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Posted to commits@superset.apache.org by ru...@apache.org on 2026/06/19 17:02:41 UTC

(superset) branch master updated: chore(deps): bump marshmallow from 3.26.2 to 4.3.0 (#39751)

This is an automated email from the ASF dual-hosted git repository.

rusackas pushed a commit to branch master
in repository https://gitbox.apache.org/repos/asf/superset.git


The following commit(s) were added to refs/heads/master by this push:
     new 919bd350288 chore(deps): bump marshmallow from 3.26.2 to 4.3.0 (#39751)
919bd350288 is described below

commit 919bd35028887803c1722c8ee5267b17d5180853
Author: dependabot[bot] <49...@users.noreply.github.com>
AuthorDate: Fri Jun 19 10:02:35 2026 -0700

    chore(deps): bump marshmallow from 3.26.2 to 4.3.0 (#39751)
    
    Signed-off-by: dependabot[bot] <su...@github.com>
    Co-authored-by: dependabot[bot] <49...@users.noreply.github.com>
    Co-authored-by: Evan <ev...@preset.io>
    Co-authored-by: Claude Sonnet 4.6 <no...@anthropic.com>
    Co-authored-by: Amin Ghadersohi <am...@gmail.com>
---
 pyproject.toml                               |   6 +-
 requirements/base.in                         |   9 +-
 requirements/base.txt                        |   4 +-
 requirements/development.txt                 |   4 +-
 superset/app.py                              |   3 +
 superset/charts/schemas.py                   |   4 +-
 superset/databases/schemas.py                |   2 +-
 superset/marshmallow_compatibility.py        |  88 ++++++++++++++
 superset/reports/schemas.py                  |   6 +-
 superset/themes/schemas.py                   |  10 +-
 tests/unit_tests/dashboards/api_test.py      |   5 +
 tests/unit_tests/test_marshmallow4_compat.py | 164 +++++++++++++++++++++++++++
 12 files changed, 285 insertions(+), 20 deletions(-)

diff --git a/pyproject.toml b/pyproject.toml
index 3facbd4555c..b5f540c0433 100644
--- a/pyproject.toml
+++ b/pyproject.toml
@@ -67,8 +67,10 @@ dependencies = [
     "jsonpath-ng>=1.8.0, <2",
     "Mako>=1.2.2",
     "markdown>=3.10.2",
-    # marshmallow>=4 has issues: https://github.com/apache/superset/issues/33162
-    "marshmallow>=3.0, <4",
+    # marshmallow 4 compatibility: see superset/marshmallow_compatibility.py for a
+    # Flask-AppBuilder workaround. Tracking issue:
+    # https://github.com/apache/superset/issues/33162
+    "marshmallow>=3.0, <5",
     "marshmallow-union>=0.1",
     "msgpack>=1.0.0, <1.2",
     "nh3>=0.3.5, <0.4",
diff --git a/requirements/base.in b/requirements/base.in
index b34d4afc04a..374c8d19469 100644
--- a/requirements/base.in
+++ b/requirements/base.in
@@ -44,11 +44,10 @@ async_timeout>=4.0.0,<5.0.0
 # a bit of attention to bump.
 apispec>=6.0.0,<6.7.0
 
-# 1.4.1 appears to use much more memory, where the python test suite runs out of memory
-# causing CI to fail. 1.4.0 is the last version that works.
-# https://marshmallow-sqlalchemy.readthedocs.io/en/latest/changelog.html#id3
-# Opened this issue https://github.com/marshmallow-code/marshmallow-sqlalchemy/issues/665
-marshmallow-sqlalchemy>=1.3.0,<1.4.1
+# 1.4.1 introduced a memory regression that exhausts memory in the test suite
+# (https://github.com/marshmallow-code/marshmallow-sqlalchemy/issues/665). 1.4.2
+# claimed a fix but did not address the root cause; only 1.5.0 actually fixes it.
+marshmallow-sqlalchemy>=1.5.0
 
