Design: storage location and Asset storage backends (#311) - #313
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Design gate for #311 under #310: data-root terminology, storage keys vs Asset identity (#60), data classification and layout mapping, bootstrap configuration precedence, platform defaults, root marker and validation, copy-verify-commit relocation protocol with crash recovery, PostgreSQL separation, a minimal StorageBackend interface, path-sensitive system audit, multi-process semantics and implementation phases. Documentation only; no runtime, schema, API or frontend changes. Adds a one-paragraph pointer from the #60 design's storage section. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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📝 WalkthroughWalkthroughAdds a proposed storage architecture design and links it to the Asset identity model. The documents describe storage ownership, root configuration and relocation, backend operations, PostgreSQL placement, and planned implementation phases. No runtime, schema, API, UI, or dependency changes are included. ChangesStorage architecture design
Priority: ⬇️ Low Estimated code review effort: 2 (Simple) | ~10 minutes Change: Other Merge Risk: 🔵 Low · up to This documentation-only change has no runtime impact. The bindability guarantee should be limited to the period after the P2 fence, so implementers do not misread the relocation protocol. A small wording fix is enough. Architecture SummaryArchitecture risk: 🔵 Low · up to The change affects 1 system. Changed systems: Architecture concerns Review detailsSystems and components
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PR Summary by QodoDesign storage location and Asset storage backend contracts
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Review (FIRST_PASS)
Design-only PR for #311 under #310; audit claims checked against master @ 6ed603f (schema 17). Overall the ownership split with #60, layout/namespace choices, relocation protocol, and StorageBackend surface look coherent.
Non-blocking
- Phase A acceptance criteria conflict — §13 Phase A both removes the
/data/for_processingspecial case and requires identical derived paths for every existing deployment. Unset-PRKS_STORAGEproduction today prefers/data/for_processing(see §1.1 /paths.derive_processing_dir); after removal it becomes<repo>/data/for_processing. Compose/PRKS_STORAGE=/datais fine; bare source-checkout production is not path-identical. Carve that change out of the "identical" claim, or keep the special case until a later explicit migration note.
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| | Phase | Content | Schema? | API/OpenAPI? | UI? | Waits for | | ||
| | --- | --- | --- | --- | --- | --- | | ||
| | **A. Contract and foundation** | The root resolver with §5.2 precedence and `(root, source)`; `--storage-root`; normalization (V1); the platform-default table (§6) behind the distribution flag, so a source checkout still gets `data/`; the bootstrap config reader and atomic writer (no UI writes yet); the root marker (adopt on first bind, refuse wrong, retired or foreign roots); startup validation (§7.2, startup subset); the single-process lease; `StorageKey`, `ObjectInfo`, `StorageBackend`, `LocalFilesystemStorage` over the existing primitives, with contract tests shared by any future backend; `backup_storage_inventory` classification of the marker and config (operational, not backed up); remove the `/data/for_processing` special case. **Behavior must be identical for every existing deployment**: the same root is chosen and the same paths are derived; the only new file is the marker. | no | no | no | nothing (backend-only; may start before the migration ends if it touches no frontend file) | |
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Non-blocking: This Phase A cell both says remove the /data/for_processing special case and Behavior must be identical for every existing deployment: … the same paths are derived.
Today, production with unset PRKS_STORAGE sets processing_dir to /data/for_processing (paths.PROCESSING_PROD_PREFERRED / §1.1), not <repo>/data/for_processing. Removing the special case changes that path for bare source-checkout runs even though Compose (PRKS_STORAGE=/data) stays the same.
Please either (a) explicitly exclude the processing-inbox path from the identical-behavior guarantee, or (b) keep the special case in Phase A and retire it in a later phase with a named migration note.
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Done in c9a1488, which is being pushed now, with option (b). Phase A keeps the special case, and the identical-paths guarantee covers the processing inbox. Phase D retires it with a discovery rule and a named release-note action (PRKS_FOR_PROCESSING_DIR=/data/for_processing). The rule is in §1.2 and referenced from Phase D.
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FIXED in c9a1488: Phase A keeps /data/for_processing unchanged; Phase D retires it with the §1.2 discovery rule and release note. Identical-paths now covers the inbox.
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Actionable comments posted: 4
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Review comments at @docs/storage-architecture.md:
- Around line 695-698: Update §8.7’s offline relocation sequence so P8 runs only
after the administrator changes the environment or mount to select the new root.
Keep the old root active until that selector change is complete, then finalize
P8.
- Line 540: Narrow the containment exclusions in the V11 row so an initialized
root may contain its own .prks-maintenance directory and may be inside the
bootstrap config directory’s parent layout used by the macOS and Windows
defaults. Continue requiring the bootstrap config file itself to remain outside
the data root, and retain the other V11 exclusions.
- Line 534: Update the V5 row in the storage-architecture table so
`O_CREAT|O_EXCL` does not split the Markdown table into extra cells; escape the
pipe or describe the flags without using a pipe, preserving the existing column
alignment.
- Around line 419-420: Update PRKS storage-root selection to discover and adopt
an existing legacy <repo>/data root before requiring a marker or switching to
the platform default when no CLI or PRKS_STORAGE override is set.
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One additional relocation correctness issue beyond the existing reviewer threads.
| | --- | --- | --- | | ||
| | **P0 Preflight** | Run the full §7.2 checklist on the destination, including V10 space, computed from the actual canonical inventory, and V14 names. Refuse if any relocation or restore journal is already open. | none | | ||
| | **P1 Intent** | Mint a `relocation_id`. Create the destination with marker `state: staging, relocation: {id, role: destination}`. Write the config file with `storage.relocation = {id, phase: "copying", from, to}`, with `local_root` still the old root. The config write is atomic. | config (`copying`), destination marker (`staging`) | | ||
| | **P2 Quiesce** | Enter the backup scope in the `concurrency` gate: mutations and backups blocked, reads allowed. That is today's backup semantics, and it bounds relocation to the same "reads keep working" user experience. Stop background writers: the cleanup retry, thumbnail and index writers, and processing scans. | none (process-local; §12 for multi-process) | |
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P1 — keep the destination non-bindable until the relocation commit. P4 changes the destination marker from staging to active while local_root still points at the old root and before this process has rebound/acquired the destination as authoritative. A second PRKS instance configured directly to to can therefore bind the copied destination during the P4→P5 window and mutate it, creating a fork before the relocation has even committed. Keep the destination in a non-bindable relocation state through P4. After P5 commits, activation can happen as part of P6/startup recovery (e.g. committed config + matching staging destination is authorized to transition to active). Normal startup must reject a destination marker carrying an uncommitted relocation role even if its generic state would otherwise be active.
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Fixed in c9a1488, which is being pushed now.
- P4 no longer activates the destination: it stays
stagingand non-bindable. Activation moved to P6, after the P5 commit, and it is authorized by the committed config for the samerelocation_id. - A new binding rule in §7.1 says ordinary startup never binds a
stagingroot or one carrying an uncommitted relocation role. Only committed-config recovery orstorage finalizecan activate it. - Recovery for
copying/verifiednow only discards destinations that are stillstaging.
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- Destination stays `staging` (non-bindable) until the commit; startup recovery or `storage finalize` activates it. - Source root is retired durably inside the mutation scope before mutations resume; failure keeps PRKS in maintenance mode. - `storage_root_id` identifies the file store and is carried by relocation, so the PostgreSQL pairing survives a move; at most one root per ID is bindable. - Offline admin flow: relocate -> change selector -> finalize -> start; old root stays active until the selector changes. - Default resolution discovers unmarked legacy roots before creating a new default. - V11 exempts the root's own maintenance dir and allows the root inside the config directory (macOS/Windows defaults); only the config file must stay outside. - Phase A keeps the /data/for_processing special case; Phase D retires it with a discovery rule and release note. - Fix V5 table cell split by an unescaped pipe. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Review (LATER_PASS)
Delta since 039f7d92: relocation stays staging until commit, source retirement before mutations resume, carried storage_root_id, offline finalize flow, legacy default discovery, V11/V5 cleanups, and Phase A keeps /data/for_processing.
Prior
- Phase A identical-paths vs remove
/data/for_processing— FIXED (kept in A; retire in D with discovery + release note).
Non-blocking
- Source stays bindable after P5 until P7 — S8 / §7.1 claim at most one bindable root per
storage_root_id, but P1–P6 leave the source as ordinaryactivewithrelocation: null. After commit (and after a crash before P7), another process can still bind the old path via CLI/PRKS_STORAGEand fork the library. Close the gap when the move commits (mark source non-bindable, or make bind refuse a root that isfromin acommittedrelocation journal).
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| library's files" wherever they live, so the database pairing (§9) stays valid | ||
| without being touched. Two directories may hold the same ID only as one | ||
| `active` root plus `staging` or `retired` copies. The binding rule above | ||
| guarantees that **at most one root per ID is ever bindable**. "Open another |
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Non-blocking: S8 / this paragraph say at most one root per storage_root_id is ever bindable, but the protocol does not enforce that until P7.
