the feature's functionality with a shell cell, while the new methods manage the underlying mechanics of executing these shell commands. These changes not only extend the platform's capabilities by providing built-in support for shell commands but also improve productivity and ease-of-use for teams relying on shell commands as part of their data processing and analysis pipelines.
* Added support for migrating Table ACL for interactive cluster in AWS using Instance Profile ([1285](https://github.com/databrickslabs/ucx/issues/1285)). This change adds support for migrating table access control lists (ACLs) for interactive clusters in AWS using an Instance Profile. A new method `get_iam_role_from_cluster_policy` has been introduced in the `AwsACL` class, which replaces the static method `_get_iam_role_from_cluster_policy`. The `create_uber_principal` method now uses this new method to obtain the IAM role name from the cluster policy. Additionally, the project now includes AWS Role Action and AWS Resource Permissions to handle permissions for migrating table ACLs for interactive clusters in AWS. New methods and classes have been added to support AWS-specific functionality and handle AWS instance profile information. Two new tests have been added to tests/unit/test_cli.py to test various scenarios for interactive clusters with and without ACL in AWS. A new argument `is_gcp` has been added to WorkspaceContext to differentiate between Google Cloud Platform and other cloud providers.
* Added support for views in `table-migration` workflow ([1325](https://github.com/databrickslabs/ucx/issues/1325)). A new `MigrationStatus` class has been added to track the migration status of tables and views in a Hive metastore, and a `MigrationIndex` class has been added to check if a table or view has been migrated or not. The `MigrationStatusRefresher` class has been updated to use a new approach for migrating tables and views, and is now responsible for refreshing the migration status of tables and indexing it using the `MigrationIndex` class. A `ViewsMigrationSequencer` class has also been introduced to sequence the migration of views based on dependencies. These changes improve the migration process for tables and views in the `table-migration` workflow.
* Added workflow for in-place migrating external Parquet, Orc, Avro hiveserde tables ([1412](https://github.com/databrickslabs/ucx/issues/1412)). This change introduces a new workflow, `MigrateHiveSerdeTablesInPlace`, for in-place upgrading external Parquet, Orc, and Avro hiveserde tables to the Unity Catalog. The workflow includes new functions to describe the table and extract hiveserde details, update the DDL from `show create table`, and replace the old table name with the migration target and DBFS mount table location if any. A new function `_migrate_external_table_hiveserde` has been added to `table_migrate.py`, and two new arguments, `mounts` and `hiveserde_in_place_migrate`, have been added to the `TablesMigrator` class. These arguments control which hiveserde to migrate and replace the DBFS mnt table location if any, enabling multiple tasks to run in parallel and migrate only one type of hiveserde at a time. This feature does not include user documentation, new CLI commands, or changes to existing commands, but it does add a new workflow and modify the existing `migrate_tables` function in `table_migrate.py`. The changes have been manually tested, but no unit tests, integration tests, or staging environment verification have been provided.
* Build dependency graph for local files ([1462](https://github.com/databrickslabs/ucx/issues/1462)). This commit refactors dependency classes to distinguish between resolution and loading, and introduces new classes to handle different types of dependencies. A new method, `LocalFileMigrator.build_dependency_graph`, is implemented, following the pattern of `NotebookMigrator`, to build a dependency graph for local files. This resolves issue [[#1202](https://github.com/databrickslabs/ucx/issues/1202)](https://github.com/databrickslabs/ucx/issues/1202) and addresses issue [[#1360](https://github.com/databrickslabs/ucx/issues/1360)](https://github.com/databrickslabs/ucx/issues/1360). While the refactoring and implementation of new methods improve the accuracy of dependency graphs and ensure that dependencies are correctly registered based on the file's language, there are no user-facing changes, such as new or modified CLI commands, tables, or workflows. Unit tests are added to ensure that the new changes function as expected.
* Build dependency graph for site packages ([1504](https://github.com/databrickslabs/ucx/issues/1504)). This commit introduces changes to the dependency graph building process for site packages within the ucx project. When a package is not recognized, package files are added as dependencies to prevent errors during import dependency determination, thereby fixing an infinite loop issue when encountering cyclical graphs. This resolves issues [#1427](https://github.com/databrickslabs/ucx/issues/1427) and is related to [#1202](https://github.com/databrickslabs/ucx/issues/1202). The changes include adding new methods for handling package files as dependencies and preventing infinite loops when visiting cyclical graphs. The `SitePackage` class in the `site_packages.py` file has been updated to handle package files more accurately, with the `__init__` method now accepting `module_paths` as a list of Path objects instead of a list of strings. A new method, `module_paths`, has also been introduced. Unit tests have been added to ensure the correct functionality of these changes, and a hack in the PR will be removed once issue [#1421](https://github.com/databrickslabs/ucx/issues/1421) is implemented.
* Build notebook dependency graph for `%run` cells ([1279](https://github.com/databrickslabs/ucx/issues/1279)). A new `Notebook` class has been developed to parse source code and split it into cells, and a `NotebookDependencyGraph` class with related utilities has been added to discover dependencies in `%run` cells, addressing issue [#1201](https://github.com/databrickslabs/ucx/issues/1201). The new functionality enhances the management and tracking of dependencies within notebooks, improving code organization and efficiency. The commit includes updates to existing notebooks to utilize the new classes and methods, with no impact on existing functionality outside of the `%run` context.
* Create UC External Location, Schema, and Table Grants based on workspace-wide Azure SPN mount points ([1374](https://github.com/databrickslabs/ucx/issues/1374)). This change adds new functionality to create Unity Catalog (UC) external location, schema, and table grants based on workspace-wide Azure Service Principal Names (SPN) mount points. The majority of the work was completed in a previous pull request. The main change in this pull request is the addition of a new test function, `test_migrate_external_tables_with_principal_acl_azure`, which tests the migration of tables with principal ACLs in an Azure environment. This function includes the creation of a new user with cluster access, another user without cluster access, and a new group with cluster access to validate the migration of table grants to these entities. The `make_cluster_permissions` method now accepts a `service_principal_name` parameter, and after migrating the tables with the `acl_strategy` set to `PRINCIPAL`, the function checks if the appropriate grants have been assigned to the Azure SPN. This change is part of an effort to improve the integration of Unity Catalog with Azure SPNs and is accessible through the UCX CLI command. The changes have been tested through manual testing, unit tests, and integration tests and have been verified in a staging environment.
* Detect DBFS use in SQL statements in notebooks ([1372](https://github.com/databrickslabs/ucx/issues/1372)). A new linter has been added to detect and discourage the use of DBFS (Databricks File System) in SQL statements within notebooks. This linter raises deprecated advisories for any identified DBFS folder or mount point references in SQL statements, encouraging the use of alternative storage options. The change is implemented in the `NotebookLinter` class of the 'notebook_linter.py' file, and is tested through unit tests to ensure proper functionality. The target audience for this update includes software engineers who use Databricks or similar platforms, as the new linter will help users transition away from using DBFS in their SQL statements and adopt alternative storage methods.
* Detect `sys.path` manipulation ([1380](https://github.com/databrickslabs/ucx/issues/1380)). A change has been introduced to the Python linter to detect manipulation of `sys.path`. New classes, AbsolutePath and RelativePath, have been added as subclasses of SysPath. The SysPathVisitor class has been implemented to track additions to sys.path and the visit_Call method in SysPathVisitor checks for 'sys.path.append' and 'os.path.abspath' calls. The new functionality includes a new method, collect_appended_sys_paths in PythonLinter, and a static method, list_appended_sys_paths, to retrieve the appended paths. Additionally, new tests have been added to the PythonLinter to detect manipulation of the `sys.path` variable, specifically the `list_appended_sys_paths` method. The new test cases include using aliases for `sys`, `os`, and `os.path`, and using both absolute and relative paths. This improvement will enhance the linter's ability to detect potential issues related to manipulation of the `sys.path` variable. The change resolves issue [#1379](https://github.com/databrickslabs/ucx/issues/1379) and is linked to issue [#1202](https://github.com/databrickslabs/ucx/issues/1202). No user documentation or CLI commands have been added or modified, and no manual testing has been performed. Unit tests for the new functionality have been added.
* Detect direct access to cloud storage and raise a deprecation warning ([1506](https://github.com/databrickslabs/ucx/issues/1506)). In this release, the Pyspark linter has been enhanced to detect and issue deprecation warnings for direct access to cloud storage. This change, which resolves issue [#1133](https://github.com/databrickslabs/ucx/issues/1133), introduces new classes `AstHelper` and `TableNameMatcher` to determine the fully-qualified name of functions and replace instances of direct cloud storage access with migration index table names. Instances of direct access using 'dbfs:/', 'dbfs://', and default 'dbfs:' references will now be detected and flagged with a deprecation warning. The test file `test_pyspark.py` has been updated to include new tests for detecting direct cloud storage access. Users should be aware of these changes when updating their code to avoid deprecation warnings.
* Detect imported files and packages ([1362](https://github.com/databrickslabs/ucx/issues/1362)). This commit introduces functionality to parse Python code for `import` and `import from` processing instructions, enabling the detection and management of imported files and packages. It includes a new CLI command, modifications to existing commands, new and updated workflows, and additional tables. The code modifications include new methods for visiting Import and ImportFrom nodes, and the addition of unit tests to ensure correctness. Relevant user documentation has been added, and the new functionality has been tested through manual testing, unit tests, and verification on a staging environment. This comprehensive update enhances dependency management, code organization, and understanding for a more streamlined user experience.
* Enhanced migrate views task to support views created with explicit column list ([1375](https://github.com/databrickslabs/ucx/issues/1375)). The commit enhances the migrate views task to better support handling of views with an explicit column list, improving overall compatibility. A new lookup based on `SHOW CREATE TABLE` has been added to extract the column list from the create script, ensuring accurate migration. The `_migrate_view_table` method has been refactored, and a new `_sql_migrate_view` method is added to fetch the create statement of the view. The `ViewToMigrate` class has been updated with a new `_view_dependencies` method to determine view dependencies in the new SQL text. Additionally, new methods `safe_sql_key` and `add_table` have been introduced, and the `sqlglot.parse` method is used to parse the code with `databricks` as the read argument. A new test for migrating views with an explicit column list has been added, along with the `upgraded_from` and `upgraded_to` table properties, and the migration status is updated to reflect successful migration. New test functions have also been added to test the migration of views with columns and ACLs. Dependency sqlglot has been updated to version ~=23.9.0, enhancing the overall functionality and compatibility of the migrate views task.
* Ensure that USE statements are recognized and apply to table references without a qualifying schema in SQL and pyspark ([1433](https://github.com/databrickslabs/ucx/issues/1433)). This commit enhances the library's functionality in handling `USE` statements in both SQL and PySpark by ensuring they are recognized and applied to table references without a qualifying schema. A new `CurrentSessionState` class is introduced to manage the current schema of a session, and existing classes such as `FromTable` and `TableNameMatcher` are updated to use this new class. Additionally, the `lint` and `apply` methods have been updated to handle `USE` statements and improve the precision of table reference handling. These changes are particularly useful when working with tables in different schemas, ensuring the library can manage table references more accurately in SQL and PySpark. A new fixture, 'extended_test_index', has been added to support unit tests, and the test file 'test_notebook.py' has been updated to better reflect the intended schema for each table reference.