 # needed for python 3.12 support
 openapi-schema-validator>=0.6.3
diff --git a/requirements/base.txt b/requirements/base.txt
index a60bddc7378..e8ec36d67a8 100644
--- a/requirements/base.txt
+++ b/requirements/base.txt
@@ -223,13 +223,13 @@ markupsafe==3.0.2
     #   mako
     #   werkzeug
     #   wtforms
-marshmallow==3.26.2
+marshmallow==4.3.0
     # via
     #   apache-superset (pyproject.toml)
     #   flask-appbuilder
     #   marshmallow-sqlalchemy
     #   marshmallow-union
-marshmallow-sqlalchemy==1.4.0
+marshmallow-sqlalchemy==1.5.0
     # via
     #   -r requirements/base.in
     #   flask-appbuilder
diff --git a/requirements/development.txt b/requirements/development.txt
index c948d7e80bc..cabef0499f4 100644
--- a/requirements/development.txt
+++ b/requirements/development.txt
@@ -527,14 +527,14 @@ markupsafe==3.0.2
     #   mako
     #   werkzeug
     #   wtforms
-marshmallow==3.26.2
+marshmallow==4.3.0
     # via
     #   -c requirements/base-constraint.txt
     #   apache-superset
     #   flask-appbuilder
     #   marshmallow-sqlalchemy
     #   marshmallow-union
-marshmallow-sqlalchemy==1.4.0
+marshmallow-sqlalchemy==1.5.0
     # via
     #   -c requirements/base-constraint.txt
     #   flask-appbuilder
diff --git a/superset/app.py b/superset/app.py
index e8671c4f88e..391d633488d 100644
--- a/superset/app.py
+++ b/superset/app.py
@@ -41,6 +41,9 @@ from superset.extensions.local_extensions_watcher import (
     start_local_extensions_watcher_thread,
 )
 from superset.initialization import SupersetAppInitializer
+from superset.marshmallow_compatibility import patch_marshmallow_for_flask_appbuilder
+
+patch_marshmallow_for_flask_appbuilder()
 
 logger = logging.getLogger(__name__)
 
diff --git a/superset/charts/schemas.py b/superset/charts/schemas.py
index 26e2470fbff..1e514a20950 100644
--- a/superset/charts/schemas.py
+++ b/superset/charts/schemas.py
@@ -855,7 +855,9 @@ class ChartDataPivotOptionsSchema(ChartDataPostProcessingOperationOptionsSchema)
         fields.String(allow_none=False),
         metadata={"description": "Columns to group by on the table columns"},
     )
-    metric_fill_value = fields.Number(
+    # `fields.Number` became abstract in marshmallow 4; use `Float`, which
+    # preserves the previous "any numeric value" semantics for this field.
+    metric_fill_value = fields.Float(
         metadata={
             "description": "Value to replace missing values with in "
             "aggregate calculations."
diff --git a/superset/databases/schemas.py b/superset/databases/schemas.py
index ce4cbda151f..32a949eec0d 100644
--- a/superset/databases/schemas.py
+++ b/superset/databases/schemas.py
@@ -1208,7 +1208,7 @@ class DelimitedListField(fields.List):
 
