perf(retention): sweep row-count caps on the scheduler, not on every publish - #535
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…, widen the publish guard
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📝 WalkthroughWalkthroughThe change adds row-retention cap enforcement to scheduled lineage sweeps. The scheduler can start when row-retention limits are active and runs sweeps for bound projects. Failed ticks use a bounded retry policy. Generation publishing no longer performs retention cleanup or records a retention-sweep timing phase. ChangesRow-retention scheduling and enforcement
Estimated code review effort: 3 (Moderate) | ~25 minutes Sequence Diagram(s)sequenceDiagram
participant LineageGCScheduler
participant sweep_retention_caps
participant BaseStorage
LineageGCScheduler->>sweep_retention_caps: Run sweep for bound project
sweep_retention_caps->>BaseStorage: Acquire cleanup lease
sweep_retention_caps->>BaseStorage: Read target row counts
sweep_retention_caps->>BaseStorage: Delete rows at or above limits
sweep_retention_caps-->>LineageGCScheduler: Return deleted count and failure status
Merge Risk: 🟡 Moderate · up to Row caps are now enforced only by the background scheduler. If the startup config read fails, OSS deployments never start that scheduler, and row caps go unenforced for the life of the process. Some sweep failures also wait a full day before retrying instead of retrying after a few minutes. These gaps should be fixed or explicitly accepted before merge. 🚥 Pre-merge checks | ✅ 4 | ❌ 1❌ Failed checks (1 warning)
✅ Passed checks (4 passed)
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| # | ||
| # `sweep_retention_caps` absorbs its own errors and emits its own | ||
| # `retention.sweep.failed` anomaly, so there is no generic backstop here. | ||
| sweep_retention_caps(org_id, storage) |
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When interactions are published through the public in-process Reflexio.publish_interaction path, this scheduler is never created: reflexio/lib/_interactions.py constructs GenerationService directly, while the only production call to maybe_start_lineage_gc is in the FastAPI lifespan. Moving the sole sweep invocation here therefore removes row-cap enforcement entirely for embedded/library users, allowing their SQLite or other local storage tables to grow past every configured limit. Start an equivalent scheduler for the library lifecycle or retain a non-request-blocking cleanup trigger for that path.
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| retention_enabled = any(limit > 0 for limit in get_row_retention_limits().values()) | ||
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| if not (config_enabled or has_registered_sweeps or retention_enabled): |
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If the context factory or bootstrap config read fails during application startup and no extension sweep is registered, the earlier exception branch returns None before this new retention start condition is evaluated. The FastAPI lifespan calls this factory only once, so even a transient configuration/storage failure that later recovers leaves the process without row-cap sweeps for its entire lifetime; previously later publishes retried cleanup independently. Retention needs to participate in the failure path or the scheduler startup must be retried.
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Inline comments:
In `@reflexio/server/services/lineage/gc_scheduler.py`:
- Around line 809-811: Move the retention-enabled check in the scheduler startup
function before the config-read try block, then include retention_enabled
alongside has_registered_sweeps in the exception-path early-return guard. This
ensures configured row retention can start the scheduler when bootstrap config
loading fails.
- Line 513: Update the retention work in _sweep_org, where sweep_retention_caps
runs for each project, to account for cumulative time across the org rather than
applying SLOW_SWEEP_SECONDS independently to each pass. Bound or schedule
retention work so the complete org sweep stays within its timeout and
_run_per_org_sweeps is not indefinitely delayed.
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📒 Files selected for processing (10)
reflexio/server/services/generation_service.pyreflexio/server/services/lineage/gc_scheduler.pyreflexio/server/services/storage/retention_sweep.pytests/server/services/lineage/test_gc_scheduler.pytests/server/services/lineage/test_gc_scheduler_retention_class_c.pytests/server/services/lineage/test_reclamation_class_b_integration.pytests/server/services/storage/test_retention_sweep.pytests/server/services/test_generation_service_publish_timing.pytests/server/services/test_generation_service_scheduling.pytests/server/test_work_scope_deferred_attribution.py
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- tests/server/services/test_generation_service_scheduling.py
- tests/server/test_work_scope_deferred_attribution.py
- reflexio/server/services/generation_service.py
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| # | ||
| # `sweep_retention_caps` absorbs its own errors and emits its own | ||
| # `retention.sweep.failed` anomaly, so there is no generic backstop here. | ||
| sweep_retention_caps(org_id, storage) |
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🚀 Performance & Scalability | 🟠 Major | 🏗️ Heavy lift
🔎 Supported by static analysis
🏁 Script executed:
#!/bin/bash
rg -nP -C15 'def iterate_orgs_bounded\b'
rg -nP -C5 'per_org_timeout_seconds'Repository: ReflexioAI/reflexio
Length of output: 15102
🏁 Script executed:
#!/bin/bash
printf '%s\n' '--- org_fanout.py ---'
sed -n '39,195p' reflexio/server/org_fanout.py
printf '%s\n' '--- gc_scheduler.py scheduler flow ---'
sed -n '450,550p' reflexio/server/services/lineage/gc_scheduler.py
printf '%s\n' '--- relevant definitions and callers ---'
rg -n -P -C12 'def (_sweep_org|_run_per_org_sweeps|_sweep_project_data)|_run_per_org_sweeps\(' reflexio/server/services/lineage/gc_scheduler.pyRepository: ReflexioAI/reflexio
Length of output: 14919
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#!/bin/bash
printf '%s\n' '--- _sweep_org and project loop ---'
sed -n '308,365p' reflexio/server/services/lineage/gc_scheduler.py
printf '%s\n' '--- sweep_retention_caps definition and direct calls ---'
rg -n -P -C18 'def sweep_retention_caps\b|sweep_retention_caps\(' reflexio/serverRepository: ReflexioAI/reflexio
Length of output: 10552
Account for cumulative retention time in the org budget.