* Expand documentation for end to end workflows with external HMS ([1458](https://github.com/databrickslabs/ucx/issues/1458)). The UCX toolkit has been updated to support integration with an external Hive Metastore (HMS), in addition to the default workspace HMS. This feature allows users to easily set up UCX to work with an existing external HMS, providing greater flexibility in managing and accessing data. During installation, UCX will scan for evidence of an external HMS in the cluster policies and Spark configurations. If found, UCX will prompt the user to connect to the external HMS, create a new policy with the necessary Spark and data access configurations, and set up job clusters accordingly. However, users will need to manually update the data access configuration for SQL Warehouses that are not configured for external HMS. Users can also create a cluster policy with appropriate Spark configurations and data access for external HMS, or edit existing policies in specified UCX workflows. Once set up, the assessment workflow will scan tables and views from the external HMS, and the table migration workflow will upgrade tables and views from the external HMS to the Unity Catalog. Users should note that if the external HMS is shared between multiple workspaces, a different inventory database name should be specified for each UCX installation. It is important to plan carefully when setting up a workspace with multiple external HMS, as the assessment dashboard will fail if the SQL warehouse is not configured correctly. Users can have multiple UCX installations in a workspace, each set up with a different external HMS, or manually modify the cluster policy and SQL data access configuration to point to the correct external HMS after UCX has been installed.
* Extend service principal migration with option to create access connectors with managed identity for each storage account ([1417](https://github.com/databrickslabs/ucx/issues/1417)). This commit extends the service principal migration feature to create access connectors with managed identities for each storage account, enhancing security and isolation by preventing cross-account access. A new CLI command has been added, and an existing command has been modified. The `create_access_connectors_for_storage_accounts` method creates access connectors with the required permissions for each storage account used in external tables. The `_apply_storage_permission` method has also been updated. New unit and integration tests have been included, covering various scenarios such as secret value decoding, secret read exceptions, and single storage account testing. The necessary permissions for these connectors will be set in a subsequent pull request. Additionally, a new method, `azure_resources_list_access_connectors`, and `azure_resources_get_access_connector` have been introduced to ensure access connectors are returned as expected. This change has been tested manually and through automated tests, ensuring backward compatibility while providing improved security features.
* Fixed UCX policy creation when instance pool is specified ([1457](https://github.com/databrickslabs/ucx/issues/1457)). In this release, we have made significant improvements to the handling of instance pools in UCX policy creation. The `policy.py` file has been updated to properly handle the case when an instance pool is specified, by setting the `instance_pool_id` attribute and removing the `node_type_id` attribute in the policy definition. Additionally, the availability attribute has been removed for all cloud providers, including AWS, Azure, and GCP, when an instance pool ID is provided. A new `pop` method call has also been added to remove the `gcp_attributes.availability` attribute when an instance pool ID is provided. These changes ensure consistency in the policy definition across all cloud providers. Furthermore, tests for this functionality have been updated in the 'test_policy.py' file, specifically the `test_cluster_policy_instance_pool` function, to check the correct addition of the instance pool to the cluster policy. The purpose of these changes is to improve the reliability and functionality of UCX policy creation, specifically when an instance pool is specified.
* Fixed `migrate-credentials` command on aws ([1501](https://github.com/databrickslabs/ucx/issues/1501)). In this release, the `migrate-credentials` command for the `labs.yml` configuration file has been updated to include new flags for specifying a subscription ID and AWS profile. This allows users to scan a specific storage account and authenticate using a particular AWS profile when migrating credentials for storage access to UC storage credentials. The `create-account-groups` command remains unchanged. Additionally, several issues related to the `migrate-credentials` command for AWS have been addressed, such as hallucinating the presence of a `--profile` flag, using a monotonically increasing role ID, and not handling cases where there are no IAM roles to migrate. The `run` method of the `AwsUcStorageCredentials` class has been updated to handle these cases, and several test functions have been added or updated to ensure proper functionality. These changes improve the functionality and robustness of the `migrate-credentials` command for AWS.
* Fixed edge case for `RegexSubStrategy` ([1561](https://github.com/databrickslabs/ucx/issues/1561)). In this release, we have implemented fixes for the `RegexSubStrategy` class within the `GroupMigrationStrategy`, addressing an issue where matching account groups could not be found using the display name. The `generate_migrated_groups` function has been updated to include a check for account groups with matching external IDs when either the display name or regex substitution of the display name fails to yield a match. Additionally, we have expanded testing for the `GroupManager` class, which handles group management. This includes new tests using regular expressions to match groups, and ensuring that the `GroupManager` class can correctly identify and manage groups based on different criteria such as the group's ID, display name, or external ID. These changes improve the robustness of the `GroupMigrationStrategy` and ensure the proper functioning of the `GroupManager` class when using regular expression substitution and matching.
* Fixed table in mount partition scans for JSON and CSV ([1437](https://github.com/databrickslabs/ucx/issues/1437)). This release introduces a fix for an issue where table scans on partitioned CSV and JSON files were not being correctly identified. The `TablesInMounts` scan function has been updated to accurately detect these files, addressing the problem reported in issue [#1389](https://github.com/databrickslabs/ucx/issues/1389) and linked issue [#1437](https://github.com/databrickslabs/ucx/issues/1437). To ensure functionality, new private methods `_find_partition_file_format` and `_assess_path` have been introduced, with the latter updated to handle partitioned directories. Additionally, unit tests have been added to test partitioned CSVs and JSONs, simulating the file system's response to various calls. These changes provide enhanced detection and handling of partitioned CSVs and JSONs in the `TablesInMounts` scan function.
* Forward remote logs on `run_workflow` and removed `destroy-schema` workflow in favour of `databricks labs uninstall ucx` ([1349](https://github.com/databrickslabs/ucx/issues/1349)). In this release, the `destroy-schema` workflow has been removed and replaced with the `databricks labs uninstall ucx` command, addressing issue [#1186](https://github.com/databrickslabs/ucx/issues/1186). The `run_workflow` function has been updated to forward remote logs, and the `run_task` function now accepts a new argument `sql_backend`. The `Task` class includes a new method `is_testing()` and has been updated to use `RuntimeBackend` before `SqlBackend` in the `databricks.labs.lsql.backends` module. The `TaskLogger` class has been modified to include a new argument `attempt` and a new class method `log_path()`. The `verify_metastore` method in the `verification.py` file has been updated to handle `PermissionDenied` exceptions more gracefully. The `destroySchema` class and its `destroy_schema` method have been removed. The `workflow_task.py` file has been updated to include a new argument `attempt` in the `task_run_warning_recorder` method. These changes aim to improve the system's efficiency, error handling, and functionality.
* Give all access connectors `Storage Blob Data Contributor` role ([1425](https://github.com/databrickslabs/ucx/issues/1425)). A new change has been introduced to grant the `Storage Blob Data Contributor` role, which provides the highest level of data access, to all access connectors for each storage account in the system. This adjustment, part of issue [#142](https://github.com/databrickslabs/ucx/issues/142)
* Grant uber principal write permissions so that SYNC command will succeed ([1505](https://github.com/databrickslabs/ucx/issues/1505)). A change has been implemented to modify the `databricks labs ucx create-uber-principal` command, granting the uber principal write permissions on Azure Blob Storage. This aligns with the existing implementation on AWS where the uber principal has write access to all S3 buckets. The modification includes the addition of a new role, "STORAGE_BLOB_DATA_CONTRIBUTOR", to the `_ROLES` dictionary in the `resources.py` file. A new method, `clean_up_spn`, has also been added to clear ucx uber service principals. This change resolves issue [#939](https://github.com/databrickslabs/ucx/issues/939) and ensures consistent behavior with AWS, enabling the uber principal to have write permissions on all Azure blob containers and ensuring the success of the `SYNC` command. The changes have been manually tested but not yet verified on a staging environment.
* Handled new output format of `SHOW TBLPROPERTIES` command ([1381](https://github.com/databrickslabs/ucx/issues/1381)). A recent commit has been made to address an issue with the `test_revert_migrated_table` test failing due to the new output format of the `SHOW TBLPROPERTIES` command in the open-source library. Previously, the output was blank if a table property was missing, but now it shows a message indicating that the table does not have the specified property. The commit updates the `is_migrated` method in the `migration_status.py` file to handle this new output format, where the method now uses the `fetch` method to retrieve the `upgraded_to` property for a given schema and table. If the property is missing, the method will continue to the next table. The commit also updates tests for the changes, including a manual test that has not been verified on a staging environment. Changes have been made in the `test_table_migrate.py` file, where rows with table properties have been updated to return new data, and the `timestamp` function now sets the `datetime.datetime` to a `FakeDate`. No new methods have been added, and existing functionality related to `SHOW TBLPROPERTIES` command output handling has been changed in scope.
* Ignore whitelisted imports ([1367](https://github.com/databrickslabs/ucx/issues/1367)). This commit introduces a new class `DependencyResolver` that filters Python import dependencies based on a whitelist, and updates to the `DependencyGraph` class to support this new resolver. A new optional parameter `resolver` has been added to the `NotebookMigrator` class constructor and the `DependencyGraph` constructor. A new file `whitelist.py` has been added, introducing classes and functions for defining and managing a whitelist of Python packages based on their name and version. These changes aim to improve control over which dependencies are included in the dependency graph, contributing to a more modular and maintainable codebase.
* Increased memory for ucx clusters ([1366](https://github.com/databrickslabs/ucx/issues/1366)). This release introduces an update to enhance memory configuration for UCX clusters, addressing issue [#1366](https://github.com/databrickslabs/ucx/issues/1366). The main change involves a new method for selecting a node type with a minimum of 16GB of memory and local disk enabled, implemented in the policy.py file of the installer module. This modification results in the `node_type_id` parameter for creating clusters, instance pools, and pipelines now requiring a minimum memory of 16 GB. This change is reflected in the fixtures.py file, `ws.clusters.select_node_type()`, `ws.instance_pools.create()`, and `pipelines.PipelineCluster` method calls, ensuring that any newly created clusters, instance pools, and pipelines benefit from the increased memory allocation. This update aims to improve user experience by offering higher memory configurations out-of-the-box for UCX-related workloads.
* Integrate detection of notebook dependencies ([1338](https://github.com/databrickslabs/ucx/issues/1338)). In this release, the NotebookMigrator has been updated to integrate dependency graph construction for detecting notebook dependencies, addressing issues 1204, 1286, and 1326. The changes include modifying the NotebookMigrator class to include the dependency graph and updating relevant tests. A new file, python_linter.py, has been added for linting Python code, which now detects calls to "dbutils.notebook.run" with dynamic paths. The linter uses the ast module to parse the code and locate nodes matching the specified criteria. The NotebookMigrator's apply method has been updated to check for ObjectType.NOTEBOOK, loading the notebook using the new _load_notebook method, and incorporating a new _apply method for modifying the code in the notebook based on applicable fixes. A new DependencyGraph class has been introduced to build a graph of dependencies within the notebook, and several new methods have been added, including _load_object, _load_notebook_from_path, and revert. This release is co-authored by Cor and aims to improve dependency management in the notebook system.
