fix(operator): bound plan retention per phase and make it configurable - #195
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…istory Terminal plans were trimmed as one pool of 10 by creation time. Superseded is generated churn — every replan supersedes its predecessor — so on an active policy it filled the pool and deleted the Applied plans, which are the record of what actually executed against the database. The least informative terminal state was evicting the most informative one. Bounds are now per phase: Applied 25, Failed and Rejected 10 shared, Superseded 3. Pending, Approved and Applying are live and never evicted. Applied additionally carries an age floor of 30 days, so the retained span is a stated period rather than a function of how often the policy applies, and a ceiling of 200 so that promise cannot become unbounded growth. One oldest-first pass: stop at the count bound, spare anything inside the floor along the way, unless the survivors would breach the ceiling. Eviction is decided by a pure `plans_to_evict(plans, retention, now)`, the same shape as `classify_open_candidates`. These bounds are only reachable with hundreds of objects, so an integration test could not see them. `max_plans: Option<usize>` becomes `Option<PlanRetention>`. Both call sites still pass None; surfacing it on the CRD or the chart is left to #194. Mutation-checked: dropping the age floor fails two tests, dropping the ceiling fails one. Refs #194 Claude-Session: https://claude.ai/code/session_01RGdj9MJHTYinybQDE6Zmop
The retention bounds pgroles applies per policy were unreachable configurability: max_plans looked like a knob, but nothing ever passed Some, and there was no CRD field, Helm value, or environment variable (#194 item 3). The per-phase split turned that one number into five, so "expose the bound" needed an actual decision. The decision: operator-level environment variables, no CRD fields. Retention caps object growth in the cluster — an operational bound like the open-candidate budget, the candidate TTL, and the EPHEMERAL_ACCESS_* ceilings, all of which are operator-level — not per-policy intent. The per-object need is already served by pgroles.io/keep=true, which is finer-grained than a per-policy number. And five v1alpha1 fields whose interactions users must understand are far harder to remove than env vars, on no user demand. All five are exposed rather than a subset because they are one policy: publishing the count bound while hiding the floor and ceiling would document a promise without its qualifying clauses. PLAN_RETENTION_APPLIED, PLAN_RETENTION_APPLIED_MIN_AGE (same s/m/h syntax as the EPHEMERAL_ACCESS_* durations), PLAN_RETENTION_APPLIED_- CEILING, PLAN_RETENTION_DECIDED, and PLAN_RETENTION_SUPERSEDED resolve once at startup into a PlanRetention carried on OperatorContext to both cleanup call sites. An invalid value refuses startup with the variable named — a CrashLoopBackOff someone sees, instead of retention quietly running with different bounds, discovered when the plan someone wanted is already gone. A ceiling below the count bound is rejected for the same reason: eviction stops at the count first, so it could never take effect. Parsing is a pure from_lookup, so the tests never touch process-global env state. Mutation-checked: ignoring PLAN_RETENTION_APPLIED fails the override test, dropping the ceiling-vs-count validation fails its test, and letting an invalid MIN_AGE fall back to the default fails its test. Documented next to candidate retention in operator-candidates, linked from operator-plan-approval, and listed in the chart's operator.env reference (README regenerated with helm-docs). Closes #194 Claude-Session: https://claude.ai/code/session_01RGdj9MJHTYinybQDE6Zmop
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📝 WalkthroughWalkthroughThe operator replaces pooled ChangesPlan Retention
Estimated code review effort: 4 (Complex) | ~45 minutes Merge Risk: 🔵 Low · up to Invalid environment values can currently be treated as unset, causing the operator to use default retention settings instead of the requested configuration. This is a bounded configuration risk and is mergeable with explicit owner follow-up to reject such values. Sequence Diagram(s)sequenceDiagram
participant OperatorStartup
participant OperatorContext
participant Reconciler
participant PlanRetention
participant PlanCleanup
OperatorStartup->>PlanRetention: load and validate environment values
PlanRetention-->>OperatorContext: resolved retention configuration
Reconciler->>PlanCleanup: pass ctx.plan_retention
PlanCleanup->>PlanCleanup: select phase-specific plans for eviction
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In `@crates/pgroles-operator/src/plan.rs`:
- Around line 155-157: Update PlanRetentionConfig::from_env to distinguish
environment lookup errors: map VarError::NotPresent to None, but convert
VarError::NotUnicode into PlanRetentionConfigError instead of allowing
from_lookup to apply a default. Preserve the existing from_lookup behavior for
valid Unicode values.
