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fix(db): contract the canceled rename: normalize, narrow the status CHECKs, stop using cancelled_by - #1253

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@IAmJSD IAmJSD commented Oct 23, 2026

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Summary

This is the contract half of the 000089 cancelled -> canceled rename, minus the column drop. The column drop can't safely ship in the same release, so it comes in a follow-up (explained below).

What was still open on main. 000089 (EXPAND, #1277) widened both status CHECKs, added canceled_by and deferred everything else. Nothing after it touches these constraints or the column; I checked every migration through 000134 plus the open PRs holding 000135-000143. Main still:

  • accepts and reads both spellings: config.LegacyStatusCanceled appears in about ten switches and lists, and the cleanup SQL uses status IN ('cancelled','canceled').
  • reads the legacy column everywhere: all 11 execution read projections use COALESCE(canceled_by, cancelled_by).
  • still writes cancelled_by:
    • SavePurchaseExecution writes only cancelled_by (never canceled_by).
    • transitionExecutionStatus and SetCancelledBy dual-write both columns.

Nothing on main writes a 'cancelled' status to purchase_executions or ri_exchange_history. The remaining double-l literals belong to ladder_runs / ladder_tranches / AWS listing state, which are different tables and out of scope.

Changes

Migration 000144 contract_canceled_spelling (up), one transaction:

  1. LOCK TABLE purchase_executions, ri_exchange_history IN ACCESS EXCLUSIVE MODE. The CHECK rebuild below takes this lock anyway. Taking it first means no writer can commit between the normalize/drain and the narrowed CHECKs, or between the drain and the trigger.
  2. Create trigger purchase_executions_mirror_legacy_cancel_actor, BEFORE INSERT OR UPDATE ... WHEN (NEW.canceled_by IS NULL AND NEW.cancelled_by IS NOT NULL). It sets canceled_by := cancelled_by, so canceled_by always equals COALESCE(canceled_by, cancelled_by), which is exactly what older builds read.
  3. Normalize the data before narrowing:
    • status 'cancelled' -> 'canceled' in both tables
    • drain legacy-only actors into canceled_by
  4. Rebuild purchase_executions_status_check and ri_exchange_history_status_check as the 000089 lists minus 'cancelled'. The test checks the new constraint text is the old one with exactly that one entry removed.

Down: widens both CHECKs back to the exact 000089 definitions, drops the trigger and function, and backfills cancelled_by from canceled_by where it is NULL. Rows stay canceled. The widened CHECKs accept both spellings and every build since #1277 reads both, so there is no need to convert data back.

Code (no read or write of purchase_executions.cancelled_by remains):

  • All execution reads project plain canceled_by.
  • The cancel transition and SetCancelledBy write only canceled_by.
  • SavePurchaseExecution inserts canceled_by and on conflict sets canceled_by = COALESCE(purchase_executions.canceled_by, $17).
    • The effective value is the same as before: the old save wrote the legacy column and reads took COALESCE(canceled_by, cancelled_by), so a save could never change an actor already in canceled_by.
    • Writing $17 straight into canceled_by would let a save from a stale copy (read before a concurrent cancel) erase that cancel's actor.
  • LegacyStatusCanceled is removed, along with every dual-spelling branch: the history filter/annotation/KPI, cancel-recovery normalization, plan health, ramp settled/terminal/health-scored lists, ladder reconcile/resolve, ramp baseline and schedule clock. The cleanup query is now status = 'canceled'.
  • Tests are updated to match. Legacy-spelling fixtures are removed: a 'cancelled' row can no longer be stored. The 000089 test keeps its //nolint:misspell because it still exercises the legacy spelling at version 89.

Why cancelled_by is not dropped here (deploy order)

Migrations run at app startup (ensureDB -> RunMigrations). So the first instance of the release that ships 000144 applies it while instances of the previous build (P) are still serving. rollback.yml also redeploys an older image without touching the schema. P reads COALESCE(canceled_by, cancelled_by) in every execution query and writes cancelled_by. If this release dropped the column, every execution read on P would fail with "column does not exist" for the rest of the rollout, and so would any code-only rollback. So:

Step Ships Safe because
this PR (release R) 000144 + code that never touches cancelled_by P never writes 'cancelled' (verified on main), so the narrowed CHECKs don't affect it. P's legacy-column writes are mirrored by the trigger, so R can read canceled_by alone. P's COALESCE reads still work, since the column exists.
follow-up (release R+1, once no build older than R can run or be rolled back to) migration: drop trigger + function, final drain, DROP COLUMN cancelled_by R and later builds never reference the column.

That follow-up is the rest of #47, which is why this PR says Refs, not Closes. It needs a follow-up issue (or #47 left open) to track it.

Rollback story with the DB at 000144

Failure mode: migrations fail open (ensureDB logs and keeps serving). If 000144 failed, R would run on the unnormalized schema: surviving 'cancelled' rows and any un-drained legacy-only actors would read as unknown status or missing attribution. Nothing breaks outright, and /health reports the failed migration. The migration is a few UPDATEs and two CHECK rebuilds on two tables under one lock, so the main risk is lock wait on a busy table.

Lock ordering: 000144 locks purchase_executions then ri_exchange_history. I found no app transaction that writes both, so I don't expect deadlocks. If one happened, Postgres aborts one side; for the migration that means a rolled-back transaction and the existing dirty-flag recovery.

