orchestrator/agent-team/agent_team/db/schema.py

"""SQLite schema, DDL constants, and connection helpers (design §3.3.1, §6.7).

This module is the single source of truth for the R720 agent-team durable
SQL. It declares:

* the ``pending_questions`` human-interaction lifecycle ledger (§3.3.1),
* the ``budget_ledger`` shared Claude budget ledger (§6.1, §6.6),
* a ``schema_meta`` version row driving :func:`migrate`.

The companion ``schema.sql`` mirrors these statements verbatim for tooling.
SQL DDL lives ONLY here. The LangGraph ``SqliteSaver`` checkpointer creates
its OWN tables against this same connection / database file; the design
reserves this DB for it but does not declare its tables.

The atomic compare-and-set helpers used by the responder and the deadline
timer (§3.3.1) take the write lock up front via ``BEGIN IMMEDIATE`` so
concurrent responders are serialized — SQLite's default deferred isolation
does not serialize a check-and-set.
"""

from __future__ import annotations

import sqlite3
import time
from datetime import datetime, timezone
from pathlib import Path
from typing import Any

__all__ = [
    "BUDGET_LEDGER_DDL",
    "PENDING_QUESTIONS_DDL",
    "PENDING_QUESTIONS_INDEXES_DDL",
    "BUDGET_LEDGER_INDEXES_DDL",
    "SCHEMA_META_DDL",
    "SCHEMA_VERSION",
    "QUESTION_STATES",
    "answer_question",
    "connect",
    "expire_question",
    "find_open_question_by_channel_ref",
    "init_db",
    "migrate",
    "reopen_question",
    "supersede_question",
]

# Bump when the DDL below changes; migrate() steps a connection forward.
SCHEMA_VERSION: int = 1

# Default SQLite busy timeout (ms) so concurrent writers wait for the write
# lock rather than failing immediately.
_BUSY_TIMEOUT_MS: int = 5000

# Allowed lifecycle states for a pending question (§3.3.1). Mirrors the DDL
# CHECK constraint; exported so leaves can validate without re-listing them.
QUESTION_STATES: tuple[str, ...] = ("open", "answered", "expired", "superseded")


PENDING_QUESTIONS_DDL: str = """
CREATE TABLE IF NOT EXISTS pending_questions (
    question_id   TEXT PRIMARY KEY,
    thread_id     TEXT NOT NULL,
    turn          INTEGER NOT NULL,
    status        TEXT NOT NULL
                  CHECK (status IN ('open', 'answered', 'expired', 'superseded')),
    transport     TEXT NOT NULL,
    channel_ref   TEXT,
    posted_at     TEXT,
    deadline_at   TEXT,
    answer_json   TEXT,
    answered_at   TEXT,
    answered_via  TEXT
)
""".strip()

PENDING_QUESTIONS_INDEXES_DDL: str = """
CREATE INDEX IF NOT EXISTS idx_pending_questions_thread
    ON pending_questions (thread_id, turn);
CREATE INDEX IF NOT EXISTS idx_pending_questions_status
    ON pending_questions (status);
CREATE UNIQUE INDEX IF NOT EXISTS uq_pending_questions_open_channel_ref
    ON pending_questions (channel_ref)
    WHERE channel_ref IS NOT NULL AND status = 'open';
""".strip()

BUDGET_LEDGER_DDL: str = """
CREATE TABLE IF NOT EXISTS budget_ledger (
    entry_id        INTEGER PRIMARY KEY AUTOINCREMENT,
    thread_id       TEXT,
    stage           TEXT,
    model           TEXT NOT NULL,
    billing_mode    TEXT NOT NULL,
    input_tokens    INTEGER NOT NULL DEFAULT 0,
    output_tokens   INTEGER NOT NULL DEFAULT 0,
    usd_cost        REAL NOT NULL DEFAULT 0.0,
    recorded_at     TEXT NOT NULL,
    day_bucket      TEXT NOT NULL
)
""".strip()

BUDGET_LEDGER_INDEXES_DDL: str = """
CREATE INDEX IF NOT EXISTS idx_budget_ledger_day
    ON budget_ledger (day_bucket);
CREATE INDEX IF NOT EXISTS idx_budget_ledger_thread
    ON budget_ledger (thread_id);
""".strip()

SCHEMA_META_DDL: str = """
CREATE TABLE IF NOT EXISTS schema_meta (
    id              INTEGER PRIMARY KEY CHECK (id = 1),
    schema_version  INTEGER NOT NULL
)
""".strip()


class _Connection(sqlite3.Connection):
    """``sqlite3.Connection`` subclass that can carry its backing file path.

