claude-smart 0.2.44 → 0.2.46

package/plugin/vendor/reflexio/reflexio/server/services/storage/sqlite_storage/_lineage.py

@@ -0,0 +1,628 @@
+import json
+import sqlite3
+import threading
+import time
+import uuid
+from typing import Any, Literal
+
+from reflexio.models.api_schema.domain.entities import LineageContext, LineageEvent
+from reflexio.models.api_schema.domain.enums import Status
+from reflexio.server.tracing import capture_anomaly
+
+from ._base import _epoch_now
+
+EntityType = Literal["user_playbook", "agent_playbook", "profile"]
+
+# GC-eligible statuses — rows with these statuses may be hard-deleted by TTL GC.
+# Also used as the merge guard: a source that already carries any of these
+# statuses is skipped (no re-tombstone, no clock reset).
+_GC_ELIGIBLE_STATUSES: frozenset[str] = frozenset(
+    {Status.MERGED.value, Status.SUPERSEDED.value, Status.ARCHIVED.value}
+)
+
+# Mapping from entity_type string to (table_name, primary_key_column).
+_TABLE: dict[str, tuple[str, str]] = {
+    "user_playbook": ("user_playbooks", "user_playbook_id"),
+    "agent_playbook": ("agent_playbooks", "agent_playbook_id"),
+    "profile": ("profiles", "profile_id"),
+}
+
+# Error message used by merge_records and supersede_record guards.
+# Shared here so tests can reference this exact string without hardcoding.
+_EMPTY_REQUEST_ID_MSG = "request_id must be non-empty"
+
+
+def _resolve_table(entity_type: str) -> tuple[str, str]:
+    """Map an entity_type to its (table, primary_key), raising on bad input."""
+    table = _TABLE.get(entity_type)
+    if table is None:
+        raise ValueError(f"unknown entity_type: {entity_type!r}")
+    return table
+
+
+def _append_event_stmt(
+    conn: sqlite3.Connection,
+    *,
+    org_id: str,
+    entity_type: str,
+    entity_id: str,
+    op: str,
+    prov: str,
+    source_ids: list[str],
+    actor: str,
+    request_id: str,
+    reason: str,
+    created_at: int | None = None,
+    from_status: str | None = None,
+    to_status: str | None = None,
+    status_namespace: str | None = None,
+) -> sqlite3.Cursor:
+    """Insert a lineage event row; no-ops on (org_id, entity_type, entity_id, op, request_id) duplicate.
+
+    Returns the cursor so callers can inspect ``rowcount``/``lastrowid``.
+    """
+    return conn.execute(
+        "INSERT OR IGNORE INTO lineage_event "
+        "(org_id, entity_type, entity_id, op, prov_relation, source_ids, "
+        "actor, request_id, reason, created_at, "
+        "from_status, to_status, status_namespace) "
+        "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?)",
+        (
+            org_id,
+            entity_type,
+            entity_id,
+            op,
+            prov,
+            json.dumps(source_ids),
+            actor,
+            request_id,
+            reason,
+            created_at if created_at is not None else int(time.time()),
+            from_status,
+            to_status,
+            status_namespace,
+        ),
+    )
+
+
+# Per-entity purge SQL: blank every PII/content column.
+# No ``content != ''`` guard — a row with content='' but other PII still populated
+# (user_id, embedding, tags, …) would be skipped by that guard, leaving its PII live.
+# Blanking already-blank columns is an idempotent no-op in SQLite (rowcount=1 either
+# way because the row matched); event idempotency is guaranteed by the deterministic
+# request_id + INSERT OR IGNORE on (org,entity_type,entity_id,op,request_id).
+_PROFILE_PURGE_SQL = (
+    "UPDATE profiles SET "
+    "content='', user_id='', generated_from_request_id='', source='', "
+    "embedding=NULL, extractor_names=NULL, expanded_terms=NULL, tags=NULL, "
+    "custom_features=NULL, notes=NULL, source_span=NULL, reader_angle=NULL "
+    "WHERE profile_id=?"