Refs #47

Verification

Run on this branch (62feb4fc), Go 1.26.9, AWS_CONFIG_FILE=/dev/null AWS_SHARED_CREDENTIALS_FILE=/dev/null.

  • go build ./..., go vet ./..., go vet -tags integration ./...: clean.
  • Unit (no tag, -count=1): ./internal/config, ./internal/api, ./internal/purchase, ./internal/mocks, ./internal/database/postgres/migrations: all ok.
  • golangci-lint run --allow-parallel-runners (v2.10.1), with and without --build-tags integration, on ./internal/config/... ./internal/api/... ./internal/purchase/... ./internal/database/postgres/migrations/... ./cmd/cleanup-lambda/...: 0 issues.
  • gocyclo -over 10 -ignore "_test\.go" on every changed non-test file: nothing over 10.

New tests

  • TestPGXMock_ExecutionCancelActorUsesOnlyCanceledBy (pgxmock, unit). Its query matcher rejects any statement naming the legacy column. It drives GetExecutionByID, TransitionExecutionStatus(... canceled), SetCancelledBy and SavePurchaseExecution, and pins the COALESCE(purchase_executions.canceled_by, $17) save.
    • Fail-before: with store_postgres.go swapped back to HEAD~1, it FAILS (statement still references the legacy cancel actor column).
    • Pass-after: PASS.
  • TestMigration_000144_ContractCanceledSpelling (integration, real Postgres 16 via testcontainers). From previousMigrationVersion(t, 144) it seeds legacy-status, drain-only, both-columns and conflicting-actor rows plus a legacy ri_exchange_history row, then migrates to 144 and asserts:
    • normalization and drain;
    • each CHECK equals its pre-migration text minus exactly the legacy entry;
    • the legacy spelling is rejected (23514, named constraint) on both tables;
    • an older-build legacy-only INSERT/UPDATE is mirrored into canceled_by, and a legacy write never overrides an existing canceled_by;
    • after down, both CHECKs are byte-identical to 000089's, the legacy spelling is accepted again, the legacy column is backfilled and the trigger is gone;
    • re-up works.
  • TestMigration_000144_ConcurrentLegacyWritersKeepAttribution (integration, race). Four writers insert legacy-only actor rows (the shape an older build's save produces) continuously before, during and after MigrateToVersion(144). It requires at least 20 inserts after the migration, no writer errors, and zero rows with cancelled_by set and canceled_by NULL (about 1,260 rows in the run).

Mutation probes (each reverted afterwards):

Mutation of 000144.up Result
trigger removed ContractCanceledSpelling FAILS (a legacy-only insert must be mirrored into canceled_by); ConcurrentLegacyWriters... FAILS (every legacy-only actor must be in canceled_by, of 1264 rows)
drain UPDATE removed ContractCanceledSpelling FAILS on the drain-only row
purchase_executions status normalization removed migration fails: check constraint "purchase_executions_status_check" ... is violated by some row (SQLSTATE 23514)

Changed integration tests, run narrowly:

go test -tags integration -count=1 -timeout 20m -run 'TestMigration_000144_|TestMigration_000089_' ./internal/database/postgres/migrations   # ok
go test -tags integration -count=1 -timeout 20m -run 'TestDeletePlannedPurchase_RecordsCancelActor|TestTransitionExecutionStatus_NonCancelLeavesCancelColumnsNull|TestPersistExecution_RetryAfterRowLeftPending' ./internal/api   # ok
go test -tags integration -count=1 -timeout 20m -run 'TestRampRetention_OldCleanupWritersPreserveHeldRows|TestListPlanCommittedTx_RealRowShapes|TestResolveLadderTrancheFailed_ProvenChain|TestRampStepStatusListsPartitionEveryWrittenStatus|TestPostgresStoreDB_CleanupOldExecutions_RetainsCanceledInsideHealthWindow' ./internal/config   # ok
go test -tags integration -count=1 -timeout 20m -run 'TestReconcileLadderTranches_Mappings' ./internal/purchase   # ok
go test -tags integration -count=1 -timeout 20m -run 'TestCleanupStatusListsCoverSchema|TestDeleteExpiredKeepsLiveAndHealthScoredRows' ./cmd/cleanup-lambda   # ok

TestPersistExecution_RetryAfterRowLeftPending failed once in the first combined run on a loaded machine, and the error detail was not captured. It passed on two reruns, alone and together with the other two tests. TestRampRetention_OldCleanupWritersPreserveHeldRows needed its expected delete count lowered from 3 to 2 once the legacy fixture row was removed.

All of the above is local evidence: unit tests, pgxmock and testcontainers Postgres. Nothing was run against a deployed environment.

