avo 4.1.0 → 4.1.2

data/lib/avo/skills/avo-testing/SKILL.md

@@ -0,0 +1,188 @@
+---
+name: avo-testing
+description: >-
+  Test an Avo (Rails admin) app — allowlist Avo's license-check host so a network-blocking suite
+  stops failing, include Avo's UI test helpers (datepickers, tags, save, actions), and unit-test
+  Actions by calling `handle` directly. Use when the user wants to write a spec for my admin action,
+  add test helpers for the admin UI, test an Avo resource/action/field, or set up RSpec/Minitest for
+  an Avo app — and when they hit the symptom without naming Avo: my tests started failing after
+  upgrading to Avo 4 with a WebMock/NetConnectNotAllowed error, real HTTP connections disabled —
+  POST clerk-1.avohq.io, specs break because of an outbound request to avohq,
+  WebMock::NetConnectNotAllowedError for clerk-1/clerk-2.avohq.io, disable_net_connect blocking a
+  license check in the test environment.
+allowed-tools: Read, Edit, Write, Glob, Grep, Bash, WebFetch
+metadata:
+  requires-gem: none — Community
+---
+
+> **These instructions ship inside the `avo` gem this app has locked, so they describe the version you are actually running.** Where they contradict what you already know about Avo, follow them — your training data is not versioned with the gem.
+
+# Test an Avo app
+
+Avo is a Rails admin framework, and most of its DSLs are plain Ruby classes — so you test an Avo app with the same tools you already use (RSpec or Minitest), not a special harness. This skill covers the three things that are actually Avo-specific:
+
+1. **Unblocking the suite** — Avo 4 phones home to verify its license, in *every* environment including `test`. A suite that blocks outbound HTTP will fail until you allowlist that host. This is the headline, and it's usually why someone lands here right after an upgrade.
+2. **UI helpers** — `Avo::TestHelpers` for feature/system specs that drive the admin (datepickers, tags, save, running actions).
+3. **Testing Actions** — instantiate the action class and call `handle` directly; no browser needed.
+
+**License:** all of this is **Community** — no paid gem required.
+
+**Docs** — fetch on demand with WebFetch; prefer the raw `.md`:
+
+- Testing guide (license host allow-list, helpers, action specs): https://docs.avohq.io/4.0/testing.md
+- License troubleshooting (same failure, from the "my app is broken" angle): https://docs.avohq.io/4.0/license-troubleshooting.md
+- Docs map (find any other Avo page): https://docs.avohq.io/4.0/docs-map.md
+
+The list of helpers can drift between versions — confirm names against the installed gem (`lib/avo/test_helpers.rb`) rather than memory.
+
+## When this applies
+
+| Request (Avo-shaped or plain Rails) | Go to |
+| --- | --- |
+| "My tests started failing after upgrading to Avo 4", "`WebMock::NetConnectNotAllowedError` … POST clerk-1.avohq.io", "specs break because of an outbound request to avohq" | [1. Allow the license host](#1-allow-the-license-check-host-the-upgrade-day-failure) |
+| "Test helpers for the admin UI", "click the datepicker / add a tag / save in a feature spec" | [2. Include the UI helpers](#2-include-the-ui-test-helpers) |
+| "Write a spec for my admin action", "test that my action does X to the selected records" | [3. Test Actions directly](#3-test-actions-directly-no-browser) |
+
+If the symptom is broader than the test suite ("the admin 500s", "the license won't validate at all", "icons exploded after upgrade"), that's the **`avo-troubleshoot`** skill — this one owns the *test-suite* framing of the clerk-host failure.
+
+## Workflow
+
+### 1. Allow the license-check host (the upgrade-day failure)
+
+Avo 4 validates the license with an outbound `POST` to `clerk-1.avohq.io` (falling back to `clerk-2.avohq.io`), and it runs in **every** environment — including `test`. If your suite blocks outbound connections, otherwise-unrelated tests fail:
+
+```
+WebMock::NetConnectNotAllowedError:
+  Real HTTP connections are disabled. Unregistered request:
+  POST https://clerk-1.avohq.io/api/v4/licenses/check with body '...'
+```
+
+> Avo 3 validated through the legacy HQ endpoint and never tripped this. Avo 4 uses `clerk-*.avohq.io`, so a suite that was green on Avo 3 can start failing **the moment you upgrade** — with no test change of your own.