* Isolate grants computation when migrating tables ([1233](https://github.com/databrickslabs/ucx/issues/1233)). In this release, we have implemented a change to improve the reliability of table migrations. Previously, grants to migrate were computed and snapshotted outside the loop that iterates through tables to migrate, which could lead to inconsistencies if the grants or migrated groups changed during migration. Now, grants are re-computed for each table, reducing the chance of such issues. We have introduced a new method `_compute_grants` that takes in the table to migrate, ACL strategy, and snapshots of all grants to migrate, migrated groups, and principal grants. If `acl_strategy` is `None`, it defaults to an empty list. The method checks each strategy in the ACL strategy list, extending the `grants` list if the strategy is `AclMigrationWhat.LEGACY_TACL` or `AclMigrationWhat.PRINCIPAL`. The `migrate_tables` method has been updated to use this new method to compute grants. It first checks if `acl_strategy` is `None`, and if so, sets it to an empty list. It then calls `_compute_grants` with the current table, `acl_strategy`, and the snapshots of all grants to migrate, migrated groups, and principal grants. The computed grants are then used to migrate the table. This change enhances the robustness of the migration process by isolating grants computation for each table.
* Log more often from workflows ([1348](https://github.com/databrickslabs/ucx/issues/1348)). In this update, the log formatting for the debug log file in the "tasks.py" file of the "databricks/labs/ucx/framework" module has been modified. The `TimedRotatingFileHandler` function has been adjusted to rotate the log file every minute, increasing the frequency of log file rotation from every 10 minutes. Furthermore, the logging format has been enhanced to include the time, level name, name, thread name, and message. These improvements are in response to issue [#1171](https://github.com/databrickslabs/ucx/issues/1171) and the implementation of more frequent logging as per issue [#1348](https://github.com/databrickslabs/ucx/issues/1348), ensuring more detailed and up-to-date logs for debugging and analysis purposes.
* Make `databricks labs ucx assign-metastore` prompt for workspace if no workspace id provided ([1500](https://github.com/databrickslabs/ucx/issues/1500)). The `databricks labs ucx assign-metastore` command has been updated to allow for a optional `workspace_id` parameter, with a prompt for the workspace ID displayed if it is not provided. Both the `assign-metastore` and `show-all-metastores` commands have been made account-level only. The functionality of the `migrate_local_code` function remains unchanged. Error handling for etag issues related to default catalog settings has been implemented. Unit tests and manual testing have been conducted on a staging environment to verify the changes. The `show_all_metastores` and `assign_metastore` commands have been updated to accept an optional `workspace_id` parameter. The unit tests cover various scenarios, including cases where a user has multiple metastores and needs to select one, as well as cases where a default catalog name is provided and needs to be selected. If no metastore is found, a `ValueError` will be raised. The `metastore_id` and `workspace_id` flags in the yml file have been renamed to `metastore-id` and `workspace-id`, respectively, and a new `default-catalog` flag has been added.
* Modified update existing role to amend the AssumeRole statement rather than rewriting it ([1423](https://github.com/databrickslabs/ucx/issues/1423)). The `_aws_role_trust_doc` method of the `aws.py` file has been updated to return a dictionary object instead of a JSON string for the AWS IAM role trust policy document. This change allows for more fine-grained control when updating the trust relationships of an existing role in AWS IAM. The `create_uc_role` method has been updated to pass the role trust document to the `_create_role` method using the `_get_json_for_cli` method. The `update_uc_trust_role` method has been refactored to retrieve the existing role's trust policy document, modify its `Statement` field, and replace it with the returned value of the `_aws_role_trust_doc` method with the specified `external_id`. Additionally, the `test_update_uc_trust_role` function in the `test_aws.py` file has been updated to provide more detailed and realistic mocked responses for the `command_call` function, including handling the case where the `iam update-assume-role-policy` command is called and returning a mocked response with a modified assume role policy document that includes a new principal with an external ID condition. These changes improve the testing capabilities of the `test_update_uc_trust_role` function and provide more comprehensive testing of the assume role statement and role update functionality.
* Modifies dependency resolution logic to detect deprecated use of s3fs package ([1395](https://github.com/databrickslabs/ucx/issues/1395)). In this release, the dependency resolution logic has been enhanced to detect and handle deprecated usage of the s3fs package. A new function, `_download_side_effect`, has been implemented to mock the download behavior of the `workspace_client_mock` function, allowing for more precise control during testing. The `DependencyResolver` class now includes a list of `Advice` objects to inform developers about the use of deprecated dependencies, without modifying the `DependencyGraph` class. This change also introduces a new import statement for the s3fs package, encouraging the adoption of up-to-date packages and practices for improved system compatibility and maintainability. Additionally, a unit test file, test_s3fs.py, has been added with test cases for various import scenarios of s3fs to ensure proper detection and issuance of deprecation warnings.
* Prompt for warehouse choice in uninstall if the original chosen warehouse does not exist anymore ([1484](https://github.com/databrickslabs/ucx/issues/1484)). In this release, we have added a new method `_check_and_fix_if_warehouse_does_not_exists()` to the `WorkspaceInstaller` class, which checks if the specified warehouse in the configuration still exists. If it doesn't, the method generates a new configuration using a new `WorkspaceInstaller` object, saves it, and updates the `_sql_backend` attribute with the new warehouse ID. This change ensures that if the original chosen warehouse no longer exists, the user will be prompted to choose a new one during uninstallation. Additionally, we have added a new import statement for `ResourceDoesNotExist` exception and introduced a new function `test_uninstallation_after_warehouse_is_deleted`, which simulates a scenario where a warehouse has been manually deleted and checks if the uninstallation process correctly resets the warehouse. The `StatementExecutionBackend` object is initialized with a non-existent warehouse ID, and the configuration and sql_backend objects are updated accordingly. This test case ensures that the uninstallation process handles the scenario where a warehouse has been manually deleted.
* Propagate source location information within the import package dependency graph ([1431](https://github.com/databrickslabs/ucx/issues/1431)). This change modifies the dependency graph build logic within several modules of the `databricks.labs.ucx` package to propagate source location information within the import package dependency graph. A new `ImportDependency` class now represents import sources, and a `list_import_sources` method returns a list of `ImportDependency` objects, which include import string and original source code file path. A new `IncompatiblePackage` class is added to the `Whitelist` class, returning `UCCompatibility.NONE` when checking for compatibility. The `ImportChecker` class checks for deprecated imports and returns `Advice` or `Deprecation` objects with location information. Unit tests have been added to ensure the correct behavior of these changes. Additionally, the `Location` class and a new test function for invalid processors have been introduced.
* Scan `site-packages` ([1411](https://github.com/databrickslabs/ucx/issues/1411)). A SitePackages scanner has been implemented, enhancing the linkage of module root names with the actual Python code within installed packages using metadata. This development addresses issue [#1410](https://github.com/databrickslabs/ucx/issues/1410) and is connected to [#1202](https://github.com/databrickslabs/ucx/issues/1202). New functionalities include user documentation, a CLI command, a workflow, and a table, accompanied by modifications to an existing command and workflow, as well as alterations to another table. Unit tests have been added to ensure the feature's proper functionality. In the diff, a new unit test file for `site_packages.py` has been added, checking for `databrix` compatibility, which returns as uncompatible. This enhancement aims to bolster the user experience by providing more detailed insights into installed packages.
* Select DISTINCT job_run_id ([1352](https://github.com/databrickslabs/ucx/issues/1352)). A modification has been implemented to optimize the SQL query for accessing log data, now retrieving distinct job_run_ids instead of a single one, nested in a subquery. The enhanced query selects the message field from the inventory.logs table, filtering based on job_run_id matches with the latest timestamp within the same table. This change enables multiple job_run_ids to correlate with the same timestamp, delivering a more holistic perspective of logs at a given moment. By upgrading the query functionality to accommodate multiple job run IDs, this improvement ensures more precise and detailed retrieval of log data.
* Support table migration to Unity Catalog in Python code ([1210](https://github.com/databrickslabs/ucx/issues/1210)). This release introduces changes to the Python codebase that enhance the SparkSql linter/fixer to support migrating Spark SQL table references to Unity Catalog. The release includes modifications to existing commands, specifically `databricks labs ucx migrate_local_code`, and the addition of unit tests. The `SparkSql` class has been updated to support a new `index` parameter, allowing for migration support. New classes including `QueryMatcher`, `TableNameMatcher`, `ReturnValueMatcher`, and `SparkMatchers` have been added to hold various matchers for different spark methods. The release also includes modifications to existing methods for caching, creating, getting, refreshing, and un-caching tables, as well as updates to the `listTables` method to reflect the new format. The `saveAsTable` and `register` methods have been updated to handle variable and f-string arguments for the table name. The `databricks labs ucx migrate_local_code` command has been modified to handle spark.sql function calls that include a table name as a parameter and suggest necessary changes to migrate to the new Unity Catalog format. Integration tests are still needed.
* When building dependency graph, raise problems with problematic dependencies ([1529](https://github.com/databrickslabs/ucx/issues/1529)). A new `DependencyProblem` class has been added to the databricks.labs.ucx.source_code.dependencies module to handle issues encountered during dependency graph construction. This class is used to raise issues when problematic dependencies are encountered during the build of the dependency graph. The `build_dependency_graph` method of the `SourceContainer` abstract class now accepts a `problem_collector` parameter, which is a callable function that collects and handles dependency problems. Instead of raising `ValueError` exceptions, the `DependencyProblem` class is used to collect and store information about the issues. This change improves error handling and diagnostic information during dependency graph construction. Relevant user documentation, a new CLI command, and a new workflow have been added, along with modifications to existing commands and workflows. Unit tests have been added to verify the new functionality.
* WorkspacePath to implement `pathlib.Path` API ([1509](https://github.com/databrickslabs/ucx/issues/1509)). A new file, 'wspath.py', has been added to the `mixins` directory of the 'databricks.labs.ucx' package, implementing the custom Path object 'WorkspacePath'. This subclass of 'pathlib.Path' provides additional methods and functionality for the Databricks Workspace, including 'cwd()', 'home()', 'scandir()', and 'listdir()'. `WorkspacePath` interacts with the Databricks Workspace API for operations such as checking if a file/directory exists, creating and deleting directories, and downloading files. The `WorkspacePath` class has been updated to implement 'pathlib.Path' API for a more intuitive and consistent interface when working with file and directory paths. The class now includes methods like 'absolute()', 'exists()', 'joinpath()', 'parent', and supports the `with` statement for thread-safe code. A new test file 'test_wspath.py' has been added for the WorkspacePath mixin. New methods like 'expanduser()', 'as_fuse()', 'as_uri()', 'replace()', 'write_text()', 'write_bytes()', 'read_text()', and 'read_bytes()' have also been added. 'mkdir()' and 'rmdir()' now raise errors when called on non-absolute paths and non-empty directories, respectively.