Combined-tree verification. This branch was tested together with six other queued branches on a local, never-pushed tree: queue/platform @ 77d116c6 = origin/main a14dc8f2 plus these heads, merged in this order:

Branch Tested head
fix/issue-47 62feb4f
fix/issue-76 3b8c241
fix/issue-1233 e1638b7
fix/issue-153 8729074
fix/issue-532 0971624
fix/issue-64 fefdc43
fix/issue-54 91827b9

Linux, Go 1.26.9, AWS_CONFIG_FILE=/dev/null AWS_SHARED_CREDENTIALS_FILE=/dev/null AWS_EC2_METADATA_DISABLED=true; Docker Postgres via testcontainers:

  • Passed: go build ./..., go vet ./..., go vet -tags integration ./... and the full go test -race -short -count=1 ./....
  • Static checks (changed packages): golangci-lint v2.10.1 found 0 issues, with and without --build-tags integration, and gocyclo -over 10 is silent on the changed non-test files. These ran at b61a9c30, which differs from 77d116c6 only by one .gitallowed line on fix/issue-1233.
  • Integration tests, every changed package, one package at a time (-tags integration -count=1):
    • These packages pass: cmd/cleanup-lambda, internal/analytics, internal/auth, internal/database/postgres/migrations and internal/purchase.
    • internal/api passes, except two tests whose Postgres container didn't start, or whose migrations hit a timeout, under machine load. Rerun alone on the same tree, both pass: TestDeleteManagedPlanByExecutionStatus and TestNotifiedRow_RescheduleDoesNotOverwriteConcurrentCancel.
    • internal/config passes except TestPostgresStoreDB_ResolveStaleRIExchange_ValidatesCloudCheck, which fails the same way on unmodified main (fixed by fix(config): compare resolve checked_at at the database's microsecond precision #1252).
    • Packages were run with a 60-minute timeout (rather than CI's 20) because the VM was shared with other test runs. Some reruns used TESTCONTAINERS_RYUK_DISABLED=true to avoid a testcontainers reaper race under load.
  • Secrets: git-secrets, using the repo's scripts/setup-git-secrets.sh patterns in a fresh repo with an isolated HOME, found nothing in the changed files, and a planted fake key was flagged. scripts/test-git-secrets-allowlist.sh: 137 PASS, 0 FAIL.
  • Nothing was applied to any cloud.

Out of scope

  • The DROP COLUMN cancelled_by follow-up, described above. Its migration should also drop the trigger and function and do a final drain.
  • ramp_ledger_holds() (000124) still lists both spellings. That is harmless: the function is IMMUTABLE SQL, and redefining it is churn for no behavior change now that 'cancelled' can't be stored.
  • Mock and fixture double-l status strings with no DB effect: internal/mocks/stores.go default returns and handler_ri_exchange_test.go TestApproveRIExchange_AlreadyCancelled.
  • ladder_runs.cancelled_by / ladder 'cancelled' statuses are a separate table and spelling (000080) and are not part of this rename.
  • Go names kept to avoid churn: the field PurchaseExecution.CancelledBy (JSON cancelled_by, which the frontend consumes) and the method name SetCancelledBy are unchanged.

Frontend follow-up for the UI owner

After 000144 the API never returns cancelled for purchase executions or RI exchanges, so the dual-spelling branches added for 000089 can go:

  • frontend/src/history.ts: status badge (case 'cancelled'), the status counts (s === 'canceled' || s === 'cancelled') and the two filter predicates around lines 1187 and 1207. The 'cancelled' chip key itself is UI-internal and can stay.
  • frontend/src/riexchange.ts around line 2363: case 'cancelled' in the exchange status badge.

None of this is required for correctness. It is dead code once 000144 has run.

Maintainer: please mirror the issue's triage labels onto this PR: priority/p2, severity/medium, impact/internal, type/chore, triaged, urgency/this-quarter, effort/s.

🤖 Generated with Claude Code

…HECKs, stop using cancelled_by

Migration 000144 is the contract half of 000089. Under a table lock it
normalizes every legacy 'cancelled' status in purchase_executions and
ri_exchange_history, drains legacy-only actors into canceled_by, and
narrows both status CHECKs to the 000089 lists minus 'cancelled'.

The code stops reading and writing purchase_executions.cancelled_by:
reads project canceled_by, the cancel transition and SetCancelledBy
write only canceled_by, and SavePurchaseExecution writes canceled_by,
keeping an actor already on the row (the value reads saw before). The
LegacyStatusCanceled constant and every dual-spelling branch are gone.

The cancelled_by column is kept. The previous build still reads
COALESCE(canceled_by, cancelled_by) and writes cancelled_by, and it
keeps serving during a rolling deploy and after a code-only rollback,
so dropping the column in the same release would break every execution
read on it. A trigger mirrors any legacy-only actor write into
canceled_by until a follow-up migration drops the trigger and column.

Refs LeanerCloud#47

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@IAmJSD IAmJSD added priority/p2 Backlog-worthy severity/medium Moderate harm impact/internal Team-internal only type/chore Maintenance / non-user-visible triaged Item has been triaged urgency/this-quarter Within the quarter effort/s Hours labels Oct 23, 2026
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IAmJSD and others added 2 commits October 25, 2026 16:11
Bring the branch up to date with main.

Conflicted files:
- internal/api/handler_history.go: main (LeanerCloud#1200) moved the per-row summary
  bucketing out of summarizePurchaseHistory into addHistoryRowToSummary and
  addNonCompletedRowToSummary so the SQL aggregate and the row list share
  one set of rules. The branch had dropped config.LegacyStatusCanceled from
  the canceled case in the old inline switch. Kept main's refactor and
  applied the branch's change to addNonCompletedRowToSummary: only
  config.StatusCanceled is matched, since 000144 makes the legacy spelling
  unstorable and the branch removes the constant.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
…ry test

The test came in from main (LeanerCloud#1200) and seeds executions with
LegacyStatusCanceled and queries it as an execution status. This branch
removes that constant, and migration 000144 rejects the 'cancelled'
status, so the seed would fail the narrowed CHECK. Seed and query only
the canonical spelling.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@IAmJSD

IAmJSD commented Oct 25, 2026

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Merged origin/main (1c5787a) into this branch. New head: fb1d654. A trial merge with the current main (c1f1781) is clean and passes go vet -tags integration ./.... Main added no new cancelled_by, 'cancelled' or LegacyStatusCanceled uses after that point.