+
+**Find where net connections are disabled** — usually `spec/rails_helper.rb`, `spec/spec_helper.rb`, or `test/test_helper.rb`:
+
+```bash
+grep -rn "disable_net_connect\|VCR.configure\|WebMock" spec test 2>/dev/null
+```
+
+**Add the two hosts to the EXISTING `allow:` list** — don't clobber `allow_localhost:` or any hosts already there:
+
+```ruby
+# spec/rails_helper.rb / spec/spec_helper.rb / test/test_helper.rb
+WebMock.disable_net_connect!(
+  allow_localhost: true,
+  allow: ["clerk-1.avohq.io", "clerk-2.avohq.io"]
+)
+```
+
+If an `allow:` array is already present, append to it rather than replacing the call.
+
+**Using VCR?** Ignore the same hosts:
+
+```ruby
+VCR.configure do |config|
+  config.ignore_hosts "clerk-1.avohq.io", "clerk-2.avohq.io"
+end
+```
+
+This only matters when you explicitly disable outbound connections in `test`. If the suite already permits real HTTP, no change is needed.
+
+### 2. Include the UI test helpers
+
+For feature/system specs that drive the admin in a browser, Avo ships `Avo::TestHelpers` — wrappers for the fiddly interactions (opening/closing datepickers and picking a day, adding/removing tags, saving, opening and running actions, reading field values).
+
+Include the module once:
+
+```ruby
+# spec/rails_helper.rb
+RSpec.configure do |config|
+  config.include Avo::TestHelpers
+end
+```
+
+Then the helpers are available in your specs:
+
+```ruby
+add_tag(field: :tags, tag: "one")   # returns the field's current tags
+set_picker_day("June 12, 2024")     # click a day in an open flatpickr
+save                                # click Save and wait for the reload
+```
+
+Other commonly useful ones (all from `lib/avo/test_helpers.rb`): `remove_tag`, `tags(field:)`, `show_field_value(id:)`, `index_field_value(id:, record_id:)`, `open_panel_action(action_name:)` / `open_row_action(record_id:, action_name:)` + `run_action` to drive an action's modal, and `check_select_all`.
+
+**Name clash?** If a bare helper name collides with something already in your suite, include `Avo::PrefixedTestHelpers` instead — same helpers, each exposed with an `avo_` prefix (`avo_save`, `avo_add_tag`, `avo_set_picker_day`, …):
+
+```ruby
+config.include Avo::PrefixedTestHelpers
+```
+
+### 3. Test Actions directly (no browser)
+
+An Avo action is a plain Ruby class with a `handle` method (see the **`avo-actions`** skill), so the fastest, most reliable test skips the UI entirely: build the action, build the keyword arguments Avo would pass, and assert on what `handle` does.
+
+Given this action:
+
+```ruby
+class Avo::Actions::ReleaseFish < Avo::BaseAction
+  self.name = "Release fish"
+
+  def fields
+    field :message, as: :textarea
+  end
+
+  def handle(query:, fields:, **_)
+    query.each(&:release)
+    succeed "#{query.count} fish released with message '#{fields[:message]}'."
+  end
+end
+```
+
+The spec instantiates it and calls `handle` with the same kwargs the framework supplies:
+
+```ruby
+require "rails_helper"
+
+RSpec.describe Avo::Actions::ReleaseFish do
+  let(:fish) { create :fish }
+  let(:current_user) { create :user }
+  let(:resource) { Avo::Resources::User.new.hydrate model: fish }
+
+  it "releases each record with the submitted message" do
+    args = {
+      fields: { message: "Bye fishy!" },
+      current_user: current_user,
+      resource: resource,
+      query: [fish]           # query is ALWAYS an array, even for one record
+    }
+
+    action = described_class.new(resource: resource, user: current_user, view: :edit)
+
+    expect(action).to receive(:succeed).with("1 fish released with message 'Bye fishy!'.")
+    expect(fish).to receive(:release)
+
+    action.handle(**args)
+  end
+end
+```
+
+Prefer this over a full feature spec whenever the thing under test is the *business logic* in `handle`. Reach for the browser helpers in step 2 only when you're specifically testing the UI wiring (the modal opens, the field renders, the button runs it).