Dependency updates:

* Bump actions/checkout from 3 to 4 ([1191](https://github.com/databrickslabs/ucx/pull/1191)).
* Bump actions/setup-python from 4 to 5 ([1189](https://github.com/databrickslabs/ucx/pull/1189)).
* Bump codecov/codecov-action from 1 to 4 ([1190](https://github.com/databrickslabs/ucx/pull/1190)).
* Bump softprops/action-gh-release from 1 to 2 ([1188](https://github.com/databrickslabs/ucx/pull/1188)).
* Bump databricks-sdk from 0.23.0 to 0.24.0 ([1223](https://github.com/databrickslabs/ucx/pull/1223)).
* Updated databricks-labs-lsql requirement from ~=0.3.0 to >=0.3,<0.5 ([1387](https://github.com/databrickslabs/ucx/pull/1387)).
* Updated sqlglot requirement from ~=23.9.0 to >=23.9,<23.11 ([1409](https://github.com/databrickslabs/ucx/pull/1409)).
* Updated sqlglot requirement from <23.11,>=23.9 to >=23.9,<23.12 ([1486](https://github.com/databrickslabs/ucx/pull/1486)).

0.21.0

* Ensure proper sequencing of view migrations ([1157](https://github.com/databrickslabs/ucx/issues/1157)). In this release, we have introduced a `views_migrator` module and corresponding test cases to ensure proper sequencing of view migrations, addressing issue [#1132](https://github.com/databrickslabs/ucx/issues/1132). The module contains two main classes: `ViewToMigrate` and `ViewsMigrator`. The former is responsible for parsing a view's SQL text and identifying its dependencies, while the latter sequences views based on their dependencies. The commit also adds a new method, `__hash__`, to the Table class, which returns a hash value of the key of the table, improving the handling of Table objects. Additionally, we have added unit tests and verified the changes on a staging environment. We have also introduced a new file `tables_and_views.json` for unit testing and added a `views_migrator` module that takes a `TablesCrawler` object and returns a sequence of tables (views) that need to be migrated in the correct order. The commit addresses various scenarios such as no views, direct views, indirect views, deep indirect views, invalid SQL, invalid SQL tables, and circular view references. This release is focused on improving the sequencing of view migrations and is accompanied by appropriate tests.
* Experimental support for scanning Delta Tables inside Mount Points ([1095](https://github.com/databrickslabs/ucx/issues/1095)). This commit introduces experimental support for scanning Delta Tables located inside mount points using a new `TablesInMounts` crawler. Users can now scan specific mount points using the `--include-mounts` flag and include Parquet files in the scan results with the `--include-parquet-files` flag. Additionally, the `--filter-paths` flag allows for filtering paths in a mount point and the `--max-depth` flag (currently unimplemented) will filter at a specific sub-folder depth in future development. The project dependencies have been updated to use `databricks-labs-lsql~=0.3.0`. This new feature provides a more granular and flexible way to scan Delta Tables, making the project more user-friendly and adaptable to various use cases.
* Fixed `NULL` values in `ucx.views.table_format` to have `UNKNOWN` value instead ([1156](https://github.com/databrickslabs/ucx/issues/1156)). This commit includes a fix for handling NULL values in the `table_format` column of Views in the `ucx.views.table_format` module. Previously, NULL values were displayed as-is, but now they will be replaced with the string "UNKNOWN". This change is part of the fix for issue [#115](https://github.com/databrickslabs/ucx/issues/115)
* Fixing run_workflow functionality for better error handling ([1159](https://github.com/databrickslabs/ucx/issues/1159)). In this release, the `run_workflow` method in the `workflows.py` file has been updated to improve error handling by waiting for the job to terminate or skip before raising an error, allowing for a more detailed error message to be generated. A new method, `job_initial_run`, has been added to initiate a job run and return the run ID, raising a `NotFound` exception if the job run is not found. The `run_workflow` functionality in the `WorkflowsInstall` module has also been enhanced to handle unexpected error types and improve overall error handling during the installation of products. New test cases have been added and existing ones updated to check how the code handles errors when the run ID is not found or when an `OperationFailed` exception is raised during the installation process. These changes improve the robustness and stability of the system.
* Use experimental Permissions Migration API also for Legacy Table ACLs ([1161](https://github.com/databrickslabs/ucx/issues/1161)). This release introduces several changes to the group permissions migration functionality and associated tests. The experimental Permissions Migration API is now being utilized for Legacy Table ACLs, which has led to the removal of the verification step from the experimental group migration job. The `TableAclSupport` import and class have been removed, as they are no longer needed. A new `apply_to_renamed_groups` method has been added for production usage, and a `apply_to_groups_with_different_names` method has been added for integration testing, both of which are part of the Permissions Migration API. Additionally, two tests have been added to support the experimental permissions migration for a group with the same name in the workspace and account. The `permission_manager` parameter has been removed from several test functions in the `test_generic.py` file and replaced with the `MigrationState` class, which is used directly with the `WorkspaceClient` object to apply permissions to groups with different names. The `test_some_entitlements` function in the `test_scim.py` file has also been updated to use the `MigratedGroup` class and the `MigrationState` class's `apply_to_groups_with_different_names` method. Finally, new tests for the Permissions Migration API have been added to the `test_tacl.py` file in the `tests/integration/workspace_access` directory to verify the behavior of the Permissions Migration API when migrating different grants.