Conflict resolution:

  • internal/api/handler_history.go: main (feat(api): scope-aware SQL totals for the History summary cards #1200) moved the per-row summary bucketing out of summarizePurchaseHistory into addHistoryRowToSummary and addNonCompletedRowToSummary, so the SQL aggregate and the row list share one set of rules. This branch had dropped LegacyStatusCanceled from the canceled case of the old inline switch. I kept main's refactor and made the same change in addNonCompletedRowToSummary, which now matches only config.StatusCanceled.

Follow-up commit (a semantic conflict that merged without a textual conflict):

Checks on the merged head:

  • build, vet (also with -tags integration) and e2e vet pass.
  • golangci-lint found 0 issues with and without the integration tag, and gocyclo is silent.
  • go test -race -short passes on cmd/cleanup-lambda, api, config, migrations and purchase.
  • go test -race -tags integration passes on the same five packages, run one at a time. On a heavily loaded shared VM, the first runs of several packages failed with failed to start postgres container ... wait until ready ... context deadline exceeded (testhelpers' 30s startup timeout). Each package then passed on rerun, either whole or by re-running only the tests that had failed.
  • The secrets scan is clean and the planted key was flagged. The allowlist test passes.

One thing to watch when merging: #1277's new ListHistoryExecutionsPage still projects COALESCE(canceled_by, cancelled_by). Whichever of the two PRs merges second should switch it to plain canceled_by.

IAmJSD added a commit to IAmJSD/cloud-commitments-platform that referenced this pull request Oct 26, 2026
…ation 000145 -> 000141

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (LeanerCloud#1239, LeanerCloud#1241,
LeanerCloud#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit to IAmJSD/cloud-commitments-platform that referenced this pull request Oct 26, 2026
…000140

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140, 000141, 000143 and
000144 belong to PRs held on owner decisions (LeanerCloud#1239, LeanerCloud#1241, LeanerCloud#1253); this
PR takes 000140 so it can merge ahead of them, and they will take the
next free numbers when decided. Rename only: the SQL is unchanged, and
the test's version constant and the comments naming the migration
follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit to IAmJSD/cloud-commitments-platform that referenced this pull request Oct 26, 2026
…7 -> 000143

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (LeanerCloud#1239, LeanerCloud#1241,
LeanerCloud#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit to IAmJSD/cloud-commitments-platform that referenced this pull request Oct 26, 2026
…-> 000145

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (LeanerCloud#1239, LeanerCloud#1241,
LeanerCloud#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit to IAmJSD/cloud-commitments-platform that referenced this pull request Oct 26, 2026
…148 -> 000144

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (LeanerCloud#1239, LeanerCloud#1241,
LeanerCloud#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@IAmJSD

IAmJSD commented Oct 26, 2026

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Migration renumbering needed before this merges. The reviewed, ready PRs have taken 000140-000145 so they could merge without waiting on owner decisions: #1240 (000140), #1302 (000141), #1268 (000142), #1287 (000143), #1289 (000144), #1116 (000145). This PR's migration(s) (000144) must be renumbered to start at 000146, or the next free number at that time, when it's ready to merge (000144 -> 000146 or the next free number). golang-migrate skips a version below the database's current one, so a lower number merged after those would never apply.

Dependency check: none of the six ready migrations touches purchase_executions or ri_exchange_history, their status CHECKs, or cancelled_by/canceled_by, so the order doesn't matter beyond the number. That ordering hasn't been run.

IAmJSD added a commit to IAmJSD/cloud-commitments-platform that referenced this pull request Oct 26, 2026
…n 000146 -> 000142

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (LeanerCloud#1239, LeanerCloud#1241,
LeanerCloud#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit that referenced this pull request Oct 26, 2026
…d of the full list (#1240)

* fix(api): add opt-in keyset pagination to GET /api/recommendations

The list endpoint returned the whole filtered recommendations cache in a
single body, so a tenant with a few thousand cached rows pushed the
response past the 6 MB Lambda payload cap and the page failed with 502.
Gzip (#775) raised that ceiling but did not bound it.

Callers can now send limit (1-1000) and the returned next_cursor to read
the list in pages ordered by recommendation ID. The cursor is an opaque
base64url encoding of the last ID seen, so a row deleted between requests
does not shift later pages. summary and regions still describe the full
filtered set on every page, and compute capacity is only decoded for the
returned rows. Requests without limit or cursor keep the existing
unpaginated response, so the current frontend is unaffected until it
adopts the parameters. openapi.yaml documents the parameters and the
actual response shape.

