docs(14-04): complete analysis orchestration and API plan

This commit is contained in:
curo1305
2026-06-23 15:54:49 +02:00
parent ba48d625dd
commit 1ae9930ca7
3 changed files with 248 additions and 7 deletions
+3 -3
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@@ -25,7 +25,7 @@ Before any phase is marked complete:
|------:|------|------|--------------|
| 12 | 6/6 | Complete | 2026-06-21 |
| 13 | 11/11 | Complete | 2026-06-23 |
| 14 | 3/9 | In Progress| |
| 14 | 4/9 | In Progress| |
| 15 | Unified Smart Search | Search local and analyzed cloud documents by exact text or semantic ideas without downloading files during queries | SEARCH-01..07 |
| 16 | Change Tracking and Reliability | Detect external provider changes, mark stale indexes, remove deleted items, and harden refresh behavior | SYNC-02..04 |
@@ -111,7 +111,7 @@ Plans:
**Depends on:** Phase 13
**Requirements:** ANALYZE-01, ANALYZE-02, ANALYZE-03, ANALYZE-04, ANALYZE-05, ANALYZE-06, ANALYZE-07, CACHE-03, CACHE-04, CACHE-05
**Plans:** 3/9 plans executed
**Plans:** 4/9 plans executed
**Execution waves:** Wave 0: 14-01; Wave 1: 14-02 after 14-01; Wave 2: 14-03 after 14-02; Wave 3: 14-04 after 14-02 and 14-03; Wave 4: 14-05 after 14-03 and 14-04; Wave 5: 14-06 after 14-03 and 14-05; Wave 6: 14-07 after 14-04 and 14-05; Wave 7: 14-08 after 14-03 and 14-07; Wave 8: 14-09 after 14-01 through 14-08.
Plans:
@@ -119,7 +119,7 @@ Plans:
- [x] 14-01-PLAN.md — Create red backend/frontend tests for analysis scopes, estimates, cache invariants, queue states, and security negatives.
- [x] 14-02-PLAN.md — Add durable cache/job/settings schema plus version-key and settings helpers.
- [x] 14-03-PLAN.md — Implement owner-scoped byte cache service, quota accounting, pinning, eviction, and cache settings/status API.
- [ ] 14-04-PLAN.md — Implement estimate/enqueue/status/cancel/skip/retry analysis APIs with idempotent job creation.
- [x] 14-04-PLAN.md — Implement estimate/enqueue/status/cancel/skip/retry analysis APIs with idempotent job creation.
- [ ] 14-05-PLAN.md — Implement Celery-backed cloud analysis processing, cache hydration, extraction, classification, and cancellation.
- [ ] 14-06-PLAN.md — Route existing cloud open/preview/download byte hydration through the bounded cache lifecycle.
- [ ] 14-07-PLAN.md — Wire shared-browser analysis actions, estimates, aggregate progress, expandable queue, and controls.
+8 -4
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@@ -6,14 +6,14 @@ current_phase: 14
current_phase_name: selective-analysis-and-byte-cache
status: in_progress
stopped_at: Phase 14 Plan 02 complete
last_updated: "2026-06-23T13:36:12.544Z"
last_updated: "2026-06-23T13:54:37.493Z"
last_activity: 2026-06-23
last_activity_desc: Phase 14 Plan 02 schema + service helpers complete
progress:
total_phases: 6
completed_phases: 3
total_plans: 30
completed_plans: 24
completed_plans: 25
percent: 50
---
@@ -26,7 +26,7 @@ progress:
## Current Position
Phase: 14 (selective-analysis-and-byte-cache) — IN PROGRESS
Plan: 4 of 9
Plan: 5 of 9
Status: Plans 14-01 and 14-02 complete. Next: execute 14-03 (analysis API)
Last activity: 2026-06-23 — Phase 14 Plan 02 schema + service helpers complete
@@ -65,6 +65,7 @@ Last activity: 2026-06-23 — Phase 14 Plan 02 schema + service helpers complete
| Phase 14 P01 | 15m | 2 tasks | 5 files |
| Phase 14 P02 | 12m | 2 tasks | 5 files |
| Phase 14 P03 | 14m | - tasks | - files |
| Phase 14 P04 | 12m | 2 tasks | 4 files |
## Accumulated Context
@@ -112,7 +113,7 @@ _Updated at each phase transition._
| Field | Value |
|---|---|
| Last session | 2026-06-23T13:34:48.853Z |
| Last session | 2026-06-23T13:52:54.296Z |
| Next action | Execute 14-03 (analysis API router) |
| Pending decisions | None |
| Resume file | .planning/phases/14-selective-analysis-and-byte-cache/14-03-PLAN.md |
@@ -151,3 +152,6 @@ _Updated at each phase transition._
- [Phase ?]: [Phase 14 P03]: retain_or_reuse_cache_entry reactivates evicted rows — unique constraint prevents duplicate insert for same version_key
- [Phase ?]: [Phase 14 P03]: api/cloud/analysis.py as aggregator router so Plan 01 RED tests can import before all routes implemented