+)
+_USER_PLAYBOOK_PURGE_SQL = (
+    "UPDATE user_playbooks SET "
+    "content='', user_id=NULL, source=NULL, "
+    "trigger=NULL, rationale=NULL, blocking_issue=NULL, "
+    "source_interaction_ids=NULL, embedding=NULL, expanded_terms=NULL, "
+    "tags=NULL, source_span=NULL, notes=NULL, reader_angle=NULL "
+    "WHERE user_playbook_id=?"
+)
+# agent_playbook purge not yet required; added when Task 3/4 needs it.
+_PURGE_SQL: dict[str, str] = {
+    "profile": _PROFILE_PURGE_SQL,
+    "user_playbook": _USER_PLAYBOOK_PURGE_SQL,
+}
+
+
+class SQLiteLineageMixin:
+    """SQLite implementation of the append-only, content-free lineage event log."""
+
+    # Type hints for instance attributes provided by SQLiteStorageBase via MRO.
+    conn: sqlite3.Connection
+    _lock: threading.RLock
+    org_id: str
+
+    def append_lineage_event(self, event: LineageEvent) -> int:
+        """Append an event; idempotent on (org_id, entity_type, entity_id, op, request_id).
+
+        Args:
+            event (LineageEvent): The fully-formed event to persist. ``event_id``
+                may be 0; the storage layer assigns a real id on insert. On a
+                duplicate ``(org_id, entity_type, entity_id, op, request_id)`` the
+                existing row is returned unchanged.
+
+        Returns:
+            int: The assigned or existing ``event_id``.
+        """
+        created = event.created_at or int(time.time())
+        with self._lock:
+            cur = _append_event_stmt(
+                self.conn,
+                org_id=event.org_id,
+                entity_type=event.entity_type,
+                entity_id=event.entity_id,
+                op=event.op,
+                prov=event.prov_relation,
+                source_ids=event.source_ids,
+                actor=event.actor,
+                request_id=event.request_id,
+                reason=event.reason,
+                created_at=created,
+                from_status=event.from_status,
+                to_status=event.to_status,
+                status_namespace=event.status_namespace,
+            )
+            if (
+                cur.rowcount == 0
+            ):  # duplicate (org_id, entity_type, entity_id, op, request_id)
+                row = self.conn.execute(
+                    "SELECT event_id FROM lineage_event WHERE org_id=? AND entity_type=? "
+                    "AND entity_id=? AND op=? AND request_id=?",
+                    (
+                        event.org_id,
+                        event.entity_type,
+                        event.entity_id,
+                        event.op,
+                        event.request_id,
+                    ),
+                ).fetchone()
+                eid = row[0] if row else None
+                self.conn.commit()
+                return int(eid) if eid is not None else 0
+            last = cur.lastrowid
+            self.conn.commit()
+            return int(last) if last is not None else 0
+
+    def get_lineage_events(
+        self,
+        *,
+        entity_type: str | None = None,
+        entity_id: str | None = None,
+        org_id: str | None = None,
+        request_id: str | None = None,
+    ) -> list[LineageEvent]:
+        """Retrieve lineage events, optionally filtered.
+
+        Args:
+            entity_type (str | None): Filter to events for this entity type.
+            entity_id (str | None): Filter to events for this entity id.
+            org_id (str | None): Filter to events for this org.
+            request_id (str | None): Filter to events for this request id.
+
+        Returns:
+            list[LineageEvent]: Matching events ordered by ``event_id`` ascending.
+        """
+        clauses: list[str] = []
+        params: list[Any] = []
+        for col, val in (
+            ("entity_type", entity_type),
+            ("entity_id", entity_id),
+            ("org_id", org_id),
+            ("request_id", request_id),
+        ):
+            if val is not None:
+                clauses.append(f"{col}=?")
+                params.append(val)
+        where = (" WHERE " + " AND ".join(clauses)) if clauses else ""
+        with self._lock:
+            rows = self.conn.execute(
+                f"SELECT * FROM lineage_event{where} ORDER BY event_id",  # noqa: S608
+                params,
+            ).fetchall()
+        return [
+            LineageEvent(
+                event_id=r["event_id"],
+                org_id=r["org_id"],
+                entity_type=r["entity_type"],
+                entity_id=r["entity_id"],
+                op=r["op"],
+                prov_relation=r["prov_relation"],
+                source_ids=json.loads(r["source_ids"]),
+                actor=r["actor"],
+                request_id=r["request_id"],
+                reason=r["reason"],
+                created_at=r["created_at"],
+                from_status=r["from_status"],
+                to_status=r["to_status"],
+                status_namespace=r["status_namespace"],
+            )
+            for r in rows
+        ]
+
+    def merge_records(
+        self,
+        *,
+        entity_type: EntityType,
+        survivor_id: str,
+        source_ids: list[str],
+        context: LineageContext,
+    ) -> None:
+        """Soft-delete each source into the survivor in one atomic transaction.