 class BaseUploadFilePostSchemaMixin(Schema):
     @validates("file")
-    def validate_file_extension(self, file: FileStorage) -> None:
+    def validate_file_extension(self, file: FileStorage, **kwargs: Any) -> None:
         allowed_extensions = current_app.config["ALLOWED_EXTENSIONS"]
         file_suffix = Path(file.filename).suffix
         if not file_suffix:
diff --git a/superset/marshmallow_compatibility.py b/superset/marshmallow_compatibility.py
new file mode 100644
index 00000000000..852627b4085
--- /dev/null
+++ b/superset/marshmallow_compatibility.py
@@ -0,0 +1,88 @@
+# Licensed to the Apache Software Foundation (ASF) under one
+# or more contributor license agreements.  See the NOTICE file
+# distributed with this work for additional information
+# regarding copyright ownership.  The ASF licenses this file
+# to you under the Apache License, Version 2.0 (the
+# "License"); you may not use this file except in compliance
+# with the License.  You may obtain a copy of the License at
+#
+#   http://www.apache.org/licenses/LICENSE-2.0
+#
+# Unless required by applicable law or agreed to in writing,
+# software distributed under the License is distributed on an
+# "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+# KIND, either express or implied.  See the License for the
+# specific language governing permissions and limitations
+# under the License.
+
+"""
+Marshmallow 4.x compatibility patch for Flask-AppBuilder.
+
+Flask-AppBuilder auto-generates schema classes (via
+``Model2SchemaConverter._meta_schema_factory``) whose ``Meta.fields`` reference
+SQLAlchemy relationship names that are never declared as marshmallow fields.
+
+Marshmallow 3 tolerated this: ``_init_fields`` resolved each name with
+``declared_fields.get(name, Inferred())``. Marshmallow 4 made the lookup strict
+(``declared_fields[name]``) and raises ``KeyError`` for those names. This patch
+restores the lenient behaviour by stubbing the missing FAB names with ``Raw``
+fields before ``_init_fields`` runs.
+"""
+
+import logging
+from typing import Any
+
+logger = logging.getLogger(__name__)
+
+
+def patch_marshmallow_for_flask_appbuilder() -> None:
+    """Apply a compatibility patch to marshmallow for Flask-AppBuilder.
+
+    Wraps ``marshmallow.Schema._init_fields`` so that any name referenced by a
+    schema's ``Meta.fields``/``Meta.additional`` that is not backed by a declared
+    field is stubbed with a ``Raw`` field. This mirrors marshmallow 3 semantics
+    and keeps Flask-AppBuilder's auto-generated schemas working under
+    marshmallow 4, where the field lookup became strict.
+
+    The stubbing happens in a single pass per instantiation (no retry loop), so
+    it stays cheap even though FAB mints a fresh schema class on every call and
+    marshmallow rebuilds ``declared_fields`` for every instance.
+
+    The patch is idempotent and will not apply twice.
+    """
+    import marshmallow
+
+    if getattr(marshmallow.Schema._init_fields, "_fab_patched", False):
+        return  # already patched
+
+    original_init_fields = marshmallow.Schema._init_fields
+
+    def patched_init_fields(self: "marshmallow.Schema") -> Any:
+        opts = self.opts
+        # ``_init_fields`` iterates Meta.fields (falling back to declared field
+        # names) plus Meta.additional, then strictly looks each up in
+        # ``declared_fields``. Pre-stub the FAB relationship names it would
+        # otherwise choke on; unknown non-FAB names are left to raise so genuine
+        # schema bugs still surface.
+        candidates = set(opts.fields or ()) | set(getattr(opts, "additional", ()) or ())
+        for name in candidates:
+            if name not in self.declared_fields and _looks_like_fab_field(name):
+                logger.debug(
+                    "marshmallow FAB compat: stubbing Raw field for %r on %s",
+                    name,
+                    type(self).__name__,
+                )
+                self.declared_fields[name] = marshmallow.fields.Raw()
+        return original_init_fields(self)
+
+    patched_init_fields._fab_patched = True  # type: ignore[attr-defined]
+    marshmallow.Schema._init_fields = patched_init_fields
+
+
+def _looks_like_fab_field(name: str) -> bool:
+    """Return True if the field name looks like a FAB auto-generated relationship field.
+
+    FAB generates fields like 'related_model', 'parent_id', etc.
+    These are typically snake_case and don't start with underscore.
+    """
+    return bool(name) and not name.startswith("_") and name.replace("_", "").isalnum()
diff --git a/superset/reports/schemas.py b/superset/reports/schemas.py
index 8f7314d2aa1..5bc1516bae6 100644
--- a/superset/reports/schemas.py
+++ b/superset/reports/schemas.py
@@ -270,13 +270,14 @@ class ReportSchedulePostSchema(Schema):
         },
         allow_none=True,
         required=False,
-        default=None,
+        dump_default=None,
     )
 
     @validates("custom_width")
     def validate_custom_width(
         self,
         value: Optional[int],
+        **kwargs: Any,
     ) -> None:
         if value is None:
             return
@@ -432,13 +433,14 @@ class ReportSchedulePutSchema(Schema):
         },
         allow_none=True,
         required=False,
-        default=None,
+        dump_default=None,
     )
 
     @validates("custom_width")
     def validate_custom_width(
         self,
         value: Optional[int],
+        **kwargs: Any,
     ) -> None:
         if value is None:
             return
diff --git a/superset/themes/schemas.py b/superset/themes/schemas.py
index 4c7d7c5bf86..eaa40fdd8bf 100644
--- a/superset/themes/schemas.py
+++ b/superset/themes/schemas.py
@@ -54,7 +54,7 @@ class ImportV1ThemeSchema(Schema):
     version = fields.String(required=True)
 
     @validates("json_data")
-    def validate_json_data(self, value: dict[str, Any]) -> None:
+    def validate_json_data(self, value: dict[str, Any], **kwargs: Any) -> None:
         # Convert dict to JSON string for validation
         if isinstance(value, dict):
             json_str = json.dumps(value)
@@ -85,12 +85,12 @@ class ThemePostSchema(Schema):
     json_data = fields.String(required=True, allow_none=False)
 
     @validates("theme_name")
-    def validate_theme_name(self, value: str) -> None:
+    def validate_theme_name(self, value: str, **kwargs: Any) -> None:
         if not value or not value.strip():
             raise ValidationError("Theme name cannot be empty.")
 
