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Improved data security for chat threads (#317)
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@ -45,6 +45,11 @@ public sealed record ChatThread
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/// </summary>
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public string AugmentedData { get; set; } = string.Empty;
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/// <summary>
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/// The data security to use, derived from the data sources used so far.
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/// </summary>
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public DataSourceSecurity DataSecurity { get; set; } = DataSourceSecurity.NOT_SPECIFIED;
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/// <summary>
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/// The name of the chat thread. Usually generated by an AI model or manually edited by the user.
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/// </summary>
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58
app/MindWork AI Studio/Chat/ChatThreadExtensions.cs
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58
app/MindWork AI Studio/Chat/ChatThreadExtensions.cs
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@ -0,0 +1,58 @@
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using AIStudio.Provider.SelfHosted;
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using AIStudio.Settings.DataModel;
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namespace AIStudio.Chat;
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public static class ChatThreadExtensions
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{
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/// <summary>
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/// Checks if the specified provider is allowed for the chat thread.
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/// </summary>
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/// <remarks>
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/// We don't check if the provider is allowed to use the data sources of the chat thread.
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/// That kind of check is done in the RAG process itself.<br/><br/>
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///
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/// One thing which is not so obvious: after RAG was used on this thread, the entire chat
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/// thread is kind of a data source by itself. Why? Because the augmentation data collected
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/// from the data sources is stored in the chat thread. This means we must check if the
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/// selected provider is allowed to use this thread's data.
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/// </remarks>
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/// <param name="chatThread">The chat thread to check.</param>
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/// <param name="provider">The provider to check.</param>
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/// <returns>True, when the provider is allowed for the chat thread. False, otherwise.</returns>
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public static bool IsLLMProviderAllowed<T>(this ChatThread? chatThread, T provider)
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{
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// No chat thread available means we have a new chat. That's fine:
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if (chatThread is null)
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return true;
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// The chat thread is available, but the data security is not specified.
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// Means, we never used RAG or RAG was enabled, but no data sources were selected.
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// That's fine as well:
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if (chatThread.DataSecurity is DataSourceSecurity.NOT_SPECIFIED)
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return true;
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//
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// Is the provider self-hosted?
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//
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var isSelfHostedProvider = provider switch
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{
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ProviderSelfHosted => true,
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AIStudio.Settings.Provider p => p.IsSelfHosted,
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_ => false,
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};
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//
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// Check the chat data security against the selected provider:
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//
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return isSelfHostedProvider switch
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{
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// The provider is self-hosted -- we can use any data source:
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true => true,
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// The provider is not self-hosted -- it depends on the data security of the chat thread:
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false => chatThread.DataSecurity is not DataSourceSecurity.SELF_HOSTED,
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};
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}
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}
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@ -27,7 +27,7 @@
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@if (this.IsLastContentBlock && this.Role is ChatRole.AI && this.RegenerateFunc is not null)
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{
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<MudTooltip Text="Regenerate" Placement="Placement.Bottom">
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<MudIconButton Icon="@Icons.Material.Filled.Recycling" Color="Color.Default" OnClick="@this.RegenerateBlock"/>
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<MudIconButton Icon="@Icons.Material.Filled.Recycling" Color="Color.Default" Disabled="@(!this.RegenerateEnabled())" OnClick="@this.RegenerateBlock"/>
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</MudTooltip>
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}
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@if (this.RemoveBlockFunc is not null)
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@ -41,6 +41,13 @@ public sealed class ContentText : IContent
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if(chatThread is null)
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return new();
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if(!chatThread.IsLLMProviderAllowed(provider))
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{
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var logger = Program.SERVICE_PROVIDER.GetService<ILogger<ContentText>>()!;
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logger.LogError("The provider is not allowed for this chat thread due to data security reasons. Skipping the AI process.");
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return chatThread;
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}
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// Call the RAG process. Right now, we only have one RAG process:
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if (lastPrompt is not null)
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{
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@ -24,7 +24,7 @@
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IsLastContentBlock="@isLastBlock"
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IsSecondToLastBlock="@isSecondLastBlock"
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RegenerateFunc="@this.RegenerateBlock"
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RegenerateEnabled="@(() => this.IsProviderSelected)"
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RegenerateEnabled="@(() => this.IsProviderSelected && this.ChatThread.IsLLMProviderAllowed(this.Provider))"
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EditLastBlockFunc="@this.EditLastBlock"
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EditLastUserBlockFunc="@this.EditLastUserBlock"/>
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}
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@ -46,7 +46,7 @@
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Adornment="Adornment.End"
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AdornmentIcon="@Icons.Material.Filled.Send"
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OnAdornmentClick="() => this.SendMessage()"
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ReadOnly="!this.IsProviderSelected || this.isStreaming"
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Disabled="@this.IsInputForbidden()"
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Immediate="@true"
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OnKeyUp="this.InputKeyEvent"
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UserAttributes="@USER_INPUT_ATTRIBUTES"
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@ -113,6 +113,14 @@
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{
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<DataSourceSelection @ref="@this.dataSourceSelectionComponent" PopoverTriggerMode="PopoverTriggerMode.BUTTON" PopoverButtonClasses="ma-3" LLMProvider="@this.Provider" DataSourceOptions="@this.GetCurrentDataSourceOptions()" DataSourceOptionsChanged="@(async options => await this.SetCurrentDataSourceOptions(options))" DataSourcesAISelected="@this.GetAgentSelectedDataSources()"/>
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}
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@if (!this.ChatThread.IsLLMProviderAllowed(this.Provider))
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{