+
+## Gotchas
+
+- **The clerk-host failure is not a flaky test or an Avo bug.** It's the license check hitting your net-connect block. The only fix is allowlisting the two hosts — don't stub the endpoint's response or disable the license check. Same root cause is documented in **`avo-troubleshoot`** (broken-app angle) and in the license-troubleshooting page.
+- **Append, don't replace.** When editing an existing `disable_net_connect!` call, keep `allow_localhost:` and any hosts already in `allow:`. Overwriting the call to add just Avo's hosts silently re-enables connections you meant to block.
+- **Both hosts, not just one.** Add `clerk-2.avohq.io` as well — it's the fallback, and CI can hit it when `clerk-1` is unreachable, resurrecting the "fixed" failure intermittently.
+- **`query` is always an array** in `handle` — even a single-record action gets `[record]`. Build the spec's `query:` as an array (`[fish]`), and in the action reach for `query.first` for the one-record case.
+- **Constructor `user:` vs handle `current_user:`.** `Avo::BaseAction.new` takes `user:` (also `resource:`, `view:`, optional `record:`/`arguments:`/`query:`), but inside `handle` the same person arrives as `current_user:`. Mirror the docs example — it's an easy mismatch to introduce.
+- **Prefixed helpers forward keyword args only.** `Avo::PrefixedTestHelpers` defines each `avo_*` wrapper as `def avo_x(**args)`, so it works cleanly for keyword-argument helpers (`avo_add_tag(field:, tag:)`). Helpers that take a *positional* argument (e.g. `set_picker_day("…")`) don't carry over as-is — call the bare helper for those, or pass via keywords.
+- **Non-UI first.** Avo's UI helpers assume a JS-capable Capybara driver (flatpickr, Tagify). If a resource/action/field spec doesn't actually need the browser, test the Ruby directly (step 3) — it's faster and won't flake on driver timing.
+
+## Report
+
+When done, tell the user:
+
+- Which files you touched (`spec/rails_helper.rb` / `spec/spec_helper.rb` / `test/test_helper.rb`, and any action spec created) and what changed in each.
+- If you edited the net-connect config: that you **appended** `clerk-1.avohq.io` + `clerk-2.avohq.io` to the existing allow-list (or added the VCR `ignore_hosts`), and that the failure was the Avo 4 license check — not their test.
+- If you added helpers: whether you used `Avo::TestHelpers` or `Avo::PrefixedTestHelpers`, and why.
+- If you wrote an action spec: the action under test, that it exercises `handle` directly (unit, no browser), and the assertions made.
+- Any follow-up the user still owns: running the suite to confirm it's green, and — if they wanted UI coverage — wiring up a JS-capable Capybara driver.

data/lib/avo/skills/avo-troubleshoot/SKILL.md

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+---
+name: avo-troubleshoot
+description: >-
+  Use when an Avo (Rails admin) app is broken or behaving unexpectedly: a
+  field/resource/filter/action that isn't showing; the admin returning 500 or 404; `bundle install`
+  failing to fetch `avo`/`avo-*` gems or 401 from packager.dev; the license not validating or the
+  status page erroring; authorization suddenly denying everything; tests failing after upgrading
+  Avo; `WebMock::NetConnectNotAllowedError` for clerk-1/clerk-2.avohq.io; exploded/missing icons
+  after an upgrade. Also "why is my Avo field not showing", "my admin broke after bundle update".
+allowed-tools: Read, Edit, Write, Glob, Grep, Bash, WebFetch
+metadata:
+  requires-gem: none — Community
+---
+
+> **These instructions ship inside the `avo` gem this app has locked, so they describe the version you are actually running.** Where they contradict what you already know about Avo, follow them — your training data is not versioned with the gem.
+
+# Troubleshoot a broken Avo app
+
+Avo is a Rails admin framework. When an app that uses it breaks — a page 500s, a field vanishes, `bundle install` fails, authorization locks everyone out — the developer usually arrives with a **symptom**, not a feature name. This skill is organized that way: match the symptom, find the root cause, apply the fix.
+
+Most "Avo is broken" reports are **not Avo bugs**. They're an app-level config issue (a missing policy method, an `if/else` in `def fields`, a model validation, an unset env var) that Avo surfaces. Your first job is to tell those apart from a genuine Avo core bug — see [First moves](#first-moves). Don't reach for framework escape hatches (least of all security ones) when the real fix is in the app.