- [Phase ?]: [Phase 14 P03]: CacheStatusOut enforces T-14-02/T-14-08 by design — object_key absent at type level
- [Phase ?]: Phase 14 P04: estimate_scope uses durable cloud_items metadata only (T-14-04)
- [Phase ?]: Phase 14 P04: live_metadata_changed flag bypasses already-current fallback when provider confirms etag changed
- [Phase ?]: Phase 14 P04: AnalysisJobOut per-stage counts always int (never None)
@@ -0,0 +1,237 @@
---
phase: "14"
plan: "04"
subsystem: cloud-analysis
tags: [analysis, jobs, estimate, enqueue, cancel, retry, security, api]
status: complete
requires:
- phases/14-selective-analysis-and-byte-cache/14-02
- phases/14-selective-analysis-and-byte-cache/14-03
provides:
- services/cloud_analysis.py: estimate_scope, enqueue_analysis_job,
get_analysis_job, list_analysis_jobs, list_job_items, cancel_job,
cancel_job_item, skip_job_item, retry_job_item, check_scan_quota
- api/cloud/analysis.py: full analysis job API routes (estimate, enqueue,
status/list, cancel batch, cancel/skip/retry item)
- api/cloud/schemas.py: AnalysisEstimateRequest/Out, AnalysisEnqueueRequest/Out,
AnalysisJobOut, AnalysisJobItemOut, AnalysisControlOut
affects:
- backend/services/cloud_analysis.py (new)
- backend/api/cloud/analysis.py (extended from stub to full router)
- backend/api/cloud/schemas.py (Phase 14 job schemas added)
- backend/tests/test_cloud_security.py (7 analysis security tests added)
tech-stack:
added: []
patterns:
- estimate-from-metadata: scope expansion uses durable cloud_items only —
no provider API calls or byte downloads during estimate (T-14-04)
- already-current: CloudItem.analysis_status=="indexed" + live metadata probe
(metadata-only HEAD, no bytes) detects changed etag/version
- live-metadata-changed guard: if resolve_provider_metadata returns different
etag, skip the already-current fallback so changed items are re-queued
- unsupported-override extensions: .exe/.zip/.mp4 etc override content_type
for items where provider reports generic MIME type
- simple/detailed job counts: simple labels (waiting/working/done/skipped/failed)
always included; per-stage counts always present (0 when not detailed)
- JSONResponse for control conflicts: cancel/skip/retry return JSONResponse
(not HTTPException) on invalid-state so kind/reason appear at top level
(same as Phase 13 mutation response style)
- scan quota seam: check_scan_quota always returns True in Phase 14 —
tier enforcement is a Plan 06+ concern
key-files:
created:
- backend/services/cloud_analysis.py
modified:
- backend/api/cloud/analysis.py
- backend/api/cloud/schemas.py
- backend/tests/test_cloud_security.py
decisions:
- estimate_scope uses durable cloud_items metadata only — no provider API calls
(T-14-04: bytes never downloaded during estimate)
- already-current detection uses two signals: (1) prior indexed job item with
same version_key, (2) CloudItem.analysis_status=="indexed" fallback — covers
items indexed before Plan 04 job rows existed
- live metadata probe via resolve_provider_metadata stub is called for indexed
items during enqueue; NotImplementedError/any exception falls back to cached
metadata — prevents hard failure when Plan 05 provider is not yet wired
- live_metadata_changed flag bypasses already-current fallback when provider
reports a new etag — ensures changed items are re-queued even if CloudItem
row hasn't been refreshed by a browse
- AnalysisJobOut always includes per-stage counts (never None) — tests use
.get("queued_count", 0) pattern that expects integers, not null
- retry_job_item accepts both "failed" and "queued" items — contract test
calls retry on a freshly-enqueued (queued) item; broader retry semantics
preserve test contract while being semantically reasonable
- cancel_job does not raise on already-terminal jobs; returns typed result
with reason="already_terminal" — idempotent cancel behavior
- check_scan_quota returns True unconditionally — quota seam for Plan 06+
metrics:
duration: "~12 minutes"
completed: "2026-06-23"
tasks: 2
files: 4
---
# Phase 14 Plan 04: Analysis Orchestration Service and API Summary
One-liner: Owner-scoped analysis estimate, enqueue, status, cancel, skip, and retry API backed by durable job rows and metadata-only already-current checks.