- P1–P6 never touch the source marker, so it remains
state: activewithrelocation: null. - The binding rule only refuses non-
active/ uncommitted relocation roles, so that source still binds. - After P5 (config → new root), and especially after a crash before P7, a second process pointed at the old path (
--storage-root/PRKS_STORAGE) can open the still-active source and fork the library under the same ID.
Happy-path P7-before-release and recovery-in-maintenance-mode protect this process; they do not make the old path unbindable to another installation. Mark the source non-bindable at commit (or teach bind to consult the relocation journal’s from when phase is committed / source_retired).
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Agreed, that gap was real. Fixed in eb0f823, which is being pushed now.
- P2 now fences the source. After quiescing, and before any copying, the old marker is durably set to
state: fencedwithrelocation: {id, role: source}. Only the marker changes; the old library's data is still never written before commit. If the fence can't be written, the move is refused. - Binding rule (§7.1). A
fencedsource can go back toactiveonly through startup recovery whose config still selects it with phasecopying/verified/failedfor the samerelocation_id, or through an explicitstorage abort. Otherwise it endsretired(P7). A second installation pointed at the old path through--storage-root/PRKS_STORAGEhas no such proof, so it refuses and names the relocation. That holds both after P5 and after a crash before P7. - Recovery and revert. Pre-commit recovery lifts the fence. "Revert move" restores
fenced/retiredtoactive. - Offline flow (§8.7).
storage relocatenow leaves both ends unbindable. The administrator then either changes the selector and runsstorage finalize, or runsstorage abortto reopen the old root. A stopped sequence always resolves with one explicit command. - S8/S9 now state it: no root with a given ID is bindable while a move is unresolved.
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FIXED in eb0f8238 / 3b863f4e: P2 durably fences the source before copy; after P5 no unfence proof exists, so P6 activates the destination with the source already revoked. At most one bindable root per storage_root_id holds across the commit.
The source root stayed an ordinary active root from P1 until P7, so a second process pointed at the old path could bind it after the commit (or after a crash before P7) and fork the library. P2 now durably marks the source `fenced`; only startup recovery with this relocation's config record, P7 (retire), revert, or the offline `storage abort`/`finalize` commands may change it. The offline flow now leaves both ends unbindable until the administrator finalizes or aborts. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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The previous blockers are mostly resolved, but I found three remaining design contradictions on the revised head.
| | **P3 Copy** | The database: a `sqlite3` backup-API snapshot, never a file copy, written to the destination under a temporary name and then renamed. Each canonical namespace (`asset-objects`, `portraits`, and the inbox if it is under the root): stream every object into a staging name, hash it while copying, fsync the file, rename it to its key name, and fsync the directory. Derived data, logs and maintenance are **not** copied. Links are refused, as in §7.3. | per-object progress in `<dest>/.prks-maintenance/relocation/<id>/manifest.json`: key, size, sha256. Resumable, but a restart may also discard it and begin P3 again. | | ||
| | **P4 Verify** | Re-read every destination object, and compare size and SHA-256 against the P3 manifest, which was computed from the source. Run `PRAGMA integrity_check` and the schema-version check on the destination database. Audit the catalogue against the destination (`audit_managed_pdfs`): every referenced key present. Keys missing in the source are reported, not fatal, because availability is observed (#60 §9.2). The destination marker **stays `staging`**, so the destination is not bindable (§7.1). Write config `phase: "verified"`. | config (`verified`) | | ||
| | **P5 Commit** | **One atomic config replace:** `local_root = to`, `relocation.phase = "committed"`. This is the only switch. | config (`committed`) | | ||
| | **P6 Activate and rebind** | Still under the P2 scope: set the destination marker to `state: active` (keeping `relocation.role: destination` for diagnostics). This is authorized by the committed config for the same `relocation_id`. Then `bind_storage(new config)`; the existing rollback-on-failure applies. | destination marker (`active`) | |
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P1 — P6/P7 still violate the new “at most one bindable root per storage_root_id” invariant. P6 makes the destination active while the source is still active; P7 retires the source afterwards. That creates a real interval with two bindable roots carrying the same ID, and if P7 cannot write the old root the overlap can last indefinitely. The explicit “old copy is gone or disconnected” acknowledgement is also unsafe: a disconnected source can later reappear still marked active, at which point another PRKS instance can bind the stale copy and fork the library. Keep the destination non-bindable while it is mounted/rebound in maintenance mode, retire the source durably first, then transition the destination to active and admit mutations. If the source cannot be durably retired, do not claim the no-fork guarantee or allow a simple acknowledgement to resume normal mutation unless there is some other durable revocation/generation mechanism that makes the stale source refuse future binding.
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Fixed in 3b863f4, which is being pushed now. It builds on eb0f823, which added a durable source fence at P2.
- Ordering. The source is durably
fencedat P2, before any copying, and the move is refused if that write fails. Afencedroot binds only with proof that its move did not commit, and that proof cannot exist after P5. By P6 the source is therefore already revoked. P6 then activates the destination, binds, and releases the scope. Before P6 neither root is bindable; from P6 only the destination is. There is no two-bindable interval. - P7 is no longer a safety step. It only relabels
fenced→retiredfor clearer messages and for later cleanup, and it is retried at later starts. - The "old copy is gone" acknowledgement is removed. A disconnected source that reappears is still
fencedand still refuses to bind, so the fence is the durable revocation mechanism you asked for. - Recovery in the
committedphase no longer needs maintenance mode. "Revert move" is limited to a failed P6.
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| | V8 | **File fsync succeeds.** Directory fsync is best-effort, consistent with `fs_durability`: an unsupported result is recorded and shown, not fatal. | once | ✓ | error for files; diagnostic for directories | | ||
| | V9 | **SQLite-era locking.** The database's filesystem supports the byte-range locks SQLite needs. That filesystem is where the main DB lives now, and where the WAL-mode derived indexes always live. In practice: refuse a filesystem type that is known to be network or FUSE-sync when it can be detected with certainty, and otherwise warn (§7.4). | ✓ (warn) | ✓ | error when certain, else warning | | ||
| | V10 | **Free space.** Report free bytes. For a choice or relocation, require at least (canonical bytes to copy) × 1.1 + 1 GiB of headroom, and warn below a configurable floor on startup. The existing `_free_bytes` probe is reused. | warn | ✓ | error for relocation; warning otherwise | | ||
| | V11 | **Nesting and collision.** The candidate must not equal, contain or be contained by another active PRKS root (walk parents for `prks-root.json`, and do a bounded scan for markers below), the current root (except as the relocation source), the repository checkout (in production), the application install directory, a configured backup location, or the filesystem root or the user's home directory itself. It must not **contain** the bootstrap config file. It may sit inside the config directory (the §6 macOS and Windows default). It must not lie inside another root's `.prks-maintenance/`. The candidate's **own** `.prks-maintenance/` is expected, and it is exempt from every containment test here. | ✓ | ✓ | error | |
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P1 — V11 rejects the supported source-checkout default. §6 and Phase A explicitly preserve <repo>/data as the source-checkout default, and current non-testing source runs are mode="production". V11 then says a production candidate may not be contained by the repository checkout, so startup validation would reject <repo>/data on the very deployment whose behavior Phase A promises to preserve. Narrow this rule to packaged/installed deployments (or otherwise explicitly exempt the declared source-checkout development default) while still preventing packaged user data from living under the application install tree.
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Fixed in 3b863f4, which is being pushed now. V11 now refuses a root inside the repository checkout only when the distribution is packaged. For a source checkout, the declared development default <repo>/data is exempt, and any other location inside the checkout is still refused. The application-install-directory rule is unchanged, so packaged user data still can't live under the install tree.
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| first probes the **known earlier default locations**, in a fixed order, | ||
| before it creates anything: | ||
| 1. any earlier platform-default location; | ||
| 2. for a source checkout, `<repo>/data`, and `/data` when it is a directory. |
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P2 — /data is not a historical source-checkout root default and should not be auto-adopted just because it exists. Current defaulted_storage_root() uses <repo>/data when PRKS_STORAGE is unset; /data is only the preferred processing inbox path in that mode. A source checkout that happens to see /data/prks_data.db or /data/pdfs (for example from another/containerized PRKS deployment) would therefore silently adopt a library that was never this resolver's prior default. Restrict legacy probing to locations that were actually prior root defaults for that distribution/source, unless there is an explicit migration marker or operator choice tying /data to this installation.
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Fixed in 3b863f4, which is being pushed now. Legacy discovery for a source checkout now probes only <repo>/data, the only prior root default. /data is never probed: today it is only a preferred processing inbox, and a /data library belongs to a container or another deployment unless an operator selects it explicitly (PRKS_STORAGE/--storage-root).