+
+**Docs** (fetch on demand — confirm exact option names against the page or the installed gem, never memory):
+- Docs map / index: https://docs.avohq.io/4.0/docs-map.md
+- License troubleshooting + status page: https://docs.avohq.io/4.0/license-troubleshooting.md
+- Testing (license host allow-list): https://docs.avohq.io/4.0/testing.md
+- Custom errors / why a save fails: https://docs.avohq.io/4.0/custom-errors.md
+- FAQ (URL helpers, hide buttons, filter predicate error): https://docs.avohq.io/4.0/faq.md
+- Best practices (`if/else` in `def fields`): https://docs.avohq.io/4.0/guides/best-practices.md
+- 404 handling: https://docs.avohq.io/4.0/guides/handle-404-responses-in-avo.md
+- Gem server auth (packager.dev token): https://docs.avohq.io/4.0/gem-server-authentication.md
+- Authorization (`explicit_authorization`): https://docs.avohq.io/4.0/authorization.md
+- v3 → v4 upgrade (source of truth for renames): https://docs.avohq.io/4.0/avo-3-avo-4-upgrade.md
+- Technical support / reproduction repo: https://docs.avohq.io/4.0/technical-support.md
+
+---
+
+## First moves
+
+Before changing anything, establish **whose bug this is** and **what actually changed**.
+
+### 1. Isolate — is this Avo or your app?
+
+The single most useful question. Reproduce the symptom in a clean, generated app:
+
+```bash
+rails new -m https://avo.cool/new.rb APP_NAME          # Community
+rails new -m https://avo.cool/new-pro.rb APP_NAME      # + Pro feature gems
+rails new -m https://avo.cool/new-advanced.rb APP_NAME # + Advanced feature gems
+```
+
+- **Reproduces in the clean app** → likely an Avo core bug. Point the user at existing issues (search https://github.com/avo-hq/avo/issues) and, if new, https://avo.cool/new-issue — a fresh repro app is exactly what the team needs.
+- **Does not reproduce** → it's your app's config/data/other gems. Fix it here; don't file it as an Avo bug.
+
+### 2. Scope discipline
+
+Avo's OSS support covers Avo and the `avo-*` libraries — **not** app-specific issues (config unrelated to Avo, conflicts with other gems, deployment/infra, your data, integrations). Keep the line clear when you report back: "this is your app's `X`, fixed here" vs. "this is Avo core, here's the issue to follow." Don't send someone to GitHub for something that lives in their `def fields`.
+
+### 3. Verify against the installed source, not memory
+
+Option names changed between v3 and v4 (see the [upgrade section](#v3--v4-upgrade)). Before recommending a renamed/removed option, confirm it exists in the **version actually installed**:
+
+```bash
+bundle show avo          # prints the gem's path — grep it for the option
+bundle show avo-dashboards   # each add-on lives in its own gem in v4
+grep -rn "explicit_authorization" "$(bundle show avo)/lib"
+```
+
+### 4. Two reflexes that resolve a surprising number of reports
+
+- **Restart the server** after editing `config/initializers/avo.rb`, adding a Pundit policy, or setting `current_user_method`. Initializer and auth wiring changes don't hot-reload.
+- **Never silently flip a security default to "fix" a symptom.** Setting `config.explicit_authorization = false` will make hidden fields/actions reappear — because it re-opens the insecure v3 default and authorizes everything with a missing policy. The fix is the missing policy method, not disabling the check. Only revert the default deliberately, with the user's informed sign-off.