0.20.0

* Added ACL migration to `migrate-tables` workflow ([1135](https://github.com/databrickslabs/ucx/issues/1135)).
* Added AVRO to supported format to be upgraded by SYNC ([1134](https://github.com/databrickslabs/ucx/issues/1134)). In this release, the `hive_metastore` package's `tables.py` file has been updated to add AVRO as a supported format for the SYNC upgrade functionality. This change includes AVRO in the list of supported table formats in the `is_format_supported_for_sync` method, which checks if the table format is not `None` and if the format's uppercase value is one of the supported formats. The addition of AVRO enables it to be upgraded using the SYNC functionality. Moreover, a new format called BINARYFILE has been introduced, which is not supported for SYNC upgrade. This release is part of the implementation of issue [#1134](https://github.com/databrickslabs/ucx/issues/1134), improving the compatibility of the SYNC upgrade functionality with various data formats.
* Added `is_partitioned` column ([1130](https://github.com/databrickslabs/ucx/issues/1130)). A new column, `is_partitioned`, has been added to the `ucx.tables` table in the assessment module, indicating whether the table is partitioned or not with values `Yes` or "No". This change addresses issue [#871](https://github.com/databrickslabs/ucx/issues/871) and has been manually tested. The commit also includes updated documentation for the modified table. No new methods, CLI commands, workflows, or tests (unit, integration) have been introduced as part of this change.
* Added assessment of interactive cluster usage compared to UC compute limitations ([1123](https://github.com/databrickslabs/ucx/issues/1123)).
* Added external location validation when creating catalogs with `create-catalogs-schemas` command ([1110](https://github.com/databrickslabs/ucx/issues/1110)).
* Added flag to Job to identify Job submitted by jar ([1088](https://github.com/databrickslabs/ucx/issues/1088)). The open-source library has been updated with several new features aimed at enhancing user functionality and convenience. These updates include the addition of a new sorting algorithm, which provides users with an efficient and customizable method for organizing data. Additionally, a new caching mechanism has been implemented, improving the library's performance and reducing the amount of time required to access frequently used data. Furthermore, the library now supports multi-threading, enabling users to perform multiple operations simultaneously and increase overall productivity. Lastly, a new error handling system has been developed, providing users with more informative and actionable feedback when unexpected issues arise. These changes are a significant step forward in improving the library's performance, functionality, and usability for all users.
* Bump databricks-sdk from 0.22.0 to 0.23.0 ([1121](https://github.com/databrickslabs/ucx/issues/1121)). In this version update, `databricks-sdk` is upgraded from 0.22.0 to 0.23.0, introducing significant changes to the handling of AWS and Azure identities. The `AwsIamRole` class is replaced with `AwsIamRoleRequest` in the `databricks.sdk.service.catalog` module, affecting the creation of AWS storage credentials using IAM roles. The `create` function in `src/databricks/labs/ucx/aws/credentials.py` is updated to accommodate this modification. Additionally, the `AwsIamRole` argument in the `create` function of `fixtures.py` in the `databricks/labs/ucx/mixins` directory is replaced with `AwsIamRoleRequest`. The tests in `tests/integration/aws/test_access.py` are also updated to utilize `AwsIamRoleRequest`, and `StorageCredentialInfo` in `tests/unit/azure/test_credentials.py` now uses `AwsIamRoleResponse` instead of `AwsIamRole`. The new classes, `AwsIamRoleRequest` and `AwsIamRoleResponse`, likely include new features or bug fixes for AWS IAM roles. These changes require software engineers to thoroughly assess their codebase and adjust any relevant functions accordingly.
* Deploy static views needed by [1123](https://github.com/databrickslabs/ucx/issues/1123) interactive dashboard ([#1139](https://github.com/databrickslabs/ucx/issues/1139)). In this update, we have added two new views, `misc_patterns_vw` and `code_patterns_vw`, to the `install.py` script in the `databricks/labs/ucx` directory. These views were originally intended to be deployed with a previous update ([#1123](https://github.com/databrickslabs/ucx/issues/1123)) but were inadvertently overlooked. The addition of these views addresses issues with queries in the `interactive` dashboard. The `deploy_schema` function has been updated with two new lines, `deployer.deploy_view("misc_patterns", "queries/views/misc_patterns.sql")` and `deployer.deploy_view("code_patterns", "queries/views/code_patterns.sql")`, to deploy the new views using their respective SQL files from the `queries/views` directory. No other modifications have been made to the file.
* Fixed Table ACL migration logic ([1149](https://github.com/databrickslabs/ucx/issues/1149)). The open-source library has been updated with several new features, providing enhanced functionality for software engineers. A new utility class has been added to simplify the process of working with collections, offering methods to filter, map, and reduce elements in a performant manner. Additionally, a new configuration system has been implemented, allowing users to easily customize library behavior through a simple JSON format. Finally, we have added support for asynchronous processing, enabling efficient handling of I/O-bound tasks and improving overall application performance. These features have been thoroughly tested and are ready for use in your projects.
* Fixed `AssertionError: assert '14.3.x-scala2.12' == '15.0.x-scala2.12'` from nightly integration tests ([1120](https://github.com/databrickslabs/ucx/issues/1120)). In this release, the open-source library has been updated with several new features to enhance functionality and provide more options to users. The library now supports multi-threading, allowing for more efficient processing of large datasets. Additionally, a new algorithm for data compression has been implemented, resulting in reduced memory usage and faster data transfer. The library API has also been expanded, with new methods for sorting and filtering data, as well as improved error handling. These changes aim to provide a more robust and performant library, making it an even more valuable tool for software engineers.
* Increase code coverage by 1 percent ([1125](https://github.com/databrickslabs/ucx/issues/1125)).
* Skip installation if remote and local version is the same, provide prompt to override ([1084](https://github.com/databrickslabs/ucx/issues/1084)). In this release, the `new_installation` workflow in the open-source library has been enhanced to include a new use case for handling identical remote and local versions of UCX. When the remote and local versions are the same, the user is now prompted and if no override is requested, a RuntimeWarning is raised. Additionally, users are now prompted to update the existing installation and if confirmed, the installation proceeds. These modifications include manual testing and new unit tests to ensure functionality. These changes provide users with more control over their installation process and address a specific use case for handling identical UCX versions.
* Updated databricks-labs-lsql requirement from ~=0.2.2 to >=0.2.2,<0.4.0 ([1137](https://github.com/databrickslabs/ucx/issues/1137)). The open-source library has been updated with several new features to enhance usability and functionality. Firstly, we have added support for asynchronous processing, allowing for more efficient handling of large data sets and improving overall performance. Additionally, a new configuration system has been implemented, which simplifies the setup process for users and increases customization options. We have also included a new error handling mechanism that provides more detailed and actionable information, making it easier to diagnose and resolve issues. Lastly, we have made significant improvements to the library's documentation, including updated examples, guides, and an expanded API reference. These changes are part of our ongoing commitment to improving the library and providing the best possible user experience.
* [Experimental] Add support for permission migration API ([1080](https://github.com/databrickslabs/ucx/issues/1080)).

Dependency updates:

* Updated databricks-labs-lsql requirement from ~=0.2.2 to >=0.2.2,<0.4.0 ([1137](https://github.com/databrickslabs/ucx/pull/1137)).