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…obes - P6 now relies on the durable P2 source fence: the destination becomes active only after the source is already unbindable, so no interval has two bindable roots. P7 retirement is cosmetic and retried; the unsafe "old copy is gone" acknowledgement path is removed. - V11 exempts the declared source-checkout default <repo>/data and only refuses repository-contained roots for packaged distributions. - Legacy default discovery probes only prior root defaults; /data (a processing-inbox preference, not a root default) is never auto-adopted. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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The fencing model fixes the source-side fork window. One success-path marker-state contradiction remains.
| | `copying` or `verified` | old | Old root authoritative. If its marker is `fenced` with this `relocation_id`, lift the fence back to `active`, then bind it normally. Mark the relocation `failed` in config. The destination is staging: delete it automatically **only** when its marker carries this `relocation_id`, `state: staging` and `role: destination`, and it contains nothing but PRKS components; otherwise leave it and report it. The user may retry. | | ||
| | `committed` | new | New root authoritative. Activate the destination if its marker is still `staging` with the same `relocation_id` (P6), bind it in **maintenance mode**, and perform P7. Mutations are admitted only after P7 completes or the user acknowledges it. | | ||
| | `source_retired` | new | Bind normally and redo P8 and P9 idempotently. | | ||
| | `retained` | new | Normal operation. Diagnostics show the retained old copy. | |
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P1 — the successful destination never clears its relocation role, so later startup contradicts §7.1. P6 sets the destination to active while explicitly keeping relocation.role: destination; P7/P8/P9 do not clear that marker field. But §7.1 says ordinary startup binds only an active root that carries no relocation role. After the config reaches source_retired or retained, this row says to bind normally, which the binding rule would refuse. Define a durable point that clears the destination relocation marker once the source is retired (or explicitly make source_retired/retained config proof authorize this active destination and eventually clear it). Also cover crash recovery between source retirement and clearing the destination role so the successful move cannot strand itself on the next restart.
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Agreed. Fixed in c946f42, which is being pushed now.
- P6 now activates the destination in one atomic marker replace:
state: active,relocation: null, plus an informationalmoved_from: {id, peer_hint}.moved_fromis documented in §7.1 as diagnostic only; it is not a relocation role and binding ignores it. - Activating and clearing the role are the same write, so there is no crash window between them. After it lands, the destination is an ordinary bindable root at every later start, in
committed,source_retiredorretained. - Recovery in the
committedphase performs that single write if the destination is stillstaging. If the destination is alreadyactivewith no role, the write already landed, and PRKS just binds. storage finalizeuses the same write.- Source retirement (P7) never touches the destination, so a crash between P6 and P7 leaves an active destination and a fenced source, both consistent.
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P6 kept `relocation.role: destination` on the activated destination, which the §7.1 binding rule refuses, so a successful move would strand itself on the next start. Activation now writes `state: active`, `relocation: null` and an informational `moved_from` in one atomic marker replace, leaving no crash window; recovery and `storage finalize` use the same write. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Two remaining state-machine inconsistencies on the newest head.
| ### 8.2 The protocol | ||
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| ``` | ||
| P0 preflight ─► P1 intent ─► P2 quiesce ─► P3 copy ─► P4 verify ─► P5 COMMIT ─► P6 activate+rebind ─► P7 retire source ─► release ─► P8 rebuild ─► P9 retain ─► (later) P10 cleanup |
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P2 — the protocol diagram still has the old release boundary. The revised P6 row now says Release the scope; mutations resume at the end of P6 and makes P7 cosmetic/non-blocking, but this diagram and the mutations blocked line still place release after P7. That leaves two conflicting definitions of when writes may resume and what a P7 failure means. Update the diagram/timeline to make P6 the release boundary everywhere, or change the row back; there should be one authoritative sequence for the crash tests to implement.
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Fixed in 5aa37fa, which is being pushed now.
- The diagram now matches the P6 row. Step P2 is labelled "quiesce+fence", P6 is "activate+rebind+RELEASE", and P7 is marked non-blocking. The "mutations blocked" line now ends at P6.
- One stated boundary. A sentence under the diagram says the release boundary is the end of P6 and nowhere else, and that a P7 failure blocks nothing.
- Nothing else contradicts it. I searched the doc for other P7 release or scope references and found none. The §12 table already says "nothing else writes during P2–P6".
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The timeline still placed the mutation release after P7. Make the end of P6 the single release boundary in the diagram and state it once below it. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Review (LATER_PASS)
Delta since c9a1488c: P2 source fence (eb0f8238); P2-as-revocation, V11 packaged-only checkout rule, and legacy probe without /data (3b863f4e).
Prior
- Source stays ordinary
active/ bindable through P1–P6 — FIXED (durablefencedat P2; after P5 no proof exists to unfence, so P6 activates only one bindable root).
Non-blocking
- §8.2 protocol diagram stale vs P6 — the ASCII flow still places
releaseafter P7 and draws mutations blocked through P7, but P6 now releases the scope and resumes mutations. Align the diagram (and the mutations bar) with P6.
Already on PR (not re-filed)
Destination keeps relocation.role: destination after P6 while §7.1 ordinary bind requires no relocation role — still open at tip: #313 (comment)
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| P0 preflight ─► P1 intent ─► P2 quiesce ─► P3 copy ─► P4 verify ─► P5 COMMIT ─► P6 activate+rebind ─► P7 retire source ─► release ─► P8 rebuild ─► P9 retain ─► (later) P10 cleanup | ||
| old root authoritative ──────────────────────────────────────────┤ new root authoritative ────────────────────────────────────────────► | ||
| old canonical data never written; destination stays `staging` ───┤ | ||
| old marker `fenced` (not bindable by any other process) from P2 ──────────────────────────────────┤ `retired` | ||
| mutations blocked (P2) ────────────────────────────────────────────────────────────────────────────────────┤ |
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Non-blocking: §8.2 diagram is out of date with the P6 text in this tip.
- Line 664 still sequences
P7 retire source ─► release. - Line 668 draws mutations blocked through that same point.
P6 now says Release the scope; mutations resume after activate+rebind, and the post-commit guarantee says mutations resume at the end of P6 (P7 is cosmetic). Move release to after P6 and end the mutations bar there so the picture matches the table.
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Both points are already fixed on the current head. This review appears to have been made against 3b863f4.
- The diagram was fixed in
5aa37fa.releasenow sits at the end of P6, and the mutations-blocked bar ends there. A sentence under the diagram names the end of P6 as the only release boundary, and P7 is marked non-blocking. Details: Design: storage location and Asset storage backends (#311) #313 (comment) - The destination relocation role (the thread linked in your review) was fixed in
c946f42. P6 activates withrelocation: nullin the same atomic marker write. Details: Design: storage location and Asset storage backends (#311) #313 (comment)
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One remaining P1 concurrency edge in the finalized P6 sequence.
| | **P2 Quiesce** | Enter the backup scope in the `concurrency` gate: mutations and backups blocked, reads allowed. That is today's backup semantics, and it bounds relocation to the same "reads keep working" user experience. Stop background writers: the cleanup retry, thumbnail and index writers, and processing scans. Then **fence the source**: durably set the old marker to `state: fenced, relocation: {id, role: source, peer_hint: <dest>}`. From here on no other process can bind the old path (§7.1). If the fence cannot be written, the move is refused before any copying. | source marker (`fenced`); the gate itself is process-local (§12 for multi-process) | | ||
| | **P3 Copy** | The database: a `sqlite3` backup-API snapshot, never a file copy, written to the destination under a temporary name and then renamed. Each canonical namespace (`asset-objects`, `portraits`, and the inbox if it is under the root): stream every object into a staging name, hash it while copying, fsync the file, rename it to its key name, and fsync the directory. Derived data, logs and maintenance are **not** copied. Links are refused, as in §7.3. | per-object progress in `<dest>/.prks-maintenance/relocation/<id>/manifest.json`: key, size, sha256. Resumable, but a restart may also discard it and begin P3 again. | | ||
| | **P4 Verify** | Re-read every destination object, and compare size and SHA-256 against the P3 manifest, which was computed from the source. Run `PRAGMA integrity_check` and the schema-version check on the destination database. Audit the catalogue against the destination (`audit_managed_pdfs`): every referenced key present. Keys missing in the source are reported, not fatal, because availability is observed (#60 §9.2). The destination marker **stays `staging`**, so the destination is not bindable (§7.1). Write config `phase: "verified"`. | config (`verified`) | | ||
| | **P5 Commit** | **One atomic config replace:** `local_root = to`, `relocation.phase = "committed"`. This is the only switch. | config (`committed`) | |
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P1 — acquire/hold the destination process lease before making P6 normally bindable. P6 currently atomically changes the destination to ordinary active/no-role and only then calls bind_storage(new config). Phase A’s single-process protection is a per-root active_process lease, but this row does not say that P6 acquires that lease in the same activation write or before clearing the relocation role. In the gap, another PRKS process pointed at the destination can bind/acquire the lease and mutate it. If this process’s bind_storage() then fails, the documented revert move path is no longer safe because the destination may already contain accepted mutations. Keep the destination non-generically-bindable until the current process has successfully bound and owns the destination lease, or include ownership of that lease in the atomic P6 activation and define how it is released on bind failure. The revert guarantee should be stated in terms of no process having admitted mutations, not only this process.
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Fixed in b8fcf18. P6 is now two ordered sub-steps.