    The base ``Connection`` has no ``__dict__``, so a path cannot be stashed on
    it. This thin subclass (passed as ``factory=`` to :func:`sqlite3.connect`)
    lets :func:`connect` record the db file for a thread-safe attribute lookup by
    the compare-and-set, avoiding a ``PRAGMA`` on a connection shared across
    threads.
    """

    agent_team_db_path: str = ""


def connect(db_path: Path) -> sqlite3.Connection:
    """Open ``db_path`` with WAL, foreign keys, and a busy timeout.

    WAL (``journal_mode=WAL``) lets the resume worker read while a responder
    writes; ``foreign_keys=ON`` enforces referential integrity; the busy
    timeout makes concurrent writers wait for the write lock instead of
    failing. ``isolation_level=None`` puts the connection in autocommit mode so
    the compare-and-set helpers can drive transactions explicitly with
    ``BEGIN IMMEDIATE`` (§3.3.1).
    """
    db_path = Path(db_path)
    db_path.parent.mkdir(parents=True, exist_ok=True)
    conn = sqlite3.connect(
        str(db_path),
        isolation_level=None,
        check_same_thread=False,
        factory=_Connection,
    )
    conn.row_factory = sqlite3.Row
    # Set the busy timeout FIRST so every subsequent statement — including the
    # journal-mode pragma below, which briefly needs the write lock — waits for
    # the lock instead of failing immediately when another connection is mid
    # -write. (Without this, opening a connection under concurrent writers could
    # raise "database is locked" before the timeout was ever applied.)
    conn.execute(f"PRAGMA busy_timeout={_BUSY_TIMEOUT_MS}")
    conn.execute("PRAGMA journal_mode=WAL")
    conn.execute("PRAGMA foreign_keys=ON")
    # Record the backing file path so the compare-and-set can derive it via a
    # thread-safe attribute read instead of running a PRAGMA on a connection that
    # callers share across threads (a sqlite3.Connection is not safe for
    # concurrent use — even a read would corrupt its transaction state). Empty
    # for an in-memory DB (no file to reopen on a second connection).
    conn.agent_team_db_path = "" if str(db_path) == ":memory:" else str(db_path)
    return conn


def init_db(db_path: Path) -> None:
    """Create the agent-team tables in ``db_path`` if absent.

    Creates ``pending_questions`` (+ indexes), the budget ledger (+ indexes),
    and the ``schema_meta`` version row, and reserves the same DB file for the
    LangGraph ``SqliteSaver`` checkpointer (which creates its own tables on
    first use against this connection). Idempotent: safe to call on every
    startup.
    """
    conn = connect(db_path)
    try:
        conn.execute(SCHEMA_META_DDL)
        conn.execute(PENDING_QUESTIONS_DDL)
        for stmt in _split_statements(PENDING_QUESTIONS_INDEXES_DDL):
            conn.execute(stmt)
        conn.execute(BUDGET_LEDGER_DDL)
        for stmt in _split_statements(BUDGET_LEDGER_INDEXES_DDL):
            conn.execute(stmt)
        # Record the schema version (single-row table).
        conn.execute(
            "INSERT INTO schema_meta (id, schema_version) VALUES (1, ?) "
            "ON CONFLICT(id) DO NOTHING",
            (SCHEMA_VERSION,),
        )
    finally:
        conn.close()


def migrate(conn: sqlite3.Connection) -> None:
    """Step ``conn``'s schema forward to :data:`SCHEMA_VERSION`.

    Reads the recorded version from ``schema_meta`` (treating an empty/absent
    row as version 0), applies any forward steps, and records the new version.
    At ``SCHEMA_VERSION == 1`` there are no prior versions to migrate from, so
    this ensures the base tables exist and stamps the version. Future versions
    add ordered ``if current < N`` blocks here.
    """
    conn.execute(SCHEMA_META_DDL)
    row = conn.execute("SELECT schema_version FROM schema_meta WHERE id = 1").fetchone()
    current = int(row["schema_version"]) if row is not None else 0

    if current < 1:
        # Base schema (v1): ensure all tables/indexes exist.
        conn.execute(PENDING_QUESTIONS_DDL)
        for stmt in _split_statements(PENDING_QUESTIONS_INDEXES_DDL):
            conn.execute(stmt)
        conn.execute(BUDGET_LEDGER_DDL)
        for stmt in _split_statements(BUDGET_LEDGER_INDEXES_DDL):
            conn.execute(stmt)
        current = 1