+
+---
+
+## Symptom → diagnosis
+
+| Symptom | Most likely cause | Jump |
+| --- | --- | --- |
+| A field / resource / action / filter isn't showing | `if/else` in `def fields`, or a missing policy under v4's stricter default, or auth not wired, or no server restart | [↓](#a-field--resource--action--filter-isnt-showing) |
+| Authorization suddenly denies everything (after upgrade) | `explicit_authorization` default flipped `false → true` in v4 | [↓](#authorization-suddenly-denies-everything) |
+| 500 on save / create / update / destroy | A **model** validation or exception surfaced by Avo — usually not an Avo bug | [↓](#500-on-save--create--update--destroy) |
+| 404 in the admin | `ActiveRecord::RecordNotFound`; Avo defers to Rails' 404 unless you rescue it | [↓](#404-in-the-admin) |
+| `No valid predicate for combinator` when filtering | `config.ignore_unknown_conditions` is `false` | [↓](#no-valid-predicate-for-combinator-when-filtering) |
+| `undefined method 'xxx_path'` inside an Avo block | Avo is a Rails engine — needs `main_app.` prefix | [↓](#url-helpers-blow-up-inside-avo-blocks) |
+| License won't validate / status page errors | Key not set on the server; check the status page | [↓](#license-wont-validate) |
+| Tests fail after adding/upgrading Avo (`WebMock::NetConnectNotAllowedError`) | v4's outbound license check to `clerk-*.avohq.io` is blocked | [↓](#tests-fail-after-adding-or-upgrading-avo) |
+| `bundle install` can't fetch `avo-*` / 401 / 403 | packager.dev token not seen by Bundler, or a blocked host in sandboxes | [↓](#bundle-install-cant-fetch-avo--gems) |
+| Exploded / missing icons, or other odd behavior after a version bump | Silent v4 behavior changes and renames | [↓](#v3--v4-upgrade) |
+
+### A field / resource / action / filter isn't showing
+
+Work through these in order — the first two are by far the most common.
+
+1. **`if/else` inside `def fields`.** Avo needs the *complete* field list on every request to wire up filters, permitted params, and the UI. A conditional that adds `field :a` in one branch and `field :b` in another means Avo only ever sees one of them — so filters go missing, params aren't permitted, and fields disappear. **Fix:** declare every field unconditionally and gate it with `visible:`.
+
+   ```ruby
+   # Wrong — the list is [special] or [regular], never both
+   def fields
+     if params[:special_case].present?
+       field :special_field, as: :text
+     else
+       field :regular_field, as: :text
+     end
+   end
+
+   # Right — both are always declared; visibility is computed
+   def fields
+     field :special_field, as: :text, visible: -> { params[:special_case].present? }
+     field :regular_field, as: :text, visible: -> { params[:special_case].blank? }
+   end
+   ```
+
+   → `guides/best-practices.html`
+
+2. **A missing policy under v4's stricter default.** In Avo 4, `config.explicit_authorization` defaults to `true`: a resource/field/action whose policy **class or method** is missing is **denied silently** — no error, it just doesn't render. **Fix:** add the policy method for what's hidden, don't disable the check. Button/field visibility maps to policy methods:
+
+   - Show → `show?`, Edit → `edit?`, Delete → `destroy?`, Index → `index?`
+   - Upload/Download/Delete attachment → `upload_{FIELD}?` / `download_{FIELD}?` / `delete_{FIELD}?`
+   - Attach/Detach → `attach_{association}?` / `detach_{association}?` (e.g. `attach_posts?`)
+
+   → `authorization.html`, `faq.html`
+
+3. **Authorization not wired.** Symptoms also appear when the plumbing is incomplete: the Authorization add-on isn't installed, `current_user_method` isn't set, the Pundit policy doesn't exist, or the server wasn't restarted after any of those. → `faq.html` ("The authorization features are not working")
+
+4. **Server not restarted** after editing the initializer or adding a policy. Restart and re-check before digging deeper.
+
+### Authorization suddenly denies everything
+
+Almost always a v3 → v4 upgrade side effect: `config.explicit_authorization` flipped from `false` to `true`. Under v3, a missing policy method fell back to **authorized**; under v4 it falls back to **denied**. Incomplete policies that "worked" on v3 now hide records, fields, and actions.
+
+**Fix:** audit your policies and add the methods that are now required (see the mapping above). The escape hatch `config.explicit_authorization = false` restores the old behavior, but it re-opens the insecure default across the whole app — treat it as a deliberate, user-approved choice, not a quick unblock. → `authorization.html`, upgrade section below.
+
+### 500 on save / create / update / destroy
+
+Usually **not** an Avo bug — it's your model refusing the write, surfaced by Avo:
+
+- Any `errors.add(...)` from a `validate` method or `validates` rule **aborts** the create/update. Attribute errors render inline under the field; `:base` errors (and errors for attributes with no field on the form) render as an alert banner.