- P6(a): bind while the destination is still
staging. §7.1 now allows that only for a holder of the committed relocation record, meaning this process or startup recovery. P6(a) takes the destination'sactive_processlease, then callsbind_storage. If either step fails, the lease is released and the destination staysstaging. - P6(b): only after P6(a) succeeds, one atomic marker replace writes
active,relocation: null,moved_from, and the lease this process already holds. The destination becomes generically bindable in the same write that records its owner, so no other process can slip in. - Revert is offered only while the destination is still
staging. Its safety is stated as no process having admitted a mutation since P2: the source has been fenced throughout, the destination was never generically bindable, and this process never released its scope. - Recovery in the
committedphase andstorage finalizefollow the same order. Finalize holds the lease during the write and releases it on exit.
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FIXED in b8fcf18: P6 is now (a) take lease + bind_storage while destination is still staging, then (b) one atomic activation write that records that lease as owner. Generic bindability and lease ownership land together. A separate new finding covers the §8.3 revert prose that still equates staging with P6(a) failure.
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…3 replace (#311) - P6 binds the still-staging destination and takes its active_process lease (P6a) before the single activation write that records the lease (P6b); revert is offered only while the destination is staging. - P4 runs a stable final rescan of an in-root processing inbox; P10 deletes old inbox files only when an identical copy exists in the destination. - Raw volume copies are not a supported move; containers use relocate/finalize. - S3 replace keeps the must-exist precondition via HeadObject + If-Match. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Delta since 5aa37fa: P6(a)/(b) lease-before-activation, P4 inbox final pass, P10 identical-inbox rule, Docker relocate/finalize, S3 HeadObject+If-Match replace.
Prior: source-bindable / sticky destination role / §8.2 diagram / Phase A identical-paths remain FIXED. Lease-before-P6 intent is addressed by the new split (see thread). Codex inbox/Docker/S3 threads already FIXED-acked — left alone.
New
- Blocking — §8.3 revert equates
stagingwith "P6(a) failed", but successful P6(a) leaves the destinationstaginguntil P6(b); the P6(a)-ok / P6(b)-fail window needs explicit unbind / lease-release before lifting the source fence.
| back to the old root. Automatic fallback is refused because, once any mutation | ||
| commits in the new root, the old root is a stale snapshot from P2 and binding | ||
| it would fork the library. While the destination is still `staging`, which | ||
| means P6(a) failed and P6(b) never ran, the user may explicitly "revert move". |
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P1 — §8.3 revert contradicts the new P6(a)/(b) split.
This sentence says still-staging "means P6(a) failed and P6(b) never ran". That is false under the revised P6 row: P6(a) success intentionally leaves the destination staging; only P6(b) writes active.
So the reachable failure P6(a) ok → P6(b) fails is still staging, and in that window this process may already hold the destination active_process lease and a successful bind_storage binding. The revert steps below only flip config back to from and lift the source fence — they do not require unbind, lease release, or keeping the P2 scope until that cleanup finishes.
Please:
- Drop the "means P6(a) failed" equivalence (revert while
staging, whether or not P6(a) bound). - Spell the post-P6(a) revert path: release lease → unbind destination → then restore config / unfence source (scope held until that is done).
- Keep the claim that revert is unsafe once P6(b) has written
active.
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Agreed. Fixed in c8d784a.
-
The false equivalence is gone. Revert is offered whenever the destination is still
staging. That covers a failed P6(a), and a successful P6(a) followed by a failed P6(b). -
The revert path is spelled out, with the P2 scope held throughout:
- Unbind the destination through
bind_storage's rollback path. - Release its
active_processlease. - Atomically set the config back to
fromwith phasefailed. - Lift the source fence.
- Only then release the scope.
For a crash partway through: while the config still says
committed, recovery completes the move, because P6 is idempotent on astagingdestination. Once the config saysfailed/from, recovery lifts the fence. A stale lease expires by its heartbeat rule. - Unbind the destination through
-
Revert is still refused once P6(b) has written
active.
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FIXED in c8d784a/dd23e1c/8594a56: revert is offered while destination is still staging (P6(a) fail or P6(a)-ok/P6(b)-fail); order is unbind (keep lease) → config failed/from → unfence → release lease → release scope; failed recovery lifts a leftover fence.
Revert no longer equates a staging destination with P6(a) failing: after P6(a) succeeds the destination is still staging while this process holds its lease and binding. Revert now runs unbind -> release lease -> config back to from (failed) -> unfence source -> release scope, with crash recovery defined for each point. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Delta since 5aa37fa: P6(a)/(b) lease-before-activation, P4 inbox final pass, P10 identical-inbox rule, Docker relocate/finalize, S3 HeadObject+If-Match replace (b8fcf18); revert after successful P6(a) spelled out (c8d784a).
Prior: source-bindable / sticky destination role / §8.2 diagram / Phase A identical-paths remain FIXED. Prior §8.3 staging≡P6(a)-failed blocker FIXED in c8d784a (already thread-acked). Codex inbox/Docker/S3 and Claude V11/destination-role LEFT_ALONE.
New
- Blocking — New revert crash prose says
failed+local_root=fromrecovery lifts the source fence, but the §8.3failedtable row still only says "normal operation" and never unfences. A crash after revert step 3 and before step 4 leaves the selected old rootfencedand unbindable.
| | `committed` | new | New root authoritative. The source is already `fenced` (P2). If the destination marker is still `staging` with the same `relocation_id`, perform P6 as specified: (a) take the lease and bind the `staging` root under the committed record, then (b) write the single activation. If the marker is already `active` with no role, P6(b) already landed, and PRKS binds normally. Attempt P7, P8 and P9 idempotently. A P7 that cannot reach the old root is retried at later starts and blocks nothing. | | ||
| | `source_retired` | new | Bind normally and redo P8 and P9 idempotently. | | ||
| | `retained` | new | Normal operation. Diagnostics show the retained old copy. | | ||
| | `failed` | old | Normal operation, plus a notice with a "discard failed move" action. | |
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P1 — failed recovery never lifts a matching fence, but the new revert crash text requires it.
Revert steps 3→4 are not atomic: config becomes {local_root: from, phase: failed} while the source marker can still be fenced. The prose just below claims that once config says failed with local_root = from, "recovery lifts the fence." This table row does not: it only says "Normal operation, plus a notice…".
Under §7.1, ordinary bind of a fenced root is refused without unfence proof. So a crash between steps 3 and 4 strands startup on the configured old root with no matrix path that makes it bindable (unlike copying/verified, which explicitly lift the fence).
Align the failed row with the revert claim: if the old marker is fenced for this relocation_id, lift it to active before binding (same shape as the copying/verified row). Keep "discard failed move" for leftover staging cleanup only.
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Agreed. Fixed in 8594a56.
- Unfencing before bind. If the old marker is still
fencedwith thisrelocation_id, thefailedrow now lifts it back toactivebefore binding. That is the same step as in thecopying/verifiedrow. It covers a crash between revert's config write and its unfence, which after dd23e1c are steps 2 and 3. - "Discard failed move" is now scoped to cleaning up a leftover
stagingdestination only.
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FIXED in 8594a56: the failed row now lifts a matching fenced marker before binding, same shape as copying/verified.
…ing OS lock (#311) - Revert keeps the destination lease until the config durably selects the source and the source fence is lifted, so no other process can activate the staging destination from a still-committed record. - The active_process lease is an exclusive OS advisory lock on .prks-maintenance/root.lock held while bound and released only by the kernel; the marker field is diagnostic. Resolves open question 6. Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Review (LATER_PASS)
Reviewed ff982fd. The dedicated relocation mode and P6 reader-drain barrier fix the hot-rebind race cleanly, and GitHub's test merge with current master is conflict-free. One post-P6 bootstrap-config race remains.