Refs #777

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(api): cap recommendation pages by serialized bytes and reject empty paging params

A page was bounded only by row count, but the opaque Details blob makes a
row's size data-dependent, so 1000 large rows could still pass the 6 MiB
Lambda response cap. Pages now also stop once the rows, measured as they
appear inside the Lambda response envelope (the body re-encoded as a JSON
string, so quotes and backslashes count twice), plus the summary, regions,
keys and next_cursor would pass a 4 MiB budget. The budget is checked
against uncompressed bytes because the #775 gzip only runs when the client
accepts it. A page always holds at least one row, so a row that alone is
over the budget is returned on its own page with a logged warning instead
of stalling the cursor walk.

Legacy unpaginated mode is now selected only when neither limit nor
cursor is present. A present but empty ?limit= or ?cursor= returns 400
instead of falling back to the unbounded response.

Refs #723

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(api): reject duplicate recommendation IDs when paging and document 400s

- Correct the ordering comment: the paging key is the application
  recommendation ID built from the natural-key columns, not the cache
  table's UUID primary key. A paginated request now fails if two rows
  share an ID, since the strict "after" comparison would skip one of
  them at a page boundary.
- Describe the feature as opt-in in-memory cursor slicing, not a SQL
  keyset (store-side paging is #981).
- TestGetRecommendations_UnpaginatedShapeUnchanged copies the expected
  IDs before the call so an in-place reorder in legacy mode fails it.
- Add TestGetRecommendations_PaginationRejectsDuplicateIDs.
- openapi: document the 400 response for bad limit/cursor/filter
  values, and say next_cursor's absence is the only end-of-list signal.

Refs #723

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(db): index recommendations by byte-wise payload id for keyset scans

Migration 000142 adds recommendations_scan_key_idx on
(COALESCE(payload->>'id', '') COLLATE "C", id). The paginated
GET /api/recommendations scan (issue #981) walks the cache in chunks in
that order and resumes each chunk after the last (id, primary key) it
read; without the index every chunk is a full scan plus a sort.

COLLATE "C" is byte order, the same order Go's string comparison uses,
so SQL paging keeps the order the API already returns.

Refs #981

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(config): read stored recommendations in keyset chunks

ListStoredRecommendationsChunk returns at most limit rows matching a
RecommendationFilter, ordered by the byte-wise recommendation ID and then
the table's UUID primary key, resuming strictly after a given position.
The primary key keeps rows that share an ID in a total order, so a chunk
boundary inside such a run neither skips nor repeats a row. The
MinSavingsPct floor stays in-process (shared with
ListStoredRecommendations via decodeStoredRecommendation); rows it drops
still advance the position.

Integration tests pin the order to Go's sort.Strings on IDs that a
linguistic collation orders differently, cover duplicate IDs across every
chunk size, the pct floor emptying a whole chunk, the empty table, an
EXPLAIN check that recommendations_scan_key_idx serves the query without
a Sort node, and walks racing concurrent upserts.

Refs #981

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(scheduler): scan cached recommendations chunk by chunk

ScanRecommendations walks the recommendations cache through
ListStoredRecommendationsChunk in byte-wise ID order and applies the same
suppressions and account overrides as ListRecommendations to each chunk,
handing the survivors to a callback. It holds one chunk at a time instead
of the whole filtered set. Suppressions are read once per scan and each
(account, provider, service) override is resolved once per scan, not once
per chunk. Read failures over-show exactly like ListRecommendations.

The freshness read, cold-start kick and stale-while-revalidate kick are
pulled out of ListRecommendations into startCacheRead/finishCacheRead so
both reads share them unchanged.

Tests pin the scan to ListRecommendations' output (sorted by ID) for chunk
sizes 1 to 31 with suppressions and overrides active.

Refs #981

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* perf(api): page GET /api/recommendations from the chunked scan

A paginated request (limit or cursor sent) no longer loads the whole
filtered set through ListRecommendations and sorts it in memory. It runs
Scheduler.ScanRecommendations, applies the enabled-providers and account
scope filters to each chunk (their inputs read once per request), and
feeds the survivors to recommendationsPageCollector. The collector totals
every row into the summary and keeps only the rows after the cursor up to
limit+1 (the page plus one row proving a next page exists), then cuts the
page with the existing byte budget. Peak memory is one scan chunk plus
one page instead of the whole tenant.

Output is unchanged: rows arrive in byte-wise ID order (Go string order),
duplicate IDs still fail the request, and the summary still covers the
full filtered set. The unpaginated path is untouched.

The in-memory sortRecommendationsAfter/buildBudgetedPage are removed;
the existing #723 pagination tests now run against the scan path, with
buildBudgetedPage kept as a test helper over the collector.

Refs #981

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(api): pin paginated recommendations order, ties and last page

- PaginatedRequestDoesNotLoadFullList: the #981 regression; a paged
  request must use ScanRecommendations, never ListRecommendations.
- PagedWalkMatchesLegacyOrder: for an unrestricted and a scoped reader,
  every chunk size and page size (including the exact-fit last page), the
  walk returns the legacy rows sorted by Go string order in consecutive
  pages, next_cursor on all but the last page, and the legacy summary on
  every page. IDs mix case, "|", "-", "/", spaces and accents.
- PagedDuplicateIDs: ties fail every paged request at any chunk/page
  boundary; a twin removed by the scope filter is not a tie.
- Background-collection scope (#627), the one-page memory bound, the
  out-of-order guard and the empty cache.
- An integration test walks a real Postgres cache spanning several scan
  chunks with the min_savings_pct floor and matches the legacy output.