+- Exceptions raised *outside* validation during save/destroy (a foreign-key constraint on delete, a failing `after_save`) are **caught** and shown as a `:base` alert — so this fails gracefully rather than 500-ing.
+- Developers additionally see the full backtrace in the alert; this is gated on `Avo::Current.user_is_developer?`, so end users only see the message.
+
+**So:** check the model's validations and callbacks first. If you're seeing an actual unhandled 500 (not the alert), reproduce in a clean app before suspecting Avo. → `custom-errors.html`
+
+### 404 in the admin
+
+When Rails raises `ActiveRecord::RecordNotFound`, Avo lets Rails render its default 404 page. To handle it yourself (e.g. redirect to the admin root), eject the application controller and rescue the exception:
+
+```bash
+rails generate avo:eject --controller application_controller
+```
+
+```ruby
+class Avo::ApplicationController
+  rescue_from ActiveRecord::RecordNotFound, with: -> {
+    redirect_to Avo.configuration.root_path, notice: t("avo.no_item_found")
+  }
+end
+```
+
+→ `guides/handle-404-responses-in-avo.html`
+
+### `No valid predicate for combinator` when filtering
+
+The app has `config.ignore_unknown_conditions = false`. Set it to `true`:
+
+```ruby
+# config/initializers/avo.rb
+config.ignore_unknown_conditions = true
+```
+
+→ `faq.html`
+
+### URL helpers blow up inside Avo blocks
+
+`undefined method 'partner_home_url'` (or similar) inside a field block, computed field, or any Avo DSL. Avo runs that code inside its own Rails **engine**, so your main app's route helpers aren't in scope. Prefix them with `main_app.`:
+
+```ruby
+field :partner_home, as: :text, as_html: true do
+  link_to "Partner", main_app.partner_home_url(record) # not partner_home_url(record)
+end
+```
+
+Prefer Rails route helpers (with `main_app.` / `avo.`) over hardcoded paths everywhere. → `faq.html`
+
+### License won't validate
+
+1. **Key not set on the server.** The most frequent cause. Confirm `config.license_key = ENV["AVO_LICENSE_KEY"]` and that the env var is actually present in **production** (not just locally).
+2. **Check the status page.** Every Avo app exposes `https://yourapp.com/<mount>/avo_private/status` — e.g. `/admin/avo_private/status` if you mounted Avo at `admin`. It shows whether the license authenticated and the raw response from the check server. The viewing user must be an Avo admin.
+3. **Key hidden on the status page.** The key is redacted by default; set `exclude_from_status = []` in the initializer if you need to see it while debugging.
+
+→ `license-troubleshooting.html`
+
+### Tests fail after adding or upgrading Avo
+
+Error looks like:
+
+```
+WebMock::NetConnectNotAllowedError:
+  Real HTTP connections are disabled. Unregistered request:
+  POST https://clerk-1.avohq.io/api/v4/licenses/check with body '...'
+```
+
+**Cause:** Avo 4 verifies the license via an outbound request to `clerk-1.avohq.io` (falling back to `clerk-2.avohq.io`), and it runs in **every** environment, including `test`. Avo 3 didn't make this request, so a suite that passed on v3 can start failing the moment you upgrade. WebMock/VCR `disable_net_connect!` blocks it.
+
+**Fix:** add the two hosts to your **existing** allow list — don't replace the call and lose your other options:
+
+```ruby
+# spec/rails_helper.rb, spec/spec_helper.rb, or test/test_helper.rb
+WebMock.disable_net_connect!(
+  allow_localhost: true,
+  allow: ["clerk-1.avohq.io", "clerk-2.avohq.io"] # add to whatever is already here
+)
+```
+
+VCR equivalent:
+
+```ruby
+VCR.configure do |config|
+  config.ignore_hosts "clerk-1.avohq.io", "clerk-2.avohq.io"
+end
+```
+
+Only needed if you explicitly disable outbound connections in tests. → `testing.html`, `license-troubleshooting.html`
+
+### `bundle install` can't fetch `avo-*` gems
+
+Paid add-on gems are served from `packager.dev` and need a **Gem Server Token** that Bundler can see.