+
+        Sets ``status=MERGED`` and ``merged_into=survivor_id`` on each source
+        whose status is not already a tombstone. Appends a single ``merge``
+        lineage event keyed on ``survivor_id``. Idempotent — re-running on
+        already-tombstoned sources is a no-op.
+
+        Args:
+            entity_type (str): One of ``"user_playbook"``, ``"agent_playbook"``,
+                or ``"profile"``.
+            survivor_id (str): The id of the record that survives the merge.
+            source_ids (list[str]): Ids of records to tombstone as merged.
+            context (LineageContext): Caller-supplied intent (actor, reason, etc.).
+
+        Raises:
+            ValueError: If ``entity_type`` is not a recognized entity type.
+            ValueError: If ``context.request_id`` is empty or whitespace-only.
+        """
+        if not (context.request_id and context.request_id.strip()):
+            raise ValueError(f"lineage merge: {_EMPTY_REQUEST_ID_MSG}")
+        table, pk = _resolve_table(entity_type)
+        now = _epoch_now()
+        eligible_ph = ",".join("?" * len(_GC_ELIGIBLE_STATUSES))
+        eligible_vals = list(_GC_ELIGIBLE_STATUSES)
+        with self._lock:
+            for sid in source_ids:
+                if sid == survivor_id:
+                    # Never tombstone the survivor itself, even if it is
+                    # accidentally listed among the source ids.
+                    continue
+                # Skip sources that already carry any eligible/tombstone status
+                # (MERGED, SUPERSEDED, or ARCHIVED) — avoids re-tombstoning an
+                # already-archived source and resetting its retired_at clock.
+                self.conn.execute(
+                    f"UPDATE {table} SET status=?, merged_into=?, retired_at=? "  # noqa: S608
+                    f"WHERE {pk}=? AND {pk}!=? "
+                    f"AND (status IS NULL OR status NOT IN ({eligible_ph}))",
+                    (
+                        Status.MERGED.value,
+                        survivor_id,
+                        now,
+                        sid,
+                        survivor_id,
+                        *eligible_vals,
+                    ),
+                )
+            _append_event_stmt(
+                self.conn,
+                org_id=self.org_id,
+                entity_type=entity_type,
+                entity_id=survivor_id,
+                op="merge",
+                prov="wasDerivedFrom",
+                source_ids=source_ids,
+                actor=context.actor,
+                request_id=context.request_id,
+                reason=context.reason,
+            )
+            self.conn.commit()
+
+    def supersede_record(
+        self,
+        *,
+        entity_type: EntityType,
+        incumbent_id: str,
+        successor_id: str,
+        context: LineageContext,
+    ) -> bool:
+        """Atomically replace the incumbent with the successor if incumbent is CURRENT.
+
+        Sets ``status=SUPERSEDED`` and ``superseded_by=successor_id`` on the
+        incumbent **only** when its ``status IS NULL`` (CURRENT). Appends a
+        ``revise`` lineage event when the guard succeeds. Returns ``False``
+        without mutating anything when the incumbent is not CURRENT.
+
+        Args:
+            entity_type (str): One of ``"user_playbook"``, ``"agent_playbook"``,
+                or ``"profile"``.
+            incumbent_id (str): The id of the record to supersede.
+            successor_id (str): The id of the record that replaces the incumbent.
+            context (LineageContext): Caller-supplied intent (actor, reason, etc.).
+
+        Returns:
+            bool: ``True`` if the incumbent was CURRENT and was superseded;
+                ``False`` if the incumbent was not CURRENT and no mutation occurred.
+
+        Raises:
+            ValueError: If ``entity_type`` is not a recognized entity type.