Refs #981

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(scheduler): scan with main's variant-aware suppression index

Merging main brought #1110 (issue #816), which changed
aggregateSuppressions to return the raw rows grouped by 6-tuple
(map[suppressionKey][]config.PurchaseSuppression) and moved the per-rec
aggregate into applySuppressionIndex, because which rows apply now depends
on the rec's variant (AZ, platform, tenancy). ScanRecommendations still
held the old map[suppressionKey]*suppressionAgg, so the merged tree did not
build.

loadSuppressionIndex now returns main's grouped index and the scan passes
it to the same applySuppressionIndex as ListRecommendations. Matching is
per rec, so applying it chunk by chunk suppresses exactly what the non-scan
path does.

A new test pins the scan to ListRecommendations at every chunk size on an
EC2 fixture with a variant purchase, a fully covered variant, a legacy
wildcard row and a rec with unreadable Details, and checks the expected
per-variant counts. Stripping variants from the scan's index fails it.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* chore(db): renumber recommendations_scan_key_idx migration 000142 -> 000140

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140, 000141, 000143 and
000144 belong to PRs held on owner decisions (#1239, #1241, #1253); this
PR takes 000140 so it can merge ahead of them, and they will take the
next free numbers when decided. Rename only: the SQL is unchanged, and
the test's version constant and the comments naming the migration
follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
Co-authored-by: Cristian Magherusan-Stanciu <cristim@users.noreply.github.com>
IAmJSD added a commit that referenced this pull request Oct 26, 2026
…vice (#1302)

* fix(purchase,server): skip the $0 purchase confirmation and report a failed lazy DB init on /health

An execution with nothing selected never reaches a cloud API, but both the
single-account and the per-account fan-out paths still sent a "purchase
confirmed" email listing zero commitments. Gate the confirmation on
anyRecPurchased / committed, so it goes out only when a real commitment
was created (full or partial success).

When reinitializeAfterConnect fails after setting app.Config, ensureDB
closes the pool and clears app.DB but leaves app.Config, and the
config_store health check reported healthy over the closed pool. Snapshot
dbConnected with the store pointers under dbMu and report unhealthy while
lazy PostgreSQL init has not completed.

Audit findings A05-015 and A06-009. A06-019 (commitment_type labels)
follows separately.

Refs #339

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(analytics): label snapshot commitment types from provider and service

commitmentTypeFor matched only a service literally named "SavingsPlans",
which purchase_history never stores, so every commitment was stored as
"RI": AWS Savings Plans ("savingsplans" / "savings-plans-<type>") and GCP
committed-use discounts included. Derive the type from (provider, service)
in the pkg/common CommitmentType vocabulary, and widen the
savings_snapshots CHECK in migration 000145 to match. The CHECK still
admits the legacy 'RI' / 'SavingsPlan' literals so an old replica can
write during a rolling deploy; existing rows are relabeled.

Audit finding A06-019.

Refs #339

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(purchase): make the #339 no-confirmation assertions checkable by the mock guard

TestNoUnfailableMockAssertions could not resolve the receiver of two
AssertNotCalled sites (a mock returned by a helper). Declare the mock
directly in the new test, and in the approve test rely on the missing
SendPurchaseConfirmation expectation, which fails the test on any send.

Refs #339

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(analytics): restore the pkg/common import after #1254

#1254 (on main) replaced the hand-rolled config-store mock in
collector_test.go and dropped the now-unused pkg/common import. This
branch's new commitment-type assertion uses common.CommitmentType, so the
analytics test build broke after main was merged in although the merge
was textually clean. Same assertion.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* chore(db): renumber savings_snapshots_commitment_type_vocabulary migration 000145 -> 000141

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (#1239, #1241,
#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit that referenced this pull request Oct 26, 2026
…ail-closed plan providers, revocation_in_flight clear (#1268)

* fix(config/db): audit findings A04-010/011/012/013 in migrations and config store

- 000059 down: only remove ...0005 when it really is Purchaser. 000057 gave
  that UUID to Standard Users, so the old down deleted Standard Users and
  stripped it from every member. Refuse with a clear error rather than leave
  a Purchaser-only user with no group. 000096 down gets the same up-front
  refusal instead of a bare users_min_one_group violation.
- 000027: dedupe savings_snapshots on (tableoid, ctid). ctid is per
  partition, so matching on it alone deleted unrelated rows of other
  partitions on a forced re-run.
- DerivePlanProviders: accept the "provider:service" keys 000040 wrote, and
  return an error instead of an empty provider set when no key names a
  provider, so both plan-account guards fail closed.
- MarkPurchaseRevoked clears revocation_in_flight, as 000072 documents;
  migration 000146 clears it on rows already revoked.

Real-Postgres tests for each, using the shared container. Normalizing the
plan-services key delimiter is deferred (see the PR).

Refs #316

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(config): identify legacy-keyed plan services by their provider field

The first #316 commit made DerivePlanProviders fail when no service key
had a provider prefix. That refused supported plans: a legacy alias kept
under its original key (#1123's singleton-alias edit path, exercised by
TestLegacyServiceB1S1*) has a key like "original-key", and so do fixtures
keyed "ec2" with Provider "aws".