+
+- **401 Unauthorized** → Bundler doesn't have the token. Set it as an environment variable Bundler reads, or in the global bundle config:
+
+  ```bash
+  export BUNDLE_PACKAGER__DEV=xxx                          # server / CI
+  bundle config set --global https://packager.dev/avo-hq/ xxx  # local dev
+  ```
+
+- **`.env` does not work.** Bundler does not load `.env`, so putting the token there silently fails. Use a real environment variable (via `export`, the host's env settings, CI secrets, or a Docker/Kamal build secret).
+- **403 Forbidden inside a sandbox / cloud agent** (Claude Code cloud, Cursor background agents, restricted egress). If the token *is* set correctly, a 403 usually means a **network allowlist is blocking `packager.dev`**, not bad auth. Add `packager.dev` to the environment's allowed hosts and retry.
+- **v4 gem split.** In Avo 4 each feature ships as its own add-on gem (`avo-dashboards`, `avo-menu`, `avo-advanced_search`, `avo-authorization`, `avo-record_reordering`, `avo-dynamic_filters`, `avo-nested`, …); the legacy v3 bundle gems (`avo-pro`, `avo-advanced`) are gone. If a feature vanished after upgrading, you likely need to add its specific gem. See the upgrade section.
+
+→ `gem-server-authentication.html`
+
+---
+
+## v3 → v4 upgrade
+
+If the breakage started right after a version bump, it's probably one of Avo 4's **silent behavior changes** (passes tests, changes runtime) or a **rename** (option removed/renamed). The canonical, always-current source is https://docs.avohq.io/4.0/avo-3-avo-4-upgrade.md — fetch it before recommending any rename.
+
+### Drive the upgrade with this agent prompt
+
+For a full, methodical v3 → v4 upgrade, hand this prompt to a coding agent working **in the user's app** (it's the upgrade guide's own embedded prompt — reproduced here so you can run it directly):
+
+```
+Upgrade this Avo 3 app to Avo 4 using https://docs.avohq.io/4.0/avo-3-avo-4-upgrade.md as the source of truth. You may run shell commands (grep, bundle, the test suite, git) without asking each time — but ask before anything destructive or ambiguous.
+
+Setup
+- Confirm all incremental Avo 3 upgrades are applied up to the current version (https://docs.avohq.io/3.0/avo-2-avo-3-upgrade.html). If not, stop and tell me.
+- Create a new branch. Run the test suite to capture a baseline; if it's already red, stop and tell me.
+- Commit after each chapter, with the chapter name in the message.
+
+Inventory before editing
+- For each chapter, grep the codebase for the APIs it touches BEFORE changing anything (e.g. main_panel, no_confirmation, cluster/row, profile_photo, cover_photo, branding, with_tools, result_path, params[:via_association], `size:` in pagination, PanelComponent, the renamed view-type components, etc.).
+- Many chapters won't apply. Mark each APPLIES / NOT USED / NEEDS REVIEW. Never apply a change for an API the app doesn't use.
+
+Gems first
+- Update the Gemfile to >= 4.0.0 for `avo` and every `avo-*` gem in use (check for avo-nested, avo-rhino_field, avo-dynamic_filters, etc.), move private gems under the packager.dev source block, run bundle, and boot the app before touching app code.
+- Nested forms now need the separate avo-nested gem — add it if has_many/has_one/habtm use `nested`.
+
+Apply, per chapter
+- Make the change, boot the app, re-run tests. Prefer Rails route helpers over hardcoded paths.
+- When a chapter links a sub-page (appearance, global search, badge, etc.), fetch and follow it rather than guessing the new API.
+
+⚠️ Silent behavior changes — these pass tests but change runtime behavior, flag each explicitly:
+- `explicit_authorization` now defaults to true → actions/fields/records with a missing policy method are now DENIED. Audit policies.
+- Action `no_confirmation` → `confirmation`, default flipped (modal now shows by default).
+- `params[:via_association]` is gone → any `== 'has_many'` branch silently falls through to else. Migrate to `search_type`.
+- Dynamic filters `always_expanded` now defaults to true.
+
+Output
+- Produce avo-3-to-4-upgrade.md: one checklist item per chapter with status (applied / skipped / needs-review) and what changed.
+- End with "Manual verification needed" — things tests can't catch: missing/exploded icons (Heroicons→Tabler), avatar/cover rendering, custom CSS referencing old --avo-* variables or Algolia .aa-* selectors, appearance/branding visuals.