+            ValueError: If ``context.request_id`` is empty or whitespace-only.
+        """
+        if not (context.request_id and context.request_id.strip()):
+            raise ValueError(f"lineage supersede: {_EMPTY_REQUEST_ID_MSG}")
+        table, pk = _resolve_table(entity_type)
+        with self._lock:
+            cur = self.conn.execute(
+                f"UPDATE {table} SET status=?, superseded_by=?, retired_at=? "  # noqa: S608
+                f"WHERE {pk}=? AND status IS NULL",
+                (Status.SUPERSEDED.value, successor_id, _epoch_now(), incumbent_id),
+            )
+            if cur.rowcount == 0:
+                self.conn.commit()
+                return False
+            _append_event_stmt(
+                self.conn,
+                org_id=self.org_id,
+                entity_type=entity_type,
+                entity_id=successor_id,
+                op="revise",
+                prov="wasRevisionOf",
+                source_ids=[incumbent_id],
+                actor=context.actor,
+                request_id=context.request_id,
+                reason=context.reason,
+            )
+            self.conn.commit()
+            return True
+
+    def purge_content(self, *, entity_type: EntityType, entity_id: str) -> bool:
+        """Blank a record's PII body, keep its lineage skeleton, emit op=purge.
+
+        Blanks every non-skeleton column for the row identified by ``entity_id``,
+        emits one ``op=purge`` lineage event in the same commit, then runs FTS/vec
+        index cleanup after the commit. The ``request_id`` is deterministic
+        (``"purge_" + entity_id``) so re-runs on an already-blank row do not
+        produce a duplicate event (``INSERT OR IGNORE`` on the unique key).
+
+        Re-running on a row whose content is already blank is safe: the UPDATE
+        still matches the row and sets the same values (harmless idempotent write),
+        while the INSERT OR IGNORE deduplicates the event on
+        ``(org_id, entity_type, entity_id, op, request_id)``.
+
+        Args:
+            entity_type (EntityType): One of ``"user_playbook"`` or ``"profile"``.
+                ``"agent_playbook"`` raises ``ValueError`` — agent playbooks have no
+                ``user_id`` and are out of scope for content purge.
+            entity_id (str): The entity's primary key as a string.
+
+        Returns:
+            bool: ``True`` if the row exists; ``False`` if the id had no matching row.
+
+        Raises:
+            ValueError: If ``entity_type`` is not a recognized entity type or
+                if ``entity_type`` is ``"agent_playbook"`` (not supported).
+        """
+        sql = _PURGE_SQL.get(entity_type)
+        if sql is None:
+            raise ValueError(f"purge_content: unsupported entity_type {entity_type!r}")
+        table, pk = _resolve_table(entity_type)
+        with self._lock:
+            row = self.conn.execute(
+                f"SELECT rowid AS _rowid FROM {table} WHERE {pk}=?",  # noqa: S608
+                (entity_id,),
+            ).fetchone()
+            if row is None:
+                return False
+            rowid = row["_rowid"]
+            cur = self.conn.execute(sql, (entity_id,))
+            if cur.rowcount > 0:
+                # Row matched (rowcount==1 whenever it exists); attempt the event —
+                # INSERT OR IGNORE dedups on the deterministic request_id.
+                _append_event_stmt(
+                    self.conn,
+                    org_id=self.org_id,
+                    entity_type=entity_type,
+                    entity_id=entity_id,
+                    op="purge",
+                    prov="wasPurged",
+                    source_ids=[],
+                    actor="erasure",  # no user identifier
+                    request_id=f"purge_{entity_id}",  # deterministic → idempotent
+                    reason="content_purge",
+                )
+            self.conn.commit()
+        # Post-commit index cleanup (self-committing helpers; idempotent/replayable).
+        self._purge_search_indexes(entity_type, entity_id, rowid)
+        return True
+
+    def _purge_search_indexes(
+        self, entity_type: EntityType, entity_id: str, rowid: int
+    ) -> None:
+        """Remove FTS and vec index entries for a purged entity.
+
+        Called after the blanking commit so index cleanup never interleaves with
+        the atomic mutation+event transaction.
+
+        Args:
+            entity_type (EntityType): One of ``"user_playbook"`` or ``"profile"``.