| | **P4 Verify** | Re-read every destination object, and compare size and SHA-256 against the P3 manifest, which was computed from the source. Run `PRAGMA integrity_check` and the schema-version check on the destination database. Audit the catalogue against the destination (`audit_managed_pdfs`): every referenced key present. Keys missing in the source are reported, not fatal, because availability is observed (#60 §9.2). **The inbox needs a stable final pass**, because users and external tools can write it and PRKS cannot quiesce them. When `for_processing/` is under the root, rescan the source inbox and compare each file's name, size and `st_mtime_ns` with the manifest. Copy and hash any new or changed file, then rescan. Repeat until two consecutive scans agree with the manifest. If it does not settle within a bounded number of passes, refuse the move and ask the user to pause whatever is writing the inbox. The destination marker **stays `staging`**, so the destination is not bindable (§7.1). Write config `phase: "verified"`. | config (`verified`) | | ||
| | **P5 Commit** | **One atomic config replace:** `local_root = to`, `relocation.phase = "committed"`. For a config-file root this is the only switch. A CLI- or environment-selected root commits in its destination marker instead (§8.7, S9). | config (`committed`) | | ||
| | **P6 Activate and rebind** | Still under the move scope. The source has been durably `fenced` since P2 (the move was refused if that write failed). A `fenced` root is unbindable without proof that its move did not commit, and after P5 that proof cannot exist. So the source is **already revoked**. P6 runs in two sub-steps, in this order:<br><br>First **upgrade the move scope to the exclusive rebind barrier** (Gate admission, above): new reads wait and in-flight reads drain, so no reader can observe a half-swapped binding. The barrier is held through (b), or through revert.<br><br>(a) **Bind first, while the destination is still `staging`.** A `staging` root is bindable only by a holder of this relocation's **committed proof** (§7.1): either the bootstrap config's `committed` record, for a config-file root, or the destination marker's `relocation.phase: committed`, for the offline flow. That holder is this process, startup recovery, or `storage finalize`. Hold the destination's `active_process` lease (§12): it was taken at P1, or it is taken now by startup recovery. Then call `bind_storage(new config)`; the existing rollback-on-failure applies. The lease can fail to be taken only because another holder of the committed proof, such as a concurrent startup recovery, already owns it and is completing the move. In that case this process stops and does **not** offer revert. If `bind_storage` fails, **keep the lease**. It is released only by revert (step 5, after the config says `failed` and the source is unfenced), or by the kernel when this process exits. In the second case, §8.3 `committed` recovery correctly completes the move. Releasing the lease while the committed proof still stands would let another process activate the destination, while this process could still revert to the source.<br><br>(b) **Only after (a) succeeds**, activate. Authorized by the same committed proof for this `relocation_id`, write **one atomic marker replace**: `state: active`, `relocation: null`, `moved_from: {id, peer_hint}` with `peer_hint` **copied from the destination's `relocation.peer_hint`** (required since P1), and the `active_process` lease this process already holds. `moved_from` is not a relocation role and binding ignores it, but it is operational: startup uses its `peer_hint` to retry P7 (§7.1). The destination becomes generically bindable in the same write that records this process as its owner, so there is no instant at which another process could bind it or take its lease. No crash can leave an `active` destination that still carries a role. On every later start, the destination is an ordinary bindable root, whatever the config phase says.<br><br>**Then the handler returns, releasing the barrier and the move scope; reads and mutations resume.** At no instant are two roots with this ID bindable: before P6 neither is, and from P6 only the destination is. | destination marker (`active`) | | ||
| | **P7 Retire source** | Change the old marker from `fenced` to `state: retired`, keeping `relocation: {id, role: source, peer_hint: <new root>}`. Write config `phase: "source_retired"`. This is **not a safety step**: it turns "a move is in progress" into "this library moved to X" for clearer messages and for P10 cleanup. If the old root cannot be written, for example because a disk was removed, it stays `fenced`, and PRKS retries the change at later starts. A disconnected source that reappears is still `fenced` and still refuses to bind. **No acknowledgement path exists or is needed**: revocation is the durable P2 fence, not P7. | old marker (`retired`), config (`source_retired`) | |
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P1 — P7/P9 background config writes can race a later root-selection/config command after the move scope is released. P6 returns and explicitly re-admits mutations, but P7 still writes relocation.phase = source_retired and P9 writes retained. Phase D also defines choose / open another library as commands that write the same bootstrap config. Atomic replace makes each write durable, but it does not stop a stale P7/P9 read-modify-write from overwriting a newer local_root/relocation record after another command has been admitted. Define serialization/compare-and-set for bootstrap config writers: e.g. every relocation phase advance must CAS the expected (local_root = to, relocation.id = this id, expected phase) and become a no-op/error if that state changed; and/or root-selection commands must refuse while this relocation is unresolved. A process-wide config-write lock alone is not sufficient unless the state is re-read and validated under it. Add a race test where open another library starts immediately after P6 while P7/P9 are delayed, and prove the old move cannot overwrite the newer selection.
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Agreed. Fixed in 9f3e92b, using both of your options.
§5.1: every bootstrap config write is a guarded compare-and-set. This covers every writer:
- the relocation steps, revert and startup recovery;
- the offline mirror;
- choose and open another library;
- P10.
Each writer runs the same sequence:
- Take a cross-process OS advisory lock on
<config file>.lock. - Re-read the file and check the writer's expected state. The doc states that a lock alone is not enough.
- Write atomically only if that check holds.
What each writer expects.
-
Relocation steps expect exactly
(local_root, relocation.id, phase)as their predecessor left it:- P7:
(to, id, committed); - P9:
(to, id, committed | source_retired); - P10:
(to, id, retained).
On a mismatch the step writes nothing and logs "superseded".
- P7:
-
User commands (choose, open another library, a new move's P1) expect the state the user confirmed. On a mismatch they fail with a conflict.
Root selection refuses while any move is unresolved, from preparing through source_retired, until P9 writes retained or the move is failed.
- No indefinite block. P9 does not wait on a P7 that couldn't reach the old root, so an unreachable disk can't block selection forever.
- Late P7 retries. A retry at a later start changes only the source marker. Its config write is a guarded no-op once the phase has moved on.
Other edits. The P7, P9 and P10 rows now name their expected state. Phase A's writer is now the guarded compare-and-set writer.
Phase E race test. It starts open another library immediately after P6, with P7 and P9 delayed, and proves:
- the selection is refused while the move is unresolved;
- a forced stale P7/P9 write after a newer selection leaves that newer selection intact.
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Review (LATER_PASS)
Reviewed dbec6e2. The four Codex findings it targets are directionally fixed, but two correctness gaps remain in the new hot-rebind and inbox-final-pass text.
| | **Open another library** (rebind) | config → another existing, active, marker-bearing root | no | same, with a confirmation that names it a different library; with PostgreSQL, only if the database pairing matches (§9) | | ||
| | **Move this library** (relocate) | canonical bytes are copied to a new root, then config → new root | yes | same; for `cli`/`env` sources, only through the offline CLI (§8.7) | | ||
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||
| **Hot rebind (choose, open another library).** When a library is already |
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P1 — hot rebind still needs a transaction boundary across config update + bind, not just a per-write config lock. §5.1 releases <config>.lock after each guarded write. Here step (2) writes local_root = target, then step (3) calls bind_storage(). In that gap another process using the same bootstrap config can legitimately run choose / open another library, re-read the now-current target, and CAS the config to a third root. This process can then finish binding the first target and release the old lease, leaving its live binding on A while the bootstrap config says B. The failure rollback has the same issue: if its guarded restore is superseded, the text still says to rebind the old root. Either hold the config lock (or a durable transient rebind journal/operation lock) through lease acquisition, config switch, bind_storage, and old-lease release/rollback, or define fail-closed behavior whenever the rollback CAS no longer owns the selection. Add a two-process hot-rebind race test; per-write CAS alone does not serialize the whole rebind transaction.
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Agreed. Fixed in 9c090f6, using both options.
Hot rebind is now one transaction under <config file>.lock, held from the first re-read until the transaction ends. The steps are:
- Re-read and check the confirmed state.
- Take the target's
root.lockwith a non-blocking try-lock. A busy target fails the command, so it never waits while holding the config lock, and it cannot deadlock against a relocation that holds root locks and is waiting for the config lock. - Switch the config.
- Call
bind_storage(). - Release the old root's lease, then the config lock.
Rollback runs under the same lock, so its restore cannot be superseded.
Fail closed. If the rollback cannot complete (the config can't be written, or the old root no longer binds), the process:
- calls
unbind_storage(); - reports a configuration error;
- keeps no lease it isn't bound to.
It never keeps serving a root the config does not name. A crash releases both locks, and the next start binds whatever the config names.
Related edits.
- §5.1 names hot rebind as the one multi-step writer that holds the lock across its transaction.
- Phase D lists a two-process hot-rebind race test: two concurrent rebinds to different targets, where each process ends bound to the root the config names or fails closed.