+
+Don't invent APIs — if the guide doesn't cover a case, stop and ask.
+```
+
+### Silent behavior changes (green tests, different runtime) — check these first
+
+These are the ones that break a "working" app without any error:
+
+- **`explicit_authorization` now defaults to `true`** — missing policy methods now **deny**. → [Authorization suddenly denies everything](#authorization-suddenly-denies-everything).
+- **Action `no_confirmation` → `confirmation`, default flipped.** v3 skipped the modal by default; v4 **shows** it by default. `self.no_confirmation = true` becomes `self.confirmation = false`.
+- **`params[:via_association]` removed.** The v4 searchable-association picker no longer sets it, so any `if params[:via_association] == 'has_many'` branch silently falls through to `else` (wrong scope, no error). Migrate to the injected `search_type` local (`:global` / `:resource` / `:association` / `:kanban`). `params[:for_kanban_board]` is likewise gone → `search_type == :kanban`.
+- **Dynamic filters `always_expanded` now defaults to `true`** — the filter bar shows expanded and the toggle button is hidden. Set `Avo::DynamicFilters.configure { |c| c.always_expanded = false }` to restore.
+
+### Renamed / removed at a glance
+
+| Avo 3 | Avo 4 | Notes |
+| --- | --- | --- |
+| `no_confirmation = true` | `confirmation = false` | default flipped (see above) |
+| `main_panel do` | `card do` / `panel do` (+ `header`) | `main_panel` removed; wrapping depends on sidebar/preceding content |
+| `Avo::PanelComponent` | `Avo::UI::PanelComponent` | also `with_tools` → `with_controls`; wrap field lists in `ui.description_list` |
+| `field_container` helper | `ui.description_list` | removed; a plain `<div>` is not a safe swap |
+| `cluster` / `row` blocks | `field ..., width: 50` | removed; adjacent fields with `width < 100` sit on one row |
+| pagination `size:` | `slots:` | |
+| `config.branding` | `config.appearance` | `colors:` hash gone (use `accent:` / `accent_colors:`); CSS vars renamed (`--avo-color-*` → `--color-*`) |
+| Heroicons (`heroicons/...`) | Tabler (`tabler/outline/...`) | **"exploded" UI = missing icons.** See the `avo-menu-icons` skill and PR avo-hq/avo#4342 |
+| `self.profile_photo` | `self.avatar` | now used across Show/Edit/breadcrumbs |
+| `self.cover_photo` | `self.cover` | |
+| `Avo::Index::ResourceTableComponent` / `ResourceMapComponent` | `Avo::ViewTypes::TableComponent` / `MapComponent` | update `self.components` keys |
+| `config.disabled_features = [:global_search]` | `config.global_search = { enabled: false }` | |
+| `config.full_width_index_view = true` | `config.container_width = { index: :full }` | |
+| `avo-pro` / `avo-advanced` (legacy v3 bundles) | individual add-on gems | see the [gem split](#bundle-install-cant-fetch-avo--gems) |
+
+"Exploded" layout, blank avatars/covers, or off colors after an upgrade are the **manual-verification** items — tests won't catch them. Check icons (Heroicons → Tabler), avatar/cover rendering, and any custom CSS referencing old `--avo-*` variables or Algolia `.aa-*` selectors (the searchable-association picker and global search were rewritten without Algolia).
+
+---
+
+## Report
+
+When you finish, tell the user plainly:
+
+1. **Symptom → root cause → fix.** What broke, why, and exactly what you changed (file + option).
+2. **Whose bug it was.** App config/data (fixed here) vs. Avo core (searched issues; if new, share https://avo.cool/new-issue and note that a repro from `rails new -m https://avo.cool/new.rb` is what the team needs). Don't blur the line.
+3. **Security note, if relevant.** If authorization was involved, confirm you added the missing policy method rather than disabling `explicit_authorization` — and if the user insists on the escape hatch, say plainly that it re-opens the insecure default app-wide.
+4. **Manual verification needed.** Anything tests can't confirm — exploded/missing icons, avatar/cover rendering, appearance/branding visuals, custom CSS on renamed variables — as an explicit checklist.
+5. **Restart reminder** if the fix touched the initializer, a policy, or auth wiring.