Each entry's provider now comes from its key prefix ("provider/service"
or "provider:service"), falling back to the entry's own Provider field,
which is what mergeRequestedServices and plan step resolution use. The
check fails closed only when no entry identifies a provider either way.

Refs #316

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(migrations): drop the duplicate TestMain from helpers_test.go

main's #1400 added main_integration_test.go with a TestMain that stops
the shared PostgreSQL container after the run. This branch added an
identical TestMain to helpers_test.go, so after merging main the
integration build of the package declared TestMain twice and failed to
compile. Keep main's TestMain, which does the same teardown, and
restore helpers_test.go to main's version.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* chore(db): renumber purchase_history_clear_revoked_in_flight migration 000146 -> 000142

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (#1239, #1241,
#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit that referenced this pull request Oct 26, 2026
…ngs rollups (#1287)

* fix(analytics): keep unknown usage and commitment unknown in the savings rollups

savings_snapshots.total_usage and total_commitment are nullable on purpose:
NULL means the provider gave no figure. monthly_savings_summary and
provider_savings_summary rolled them up with SUM and AVG, which skip NULL,
so "us-east-1 $4000 + eu-west-1 unknown" became a definite $4000.

Migration 000147 recreates both views so a timestamp's total is NULL when
any of its rows is unknown, and the period average is NULL when any of its
timestamps is. A known 0 stays 0. Column names and types, the unique
indexes and the CONCURRENTLY refresh path are unchanged; the down migration
restores the previous definitions.

Integration tests on real Postgres cover unknown, known zero, fully known,
unknown-at-one-instant, down/up, and a refresh_savings_materialized_views()
call queued behind the migration's locks.

Refs #151

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* chore(db): renumber savings_rollups_propagate_unknown migration 000147 -> 000143

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (#1239, #1241,
#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit that referenced this pull request Oct 26, 2026
…nd AWS fee (backend slice of #27) (#1289)

* feat(marketplace): add listing settlement columns and guarded poller writes

Migration 000148 adds the purchase_history settlement columns that 000087
deferred (listed_at, listing_proceeds_received, listing_fee_paid).
listing_price_schedule already exists via 000105 (#525) and is left alone,
including on rollback.

The store gains the three statements the RI Marketplace status poller
needs: the scan of listings to poll and two status-guarded UPDATEs. The
guards (same listing id, active or same terminal state, proceeds not yet
recorded) decide whether a poll result applies. Concurrent polls therefore
record proceeds once, and a cancel recorded by the cancel handler is never
revived or turned into a sale. Real-Postgres tests cover the races.

Refs #27

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(marketplace): poll RI Marketplace listings for sales and fees

PollMarketplaceListings reads each listing due for a poll from AWS
(DescribeReservedInstancesListings through the existing listing-finder
interface, signed as the purchase's own account like list and cancel).
While a listing is active it records its CreateDate as listed_at. When
the listing closes, or is canceled after a partial sale, it records the
terminal state with the seller's net proceeds and the AWS fee: the
instances AWS reports sold, times the active price tier, minus the
12% fee, in whole cents. When instances sold but no single active USD
tier exists, the state is recorded and the proceeds are left unset for
a later poll instead of guessed. A failure on one listing is counted
and the run moves on to the next.

Refs #27

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(api): check poller non-writes through MockConfigStore's call log

The vacuous-assertion guard cannot resolve f.store as a receiver. Give
the two tests their own *MockConfigStore and use the name-only
AssertNotCalled, which reads the call log and fails on any call.

Refs #27

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* feat(server): run the marketplace listing poll in the finalize_revocations sweep

The finalize_revocations task now also runs the RI Marketplace status
poller after the revocation repair. Both reconcile purchase_history with
the provider on the same hourly schedule, so no new schedule or
infrastructure is needed. The two steps are independent: one failing
does not skip the other, and the task fails if either did. The task's
result keeps the revocation counts under their existing keys and adds
the poll counts under marketplace_listings.

Refs #27

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* chore(db): renumber purchase_history_listing_settlement migration 000148 -> 000144

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (#1239, #1241,
#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(config): drop the previous listing's settlement when a relist is recorded

Repricing an RI on the Marketplace means cancel and relist, since AWS has no
price edit. A relisted row kept the earlier listing's listed_at, proceeds and
fee, and only RecordMarketplaceListingActive cleared them, which needs a poll
to see the new listing active first. A relist that sold out (or was canceled)
before the next hourly poll was therefore never settled: the settle guard
refuses rows whose proceeds are set, so the row stayed active with the old
0.00 and was polled and skipped every hour, or showed the old listing's
settlement as the new one's.

UpdatePurchaseHistoryListing and ResolveMarketplaceListingAttempt, the two
statements that write a listing id, now null the three columns in the same
UPDATE when the id changes. Re-recording the id the row already holds (a
cancel or its retry) keeps them. The new real-Postgres test runs the review's
exact sequence plus the canceled-within-the-hour and resolved-attempt
variants.

Refs #27

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
IAmJSD added a commit that referenced this pull request Oct 26, 2026
* fix(auth): bind group account scope entries to account IDs

A group's allowed_accounts could hold an account's display name. The name
was not bound to any account, so once that account was deleted or renamed
the entry matched whichever account was later created or renamed to the
same name. #1032 limited name matching to unique names, which does not
help here: the newcomer is the only account carrying the name.