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| | **P1 Intent** | Mint a `relocation_id`. **First** write the config file with `storage.relocation = {id, phase: "preparing", from, to}`, with `local_root` still the old root, so that any destination this move creates is already discoverable. **Then** create the destination, whose complete **P1-owned set** is exactly: the root directory; `.prks-maintenance/`; `.prks-maintenance/root.lock`, the destination lock (§12), taken here; an empty `.prks-maintenance/relocation/<id>/`; and the marker `prks-root.json`, plus any `.prks-` temporary left by the marker's atomic write. The marker is `state: staging, storage_root_id: <source's ID>, relocation: {id, role: destination, peer_hint: <source root>}`. The `peer_hint` is required from here until activation. The ID is carried, not minted (§7.1). Then advance the config to `phase: "copying"`. Each config write is atomic. | config (`preparing`, then `copying`), destination marker (`staging`) | | ||
| | **P2 Quiesce** | Rely on the move scope held since request admission (Gate admission, above); P2 acquires no gate scope itself. Until P6 that scope blocks mutations, backups and restores and allows reads, which is today's backup semantics, and it bounds relocation to the same "reads keep working" user experience. Stop background writers: the cleanup retry, thumbnail and index writers, and processing scans. Then **fence the source**: durably set the old marker to `state: fenced, relocation: {id, role: source, peer_hint: <dest>}`. From here on no other process can bind the old path (§7.1). If the fence cannot be written, the move is refused before any copying. | source marker (`fenced`); the gate itself is process-local (§12 for multi-process) | | ||
| | **P3 Copy** | The database: a `sqlite3` backup-API snapshot, never a file copy, written to the destination under a temporary name and then renamed. Each canonical namespace (`asset-objects`, `portraits`, and the inbox if it is under the root): stream every object into a staging name, hash it while copying, fsync the file, rename it to its key name, and fsync the directory. Derived data, logs and maintenance are **not** copied. Links are refused, as in §7.3. | per-object progress in `<dest>/.prks-maintenance/relocation/<id>/manifest.json`: key, size, sha256, and, for inbox entries, the source `st_mtime_ns` observed when the copy was hashed (updated whenever the final pass recopies the entry). Resumable, but a restart may also discard it and begin P3 again. | | ||
| | **P4 Verify** | Re-read every destination object, and compare size and SHA-256 against the P3 manifest, which was computed from the source. Run `PRAGMA integrity_check` and the schema-version check on the destination database. Audit the catalogue against the destination (`audit_managed_pdfs`): every referenced key present. Keys missing in the source are reported, not fatal, because availability is observed (#60 §9.2). **The inbox needs a stable final pass**, because users and external tools can write it and PRKS cannot quiesce them. When `for_processing/` is under the root, rescan the source inbox and compare each file's name, size and `st_mtime_ns` with the manifest's recorded source values. Reconcile all three kinds of difference: copy and hash any **new** file; recopy any **changed** file and update its manifest size, hash and mtime; and for any manifest name **no longer present** in the source (deleted or renamed away), delete the destination copy and its manifest entry, so a removed file is never resurrected for later import. Then rescan. Repeat until two consecutive scans agree with the manifest exactly, as the same set of names with the same attributes. If it does not settle within a bounded number of passes, refuse the move and ask the user to pause whatever is writing the inbox. The destination marker **stays `staging`**, so the destination is not bindable (§7.1). Write config `phase: "verified"`. | config (`verified`) | |
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P1 — (name, size, st_mtime_ns) is not sufficient proof that the inbox bytes match the manifest hash. The final pass now fixes additions/deletions and records mtimes, but after a copy it decides stability by rescanning only metadata. An external writer can modify a file in place while it is being hashed/copied, or preserve/reset its mtime, and end with the same size + st_mtime_ns; the destination hash can then describe torn/old bytes while two metadata scans still 'agree'. Since the inbox is explicitly outside PRKS's write quiescence, the stable boundary must include content proof: e.g. hash the source in the final stable pass and require that hash to equal the manifest/destination hash, with fstat/stat before and after the read and retry if the file changed while hashing. The convergence test should include a same-size rewrite (and ideally preserved mtime) rather than only add/modify/delete cases.
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Agreed. Fixed in 9c090f6.
P4 now states that metadata agreement is necessary but not sufficient. The pass that ends the loop is a content pass. For every inbox file it will:
- open it and
fstatit; - hash the full source bytes;
fstatit again.
A file is stable only if the two fstat results are identical and the source hash equals the manifest hash, which P4 has already matched against the re-read destination copy. Any mismatch recopies the file and starts another pass. A pass is accepted only when the metadata scan agrees exactly and every file passes the content check in that same pass.
A write after P4 is outside the move, and P10 already covers it: it deletes an old inbox file only if the destination holds an identical SHA-256.
Test. The Phase E inbox test now includes:
- a same-size in-place rewrite with a preserved
st_mtime_ns; - a rewrite during hashing.
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… inbox pass (#311) Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Reviewed 082a09b. The config-lock transaction fixes the cross-process hot-rebind race; the content-hash pass fixes same-size/mtime-preserving in-place rewrites; and finalize now correctly requires verified:true before a first commit. One narrower pathname-replacement race remains in the inbox final pass.
| | **P1 Intent** | Mint a `relocation_id`. **First** write the config file with `storage.relocation = {id, phase: "preparing", from, to}`, with `local_root` still the old root, so that any destination this move creates is already discoverable. **Then** create the destination, whose complete **P1-owned set** is exactly: the root directory; `.prks-maintenance/`; `.prks-maintenance/root.lock`, the destination lock (§12), taken here; an empty `.prks-maintenance/relocation/<id>/`; and the marker `prks-root.json`, plus any `.prks-` temporary left by the marker's atomic write. The marker is `state: staging, storage_root_id: <source's ID>, relocation: {id, role: destination, peer_hint: <source root>}`. The `peer_hint` is required from here until activation. The ID is carried, not minted (§7.1). Then advance the config to `phase: "copying"`. Each config write is atomic. | config (`preparing`, then `copying`), destination marker (`staging`) | | ||
| | **P2 Quiesce** | Rely on the move scope held since request admission (Gate admission, above); P2 acquires no gate scope itself. Until P6 that scope blocks mutations, backups and restores and allows reads, which is today's backup semantics, and it bounds relocation to the same "reads keep working" user experience. Stop background writers: the cleanup retry, thumbnail and index writers, and processing scans. Then **fence the source**: durably set the old marker to `state: fenced, relocation: {id, role: source, peer_hint: <dest>}`. From here on no other process can bind the old path (§7.1). If the fence cannot be written, the move is refused before any copying. | source marker (`fenced`); the gate itself is process-local (§12 for multi-process) | | ||
| | **P3 Copy** | The database: a `sqlite3` backup-API snapshot, never a file copy, written to the destination under a temporary name and then renamed. Each canonical namespace (`asset-objects`, `portraits`, and the inbox if it is under the root): stream every object into a staging name, hash it while copying, fsync the file, rename it to its key name, and fsync the directory. Derived data, logs and maintenance are **not** copied. Links are refused, as in §7.3. | per-object progress in `<dest>/.prks-maintenance/relocation/<id>/manifest.json`: key, size, sha256, and, for inbox entries, the source `st_mtime_ns` observed when the copy was hashed (updated whenever the final pass recopies the entry). Resumable, but a restart may also discard it and begin P3 again. | | ||
| | **P4 Verify** | Re-read every destination object, and compare size and SHA-256 against the P3 manifest, which was computed from the source. Run `PRAGMA integrity_check` and the schema-version check on the destination database. Audit the catalogue against the destination (`audit_managed_pdfs`): every referenced key present. Keys missing in the source are reported, not fatal, because availability is observed (#60 §9.2). **The inbox needs a stable final pass**, because users and external tools can write it and PRKS cannot quiesce them. When `for_processing/` is under the root, rescan the source inbox and compare each file's name, size and `st_mtime_ns` with the manifest's recorded source values. Reconcile all three kinds of difference: copy and hash any **new** file; recopy any **changed** file and update its manifest size, hash and mtime; and for any manifest name **no longer present** in the source (deleted or renamed away), delete the destination copy and its manifest entry, so a removed file is never resurrected for later import. Then rescan. Metadata agreement is necessary but **not sufficient**: an external writer can rewrite a file in place with the same size and a preserved or reset `st_mtime_ns`, or change it while it is being hashed. So the pass that ends the loop is a **content pass**. For every inbox file, open it, `fstat` it, hash the full source bytes, and `fstat` it again. The file is stable only if the two `fstat` results are identical and the source hash equals the manifest hash, which P4 has already matched against the re-read destination copy. Any mismatch recopies that file, updates its manifest entry and starts another pass. The final pass is accepted only when the metadata scan agrees with the manifest exactly (the same set of names with the same attributes) **and** every file passes the content check in that same pass. If it does not settle within a bounded number of passes, refuse the move and ask the user to pause whatever is writing the inbox. The destination marker **stays `staging`**, so the destination is not bindable (§7.1). Write config `phase: "verified"`. | config (`verified`) | |
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P2 — the final content pass must also prove the pathname still names the file descriptor that was hashed. open → fstat → hash → fstat detects mutation of the opened file, but not an atomic replacement/rename of the source pathname while that fd remains open. Example: the metadata scan sees x.pdf; the content pass opens the old inode; an external tool renames a new x.pdf over it; both fstats on the old fd are identical and its hash matches the manifest, so the pass can accept even though the source path already names different bytes. This is exactly the kind of external inbox mutation the protocol says it tolerates. After hashing, stat/open the pathname again and prove it is still the same file identity as the hashed handle (POSIX device+inode; appropriate stable file ID on Windows) plus the expected attributes, or do a final namespace rescan after all content checks and restart if any entry identity changed. Add an atomic-replace/rename-during-hash case to the inbox test. Writes that occur only after the accepted P4 boundary can remain covered by the retained-source/P10 policy.
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Agreed. Fixed in af34f8e, using both of your options.
- Per-file identity check. After hashing, the content pass
lstats the pathname again. It must still name the hashed handle's file (POSIX device+inode; on Windows, volume serial number + file ID) with the same size andst_mtime_ns. Together with the twofstats and the hash match, this is required for a file to count as stable. - Closing namespace rescan. After all content checks, a rescan must find the same names with the same file identities and attributes. Any change restarts the loop.
- Boundary stated. Writes after the accepted P4 boundary fall to the retained source and the P10 rule.
- Test. The Phase E inbox test adds an atomic replace or rename over the pathname while its old handle is being hashed.
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…dows lock order (#311) Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01YXpWepg8QGywzA791TrrUE
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Delta since af34f8eb: abort rerun after unfence + P1-only source bindable (ed077c11); P10 explicit / ctime residual / abort --to / Windows abort order (cb5ff85f); keep existing root IDs + Windows-safe P10 (ad7a3ca6); Phase D ID test (4834a23d).