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<MudTooltip Text="The selected provider is not allowed in this chat due to data security reasons." Placement="@TOOLBAR_TOOLTIP_PLACEMENT">
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<MudIconButton Icon="@Icons.Material.Filled.Error" Color="Color.Error"/>
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</MudTooltip>
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}
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<MudIconButton />
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</MudToolBar>
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</FooterContent>
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</InnerScrolling>
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@ -340,6 +340,20 @@ public partial class ChatComponent : MSGComponentBase, IAsyncDisposable
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this.earlyDataSourceOptions = updatedOptions;
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}
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private bool IsInputForbidden()
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{
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if (!this.IsProviderSelected)
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return true;
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if(this.isStreaming)
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return true;
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if(!this.ChatThread.IsLLMProviderAllowed(this.Provider))
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return true;
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return false;
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}
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private async Task InputKeyEvent(KeyboardEventArgs keyEvent)
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{
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if(this.dataSourceSelectionComponent?.IsVisible ?? false)
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@ -374,6 +388,9 @@ public partial class ChatComponent : MSGComponentBase, IAsyncDisposable
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if (!this.IsProviderSelected)
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return;
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if(!this.ChatThread.IsLLMProviderAllowed(this.Provider))
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return;
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// We need to blur the focus away from the input field
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// to be able to clear the field:
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await this.inputField.BlurAsync();
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@ -776,6 +793,9 @@ public partial class ChatComponent : MSGComponentBase, IAsyncDisposable
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if(this.ChatThread is null)
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return;
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if(!this.ChatThread.IsLLMProviderAllowed(this.Provider))
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return;
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this.ChatThread.Remove(aiBlock, removeForRegenerate: true);
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this.hasUnsavedChanges = true;
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this.StateHasChanged();
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@ -1,6 +1,7 @@
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using AIStudio.Chat;
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using AIStudio.Provider;
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using AIStudio.Settings;
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using AIStudio.Settings.DataModel;
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using AIStudio.Tools.RAG.AugmentationProcesses;
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using AIStudio.Tools.RAG.DataSourceSelectionProcesses;
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using AIStudio.Tools.Services;
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@ -96,6 +97,56 @@ public sealed class AISrcSelWithRetCtxVal : IRagProcess
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logger.LogWarning("No data sources are selected. The RAG process is skipped.");
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proceedWithRAG = false;
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}
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else
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{
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var previousDataSecurity = chatThread.DataSecurity;
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//
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// Update the data security of the chat thread. We consider the current data security
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// of the chat thread and the data security of the selected data sources:
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//
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var dataSecurityRestrictedToSelfHosted = selectedDataSources.Any(x => x.SecurityPolicy is DataSourceSecurity.SELF_HOSTED);
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chatThread.DataSecurity = dataSecurityRestrictedToSelfHosted switch
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{
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//
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//
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// Case: the data sources which are selected have a security policy
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// of SELF_HOSTED (at least one data source).
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//
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// When the policy was already set to ALLOW_ANY, we restrict it
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// to SELF_HOSTED.
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//
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true => DataSourceSecurity.SELF_HOSTED,
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//
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// Case: the data sources which are selected have a security policy
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// of ALLOW_ANY (none of the data sources has a SELF_HOSTED policy).
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//
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// When the policy was already set to SELF_HOSTED, we must keep that.
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//
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false => chatThread.DataSecurity switch
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{
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//
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// When the policy was not specified yet, we set it to ALLOW_ANY.
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//
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DataSourceSecurity.NOT_SPECIFIED => DataSourceSecurity.ALLOW_ANY,
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DataSourceSecurity.ALLOW_ANY => DataSourceSecurity.ALLOW_ANY,
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//
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// When the policy was already set to SELF_HOSTED, we must keep that.
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// This is important since the thread might already contain data
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// from a data source with a SELF_HOSTED policy.
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//
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DataSourceSecurity.SELF_HOSTED => DataSourceSecurity.SELF_HOSTED,
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// Default case: we use the current data security of the chat thread.
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_ => chatThread.DataSecurity,
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}
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};
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if (previousDataSecurity != chatThread.DataSecurity)
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logger.LogInformation($"The data security of the chat thread was updated from '{previousDataSecurity}' to '{chatThread.DataSecurity}'.");
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}
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//
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// Trigger the retrieval part of the (R)AG process:
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@ -1,5 +1,6 @@
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# v0.9.32, build 207 (2025-03-xx xx:xx UTC)
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- Added the "Community & Code" section to the about page. It includes links to the GitHub repositories and the project website.
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- Improved data security by preventing the use of cloud LLMs after confidential data has been retrieved previously.
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- Improved the ERI client to expect JSON responses and send JSON requests using camel case.
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- Improved the ERI client to raise an error when the server responds with additional JSON data that is not expected.
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- Improved the error handling in the ERI data source info dialog in cases where servers respond with an invalid message.
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@ -9,4 +10,5 @@
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- Fixed the chat thread we use for the data retrieval by removing the last block, which is meant to be for the final AI answer.
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- Fixed the data source name for ERI data sources when performing data retrieval.
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- Fixed the default data source selection when replacing the current chat with a new one.
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- Fixed the state of the re-generate button in the chat thread, when no provider is selected or the data security is preventing the use of cloud LLMs.
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- Upgraded code dependencies.
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