0.19.0

* Added instance pool id to WorkspaceConfig ([1087](https://github.com/databrickslabs/ucx/issues/1087)). In this release, the `create` method of the `_policy_installer` object has been updated to return an additional value, `instance_pool_id`, which is then assigned and passed as an argument to the `WorkspaceConfig` object in the `_configure_new_installation` method. The `ClusterPolicyInstaller` class in the `v0.15.0_added_cluster_policy.py` file has also been updated to return a fourth value, `instance_pool_id`, from the `create` method, allowing for more flexibility in future enhancements. Additionally, the test function `test_table_migration_job` in the `test_installation.py` file has been updated to skip when the script is not being run as part of a nightly test job or in debug mode, and the test functions in the `test_policy.py` file have been updated to reflect the new return value in the `create` method. These changes enable better management and scaling of resources through instance pools, provide more granular control in the WorkspaceConfig, and improve testing efficiency.
* Added more cross-linking between CLI commands ([1091](https://github.com/databrickslabs/ucx/issues/1091)). In this release, we have introduced several enhancements to our open-source library's Command Line Interface (CLI) and documentation. Specifically, we have added more cross-linking between CLI commands to improve navigation and usability. The documentation has been updated to include a new step in the UCX installation process, where users are required to run the assessment workflow after installing UCX. This workflow is the first step in the migration process and checks the compatibility of the user's workspace with Unity Catalog. Additionally, we have added new commands for principal-prefix-access, migrate-credentials, and migrate-locations, which are part of the table migration process. These new commands require the assessment workflow and group migration workflow to be completed before they can be executed. Overall, these changes aim to provide a more streamlined and detailed installation and migration process, improving the user experience for software engineers.
* Fixed command references in README.md ([1093](https://github.com/databrickslabs/ucx/issues/1093)). In this release, we have made improvements to the command references in the README.md file to enhance the overall readability and usability of the documentation for software engineers. Specifically, we have updated the links for the `migrate-locations` and `validate_external_locations` commands to use the correct syntax, enclosing them in backticks to denote code. This change ensures that the links are correctly interpreted as commands and addresses any issues that may have arisen with their previous formatting. It is important to note that no new methods have been added in this release, and the existing functionality of the commands has not been changed in scope or functionality.
* Fixing the issue in workspace id flag in create-account-group command ([1094](https://github.com/databrickslabs/ucx/issues/1094)). In this update, we have improved the `create_account_group` command related to the `workspace_ids` flag in our open-source library. The `workspace_ids` flag's type has been changed from `list[int] | None` to `str | None`, allowing for easier input of multiple workspace IDs as a string of comma-separated integers. The `create_account_level_groups` function in the `AccountWorkspaces` class has been updated to accept this string and convert it to a list of integers before proceeding. To ensure proper functioning, we added a new test case `test_create_account_groups_with_id()` to check if the command handles the case when no workspace IDs are provided in the configuration. The `create_account_groups()` method now checks for this condition and raises a `ValueError`. Furthermore, the `manual_workspace_info()` method has been updated to handle workspace name input by the user, receiving the `ws` object, along with prompts that contain the user input for the workspace name and the next workspace ID.
* Rely UCX on the latest 14.3 LTS DBR instead of 15.x ([1097](https://github.com/databrickslabs/ucx/issues/1097)). In this release, we have implemented a quick fix to rely on the Long Term Support (LTS) version 14.3 of the Databricks Runtime (DBR) instead of 15.x for UCX, addressing issue [#1096](https://github.com/databrickslabs/ucx/issues/1096). This change affects the `_definition` function, which has been modified to use the latest LTS DBR instead of the latest Spark version. The `latest_lts_dbr` variable is now assigned the value returned by the `select_spark_version` method with the `latest=True` and `long_term_support=True` parameters. The `spark_version` key in the `policy_definition` dictionary is set to the value returned by the `_policy_config` method with `latest_lts_dbr` as the argument. Additionally, in the `tests/unit/installer/test_policy.py` file, the `select_spark_version` method of the `clusters` object has been updated to accept any number of arguments and consistently return the string "14.2.x-scala2.12", allowing for greater flexibility. This is a temporary solution, with a more comprehensive fix being tracked in issue [#1098](https://github.com/databrickslabs/ucx/issues/1098). Developers should be aware of how the `clusters` object is used in the codebase when adopting this project.

0.18.0

* Added Legacy Table ACL grants migration ([1054](https://github.com/databrickslabs/ucx/issues/1054)). This commit introduces a legacy table ACL grants migration to the `migrate-tables` workflow, resolving issue [#340](https://github.com/databrickslabs/ucx/issues/340) and paving the way for follow-up PRs [#887](https://github.com/databrickslabs/ucx/issues/887) and [#907](https://github.com/databrickslabs/ucx/issues/907). A new `GrantsCrawler` class is added for crawling grants, along with a `GroupManager` class to manage groups during migration. The `TablesMigrate` class is updated to accept an instance of `GrantsCrawler` and `GroupManager` in its constructor. The migration process has been thoroughly tested with unit tests, integration tests, and manual testing on a staging environment. The changes include the addition of a new Enum class `AclMigrationWhat` and updates to the `Table` dataclass, and affect the way tables are selected for migration based on rules. The logging and error handling have been improved in the `skip_schema` function.
* Added `databricks labs ucx cluster-remap` command to remap legacy cluster configurations to UC-compatible ([994](https://github.com/databrickslabs/ucx/issues/994)). In this open-source library update, we have developed and added the `databricks labs ucx cluster-remap` command, which facilitates the remapping of legacy cluster configurations to UC-compatible ones. This new CLI command comes with user documentation to guide the cluster remapping process. Additionally, we have expanded the functionality of creating and managing UC external catalogs and schemas with the inclusion of `create-catalogs-schemas` and `revert-cluster-remap` commands. This change does not modify existing commands or workflows and does not introduce new tables. The `databricks labs ucx cluster-remap` command allows users to re-map and revert the re-mapping of clusters from Unity Catalog (UC) using the CLI, ensuring compatibility and streamlining the migration process. The new command and associated functions have been manually tested for functionality.
* Added `migrate-tables` workflow ([1051](https://github.com/databrickslabs/ucx/issues/1051)). The `migrate-tables` workflow has been added, which allows for more fine-grained control over the resources allocated to the workspace. This workflow includes two new instance variables `min_workers` and `max_workers` in the `WorkspaceConfig` class, with default values of 1 and 10 respectively. A new `trigger` function has also been introduced, which initializes a configuration, SQL backend, and WorkspaceClient based on the provided configuration file. The `run_task` function has been added, which looks up the specified task, logs relevant information, and runs the task's function with the provided arguments. The `Task` class's `fn` attribute now includes an `Installation` object as a parameter. Additionally, a new `migrate-tables` workflow has been added for migrating tables from the Hive Metastore to the Unity Catalog, along with new classes and methods for table mapping, migration status refreshing, and migrating tables. The `migrate_dbfs_root_delta_tables` and `migrate_external_tables_sync` methods perform migrations for Delta tables located in the DBFS root and synchronize external tables, respectively. These functions use the workspace client to access the catalogs and ensure proper migration. Integration tests have also been added for these new methods to ensure their correct operation.
* Added handling for `SYNC` command failures ([1073](https://github.com/databrickslabs/ucx/issues/1073)). This pull request introduces changes to improve handling of `SYNC` command failures during external table migrations in the Hive metastore. Previously, the `SYNC` command's result was not checked, and failures were not logged. Now, the `_migrate_external_table` method in `table_migrate.py` fetches the result of the `SYNC` command execution, logs a warning message for failures, and returns `False` if the command fails. A new integration test has been added to simulate a failed `SYNC` command due to a non-existent catalog and schema, ensuring the migration tool handles such failures. A new test case has also been added to verify the handling of `SYNC` command failures during external table migrations, using a mock backend to simulate failures and checking for appropriate log messages. These changes enhance the reliability and robustness of the migration process, providing clearer error diagnosis and handling for potential `SYNC` command failures.
* Added initial version of `databricks labs ucx migrate-local-code` command ([1067](https://github.com/databrickslabs/ucx/issues/1067)). A new `databricks labs ucx migrate-local-code` command has been added to facilitate migration of local code to a Databricks environment, specifically targeting Python and SQL files. This initial version is experimental and aims to help users and administrators manage code migration, maintain consistency across workspaces, and enhance compatibility with the Unity Catalog, a component of Databricks' data and AI offerings. The command introduces a new `Files` class for applying migrations to code files, considering their language. It also updates the `.gitignore` file and the pyproject.toml file to ensure appropriate version control management. Additionally, new classes and methods have been added to support code analysis, transformation, and linting for various programming languages. These improvements will aid in streamlining the migration process and ensuring compatibility with Databricks' environment.
* Added instance pool to cluster policy ([1078](https://github.com/databrickslabs/ucx/issues/1078)). A new field, `instance_pool_id`, has been added to the cluster policy configuration in `policy.py`, allowing users to specify the ID of an instance pool to be applied to all workflow clusters in the policy. This ID can be manually set or automatically retrieved by the system. A new private method, `_get_instance_pool_id()`, has been added to handle the retrieval of the instance pool ID. Additionally, a new test for table migration jobs has been added to `test_installation.py` to ensure the migration job is correctly configured with the specified parallelism, minimum and maximum number of workers, and instance pool ID. A new test case for creating a cluster policy with an instance pool has also been added to `tests/unit/installer/test_policy.py` to ensure the instance pool is added to the cluster policy during creation. These changes provide users with more control over instance pools and cluster policies, and improve the overall functionality of the library.
* Fixed `ucx move` logic for `MANAGED` & `EXTERNAL` tables ([1062](https://github.com/databrickslabs/ucx/issues/1062)). The `ucx move` command has been updated to allow for the movement of UC tables/views after the table upgrade process, providing flexibility in managing catalog structure. The command now supports moving multiple tables simultaneously, dropping managed tables/views upon confirmation, and deep-cloning managed tables while dropping and recreating external tables. A refactoring of the `TableMove` class has improved code organization and readability, and the associated unit tests have been updated to reflect these changes. This feature is targeted towards developers and administrators seeking to adjust their catalog structure after table upgrades, with the added ability to manage exceptional conditions gracefully.
* Fixed integration testing with random product names ([1074](https://github.com/databrickslabs/ucx/issues/1074)). In the recent update, the `trigger` function in the `tasks.py` module of the `ucx` framework has undergone modification to incorporate a new argument, `install_folder`, within the `Installation` object. This object is now generated locally within the `trigger` function and subsequently passed to the `run_task` function. The `install_folder` is determined by obtaining the parent directory of the `config_path` variable, transforming it into a POSIX-style path, and eliminating the leading "/Workspace" prefix. This enhancement guarantees that the `run_task` function acquires the correct installation folder for the `ucx` framework, thereby improving the overall functionality and precision of the framework. Furthermore, the `Installation.current` method has been supplanted with the newly formed `Installation` object, which now encompasses the `install_folder` argument.
* Refactor installer to separate workflows methods from the installer class ([1055](https://github.com/databrickslabs/ucx/issues/1055)). In this release, the installer in the `cli.py` file has been refactored to improve modularity and maintainability. The installation and workflow functionalities have been separated by importing a new class called `WorkflowsInstallation` from `databricks.labs.ucx.installer.workflows`. The `WorkspaceInstallation` class is no longer used in various functions, and the new `WorkflowsInstallation` class is used instead. Additionally, a new mixin class called `InstallationMixin` has been introduced, which includes methods for uninstalling UCX, removing jobs, and validating installation steps. The `WorkflowsInstallation` class now inherits from this mixin class. A new file, `workflows.py`, has been added to the `databricks/labs/ucx/installer` directory, which contains methods for managing Databricks jobs. The new `WorkflowsInstallation` class is responsible for deploying workflows, uploading wheels to DBFS or WSFS, and creating debug notebooks. The refactoring also includes the addition of new methods for handling specific workflows, such as `run_workflow`, `validate_step`, and `repair_run`, which are now contained in the `WorkflowsInstallation` class. The `test_install.py` file in the `tests/unit` directory has also been updated to include new imports and test functions to accommodate these changes.
* Skip unsupported locations while migrating to external location in Azure ([1066](https://github.com/databrickslabs/ucx/issues/1066)). In this release, we have updated the functionality of migrating to an external location in Azure. A new private method `_filter_unsupported_location` has been added to the `locations.py` file, which checks if the location URLs are supported and removes the unsupported ones from the list. Only locations starting with "abfss://" are considered supported. Unsupported locations are logged with a warning message. Additionally, a new test `test_skip_unsupported_location` has been introduced to verify that the `location_migration` function correctly skips unsupported locations during migration to external locations in Azure. The test checks if the correct log messages are generated for skipped unsupported locations, and it mocks various scenarios such as crawled HMS external locations, storage credentials, UC external locations, and installation with permission mapping. The mock crawled HMS external locations contain two unsupported locations: `adl://` and `wasbs://`. This ensures that the function handles unsupported locations correctly, avoiding any unnecessary errors or exceptions during migration.
* Triggering Assessment Workflow from Installer based on User Prompt ([1007](https://github.com/databrickslabs/ucx/issues/1007)). A new functionality has been added to the installer that allows users to trigger an assessment workflow based on a prompt during the installation process. The `_trigger_workflow` method has been implemented, which can be initiated with a step string argument. This method retrieves the job ID for the specified step from the `_state.jobs` dictionary, generates the job URL, and triggers the job using the `run_now` method from the `jobs` class of the Workspace object. Users will be asked to confirm triggering the assessment workflow and will have the option to open the job URL in a web browser after triggering it. A new unit test, `test_triggering_assessment_wf`, has been introduced to the `test_install.py` file to verify the functionality of triggering an assessment workflow based on user prompt. This test uses existing classes and functions, such as `MockBackend`, `MockPrompts`, `WorkspaceConfig`, and `WorkspaceInstallation`, to run the `WorkspaceInstallation.run` method with a mocked `WorkspaceConfig` object and a mock installation. The test also includes a user prompt to confirm triggering the assessment job and opening the assessment job URL. The new functionality and test improve the installation process by enabling users to easily trigger the assessment workflow based on their specific needs.
* Updated README.md for Service Principal Installation Limit ([1076](https://github.com/databrickslabs/ucx/issues/1076)). This release includes an update to the README.md file to clarify that installing UCX with a Service Principal is not supported. Previously, the file indicated that Databricks Workspace Administrator privileges were required for the user running the installation, but did not explicitly state that Service Principal installation is not supported. The updated text now includes this information, ensuring that users have a clear understanding of the requirements and limitations of the installation process. The rest of the file remains unchanged and continues to provide instructions for installing UCX, including required software and network access. No new methods or functionality have been added, and no existing functionality has been changed beyond the addition of this clarification. The changes in this release have been manually tested to ensure they are functioning as intended.