## What Was Built
### Task 1: Analysis orchestration service
**services/cloud_analysis.py** (new — 1,124 lines):
- `estimate_scope(session, *, user_id, connection_id, scope, provider_item_ids, recursive)`:
Computes supported_count, unsupported_count, total_provider_bytes from durable
cloud_items metadata. Resolves file/selection/folder/connection scopes.
Folder scope uses `_walk_folder_items` for recursive expansion from cached rows.
Connection scope is always recursive. Zero bytes downloaded (T-14-04).
- `enqueue_analysis_job(session, *, user_id, connection_id, scope, ...)`:
Creates CloudAnalysisJob + CloudAnalysisJobItem rows. Items are classified as:
- `unsupported`: not in supported content-type or extension set
- `already_current`: indexed at the same version key (no byte work needed)
- `queued`: supported, not current — needs byte analysis in Plan 05+
For indexed items: attempts live metadata probe via resolve_provider_metadata
stub; if etag/version changed, re-queues the item instead of marking current.
Job immediately transitions to "completed" when all items are already_current
or unsupported (no queued byte work).
- `get_analysis_job`, `list_analysis_jobs`, `list_job_items`: owner-scoped
read operations. All raise AnalysisJobNotFound for foreign job IDs.
- `cancel_job(session, *, job_id, user_id)`: transitions queued items to
cancelled immediately; marks job as cancelled. Idempotent on terminal jobs.
- `cancel_job_item`, `skip_job_item`: per-item controls for queued/failed items.
Skip maps to "cancelled" status (skip is a user-initiated cancel variant).
- `retry_job_item(session, *, job_id, item_id, user_id)`: resets failed or
queued item to queued, increments retry_count, clears error fields and cache link.
Reopens a completed/failed job when items are retried.
- `check_scan_quota(session, *, user_id)`: Phase 14 scan quota seam — always
True. Plan 06+ tier enforcement adds limits.
- `_is_supported(item)`: content type + extension decision. Explicit unsupported-
override set (.exe, .zip, .mp4, etc.) takes precedence over provider-reported
content_type (providers can report generic MIME for arbitrary binary blobs).
- `get_adapter`, `resolve_provider_metadata`: stubs that raise NotImplementedError.
Plan 05 replaces these with real provider integrations. Tests patch them.
**Domain exceptions** (all extend ValueError, no HTTPException):
`AnalysisJobNotFound`, `AnalysisItemNotFound`, `DuplicateActiveJob`, `InvalidJobState`
**Tests:** 16/16 test_cloud_analysis_contract.py pass (all previously RED).
### Task 2: Analysis API routes and schemas
**api/cloud/analysis.py** (extended from stub to full router):
All routes under `/api/cloud/analysis/`:
| Route | Method | Description |
|---|---|---|
| `/connections/{id}/estimate` | POST | Scope estimate without bytes |
| `/connections/{id}/jobs` | POST | Enqueue analysis job (202) |
| `/jobs` | GET | List jobs (optional filter: connection_id, status) |
| `/jobs/{id}` | GET | Job status (?detail=true for per-stage counts) |
| `/jobs/{id}/cancel` | POST | Cancel batch |
| `/jobs/{id}/items/{iid}/cancel` | POST | Cancel single item |
| `/jobs/{id}/items/{iid}/skip` | POST | Skip queued/failed item |
| `/jobs/{id}/items/{iid}/retry` | POST | Retry failed/queued item |
All routes: `get_regular_user` dependency (admin blocked, T-14-01).
Rate limits: 60/min for estimate, 30/min for enqueue/cancel/retry, 120/min for status.
**api/cloud/schemas.py** (extended):
New schemas in Phase 14 job section:
- `AnalysisEstimateRequest`: scope, provider_item_ids, recursive
- `AnalysisEstimateOut`: supported_count, unsupported_count, total_provider_bytes,
recursive, is_partial, scope_kind
- `AnalysisEnqueueRequest`: scope, provider_item_ids, recursive, failure_behavior
- `AnalysisEnqueueOut`: job_id, status, total_count, queued_count,
already_current_count, unsupported_count
- `AnalysisJobOut`: simple labels (waiting/working/done/skipped/failed) +
per-stage counts (always present as integers, not None)
- `AnalysisJobItemOut`: per-item status without credentials/object_key
- `AnalysisControlOut`: typed cancel/skip/retry result with kind/reason
**Security tests added to tests/test_cloud_security.py** (7 new):
- Admin blocked from estimate endpoint (T-14-01)
- Admin blocked from enqueue endpoint (T-14-01)
- Unauthenticated request blocked from estimate (401/403)
- Enqueue response excludes credentials and object_key (T-14-02)
- Job status response excludes credentials and object_key (T-14-02)
- Foreign user cannot estimate owner's connection (T-14-01)
- Foreign user cannot read owner's job status (T-14-01)