Scope entries now match by account identifier only:

- AccountScope.Allows never compares an entry with a display name. A
  caller that knows an account only by name (legacy rows keyed by external
  ID) still resolves through WithRegisteredAccounts to the one account
  carrying that name, and that account's ID must be in the scope.
- Group create/update bind allowed_accounts at grant time: "*", account
  IDs and external IDs are kept; a name exactly one registered account
  carries, inside the actor's own scope, is stored as that account's ID;
  anything else is a 400. A failed account or scope load refuses the write.
- Migration 000135 rewrites existing name entries to IDs when exactly one
  account carries the name and it predates the group's last write. Other
  entries are left in place and no longer grant access. Down is a no-op.
- The name-only MatchesAccount and AuthContext.CanAccessAccount helpers,
  which had no production callers, are removed.

Closes #1034

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(api): scope the history-summary fixture by account ID

The history-summary integration tests from #1200 scoped their user with
the tenant's display name. This branch binds allowed_accounts entries to
account IDs and makes a bare name entry match nothing (#1034), so the
scoped user saw no tenant A rows and the totals and listed-rows checks
failed. Grant the scope by tenant A's account ID, the form group writes
now store. The assertions are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* chore(db): renumber the group scope binding migration to 000149

main now ships migrations up to 000139, so 000135 would sit below
versions a deployed database has already applied and golang-migrate
would never run it. Open PRs hold 000140-000148, so this takes 000149
and must merge after that chain. The SQL is unchanged; only the file
names, header comments, test version and test fixture IDs move.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* chore(db): renumber bind_group_account_names_to_ids migration 000149 -> 000145

golang-migrate only applies versions above the database's current one,
so PRs must merge in migration-number order. 000140-000144 had been
taken by PRs that are now held on owner decisions (#1239, #1241,
#1253). The ready PRs move to 000140-000145 so they can merge ahead of
them, and the held ones will take the next free numbers when decided.
Rename only: the SQL statements are unchanged, and the test version
constants and the comments naming the migration follow the new number.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(api): register the wire-format group account for grant-time binding

TestUserGroupWrites_WireFormat came in from main (#1261) and builds a
Handler with no config store. Since #1034, group writes bind every
allowed_accounts entry to a registered account and refuse the write when
the account list cannot be loaded, so POST /api/groups answered 500.
The test now registers its account ID in a store mock, as the binding
tests do; the wire format it pins is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(api): scope the History paging user by account ID, not name

TestIntegration_HistoryPaging_ScopedUserNeverPagesIntoAnotherTenant came
in from main (#1277) and grants the scoped user tenant A by its display
name. Since #1034 an allowed_accounts entry matches by cloud account ID
only, so that user saw none of tenant A's rows and the walk returned
only its own unscoped execution. The grant now names tenant A's ID, as
the other scope tests on this branch do; what the test asserts is
unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(analytics): scope account_ids fixtures by account ID

The account_ids analytics tests that arrived with the main merge (#1448)
grant scope by account name ("a", "b", "c"). This branch binds group
scope entries to account IDs and no longer matches an entry against a
display name (#1034), so those name entries authorize nothing and the
scoped cases got 404. List the account IDs in the scope instead, as the
other analytics scope tests on this branch already do. The assertions
are unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(analytics): scope the account_ids DB test by account ID

TestAnalyticsAccountIDs_SumsSelectedAccountsOnly_DB (from #1448) grants
the scoped user ["a", "b"], which are account names. Scope entries are
account IDs on this branch (#1034), so the name entries allowed nothing
and the in-scope query returned 404. Use the created accounts' IDs.
The foreign-id refusal assertion is unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(history): scope the plan_id filter DB test by account ID

TestIntegration_HistoryPlanFilter_CrossTenant (from #1445) grants the
scoped user tenant A by account name. Scope entries are account IDs on
this branch (#1034), so the name allowed nothing and tenant A's own
plan came back empty. Grant tenant A's ID, as the other history
integration tests on this branch do. The cross-tenant assertions are
unchanged.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* test(api): scope #1464's actionable History tests by account ID

#1464 landed on main with tests that scope the user by the display name
"dev" and with an executionScope case built on WithRegisteredNames. This
branch (#1034) makes name entries grant nothing and replaces that
constructor, so after merging main those tests no longer compiled or no
longer exercised the scoped path. Scope them by the account's ID, which
is what a group stores now, and pin that a name entry contributes only
its literal value to the SQL scope.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* fix(auth,api): bind account names to the identifier in scope checks

Review (rE7) found that an ID-scoped user could pass the purchase gate
for an account outside their scope. resolveAccountNamesByID keyed
names by both account ID and the free-text external ID in one map, so
an editor of in-scope account Z who set Z's external ID to victim Y's
ID got Z's name back for Y. AccountScope.Allows then resolved that
name to Z, which is in scope, and allowed a purchase in Y. The same
map fed the dashboard, ladder and RI reshape filters.

Decide those gates on the record's cloud_account_id itself, the ID
the purchase resolves its credentials from, and delete the dual-keyed
map. Bind the name path in Allows as well, so a name only identifies
an account through that account's own external ID and never through a
value that is some registered account's ID. Callers that pass a name
for an external ID already resolve it within the record's provider or
require exactly one owner.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>

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