     @validates("json_data")
-    def validate_and_sanitize_json_data(self, value: str) -> None:
+    def validate_and_sanitize_json_data(self, value: str, **kwargs: Any) -> None:
         # Parse JSON
         try:
             theme_config = json.loads(value) if isinstance(value, str) else value
@@ -112,12 +112,12 @@ class ThemePutSchema(Schema):
     json_data = fields.String(required=True, allow_none=False)
 
     @validates("theme_name")
-    def validate_theme_name(self, value: str) -> None:
+    def validate_theme_name(self, value: str, **kwargs: Any) -> None:
         if not value or not value.strip():
             raise ValidationError("Theme name cannot be empty.")
 
     @validates("json_data")
-    def validate_and_sanitize_json_data(self, value: str) -> None:
+    def validate_and_sanitize_json_data(self, value: str, **kwargs: Any) -> None:
         # Parse JSON
         try:
             theme_config = json.loads(value) if isinstance(value, str) else value
diff --git a/tests/unit_tests/dashboards/api_test.py b/tests/unit_tests/dashboards/api_test.py
index 5f4c5e680d9..deaa07c456d 100644
--- a/tests/unit_tests/dashboards/api_test.py
+++ b/tests/unit_tests/dashboards/api_test.py
@@ -25,6 +25,11 @@ from superset.dashboards.schemas import DashboardGetResponseSchema
 @pytest.fixture
 def mock_dashboard() -> MagicMock:
     dash = MagicMock()
+    # Real Dashboard objects are not subscriptable. Without this, marshmallow's
+    # get_value reads ``dash["changed_on"]`` (which a MagicMock happily returns
+    # as another mock) instead of the attribute, and marshmallow 4's DateTime
+    # field then fails serializing the mock via datetime.isoformat().
+    dash.__getitem__.side_effect = TypeError
     dash.id = 1
     dash.slug = "test-slug"
     dash.url = "/superset/dashboard/test-slug/"
diff --git a/tests/unit_tests/test_marshmallow4_compat.py b/tests/unit_tests/test_marshmallow4_compat.py
new file mode 100644
index 00000000000..e78611505ac
--- /dev/null
+++ b/tests/unit_tests/test_marshmallow4_compat.py
@@ -0,0 +1,164 @@
+# Licensed to the Apache Software Foundation (ASF) under one
+# or more contributor license agreements.  See the NOTICE file
+# distributed with this work for additional information
+# regarding copyright ownership.  The ASF licenses this file
+# to you under the Apache License, Version 2.0 (the
+# "License"); you may not use this file except in compliance
+# with the License.  You may obtain a copy of the License at
+#
+#   http://www.apache.org/licenses/LICENSE-2.0
+#
+# Unless required by applicable law or agreed to in writing,
+# software distributed under the License is distributed on an
+# "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+# KIND, either express or implied.  See the License for the
+# specific language governing permissions and limitations
+# under the License.
+"""Regression tests for marshmallow 4.x compatibility.
+
+Marshmallow 4.x requires **kwargs on @validates-decorated methods and
+ships with marshmallow-sqlalchemy >= 1.5.0. These tests confirm that
+the codebase handles those requirements correctly.
+"""
+# pylint: disable=import-outside-toplevel
+
+from importlib.metadata import version
+from unittest.mock import MagicMock
+
+import marshmallow
+import pytest
+from marshmallow import ValidationError
+
+
+def test_validates_kwargs_database_schema() -> None:
+    """Regression: marshmallow 4.x requires **kwargs on @validates methods.
+
+    Without **kwargs on validate_file_extension, marshmallow 4.x passes extra
+    keyword arguments to the validator and raises TypeError instead of
+    ValidationError when validating an uploaded file with a bad extension.
+    """
+    from flask import Flask
+
+    from superset.databases.schemas import BaseUploadFilePostSchemaMixin
+
+    app = Flask(__name__)
+    app.config["ALLOWED_EXTENSIONS"] = {"csv", "json", "parquet", "zip"}
+
+    # Build a minimal schema that inherits the mixin so @validates fires
+    class TestUploadSchema(BaseUploadFilePostSchemaMixin):
+        file = marshmallow.fields.Raw()
+
+    schema = TestUploadSchema()
+
+    # Construct a mock FileStorage with a disallowed extension
+    mock_file = MagicMock()
+    mock_file.filename = "malware.exe"
+
+    with app.app_context():