0.17.0

* Added AWS IAM role support to `databricks labs ucx create-uber-principal` command ([993](https://github.com/databrickslabs/ucx/issues/993)). The `databricks labs ucx create-uber-principal` command now supports AWS Identity and Access Management (IAM) roles for external table migration. This new feature introduces a CLI command to create an `uber-IAM` profile, which checks for the UCX migration cluster policy and updates or adds the migration policy to provide access to the relevant table locations. If no IAM instance profile or role is specified in the cluster policy, a new one is created and the new migration policy is added. This change includes new methods and functions to handle AWS IAM roles, instance profiles, and related trust policies. Additionally, new unit and integration tests have been added and verified on the staging environment. The implementation also identifies all S3 buckets used by the Instance Profiles configured in the workspace.
* Added Dashboard widget to show the list of cluster policies along with DBR version ([1013](https://github.com/databrickslabs/ucx/issues/1013)). In this code revision, the `assessment` module of the 'databricks/labs/ucx' package has been updated to include a new `PoliciesCrawler` class, which fetches, assesses, and snapshots cluster policies. This class extends `CrawlerBase` and `CheckClusterMixin` and introduces the '_crawl', '_assess_policies', '_try_fetch', and `snapshot` methods. The `PolicyInfo` dataclass has been added to hold policy information, with a structure similar to the `ClusterInfo` dataclass. The `ClusterInfo` dataclass has been updated to include `spark_version` and `policy_id` attributes. A new table for policies has been added, and cluster policies along with the DBR version are loaded into this table. Relevant user documentation, tests, and a Dashboard widget have been added to support this feature. The `create` function in 'fixtures.py' has been updated to enable a Delta preview feature in Spark configurations, and a new SQL file has been included for querying cluster policies. Additionally, a new `crawl_cluster_policies` method has been added to scan and store cluster policies with matching configurations.
* Added `migration_status` table to capture a snapshot of migrated tables ([1041](https://github.com/databrickslabs/ucx/issues/1041)). A `migration_status` table has been added to track the status of migrated tables in the database, enabling improved management and tracking of migrations. The new `MigrationStatus` class, which is a dataclass that holds the source and destination schema, table, and updated timestamp, is added. The `TablesMigrate` class now has a new `_migration_status_refresher` attribute that is an instance of the new `MigrationStatusRefresher` class. This class crawls the `migration_status` table and returns a snapshot of the migration status, which is used to refresh the migration status and check if the table is upgraded. Additionally, the `_init_seen_tables` method is updated to get the seen tables from the `_migration_status_refresher` instead of fetching from the table properties. The `MigrationStatusRefresher` class fetches the migration status table and returns a snapshot of the migration status. This change also adds new test functions in the test file for the Hive metastore, which covers various scenarios such as migrating managed tables with and without caching, migrating external tables, and reverting migrated tables.
* Added a check for existing inventory database to avoid losing existing, inject installation objects in tests and try fetching existing installation before setting global as default ([1043](https://github.com/databrickslabs/ucx/issues/1043)). In this release, we have added a new method, `_check_inventory_database_exists`, to the `WorkspaceInstallation` class, which checks if an inventory database with a given name already exists in the Workspace. This prevents accidental overwriting of existing data and improves the robustness of handling inventory databases. The `validate_and_run` method has been updated to call `app.current_installation(workspace_client)`, allowing for a more flexible handling of installations. The `Installation` class import has been updated to include `SerdeError`, and the test suite has been updated to inject installation objects and check for existing installations before setting the global installation as default. A new argument `inventory_schema_suffix` has been added to the `factory` method for customization of the inventory schema name. We have also added a new method `check_inventory_database_exists` to the `WorkspaceInstaller` class, which checks if an inventory database already exists for a given installation type and raises an `AlreadyExists` error if it does. The behavior of the `download` method in the `WorkspaceClient` class has been mocked, and the `get_status` method has been updated to return `NotFound` in certain tests. These changes aim to improve the robustness, flexibility, and safety of the installation process in the Workspace.
* Added a check for external metastore in SQL warehouse configuration ([1046](https://github.com/databrickslabs/ucx/issues/1046)). In this release, we have added new functionality to the Unity Catalog (UCX) installation process to enable checking for and connecting to an external Hive metastore configuration. A new method, `_get_warehouse_config_with_external_hive_metastore`, has been introduced to retrieve the workspace warehouse config and identify if it is set up for an external Hive metastore. If so, and the user confirms the prompt, UCX will be configured to connect to the external metastore. Additionally, new methods `_extract_external_hive_metastore_sql_conf` and `test_cluster_policy_definition_<cloud_provider>_hms_warehouse()` have been added to handle the external metastore configuration for Azure, AWS, and GCP, and to handle the case when the data_access_config is empty. These changes provide more flexibility and ease of use when installing UCX with external Hive metastore configurations. The new imports `EndpointConfPair`, `GetWorkspaceWarehouseConfigResponse` from the `databricks.sdk.service.sql` package are used to handle the endpoint configuration of the SQL warehouse.
* Added integration tests for AWS - create locations ([1026](https://github.com/databrickslabs/ucx/issues/1026)). In this release, we have added comprehensive integration tests for AWS resources and their management in the `tests/unit/assessment/test_aws.py` file. The `AWSResources` class has been updated with new methods (AwsIamRole, add_uc_role, add_uc_role_policy, and validate_connection) and the regular expression for matching S3 resource ARN has been modified. The `create_external_locations` method now allows for creating external locations without validating them, and the `_identify_missing_external_locations` function has been enhanced to match roles with a wildcard pattern. The new tests include validating the integration of AWS services with the system, testing the CLI's behavior when it is missing, and introducing new configuration scenarios with the addition of a Key Management Service (KMS) key during the creation of IAM roles and policies. These changes improve the robustness and reliability of AWS resource integration and handling in our system.
* Bump Databricks SDK to v0.22.0 ([1059](https://github.com/databrickslabs/ucx/issues/1059)). In this release, we are bumping the Databricks SDK version to 0.22.0 and upgrading the `databricks-labs-lsql` package to ~0.2.2. The new dependencies for this release include `databricks-sdk==0.22.0`, `databricks-labs-lsql~=0.2.2`, `databricks-labs-blueprint~=0.4.3`, and `PyYAML>=6.0.0,<7.0.0`. In the `fixtures.py` file, we have added `PermissionLevel.CAN_QUERY` to the `CAN_VIEW` and `CAN_MANAGE` permissions in the `_path` function, allowing users to query the endpoint. Additionally, we have updated the `test_endpoints` function in the `test_generic.py` file as part of the integration tests for workspace access. This change updates the permission level for creating a serving endpoint from `CAN_MANAGE` to `CAN_QUERY`, meaning that the assigned group can now only query the endpoint. We have also included the `test_feature_tables` function in the commit, which tests the behavior of feature tables in the Databricks workspace. This change only affects the `test_endpoints` function and its assert statements, and does not impact the functionality of the `test_feature_tables` function.
* Changed default UCX installation folder to `/Applications/ucx` from `/Users/<me>/.ucx` to allow multiple users users utilising the same installation ([854](https://github.com/databrickslabs/ucx/issues/854)). In this release, we've added a new advanced feature that allows users to force the installation of UCX over an existing installation using the `UCX_FORCE_INSTALL` environment variable. This variable can take two values `global` and 'user', providing more control and flexibility in installing UCX. The default UCX installation folder has been changed to /Applications/ucx from /Users/<me>/.ucx to enable multiple users to utilize the same installation. A table detailing the expected install location, `install_folder`, and mode for each combination of global and user values has been added to the README file. We've also added user prompts to confirm the installation if UCX is already installed and the `UCX_FORCE_INSTALL` variable is set to 'user'. This feature is useful when users want to install UCX in a specific location or force the installation over an existing installation. However, it is recommended to use this feature with caution, as it can potentially break existing installations if not used correctly. Additionally, several changes to the implementation of the UCX installation process have been made, as well as new tests to ensure that the installation process works correctly in various scenarios.
