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Gitea-Tools/docs/architecture/control-plane-db-substrate.md
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jcwalker3andClaude Opus 4.8 42657b3b65 docs(control-plane): document versioned session_checkpoints schema (#660)
Adds the session_checkpoints section to the control-plane DB substrate
architecture doc: schema version and row identity, the column groups, the
public API surface, and the hard rules (redaction at write, reconcile
rather than blind restore, unknown live state is not a mismatch, drain
fails closed on an incomplete checkpoint, no transcript storage).

Satisfies acceptance criterion 1 of #660 ("Schema documented and
versioned") for the implementation added in 7e18dcc.

Co-Authored-By: Claude Opus 4.8 (1M context) <[email protected]>
2026-07-24 14:57:44 -05:00

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# Control-plane DB substrate (#613)
**Status:** Implemented (SQLite single-writer MVP)
**ADR:** [`mcp-allocator-control-plane-observability-adr.md`](mcp-allocator-control-plane-observability-adr.md)
**Module:** `control_plane_db.py`
## Architecture statement
> **DB coordinates, Gitea records, Sentry/GlitchTip observe; the bridge is the only path that turns observations into Gitea work.**
## What this ships
| Capability | Notes |
|------------|--------|
| Schema | `sessions`, `work_items`, `leases`, `assignments`, `terminal_locks`, `events`, `incident_links`, `session_checkpoints` |
| Atomic assign+lease | `ControlPlaneDB.assign_and_lease` — one `BEGIN IMMEDIATE` transaction |
| Mutation gate | `require_valid_assignment` — live lease + allowed action + non-terminal work + non-stale head |
| Heartbeat / release / expire | Lease lifecycle helpers |
| Terminal-lock index | Routing signal for #600 (terminal path first) |
| `incident_links` | Provider-neutral link model for #612**not** assignable work; scope keys NULL-safe |
| `session_checkpoints` | Durable session resume state for #660 — redacted at write, reconciled (never restored) on boot |
## Hard rules (enforced in code)
1. Assignable `work_items.kind` ∈ {`issue`, `pr`} only — **never** raw Sentry/GlitchTip incidents.
2. Two concurrent sessions cannot both receive an active assignment on the same open work item (second gets `wait`).
3. Merged/closed work items return `no_safe_work` at assign time, and `require_valid_assignment` fails closed if the work item becomes terminal later.
4. Assignments pin `expected_head_sha`; mutations fail closed if the work item head drifts.
5. SQLite path is the **single-writer MVP** (`GITEA_CONTROL_PLANE_DB`, default under `~/.cache/gitea-tools/control-plane/`). Multi-session multi-host production requires **Postgres** or a **single allocator daemon** (ADR §6).
6. `incident_links` optional scope fields are stored as empty strings (never NULL) so UNIQUE is canonical across minimal upserts.
7. Legacy `incident_links` migration collapses NULL-scope duplicates **only** when Gitea targets **and** all meaningful observation metadata agree (fingerprint, status, event_count, permalink, timestamps, linked PRs, etc.). Conflicting metadata fails closed — no silent discard.
## Dependency chain
```text
#613 control-plane DB (this) → #600 allocator API → #612 incident bridge
```
- **#600** must call this substrate (not file locks / comment-only leases alone) for completion.
- **#612** must write `incident_links` here and create **Gitea issues**; the allocator assigns those issues, not raw incidents.
## Allocator API (#600)
Module: `allocator_service.py` · MCP tool: `gitea_allocate_next_work`
- Workers call `gitea_allocate_next_work(apply=false|true)` instead of self-selecting work.
- `apply=false` returns a dry-run selection (`outcome=preview`) with skip reasons.
- `apply=true` reserves via `ControlPlaneDB.assign_and_lease` (atomic assignment+lease).
- Coordination source is **always** the control-plane DB — not file locks or comment-only leases.
- Routing follows ADR §5.3 (REQUEST_CHANGES → author, terminal path first, foreign lease → wait).
- Raw monitoring incidents are never candidates.
## Lease lifecycle API (#601)
Module: `lease_lifecycle.py` · MCP tools: `gitea_*_workflow_lease(s)`
Active control-plane leases are **first-class workflow state**:
| Tool | Purpose |
|------|---------|
| `gitea_list_workflow_leases` | List active (or all) leases for a repo |
| `gitea_inspect_workflow_lease` | Freshness + `safe_next_action` for one lease id |
| `gitea_adopt_workflow_lease` | Owner-resume or sanctioned reclaim with provenance |
| `gitea_release_workflow_lease` | Explicit owner release (audited) |
| `gitea_expire_workflow_leases` | Deterministic expire of past-`expires_at` leases |
| `gitea_abandon_workflow_lease` | Abandon with required proof |
| `gitea_reclaim_expired_workflow_lease` | Expire + re-assign with provenance |