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CHANGELOG.mdcharts/pgroles-operator/README.mdcharts/pgroles-operator/values.yamlcrates/pgroles-operator/src/candidate.rscrates/pgroles-operator/src/context.rscrates/pgroles-operator/src/ephemeral.rscrates/pgroles-operator/src/main.rscrates/pgroles-operator/src/plan.rscrates/pgroles-operator/src/reconciler.rsdocs/src/pages/docs/operator-candidates.mddocs/src/pages/docs/operator-plan-approval.md
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…fuse non-Unicode config Two review findings, both verified against the code. The Applied age floor measured a plan's age from creationTimestamp, but a plan can sit Pending or Approved for arbitrarily long before a reviewer decides it. A plan approved after the floor period read as already outside the floor at the moment it executed, so the cleanup that runs right after execution could delete it — the exact history the floor promises. The floor now runs from status.appliedAt, falling back to the creation timestamp when it is absent or unparseable so older records keep the previous behaviour rather than reading as infinitely old. from_env read variables with std::env::var(..).ok(), which maps VarError::NotUnicode to None — a set-but-malformed value silently took the default, the exact failure the startup validation exists to prevent. A non-Unicode value now refuses startup naming the variable, like every other invalid value. Mutation-checked: re-anchoring the floor to creation time fails the appliedAt test; degrading NotUnicode to unset fails the env_read test. Refs #194 Claude-Session: https://claude.ai/code/session_01RGdj9MJHTYinybQDE6Zmop
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Reviewed current head 581d2ee. CI is green, but I think two retention behaviours still need correction before merge.
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P1 — candidate-origin Applied plans bypass the new retention contract. Candidate plans are controller-owned by the candidate, so
create_or_update_plandeliberately excludes them from policy plan cleanup.cleanup_terminal_candidatesthen puts everyPromotedandSupersededcandidate in one creation-time bucket of 10 and deletes the oldest candidate, cascading deletion to its plan and SQL ConfigMap. In the recommended candidate workflow, the eleventh terminal proposal can therefore delete anAppliedplan that is minutes old, despite the advertised 30-day/200-plan Applied policy. It also meanspgroles.io/keep=trueon the plan is ineffective: candidate GC deletes its owner regardless; only labeling the candidate happens to preserve it. The docs currently place “each derived plan is owned by its candidate, so pruning cascades” immediately beside the unconditional Applied-retention table, which reads as a guarantee the implementation does not provide.Please make promoted candidate plans participate in the Applied policy—e.g. reparent the successfully promoted plan to the policy before candidate GC—or make candidate cleanup inspect the child plan, apply
PlanRetention, and honor a keep label on either object. An integration/unit scenario should create more than 10 terminal candidates containing a recent promoted/Applied plan plus an explicitly kept child plan and prove both survive. -
P2 — the hard ceiling can delete the newest execution after a long review. The floor now correctly measures age from
status.appliedAt, butplans_to_evictstill sorts the Applied bucket bymetadata.creationTimestamp(plan.rs:1700, 1729–1735). Once the bucket is aboveapplied_ceiling, a plan created before a long manual review but applied just now is first in the eviction order and can be deleted by the cleanup immediately following execution, while older executions whose plan objects were created later survive. Sort Applied plans by parsedappliedAtwith creation time as the legacy fallback; the same delayed-approval fixture should be tested above the ceiling, not only between the count and ceiling.
Local checks: git diff --check passed, and I reproduced the second ordering case against the implemented algorithm. This environment has no Rust toolchain, so I did not rerun Cargo tests; the PR’s GitHub CI run is passing.
— Codex on behalf of Brian
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Re-review against the current head (581d2ee): the head has not changed since my previous review, so both retention findings still apply:
- Candidate-owned Applied plans can be deleted by candidate GC before plan retention permits it, and a keep label on the plan does not protect the owning candidate.
- The Applied hard ceiling evicts by plan creation time rather than terminal/application time, so a long-pending plan can become the oldest object and be removed immediately after it is applied.
I did not find a basis to withdraw either finding. The retention contract needs one authoritative lifecycle/ordering model across candidates and plans before this is safe to merge.
— Codex on behalf of Brian
Two gaps in the retention contract, both reported on review. Candidate-owned Applied plans were outside it. A plan derived from a candidate is owned by that candidate, so it is excluded from policy plan cleanup, and cleanup_terminal_candidates bounded terminal candidates at a flat 10 by creation time. Deleting one cascades to its plan and SQL ConfigMap, so the eleventh terminal proposal could delete a minutes-old Applied plan straight through the advertised bounds. A keep label on the plan was inert against it: the cascade takes the child when the parent goes. Pruning now decides on the candidate-and-plans pair. A candidate owning an Applied plan is held to the same PlanRetention bounds as any other applied plan; everything else is proposal churn on the flat bound. A keep label on either object exempts the pair. When the plans cannot be read the pass prunes nothing rather than cascade blind. The Applied ceiling also evicted by creation time while the age floor measured from appliedAt, so above the ceiling a plan created before a long review but applied moments ago sorted first and could be deleted by the cleanup that runs right after it executes. Both now read applied_epoch_secs, so one notion of when a plan applied drives the floor and the order. Mutation-checked: sorting by creation fails above_the_ceiling_eviction_order_follows_when_plans_applied_not_when_created; dropping the child-plan keep fails a_keep_label_on_the_child_plan_protects_the_candidate; treating Applied-owning candidates as churn fails that and proposal_churn_cannot_prune_a_promoted_candidate_with_a_fresh_applied_plan. Refs #194 Claude-Session: https://claude.ai/code/session_01RGdj9MJHTYinybQDE6Zmop
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You were re-reviewing Candidate-owned Applied plans (finding 1). Pruning now decides on the candidate-and-plans pair rather than the candidate alone. Ceiling ordering (finding 2). Mutation evidence, each reverting one behaviour and failing exactly the test that claims it:
404 operator lib tests pass, clippy is clean at zero warnings across all targets, and the docs no longer place "pruning cascades" beside an unconditional retention table — they now state the pair-wise rule. CI is running on Generated by Claude Code |
2 participants
Closes #194.