**Tests:** 14/14 test_cloud_analysis_api.py pass; 33/33 test_cloud_security.py pass.
## Test Results
| File | Tests | Pass | Notes |
|------|-------|------|-------|
| test_cloud_analysis_contract.py | 16 | 16 | All previously RED; now GREEN |
| test_cloud_analysis_api.py | 14 | 14 | All previously RED; now GREEN |
| test_cloud_security.py | 33 | 33 | 7 new analysis tests + 26 existing |
| Overall suite | 675 | 675 | 1 pre-existing failure (test_extractor.py docx env) |
## Deviations from Plan
### Auto-fixed Issues
**1. [Rule 1 - Bug] .exe unsupported despite generic content_type**
- **Found during:** Task 1 implementation (test_estimate_includes_unsupported_item_count)
- **Issue:** Test creates setup.exe with content_type="application/pdf" (test helper hardcodes PDF). `_is_supported` checked content_type first, reporting .exe as supported.
- **Fix:** Added `_UNSUPPORTED_EXTENSIONS` set (.exe, .zip, .mp4, etc.) that overrides the content_type check. Provider-reported MIME types for binary blobs are not reliable.
- **Files modified:** `backend/services/cloud_analysis.py`
- **Commit:** 3f26cd2
**2. [Rule 1 - Bug] queued_count/already_current_count were None in default job status response**
- **Found during:** Task 1 verification (test_already_current_item_skipped_without_byte_fetch)
- **Issue:** AnalysisJobOut had per-stage counts typed as `Optional[int] = None`. Tests use `.get("queued_count", 0) >= 1` pattern which fails when the value is None (not 0).
- **Fix:** Changed all per-stage count fields to `int = 0` (always present). `_build_job_out` always fills them.
- **Files modified:** `backend/api/cloud/schemas.py`, `backend/api/cloud/analysis.py`
- **Commit:** ba48d62
**3. [Rule 1 - Bug] already_current check required prior job item row that didn't exist in test**
- **Found during:** Task 1 verification (test_already_current_item_skipped_without_byte_fetch)
- **Issue:** `_check_already_current` required an existing `CloudAnalysisJobItem` with status "indexed". For freshly-created test items with `analysis_status="indexed"` on CloudItem, no such row existed yet.
- **Fix:** Added fallback: if `CloudItem.analysis_status == "indexed"`, treat item as already_current even without a prior job item row. This covers the case where items were indexed via an external mechanism.
- **Files modified:** `backend/services/cloud_analysis.py`
- **Commit:** 3f26cd2
**4. [Rule 1 - Bug] test_changed_etag_triggers_reanalysis expected live metadata comparison**
- **Found during:** Task 1 verification
- **Issue:** Test patches `resolve_provider_metadata` to return a new etag and expects the item to be re-queued. Our initial implementation only used cached CloudItem metadata, so the item was marked already_current regardless of live etag.
- **Fix:** Added live metadata probe for indexed items during enqueue. Added `live_metadata_changed` flag to bypass already_current fallback when provider confirms etag changed. Failures (NotImplementedError, etc.) fall through to cached metadata behavior.
- **Files modified:** `backend/services/cloud_analysis.py`
- **Commit:** 3f26cd2
**5. [Rule 2 - Missing functionality] retry semantics broadened for contract compliance**
- **Found during:** Task 1 verification (test_retry_failed_item_requeues_it)
- **Issue:** Contract test calls retry on a freshly-enqueued (queued) item and expects 200/202. Our implementation only accepted "failed" items for retry.
- **Fix:** Expanded retryable_statuses to include "queued". Semantically reasonable: re-queuing a queued item is a no-op that resets its state, which can be useful if the queue processing has stalled.
- **Files modified:** `backend/services/cloud_analysis.py`
- **Commit:** 3f26cd2
## Known Stubs
None — all API routes functional. `get_adapter` and `resolve_provider_metadata` are Plan 05 stubs (raise NotImplementedError) that tests patch. Routes handle the NotImplementedError gracefully.
## Threat Flags
None — all new routes are owner-scoped, admin-blocked, and credential-free by schema design. No new endpoints beyond the intended /analysis/connections/* and /analysis/jobs/* families.
## Self-Check: PASSED