+        with pytest.raises(ValidationError):
+            # Must raise ValidationError, not TypeError
+            schema.load({"file": mock_file})
+
+
+def test_patch_marshmallow_for_flask_appbuilder_idempotent() -> None:
+    """Regression: patch_marshmallow_for_flask_appbuilder must be idempotent.
+
+    Calling the patch function more than once must not create nested wrappers.
+    The _fab_patched sentinel on the patched method guards against re-patching.
+    """
+    import marshmallow as mm
+
+    from superset.marshmallow_compatibility import (
+        patch_marshmallow_for_flask_appbuilder,
+    )
+
+    # Capture the state of _init_fields before the first call
+    original_init_fields = mm.Schema._init_fields
+
+    patch_marshmallow_for_flask_appbuilder()
+    after_first = mm.Schema._init_fields
+    assert getattr(after_first, "_fab_patched", False), (
+        "Expected _init_fields to be marked _fab_patched after first call"
+    )
+
+    patch_marshmallow_for_flask_appbuilder()
+    after_second = mm.Schema._init_fields
+    assert after_second is after_first, (
+        "Expected _init_fields to be unchanged after second call (idempotent)"
+    )
+
+    # Restore original to avoid side-effects on other tests
+    mm.Schema._init_fields = original_init_fields
+
+
+@pytest.mark.skipif(
+    tuple(int(p) for p in version("marshmallow").split(".")[:1]) < (4,),
+    reason="FAB _init_fields KeyError only occurs on marshmallow >= 4",
+)
+def test_fab_field_stubbing_is_single_pass() -> None:
+    """Regression: FAB compat must stub missing fields in one pass per instance.
+
+    Flask-AppBuilder mints a fresh schema class on every call and marshmallow
+    rebuilds ``declared_fields`` for every instance, so any approach that re-runs
+    ``_init_fields`` on KeyError (a retry loop) re-pays its cost on every single
+    instantiation. Under coverage tracing that blew the unit-test job past its
+    timeout. The patch must instead stub the undeclared FAB names before the
+    original runs, so ``_init_fields`` executes exactly once per instance.
+    """
+    import marshmallow as mm
+
+    from superset.marshmallow_compatibility import (
+        patch_marshmallow_for_flask_appbuilder,
+    )
+
+    # Count invocations of the underlying (pre-patch) _init_fields, then patch.
+    base_init_fields = mm.Schema._init_fields
+    calls = {"n": 0}
+
+    def counting(self: mm.Schema) -> object:
+        calls["n"] += 1
+        return base_init_fields(self)
+
+    mm.Schema._init_fields = counting
+    try:
+        patch_marshmallow_for_flask_appbuilder()
+
+        # FAB-style schema: Meta.fields references undeclared relationship names,
+        # which marshmallow 4.x rejects with KeyError.
+        class FabStyleSchema(mm.Schema):
+            a = mm.fields.String()
+
+            class Meta:
+                fields = ("a", "related_model", "owner", "parent_id")
+
+        calls["n"] = 0
+        for _ in range(50):
+            FabStyleSchema()
+        # Exactly one underlying _init_fields per instance — no retry blowup.
+        assert calls["n"] == 50, (
+            f"expected 50 _init_fields calls for 50 instances, got {calls['n']} "
+            "— single-pass stubbing regressed into a retry loop"
+        )
+
+        # The undeclared FAB names resolve to Raw stubs in the built field set.
+        instance = FabStyleSchema()
+        assert isinstance(instance.fields["related_model"], mm.fields.Raw)
+    finally:
+        mm.Schema._init_fields = base_init_fields
+
+
+def test_marshmallow_sqlalchemy_version() -> None:
+    """Regression: marshmallow-sqlalchemy >= 1.5.0 is required.
+
+    marshmallow 4.x needs marshmallow-sqlalchemy >= 1.4.x, but 1.4.1/1.4.2 carry
+    a memory regression (issue #665) that exhausts memory in the test suite; only
+    1.5.0 fixes it. This test ensures the installed version is recent enough.
+    """
+    import marshmallow_sqlalchemy  # noqa: F401  # import to confirm it's installed
+
+    installed = version("marshmallow-sqlalchemy")
+    parts = [int(x) for x in installed.split(".")[:3]]
+    minimum = [1, 5, 0]
+    assert parts >= minimum, (
+        f"marshmallow-sqlalchemy {installed} is too old; need >= 1.5.0"
+    )