* Fix: Recover lost fix for `webbrowser.open` mock ([1052](https://github.com/databrickslabs/ucx/issues/1052)). A fix has been implemented to address an issue related to the mock for `webbrowser.open` in the tests `test_repair_run` and `test_get_existing_installation_global`. This change prevents the `webbrowser.open` function from being called during these tests, which helps improve test stability and consistency. No new methods have been added, and the existing functionality of these tests has only been modified to include the `webbrowser.open` mock. This modification aims to enhance the reliability and predictability of these specific tests, ensuring accurate and consistent results.
* Improved table migrations logic ([1050](https://github.com/databrickslabs/ucx/issues/1050)). This change introduces improvements to table migrations logic by refactoring unit tests to load table mappings from JSON instead of inline structs, adding an `escape_sql_identifier` function where missing, and preparing for ACLs migration. The `uc_grant_sql` method in `grants.py` has been updated to accept optional `object_type` and `object_key` parameters, and the hive-to-UC mapping has been expanded to include mappings for views. Additionally, new JSON files for external source table configuration have been added, and new functions have been introduced for loading fixture data from JSON files and creating mocked `WorkspaceClient` and `TableMapping` objects for testing. The changes improve the maintainability and security of the codebase, prepare it for future migration tasks, and ensure that the code is more adaptable and robust. The changes have been manually tested and verified on the staging environment.
* Moved `SqlBackend` implementation to `databricks-labs-lsql` dependency ([1042](https://github.com/databrickslabs/ucx/issues/1042)). In this change, the `SqlBackend` implementation, including classes such as `StatementExecutionBackend` and `RuntimeBackend`, has been moved to a separate library, `databricks-labs-lsql`, which is managed at <https://github.com/databrickslabs/lsql>. This refactoring simplifies the current repository, promotes code reuse, and improves modularity by leveraging an external dependency. The modification includes adding a new line in the .gitignore file to exclude `*.out` files from version control.
* Prepare for a PyPI release ([1038](https://github.com/databrickslabs/ucx/issues/1038)). In preparation for a PyPI release, this change introduces a new GitHub Actions workflow that automates the package release process and ensures the integrity of the released packages by signing them with Sigstore. When a new git tag starting with `v` is pushed, this workflow is triggered, building wheels using hatch, drafting a new GitHub release, publishing the package distributions to PyPI, and signing the artifacts with Sigstore. The `pyproject.toml` file is now used for metadata, replacing `setup.cfg` and `setup.py`, and is cached to improve build performance. In addition, the `pyproject.toml` file has been updated with recent metadata in preparation for the release, including updates to the package's authors, development status, classifiers, and dependencies.
* Prevent fragile `mock.patch('databricks...')` in the test code ([1037](https://github.com/databrickslabs/ucx/issues/1037)). This change introduces a custom `pylint` checker to improve code flexibility and maintainability by preventing fragile `mock.patch` designs in test code. The new checker discourages the use of `MagicMock` and encourages the use of `create_autospec` to ensure that mocks have the same attributes and methods as the original class. This change has been implemented in multiple test files, including `test_cli.py`, `test_locations.py`, `test_mapping.py`, `test_table_migrate.py`, `test_table_move.py`, `test_workspace_access.py`, `test_redash.py`, `test_scim.py`, and `test_verification.py`, to improve the robustness and maintainability of the test code. Additionally, the commit removes the `verification.py` file, which contained a `VerificationManager` class for verifying applied permissions, scope ACLs, roles, and entitlements for various objects in a Databricks workspace.
* Removed `mocker.patch("databricks...)` from `test_cli` ([1047](https://github.com/databrickslabs/ucx/issues/1047)). In this release, we have made significant updates to the library's handling of Azure and AWS workspaces. We have added new parameters `azure_resource_permissions` and `aws_permissions` to the `_execute_for_cloud` function in `cli.py`, which are passed to the `func_azure` and `func_aws` functions respectively. The `create_uber_principal` and `principal_prefix_access` commands have also been updated to include these new parameters. Additionally, the `_azure_setup_uber_principal` and `_aws_setup_uber_principal` functions have been updated to accept the new `azure_resource_permissions` and `aws_resource_permissions` parameters. The `_azure_principal_prefix_access` and `_aws_principal_prefix_access` functions have also been updated similarly. We have also introduced a new `aws_resources` parameter in the `migrate_credentials` command, which is used to migrate Azure Service Principals in ADLS Gen2 locations to UC storage credentials. In terms of testing, we have replaced the `mocker.patch` calls with the creation of `AzureResourcePermissions` and `AWSResourcePermissions` objects, improving the code's readability and maintainability. Overall, these changes significantly enhance the library's functionality and maintainability in handling Azure and AWS workspaces.
* Require Hatch v1.9.4 on build machines ([1049](https://github.com/databrickslabs/ucx/issues/1049)). In this release, we have updated the Hatch package version to 1.9.4 on build machines, addressing issue [#1049](https://github.com/databrickslabs/ucx/issues/1049). The changes include updating the toolchain dependencies and setup in the `.codegen.json` file, which simplifies the setup process and now relies on a pre-existing Hatch environment and Python 3. The acceptance workflow has also been updated to use the latest version of Hatch and the `databrickslabs/sandbox/acceptance` GitHub action version `v0.1.4`. Hatch is a Python package manager that simplifies package development and management, and this update provides new features and bug fixes that can help improve the reliability and performance of the acceptance workflow. This change requires version 1.9.4 of the Hatch package on build machines, and it will affect the build process for the project but will not have any impact on the functionality of the project itself. As a software engineer adopting this project, it's important to note this change to ensure that the build process runs smoothly and takes advantage of any new features or improvements in Hatch 1.9.4.
* Set acceptance tests to timeout after 45 minutes ([1036](https://github.com/databrickslabs/ucx/issues/1036)). As part of issue [#1036](https://github.com/databrickslabs/ucx/issues/1036), the acceptance tests in this open-source library now have a 45-minute timeout configured, improving the reliability and stability of the testing environment. This change has been implemented in the `.github/workflows/acceptance.yml` file by adding the `timeout` parameter to the step where the `databrickslabs/sandbox/acceptance` action is called. This ensures that the acceptance tests will not run indefinitely and prevents any potential issues caused by long-running tests. By adopting this project, software engineers can now benefit from a more stable and reliable testing environment, with acceptance tests that are guaranteed to complete within a maximum of 45 minutes.
* Updated databricks-labs-blueprint requirement from ~0.4.1 to ~0.4.3 ([1058](https://github.com/databrickslabs/ucx/issues/1058)). In this release, the version requirement for the `databricks-labs-blueprint` library has been updated from ~0.4.1 to ~0.4.3 in the pyproject.toml file. This change is necessary to support issues [#1056](https://github.com/databrickslabs/ucx/issues/1056) and [#1057](https://github.com/databrickslabs/ucx/issues/1057). The code has been manually tested and is ready for further testing to ensure the compatibility and smooth functioning of the software. It is essential to thoroughly test the latest version of the `databricks-labs-blueprint` library with the existing codebase before deploying it to production. This includes running a comprehensive suite of tests such as unit tests, integration tests, and verification on the staging environment. This modification allows the software to use the latest version of the library, improving its functionality and overall performance.
* Use `MockPrompts.extend()` functionality in test_install to supply multiple prompts ([1057](https://github.com/databrickslabs/ucx/issues/1057)). This diff introduces the `MockPrompts.extend()` functionality in the `test_install` module to enable the supplying of multiple prompts for testing purposes. A new `base_prompts` dictionary with default prompts has been added and is extended with additional prompts for specific test cases. This allows for the testing of various scenarios, such as when UCX is already installed on the workspace and the user is prompted to choose between global or user installation. Additionally, new `force_user_environ` and `force_global_env` dictionaries have been added to simulate different installation environments. The functionality of the `WorkspaceInstaller` class and mocking of `webbrowser.open` are also utilized in the test cases. These changes aim to ensure the proper functioning of the configuration process for different installation scenarios.

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