+            entity_id (str): The entity's primary key (used for profiles FTS).
+            rowid (int): The sqlite rowid (used for playbooks FTS and all vec tables).
+        """
+        if entity_type == "profile":
+            self._fts_delete_profile(entity_id)  # type: ignore[attr-defined]
+            if self._has_sqlite_vec:  # type: ignore[attr-defined]
+                self._vec_delete("profiles_vec", rowid)  # type: ignore[attr-defined]
+        elif entity_type == "user_playbook":
+            self._fts_delete("user_playbooks_fts", rowid)  # type: ignore[attr-defined]
+            if self._has_sqlite_vec:  # type: ignore[attr-defined]
+                self._vec_delete("user_playbooks_vec", rowid)  # type: ignore[attr-defined]
+
+    def has_inbound_lineage_refs(
+        self, *, entity_type: EntityType, entity_id: str
+    ) -> bool:
+        """Return True if any row points at ``entity_id`` via merged_into/superseded_by.
+
+        Org-scoped but deliberately NOT user_id-scoped: a cross-user chain
+        (one user's tombstone pointing at another user's survivor) must be
+        detected so the survivor is purged, not hard-deleted, on erasure.
+
+        Args:
+            entity_type (EntityType): One of ``"user_playbook"``, ``"agent_playbook"``,
+                or ``"profile"``.
+            entity_id (str): The entity's primary key to check for inbound refs.
+
+        Returns:
+            bool: True if any row has ``merged_into == entity_id``
+                OR ``superseded_by == entity_id``; False otherwise.
+        """
+        table, _pk = _resolve_table(entity_type)
+        with self._lock:
+            row = self.conn.execute(
+                f"SELECT 1 FROM {table} "  # noqa: S608
+                f"WHERE merged_into = ? OR superseded_by = ? LIMIT 1",
+                (entity_id, entity_id),
+            ).fetchone()
+        return row is not None
+
+    def _is_on_legal_hold(
+        self,
+        org_id: str,  # noqa: ARG002
+        entity_type: str,  # noqa: ARG002
+        entity_id: str,  # noqa: ARG002
+    ) -> bool:
+        """Return True if this entity is under a legal hold and must not be GC'd.
+
+        Deferred seam — always returns False until a hold store exists.
+
+        Args:
+            org_id (str): The organisation that owns the entity.
+            entity_type (str): One of ``"user_playbook"``, ``"agent_playbook"``,
+                or ``"profile"``.
+            entity_id (str): The entity's primary key as a string.
+
+        Returns:
+            bool: False (no hold store implemented yet).
+        """
+        return False
+
+    def list_org_ids(self) -> list[str]:
+        """Return the single org_id for this SQLite storage instance.
+
+        SQLite storage is single-tenant: each instance is scoped to exactly one
+        org. Returns ``[self.org_id]``.
+
+        Returns:
+            list[str]: A one-element list containing this instance's org_id.
+        """
+        return [self.org_id]
+
+    def gc_expired_tombstones(
+        self, *, entity_type: str, older_than_epoch: int, limit: int = 1000
+    ) -> int:
+        """Hard-delete tombstone rows whose retirement instant is older than the cutoff.
+
+        Ages on the uniform INTEGER ``retired_at`` column set at every tombstone
+        write-path (T1).  Rows with ``retired_at = NULL`` (pre-T1 tombstones) are
+        never selected — they have no retirement clock and must be retained.
+
+        Emits one ``hard_delete`` lineage event per deleted row, atomically, before
+        the DELETE commits. Rows on legal hold are skipped without emitting an event.
+
+        Args:
+            entity_type (str): One of ``"user_playbook"``, ``"agent_playbook"``,
+                or ``"profile"``.
+            older_than_epoch (int): Unix timestamp cutoff (exclusive). Rows whose
+                ``retired_at`` is strictly less than this value are eligible.
+            limit (int): Maximum rows to delete per call. Defaults to 1000.
+
+        Returns:
+            int: The number of rows physically deleted.
+
+        Raises:
+            ValueError: If ``entity_type`` is not a recognised entity type.