Problem
cleanup_old_planstrimmedApplied,Failed,Superseded, andRejectedplans as one pool of 10 by creation time.Supersededis generated churn — every replan supersedes its predecessor — so on any policy that replans regularly, superseded plans dominated the pool and evicted theAppliedones. The record of something that never ran was deleting the audit record of what actually executed. There was also no age bound (retained history was an accident of churn rate), themax_plansparameter was unreachable (nothing ever passedSome), and none of it was documented.What this does
Per-phase bounds.
plans_to_evict(plans, retention, now)is a pure function, same shape asclassify_open_candidates:AppliedFailed+RejectedSupersededPending,Approved,ApplyingAppliedis one oldest-first pass: stop at the count bound, spare anything inside the age floor along the way, unless the survivors would breach the ceiling. The floor makes the retained span a stated period rather than a function of apply frequency; the ceiling stops that promise becoming unbounded growth.pgroles.io/keep=truestill exempts a plan from every bound.Configuration: operator-level environment variables, no CRD fields. The unreachable
max_plans: Option<usize>is replaced byPlanRetention, resolved once at startup fromPLAN_RETENTION_APPLIED,PLAN_RETENTION_APPLIED_MIN_AGE(sames/m/hsyntax as theEPHEMERAL_ACCESS_*durations),PLAN_RETENTION_APPLIED_CEILING,PLAN_RETENTION_DECIDED, andPLAN_RETENTION_SUPERSEDED, then carried onOperatorContextto both cleanup call sites. An invalid value refuses startup with the variable named — a CrashLoopBackOff someone will see, instead of retention quietly running with different bounds than the environment asked for, discovered only when the plan someone wanted is already gone.PLAN_RETENTION_APPLIED_CEILINGbelowPLAN_RETENTION_APPLIEDis rejected too: eviction stops at the count bound before the ceiling is consulted, so a smaller ceiling could never take effect.Why not
PostgresPolicyfieldsThis was the open design call in item 3 of the issue, and it was decided deliberately:
pgroles.io/keep=trueis for, and it is per-object, which is finer-grained than a per-policy number could be.operator.envas "where operator-wide settings live, since the operator is configured by environment rather than by flags."All five values are exposed (rather than a subset) because they are one coherent policy: publishing the count bound but not the floor or ceiling would document a promise while hiding the two clauses that qualify it.
Tests
Six unit tests pin the eviction policy (churn cannot evict
Applied, per-phase bounds, shared decided bound, age floor, ceiling-over-floor, live/kept exemptions) and five pin the configuration (defaults on empty environment, each variable overrides its field, invalid count rejected naming the variable, invalid duration rejected naming the variable, ceiling below count rejected / equal accepted). Configuration parsing is a purefrom_lookupso the tests never mutate process-global env state.Mutations run, each failing exactly the test that claims to cover it, then reverted:
Appliedage floorthe_age_floor_keeps_applied_plans_past_the_count_bound(+1)Appliedceilingthe_ceiling_overrides_the_age_floorPLAN_RETENTION_APPLIED, always use the defaulteach_retention_variable_overrides_its_bounda_ceiling_below_the_applied_count_is_rejectedPLAN_RETENTION_APPLIED_MIN_AGEsilently falls back to the defaultan_invalid_retention_min_age_is_rejected_naming_the_variableThe override test also guards its own vacuity: it asserts its fixture differs from the defaults, so a lookup that ignored the environment entirely could not pass it.
Docs
values.yamldocuments the variables in theoperator.envcomment beside theEPHEMERAL_ACCESS_*ones (chart README regenerated with helm-docs), plus commented examples.### Changed.No CRD changes, so no CRD regeneration.
https://claude.ai/code/session_01RGdj9MJHTYinybQDE6Zmop
Generated by Claude Code
Summary by CodeRabbit
New Features
pgroles.io/keep=trueexempts plans from cleanup.Bug Fixes
Documentation