sweep_retention_caps runs once per project inside _sweep_org, while the 60-second timeout applies to the complete org sweep. With enough projects, these serial passes can exhaust the budget and cause org_sweep_timeout. _run_per_org_sweeps runs only after the project loop, so the timeout delays it until the background worker finishes. Repeated timeouts can also overlap with the next tick.
SLOW_SWEEP_SECONDS reports a project-pass threshold, not the total retention time for the org. Track the cumulative budget across project passes, or otherwise bound and schedule retention work so it cannot consume the complete org budget.
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In `@reflexio/server/services/lineage/gc_scheduler.py` at line 513, Update the
retention work in _sweep_org, where sweep_retention_caps runs for each project,
to account for cumulative time across the org rather than applying
SLOW_SWEEP_SECONDS independently to each pass. Bound or schedule retention work
so the complete org sweep stays within its timeout and _run_per_org_sweeps is
not indefinitely delayed.
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| deleted_total += _sweep_target( | ||
| org_id, project_id, storage, target_name, limit | ||
| ) | ||
| except Exception as exc: # noqa: BLE001 |
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When a backend-wide transient error occurs during the target probes (for example, every PostgREST count fails while its schema cache is unavailable), each exception is caught here but the function still returns RetentionSweepResult(..., failed=False). Consequently _sweep_project_data never calls _record_tick_failure(), so the advertised fast retry is skipped and retention waits the full configured interval—one day by default—even though no target was successfully checked. Preserve per-target isolation, but mark the result failed when any target raises so transient outages receive the bounded retry.
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| logger.warning( | ||
| "event=lineage_gc_tick_retry_soon in=%.0fs consecutive=%d", | ||
| _FAILED_TICK_RETRY_SECONDS, | ||
| self._consecutive_failed_ticks, | ||
| ) | ||
| return _FAILED_TICK_RETRY_SECONDS |
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When lineage_gc.poll_interval_seconds is configured below 300 seconds (the schema explicitly permits values down to 1), a failed tick now returns the fixed 300-second retry interval and therefore slows the scheduler rather than retrying sooner. This delays every workload sharing this scheduler, including lineage GC and registered global sweeps, relative to the operator-selected cadence. The failure path should use the shorter of the configured interval and _FAILED_TICK_RETRY_SECONDS.
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- 🪄 Fix CodeRabbit comments on this PR
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only still-valid issues, skip the rest with a brief reason, keep changes
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Inline comments:
In `@reflexio/server/services/lineage/gc_scheduler.py`:
- Around line 542-543: Update `_run_once` and the handled failure paths in
`_project_ids_for` and `_sweep_org` so failures that prevent Class C from
starting also call `_record_tick_failure`; preserve the existing `result.failed`
handling for failures reported by a retention pass.
- Line 703: Update the tick failure tracking around _tick_had_failure and
iterate_orgs_bounded so timed-out org work is marked failed before selecting the
interval, while each tick uses isolated failure state that late worker results
cannot change.
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reflexio/server/services/lineage/gc_scheduler.pyreflexio/server/services/storage/retention_sweep.pytests/server/services/lineage/test_gc_scheduler_global_sweep.pytests/server/services/lineage/test_gc_scheduler_retention_class_c.pytests/server/services/storage/test_retention_sweep.py
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…val, failure propagation
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| if not self._tick_had_failure: | ||
| self._consecutive_failed_ticks = 0 | ||
| return max(poll_interval, _MIN_POLL_SECONDS) |
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In a multi-tenant tick, if request_context_factory(org_id) or that tenant's get_config() fails, _sweep_org catches the exception and returns without calling _record_tick_failure(), so this branch classifies the tick as clean and waits the full configured interval (24 hours by default) even though retention never ran for that org. The startup fix does not cover this post-startup per-org failure path; mark it as a failed tick so transient tenant storage/config errors receive the bounded retry.
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| if not mgr.acquire_simple_lock(stale_seconds=CLEANUP_STALE_LOCK_SECONDS): | ||
| return RetentionSweepResult(0) |
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When the lease is refused because a previous worker crashed while holding it, this reports a successful pass even though no target was checked. The lease becomes stale after 600 seconds, but the scheduler then waits the normal interval—one day by default—before trying again; the old publish-driven path retried after its five-minute throttle. Return failed=True here so an orphaned lease is retried on the bounded fast cadence once it expires.