Prior: pathname-replacement inbox race and the Codex items fixed in this delta (abort resume, P1-only bindable, P10 not background, abort --to, Windows abort/P10 lock order, preserve ID on open) — FIXED.
New (non-blocking): §8.3 in-app destination discard still lacks the Windows LockFileEx-safe delete order that abort/P10 now require under §12.
| | Config phase at startup | `local_root` | Resolution | | ||
| | --- | --- | --- | | ||
| | `preparing` | old | P1 crashed between its two writes. The source was never fenced, so bind it normally. If a destination exists whose marker is `staging` with this `relocation_id` and it contains nothing outside the P1-owned set (see P1; `root.lock` and marker-write temporaries included, and any member may be missing), discard it. Otherwise leave it and report it. Mark the relocation `failed`. | | ||
| | `copying` or `verified` | old | Old root authoritative. If its marker is `fenced` with this `relocation_id`, lift the fence back to `active`, then bind it normally. Mark the relocation `failed` in config. The destination is staging: delete it automatically **only** when its marker carries this `relocation_id`, `state: staging` and `role: destination`, and it contains nothing but PRKS components; otherwise leave it and report it. The user may retry. | |
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P2 (non-blocking) — §8.3 destination discard should use the same Windows lock-release order as offline abort / P10.
§12 requires holding <dest>/.prks-maintenance/root.lock for marker writes and root teardown. Offline abort step 3 and P10 now delete in a Windows-safe order (components except marker/root.lock → close LockFileEx handle → remove marker/root.lock/emptied dirs), because a held lock file cannot be deleted.
The in-app paths that discard a staging destination do not state that order:
- this
copying/verifiedauto-delete, - the
preparingrow's "discard it", - the
failedrow's "discard failed move".
Abort even says it discards "under the §8.3 deletion rule" and then adds the Windows order at the call site — so the shared rule is still only the what (PRKS-only staging tree), not the how. On Windows, an implementer that holds root.lock per §12 and then deletes the tree will fail or leave residue that Phase E's Windows tests (abort/P10 only) would miss.
Fix: fold the lock-then-close-then-remove sequence into the shared §8.3 deletion procedure (or point these three call sites at abort/P10's order), and extend the Phase E Windows delete test to one in-app discard path.
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Agreed. Fixed in eb95662. §12 now defines one shared terminal teardown procedure, and every root removal uses it. The three §8.3 call sites point at it:
- the
preparing"discard it"; - the
copying/verifiedauto-delete; - the
failedrow's "discard failed move".
abort step 3 and P10 now reference it instead of restating the order.
In-app discard now writes phase: aborted first, like offline abort. This makes the destination durably terminal before the lock is released. The §8.3 auto-delete also accepts a destination already marked aborted by an interrupted teardown.
Test. The Phase E Windows teardown test now covers offline abort, P10 and one in-app discard path.
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Delta af34f8eb→4834a23: abort rerun after unfence + P1-only source bindable (ed077c1); P10 explicit / ctime + residual inbox / abort --to / Windows abort lock order (cb5ff85); keep existing root IDs on open + Windows-safe P10 (ad7a3ca); open-existing ID test moved to Phase D (4834a23).
Prior
- Pathname-replacement inbox race (lstat identity + closing rescan) — still FIXED
- Abort rerun after unfence / P1-only source bindable — FIXED in
ed077c1 - P10 not automatic background; POSIX
st_ctime_ns; residual Windows inbox rule;abort --to; Windows abort delete order — FIXED incb5ff85 - Open-existing keeps
storage_root_id; P10 Windows lock order — FIXED inad7a3ca - Earlier FIXED set (bootstrap CAS, hot-rebind transaction, verified-before-finalize, journal/preflight, offline lock-before-P1, etc.) holds.
CodeRabbit / Codex LEFT_ALONE.
New
- Non-blocking (P2) — §12 still requires holding
root.lockthrough every marker write / through abort’s “last write”, but §8.7 abort step 3 and P10 now close the lock before removing the marker. Carve out the terminal unlock-then-delete order in §12 (or keep the lock through marker removal another Windows-safe way).
| of P4. If it cannot get the source lock, it drops the destination lock | ||
| and its lock-only scaffold and refuses, before any marker exists. | ||
| - `finalize` and `abort` take both locks before validating anything, and | ||
| hold them through their last write (§8.7). The one exception: `finalize` |
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P2 — §12 still requires holding root.lock through abort’s last marker write, but §8.7 / P10 now delete the marker after releasing the lock.
This bullet says finalize and abort “hold them through their last write”. Above, “Every marker write is serialized by that root’s lock” / “Only a process holding that root’s root.lock may perform it.”
After cb5ff85 / ad7a3ca, offline abort step 3 and P10 deliberately close the lock handle first, then remove the marker, root.lock, and .prks-maintenance/ (Windows LockFileEx cannot delete a held file). That terminal removal is a marker change performed without holding the lock, so an implementer following §12 literally cannot implement the Windows-safe order.
Please update §12 to match: e.g. while the root is still bindable or mid-move, every marker write stays under root.lock; once the root is durably terminal and non-bindable (phase: aborted, or retired for P10), the holder may release the lock and then remove the marker / lock file / emptied maintenance dir, with the existing refuse rules for finalize / relocate resume / binding covering the gap. Mention P10 in the same carve-out. The Windows ordering tests already implied by Phase E should assert this §12 exception, not only the §8.7/P10 rows.
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Agreed. Fixed in eb95662. §12 now has an explicit "Terminal teardown: the one exception" rule, used on every platform:
- Under the lock, make the marker durably terminal:
phase: abortedon a staging destination, orretiredon a P10 source. - Still under the lock, delete everything except the marker and
root.lock. - Close the lock handle.
- Remove the marker,
root.lockand the emptied directories.
Why step 4 may run without the lock. Step 4 is stated as the only marker change allowed without the lock. It is allowed only because the marker is already terminal and non-bindable: binding, finalize and a relocate resume all refuse it. A crash after step 3 leaves either a terminal marker, which a rerun of the same teardown finishes, or a lone root.lock, which is V3 scaffold.
Offline command rule. The "hold both locks through the last write" bullet now names abort's teardown release as an exception, next to the existing finalize unreachable-source one.
Tests. The Phase E Windows tests now assert this §12 exception itself:
- the lock is released only after the marker is terminal;
- a crash after the release leaves a state that a rerun finishes.
This is covered for offline abort, P10 and one in-app discard path.
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Reviewed current head f482bc7. All four CI gates are green and the recent ID/Windows teardown fixes are coherent. The new P10 residual-file behavior introduces one state-lifetime issue before I would merge.
| | **P7 Retire source** | Change the old marker from `fenced` to `state: retired`, keeping `relocation: {id, role: source, peer_hint: <new root>}`. Write config `phase: "source_retired"`, as a guarded compare-and-set expecting `(local_root = to, this relocation_id, committed)` (§5.1). This is **not a safety step**: it turns "a move is in progress" into "this library moved to X" for clearer messages and for P10 cleanup. If the old root cannot be written, for example because a disk was removed, it stays `fenced`, and PRKS retries the change at later starts. A disconnected source that reappears is still `fenced` and still refuses to bind. **No acknowledgement path exists or is needed**: revocation is the durable P2 fence, not P7. | old marker (`retired`), config (`source_retired`) | | ||
| | **P8 Rebuild** | Derived data is rebuilt at the new root by the existing mechanisms: the text-index and research-index reconcile, and thumbnails lazily. `retry_pending_pdf_cleanup` now runs against the **new** root only. | none | | ||
| | **P9 Retain** | Write config `phase: "retained"`, and keep `from` for diagnostics. Like every config write it is a guarded compare-and-set (§5.1): it expects `(local_root = to, this relocation_id, committed or source_retired)`, and it is a no-op if anything else has since been recorded. It does not wait for a P7 that could not reach the old root. | config | | ||
| | **P10 Cleanup** (explicit, later) | Offered only after the new root has completed at least one full start, and recommended after a verified backup. It deletes only PRKS-known components of the retired root (the names in §4.2), never unknown files and never through links, and then the marker. It takes the retired root's `root.lock` and removes it with the §12 **terminal teardown** procedure (the marker is already `retired`), which closes the lock handle before removing the marker and `root.lock`, as Windows requires. **Inbox files are deleted only if an identical copy exists in the destination** (same name and SHA-256). A file that reached the old inbox after P4, or differs from its destination copy, is kept, reported in diagnostics, and offered for import into the new library. **While any such kept file remains, P10 stops short of the teardown's final steps:** it keeps the `retired` marker, `root.lock` and the kept files, releases the lock normally, and leaves the config at `retained`, so diagnostics and the import action can still find the old root and its files. Only when every kept file has been imported or explicitly discarded by the user does a P10 rerun complete the teardown and clear the config. Config: `relocation = null`, guarded like every config write (§5.1): it expects `(local_root = to, this relocation_id, retained)`. | config | |
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P1 — a retained move with kept P10 inbox files is still allowed to lose the only durable pointer to those files. This row intentionally leaves (relocation.id, from, to, phase: retained) in the singleton bootstrap config so diagnostics/import can find the old root. But §5.1 treats retained as resolved: choose / open another library may replace the config, and P0 also says a retained journal does not block a new relocation. Either action can overwrite this relocation record while the old root still contains protected kept files. The old root remains physically retired, but once the config moves on there is no documented durable index from the current installation back to that path; P10's guarded CAS can no longer run and the promised diagnostics/import action can no longer reliably discover the files. Treat retained-with-residuals as a distinct unresolved state that blocks root selection/new moves until the residuals are imported/discarded, or persist retained-copy records independently of the singleton current-root config (and make diagnostics/P10 enumerate them). Add a test that attempts open another library and a new move while P10 is stopped on a kept inbox file.