### Hard rules
1. Control-plane DB is the coordination authority — file locks / comment-only leases are not authoritative alone.
2. Active foreign leases cannot be stolen; inspect returns `wait_foreign_active`.
3. Abandon requires `(dead_process OR missing_worktree)` and `no_live_mutation_risk`; foreign abandon also needs `operator_authorized` or full dead+missing+no_open_pr proof.
4. Adopt provenance always records `adopted_from_session_id`, `adopted_by_session_id`, work identity, optional head SHA, and worktree path.
5. Reviewer→merger comment handoff (`gitea_adopt_merger_pr_lease`) is unchanged and remains the Gitea-thread durability path.
```bash
python3 -m pytest tests/test_lease_lifecycle.py tests/test_control_plane_db.py tests/test_allocator_service.py tests/test_merger_lease_adoption.py -q
```
## Incident bridge (#612)
Module: `incident_bridge.py` · MCP tools: `gitea_observability_*`
- Bridge converts Sentry/GlitchTip observations → **normal Gitea issues** + `incident_links`.
- Phase-1: `gitea_observability_reconcile_incident(apply=false|true)` with JSON observation.
- Dry-run performs **no** Gitea mutation and **no** DB write.
- Apply reuses existing links or creates one Gitea issue; never invents `work_items.kind=incident`.
- Config: `GITEA_OBSERVABILITY_PROJECTS_JSON` or `GITEA_OBSERVABILITY_PROJECTS_FILE`.
- Provider tokens never appear in issue bodies, links, or tool results.
- Allocator sees bridge work only after a Gitea issue exists.
## Session checkpoints (#660)
Module: `control_plane_db.py` · Table: `session_checkpoints` · Parent **#655** · Soft-depends **#659** · Vision **#652** · Roadmap **#653**
Workflow state that lived only in MCP process memory or chat did not survive a restart, so session identity, stage, lease ownership, and the next valid action had to be reconstructed by hand. The `session_checkpoints` table makes that state durable.
### Schema version
Rows carry `checkpoint_schema_version` (currently **5**, tracking the module-level `SCHEMA_VERSION`), so a reader can tell which field set a record was written under. The row identity is
`UNIQUE (remote, org, repo, session_id, work_kind, work_number)` — one current-state row per session per work unit, upserted rather than appended. A session-level checkpoint that is not bound to an issue or PR uses the `work_number = 0` sentinel with an empty `work_kind`.
| Group | Columns |
|-------|---------|
| Identity | `session_id`, `provider_identity`, `role`, `remote`/`org`/`repo` |
| Work unit | `work_kind` (`issue`/`pr`/empty), `work_number`, `worktree_path`, `branch`, `head_sha` |
| Ownership | `capabilities` (JSON), `lease_id`, `assignment_id` |
| Progress | `workflow_stage`, `last_completed_action`, `current_operation`, `pending_mutation` (JSON) |
| Recovery | `evidence` (JSON), `blocker`, `next_valid_action`, `recovery_instructions` |
| Bookkeeping | `checkpoint_schema_version`, `status`, `created_at`, `updated_at` |
### API
| Method | Purpose |
|--------|---------|
| `write_session_checkpoint` | Upsert the current-state row; redacts, and optionally enforces drain completeness |
| `get_session_checkpoint` | Read one checkpoint by session + work unit |
| `list_session_checkpoints` | List checkpoints by session or by work unit |
| `reconcile_session_checkpoint` | Pure diagnosis of a stored checkpoint against live head/lease state |
| `checkpoint_completeness` | Pure — the drain-required fields missing from a record |
### Hard rules
1. **Redaction at write.** Free-text columns are redaction-filtered and JSON columns are redacted recursively before storage, so a pasted token or credential URL cannot land in a checkpoint. Secrets are never stored (#660 AC4).
2. **Reconcile, never blind-restore.** `reconcile_session_checkpoint` returns a diagnosis (`stale`, `head_mismatch`, `lease_mismatch`, `reconcile_action`) and the caller decides. A stored head that no longer matches live Git, or a lease that is gone or reassigned, marks the checkpoint stale (#660 AC3).
3. **Unknown live state is not a mismatch.** A `None` live input means "not checked" and never flags staleness on its own.
4. **Drain fails closed.** A write with `require_complete=True` refuses when any of `session_id`, `role`, `workflow_stage`, `next_valid_action`, `recovery_instructions` is missing or blank, so drain cannot complete on a checkpoint that could not resume.
5. **No transcript storage.** Checkpoints hold resume state, not conversation history.
## Non-goals (intentionally deferred)
- Full unsupervised watchdog auto-filing (prefer explicit reconcile first)
- Assuming GlitchTip writeback API equals Sentry without verification
- Gitea comment/label mirror writers for every assignment (optional later)
## Tests
```bash
python3 -m pytest tests/test_control_plane_db.py -q
```