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| # embedded user's tables grow past every configured limit. Throttled | ||
| # per org, and AFTER the durable commit so a sweep failure can never | ||
| # report `success=False` for a publish that already landed. | ||
| maybe_sweep_retention_caps_for_library(self.request_context.org_id, storage) |
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On every FastAPI /api/publish_interaction, publisher_api.add_user_interaction() obtains a cached Reflexio and calls this same method, so this is not an embedded-library-only path. The first request for each org after the five-minute throttle synchronously takes the cleanup lease and performs the serial retention probes before returning, recreating the request latency this commit is intended to move onto LineageGCScheduler and potentially causing a post-commit 504. Gate this call on an actual embedded lifecycle or invoke it from an entry point the server does not share.
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| last = _library_last_sweep.get(org_id) | ||
| if last is not None and now - last < LIBRARY_SWEEP_MIN_INTERVAL_SECONDS: | ||
| return None | ||
| _library_last_sweep[org_id] = now |
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When a work-scope provider is registered and embedded callers publish to multiple projects in the same org, the first project's sweep records only org_id, causing every sibling project to be suppressed for the next five minutes. With a recurring A-then-B publish pattern, project B can be suppressed indefinitely and grow past its row caps; the previous throttle included current_project_id() specifically to prevent this. Include the bound project (and, if applicable, the storage identity) in this throttle key.
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What
Moves the row-count retention sweep off the publish request thread onto the existing
LineageGCScheduler, and makes an approaching cap visible before the first irreversible delete.Before:
_cleanup_storage_tables_if_needed()ran two lines before the generation service's own clock started, probing all 17 retention targets — each a serialised remote round trip — behind a 300s in-process throttle.After:
sweep_retention_caps()runs once per project per lineage-GC tick, insidebind_work_scope, on the app credential.Why
Measured directly on staging with the publish-timing instrument: one publish in five reported
retention_sweep_ms=968and the other four reported0. On that publish the sweep was 52% of the request (968ms of 1846ms), and1846 − 968 = 878msmatches the 713–908ms band the other four sat in.In production the same periodicity was visible statistically first: 42 slow-publish events with no inter-arrival gap below 4.9 minutes (p ≈ 3×10⁻⁶ against a Poisson null), against the one 300-second constant on that path.
Cost
Read cost per active
(org, project)drops from up to 4,896 exactCOUNT(*)per day to 17.Why a background sweep is safe here
Row estimates across every
org_*schema on the shared data plane:interactionsorg_48requestsorg_48org_48 ingests ~2,500 interactions/day, so headroom is ~32 days and a daily tick overshoots the cap by ~1%. Retention has never fired on the shared data plane — every one of those 17 probes, on every publish, for the life of the feature, returned "nothing to do".
Invariants
A row-cap retention delete only ever runs with a project bound. This is the thing guarded, rather than a deleted-row count, because under the row-level policies an unbound pass reads zero rows and reports success — indistinguishable from the healthy case, which is what every org looks like today.
It is enforced two ways: the call site sits inside
_sweep_project_data's per-project loop, andsweep_retention_capsrefuses to probe when a work-scope provider is registered and no project is bound.The publish path issues zero retention round trips. The old phase-attribution test was inverted rather than deleted, and its watch set is derived from
RetentionMixinrather than naming one method.Signals
retention.cap.approachingretention.cap.enforcedretention.sweep.slowretention.sweep.unboundretention.sweep.failedproject_idis tagged"<unbound>"rather thanNonewhere unresolved, because_normalize_tagsdropsNone— a realNonewould make an unbound enterprise pass byte-identical in Sentry to a correct OSS one.Retention is its own scheduler start condition
maybe_start_lineage_gcnow also starts when any target has a positive limit. Without this, an OSS deployment settinglineage_gc.enabled = false— which that config frames as a deliberate choice, and which the DPO-sign-off criteria require until granted — got no scheduler and therefore no row caps at all, where the publish path had always enforced them. Gated on a positive limit rather than hardcoded, soREFLEXIO_ROW_LIMIT_*=0still answers "nothing to do".Testing
tests/evalexcluded — it cannot importpolars, an optional dep absent from this venv and unrelated to this branch)Every new guard was mutated and watched to fail before being trusted, restored from a
shasum -c-verified snapshot:bind_work_scope(scope)→bind_work_scope(None)At index 0 diff: None != 'prj-a'Right contains one more item: 'prj-b'count_all_interactions+delete_oldest_interactionson the publish pathThat last one came from review: the first version of the publish guard watched a single method name, and a three-line bypass using two methods live in production today reintroduced an exact count and an irreversible delete while the guard stayed green.
Known limits, recorded rather than hidden
cap ≥ 5 × daily_ingest(the sweep removes 20% per tick). The 250,000 default has 20× margin at org_48's rate; the hazard is an operator lowering a cap._governance_per_org_sweepperforms an unbound retention-target delete onuser_playbook_exposure_eventsvia the per-org seam, inmaintoday. Inert for the reason above, out of scope here, and now named explicitly in the spec rather than generalised away.runreturns.Related
Enterprise PR: see the superproject side for the doc and stub removals.
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