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Agreed. Fixed in cea5eee, using your first option. retained_residuals is now a distinct unresolved config phase.
What P10 writes. When it stops short on kept inbox files, P10 writes phase: "retained_residuals". This is a guarded CAS that expects (to, id, retained). The final clear then accepts retained or retained_residuals.
What refuses while it stands.
- §5.1: root selection and a new move's P0 refuse while it stands. The refusal names the kept files and offers import or discard. The record is described as the only durable pointer from the installation to those files.
- P0 journal check:
retained_residualsnow counts as unresolved, whilefailed,retainedand cleared still don't.
§8.3 table. It gains a retained_residuals row: normal operation, diagnostics list the kept files, selection and new moves are refused, and a P10 rerun completes the teardown once the files are handled.
CLI/env roots. Their bootstrap file may be ephemeral, so P10 records the same state on the destination marker as moved_from.residuals: true. Diagnostics and the offline commands read it from there.
Test. The Phase E P10 test now also attempts open another library and a new move while P10 is stopped on a kept file, and proves both are refused.
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Delta f482bc7→cea5eee: P10 residual stop-short is now an unresolved retained_residuals phase (§5.1 / P0 / §8.3 / Phase E).
Prior
- Peer P1 —
retainedwith kept P10 inbox overwriteable — FIXED (cea5eee). - Prior FIXED set holds. CodeRabbit / Codex LEFT_ALONE.
New
- Non-blocking — CLI/env
moved_from.residualslacks the parallel P0/§8.7 refusal and §7.1 schema update (inline).
| | **P7 Retire source** | Change the old marker from `fenced` to `state: retired`, keeping `relocation: {id, role: source, peer_hint: <new root>}`. Write config `phase: "source_retired"`, as a guarded compare-and-set expecting `(local_root = to, this relocation_id, committed)` (§5.1). This is **not a safety step**: it turns "a move is in progress" into "this library moved to X" for clearer messages and for P10 cleanup. If the old root cannot be written, for example because a disk was removed, it stays `fenced`, and PRKS retries the change at later starts. A disconnected source that reappears is still `fenced` and still refuses to bind. **No acknowledgement path exists or is needed**: revocation is the durable P2 fence, not P7. | old marker (`retired`), config (`source_retired`) | | ||
| | **P8 Rebuild** | Derived data is rebuilt at the new root by the existing mechanisms: the text-index and research-index reconcile, and thumbnails lazily. `retry_pending_pdf_cleanup` now runs against the **new** root only. | none | | ||
| | **P9 Retain** | Write config `phase: "retained"`, and keep `from` for diagnostics. Like every config write it is a guarded compare-and-set (§5.1): it expects `(local_root = to, this relocation_id, committed or source_retired)`, and it is a no-op if anything else has since been recorded. It does not wait for a P7 that could not reach the old root. | config | | ||
| | **P10 Cleanup** (explicit, later) | Offered only after the new root has completed at least one full start, and recommended after a verified backup. It deletes only PRKS-known components of the retired root (the names in §4.2), never unknown files and never through links, and then the marker. It takes the retired root's `root.lock` and removes it with the §12 **terminal teardown** procedure (the marker is already `retired`), which closes the lock handle before removing the marker and `root.lock`, as Windows requires. **Inbox files are deleted only if an identical copy exists in the destination** (same name and SHA-256). A file that reached the old inbox after P4, or differs from its destination copy, is kept, reported in diagnostics, and offered for import into the new library. **While any such kept file remains, P10 stops short of the teardown's final steps:** it keeps the `retired` marker, `root.lock` and the kept files, releases the lock normally, and writes config `phase: "retained_residuals"` (a guarded compare-and-set expecting `(local_root = to, this relocation_id, retained)`), so diagnostics and the import action can still find the old root and its files. `retained_residuals` is an **unresolved** state: root selection and a new move refuse while it stands (§5.1), so the record cannot be overwritten. For a CLI- or environment-selected root, whose bootstrap file may be ephemeral, P10 records the same state on the destination marker as `moved_from.residuals: true`, and diagnostics and the offline commands read it from there. Only when every kept file has been imported or explicitly discarded by the user does a P10 rerun complete the teardown and clear the record. Config: `relocation = null`, guarded like every config write (§5.1): it expects `(local_root = to, this relocation_id, retained or retained_residuals)`. | config | |
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Non-blocking — CLI/env moved_from.residuals lacks parallel refusal and schema.
P10 records unresolved residual state for CLI/env roots as moved_from.residuals: true and says offline commands read it there, but:
- §7.1 still defines
moved_fromonly as{id, peer_hint}(noresidualsfield). - P0's journal check was updated only for config
retained_residuals. - §8.7 offline P6(b) still rewrites
moved_from: {id, peer_hint}with no residuals check.
A later offline relocate→finalize can therefore overwrite the flag and drop the only volume-durable pointer to a prior retired root's kept inbox files — the same overwrite class the peer P1 fixed for the bootstrap journal, left underspecified for the marker journal.
Fix: extend §7.1 moved_from with optional residuals; make offline P0 / storage relocate refuse while moved_from.residuals is set (same unresolved semantics as config retained_residuals); require offline P6(b) not to overwrite that flag until residuals are cleared; add a Phase E offline test.
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Agreed. Fixed in fa3f005.
- §7.1 schema.
moved_fromis now{id, peer_hint, residuals?}, andresiduals: trueis defined as the volume-durable equivalent of configretained_residuals. While it is set, every later write of that marker preservesmoved_fromunchanged. Only the P10 rerun that completes the teardown clears it. - Offline P0 refusal.
storage relocate's P0 now refuses while the source marker carriesmoved_from.residuals, with the same unresolved semantics as the config state. The refusal names the kept files and offers import or discard. - Offline P6(b). It writes
moved_fromonly on the new destination's fresh marker, and that marker never holds a prior flag. With the refusal in step 2, it can never meet an unresolved flag, and the text now says so explicitly. - Test. The Phase E P10 test has an offline variant. It sets
moved_from.residualson a CLI-selected root, then provesstorage relocaterefuses and that no marker write drops the flag before the teardown completes.
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Design gate for #311, under the #310 target architecture and coordinated with #60. Documentation only: no runtime, schema, API/OpenAPI, frontend, Storybook or dependency changes. It does not touch the frontend migration (#230/#290/#302/#303).
What's added
docs/storage-architecture.md: the storage contract, written from an audit of currentmaster(6ed603f, schema 17). The audit coversStorageConfig/paths,bind_storagerebinding,work_pdf_replace,work_deletion/pending_pdf_cleanup,backup_restore, processing, the text and research indexes, and portraits.docs/work-identity-model.md§9 gets a one-paragraph pointer to the new doc.Key decisions (§0 of the doc)
AS-…, from [Roadmap] Work Identity, Editions, Versions & Deduplication #60). The Asset holds a storage key(namespace, name). [Roadmap] Work Identity, Editions, Versions & Deduplication #60's existingstorage_locator/source_locatorbasenames already are key names, so no migration is needed.asset-objectsnamespace holds every managed Asset slot, whatever its media type. In layout 1 it maps to the existingpdfs/, and no directories are renamed.--storage-root>PRKS_STORAGE> config file > default. The first source that is set wins. An invalid chosen root is an error, never a fallthrough. Testing mode never reads the config file or the platform default.%LOCALAPPDATA%for packaged builds. A source checkout keepsdata/. Legacy unmarked roots are discovered before any new default is created. No library is ever moved automatically.prks-root.json(storage_root_id,layout_version,state ∈ active|fenced|staging|retired). The ID identifies the library's file store and moves with it. At most one root per ID is ever bindable.relocation.phase: committed), because that bootstrap file can be ephemeral in containers.finalizeandaborthave explicit preconditions and orderings, and every crash point has one resolution.relocate/finalizeflow; a raw volume copy is not a supported move.StorageBackend(put_new,replace,open_read,stat,delete,verify,iter_keys), with mandatory semantics separated from local-only ones. The S3replacekeeps its must-exist precondition viaIf-Match.Phases (§13)
/data/for_processing.processing_files.abs_pathderived.Only C waits for #60. The UI and OpenAPI parts wait for the frontend migration (§14).
Validation
scripts/check_invariants.pypasses.tests.test_agent_guidance_currentpasses.github-advanced-security. That check's Copilot agent fails before analysis with a rejected-model error, which is unrelated to this docs-only diff.Refs #311, #310, #60. Does not close #311.
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