+        """
+        if limit <= 0:
+            return 0
+        table, pk = _resolve_table(entity_type)
+
+        eligible_ph = ",".join("?" * len(_GC_ELIGIBLE_STATUSES))
+        eligible_vals = list(_GC_ELIGIBLE_STATUSES)
+
+        # ORDER BY retired_at ASC for deterministic forward progress.
+        # No SQL LIMIT here — the limit is applied after the legal-hold filter
+        # below so held rows at the front of the batch don't starve eligible rows.
+        select_sql = (
+            f"SELECT {pk} FROM {table} "  # noqa: S608
+            f"WHERE status IN ({eligible_ph}) "
+            f"AND retired_at IS NOT NULL AND retired_at < ? "
+            f"ORDER BY retired_at ASC"
+        )
+        select_params: list[Any] = [*eligible_vals, older_than_epoch]
+
+        with self._lock:
+            rows = self.conn.execute(select_sql, select_params).fetchall()
+            if not rows:
+                return 0
+
+            candidate_ids: list[str] = [str(r[0]) for r in rows]
+            ids_to_delete: list[str] = []
+            for eid in candidate_ids:
+                if self._is_on_legal_hold(self.org_id, entity_type, eid):
+                    # NOTE: any real hold-check implementation must run inside
+                    # the same transaction as the DELETE to remain atomic.
+                    capture_anomaly(
+                        "lineage.gc.legal_hold_skip",
+                        level="info",
+                        org_id=self.org_id,
+                        entity_type=entity_type,
+                        entity_id=eid,
+                    )
+                    continue
+                ids_to_delete.append(eid)
+                if len(ids_to_delete) >= limit:
+                    break
+
+            if not ids_to_delete:
+                return 0
+
+            batch_request_id = uuid.uuid4().hex
+            ph = ",".join("?" * len(ids_to_delete))
+
+            try:
+                # Emit hard_delete events BEFORE the DELETE, in the same transaction.
+                for eid in ids_to_delete:
+                    _append_event_stmt(
+                        self.conn,
+                        org_id=self.org_id,
+                        entity_type=entity_type,
+                        entity_id=eid,
+                        op="hard_delete",
+                        prov="wasInvalidatedBy",
+                        source_ids=[],
+                        actor="system",
+                        request_id=batch_request_id,
+                        reason="ttl-gc",
+                    )
+
+                # Inline FTS/vec cleanup — raw DELETE to preserve atomicity.
+                # Do NOT call self._fts_delete/_vec_delete: they self-commit.
+                if entity_type in ("user_playbook", "agent_playbook"):
+                    kind = "user" if entity_type == "user_playbook" else "agent"
+                    int_ids = [int(eid) for eid in ids_to_delete]
+                    int_ph = ",".join("?" * len(int_ids))
+                    self.conn.execute(
+                        f"DELETE FROM {kind}_playbooks_fts WHERE rowid IN ({int_ph})",
+                        int_ids,
+                    )
+                    if self._has_sqlite_vec:  # type: ignore[attr-defined]
+                        self.conn.execute(
+                            f"DELETE FROM {kind}_playbooks_vec WHERE rowid IN ({int_ph})",
+                            int_ids,
+                        )
+                else:
+                    # profiles: FTS keyed on TEXT profile_id; vec keyed on implicit rowid.
+                    self.conn.execute(
+                        f"DELETE FROM profiles_fts WHERE profile_id IN ({ph})",
+                        ids_to_delete,
+                    )
+                    if self._has_sqlite_vec:  # type: ignore[attr-defined]
+                        rowid_rows = self.conn.execute(
+                            f"SELECT rowid FROM profiles WHERE profile_id IN ({ph})",  # noqa: S608
+                            ids_to_delete,
+                        ).fetchall()
+                        if rowid_rows:
+                            rowids = [r[0] for r in rowid_rows]
+                            rowid_ph = ",".join("?" * len(rowids))
+                            self.conn.execute(
+                                f"DELETE FROM profiles_vec WHERE rowid IN ({rowid_ph})",
+                                rowids,
+                            )
+
+                cur = self.conn.execute(
+                    f"DELETE FROM {table} WHERE {pk} IN ({ph})",  # noqa: S608
+                    ids_to_delete,
+                )
+                self.conn.commit()
+            except Exception:
+                self.conn.rollback()
+                raise
+
+        return cur.rowcount