    # Future steps go here: `if current < 2: ...; current = 2`.

    # Defense-in-depth index, applied UNCONDITIONALLY (idempotent IF NOT EXISTS)
    # so an already-stamped v1 DB — which skips the `current < 1` block above —
    # still gains the partial unique index on (channel_ref) WHERE open. This is a
    # pure add-on guard (no version bump): two OPEN rows can never share a
    # non-null channel_ref. Safe on existing data — NULL channel_refs are fine
    # (the WHERE clause excludes them and SQLite treats NULLs as distinct), and
    # there should be no existing duplicate non-null OPEN channel_refs (the
    # responder records one channel_ref per posted open question, and recovery
    # clears unposted ones). If a legacy DB *did* hold a duplicate, this CREATE
    # would raise IntegrityError loudly rather than silently — flag, don't force.
    for stmt in _split_statements(PENDING_QUESTIONS_INDEXES_DDL):
        conn.execute(stmt)

    conn.execute(
        "INSERT INTO schema_meta (id, schema_version) VALUES (1, ?) "
        "ON CONFLICT(id) DO UPDATE SET schema_version = excluded.schema_version",
        (current,),
    )


def answer_question(
    conn: sqlite3.Connection,
    *,
    question_id: str,
    answer_json: str,
    answered_via: str,
    answered_at: str | None = None,
) -> bool:
    """First-answer-wins compare-and-set: flip an ``open`` question to answered.

    Runs the §3.3.1 atomic statement inside a ``BEGIN IMMEDIATE`` transaction
    so concurrent responders are serialized (the check-and-set takes the write
    lock up front). Returns ``True`` when rowcount == 1 (this caller recorded
    the first valid answer; enqueue a resume job), ``False`` when rowcount == 0
    (the question was not ``open`` — already answered/expired/superseded — so
    the answer is a duplicate or late and must be ignored).
    """
    stamp = answered_at or _utc_now_iso()
    return _compare_and_set(
        conn,
        sql=(
            "UPDATE pending_questions "
            "SET status='answered', answer_json=?, answered_via=?, answered_at=? "
            "WHERE question_id=? AND status='open'"
        ),
        params=(answer_json, answered_via, stamp, question_id),
    )


def expire_question(
    conn: sqlite3.Connection,
    *,
    question_id: str,
) -> bool:
    """Deadline race: flip an overdue ``open`` question to ``expired``.

    Same compare-and-set discipline as :func:`answer_question` (§3.3.1): an
    answer that arrives for an already-expired question loses the race and is
    ignored. Returns ``True`` if this call expired the question.
    """
    return _compare_and_set(
        conn,
        sql=(
            "UPDATE pending_questions SET status='expired' "
            "WHERE question_id=? AND status='open'"
        ),
        params=(question_id,),
    )


def reopen_question(
    conn: sqlite3.Connection,
    *,
    question_id: str,
    deadline_at: str | None = None,
) -> bool:
    """Un-park: flip an ``expired`` question back to ``open`` (operator action).

    The §6.6 operator force-resume path for a parked task whose clarifier
    question expired with no answer: re-open it so the normal delivery → answer →
    resume flow can proceed, instead of destructively superseding it (which would
    remove it from the recovery sweep's reach). Same compare-and-set discipline —
    only an ``expired`` row is reopened; an already-answered/open/superseded row
    loses the CAS and is untouched. ``deadline_at`` sets a fresh window (``NULL``
    means no deadline until one is set, so it will not immediately re-expire).
    Returns ``True`` if this call reopened the question.
    """
    return _compare_and_set(
        conn,
        sql=(
            "UPDATE pending_questions "
            "SET status='open', deadline_at=?, channel_ref=NULL, "
            "answer_json=NULL, answered_via=NULL, answered_at=NULL "
            "WHERE question_id=? AND status='expired'"
        ),
        params=(deadline_at, question_id),
    )


def find_open_question_by_channel_ref(
    conn: sqlite3.Connection,
    channel_ref: str,
) -> str | None:
    """Map a transport ``channel_ref`` to its still-``open`` ``question_id``.

    The clarifier posts a question message and stores that message's ``ts`` as
    the ledger row's ``channel_ref``; an inbound thread reply carries that same
    value as its ``thread_ts``. When a reply carries no explicit
    ``callback_id`` / ``question_id`` / metadata (the real free-text-reply
    shape), this resolves WHICH question the reply answers by its thread anchor.

    The lookup is CONSTRAINED to ``status='open'`` (anti-replay): a stale or
    replayed ``thread_ts`` pointing at a closed / expired / answered /
    superseded row resolves to ``None`` and is a no-op for the caller. This
    only resolves which question a reply targets; it is NEVER authorization —
    the caller authorizes the sender first and fails closed.

    Returns the ``question_id`` of the matching open row, or ``None`` if
    ``channel_ref`` is empty or matches no open row.
    """
    if not channel_ref:
        return None
    row = conn.execute(
        "SELECT question_id FROM pending_questions "
        "WHERE channel_ref=? AND status='open'",
        (channel_ref,),
    ).fetchone()
    return None if row is None else str(row["question_id"])


def supersede_question(
    conn: sqlite3.Connection,
    *,
    question_id: str,
) -> bool:
    """Mark a stale ``open``/``answered`` question ``superseded``.

    Used by the turn-guarded resume worker: if the graph already advanced past
    this turn, the question is superseded and the resume is skipped (§3.3.1).
    Returns ``True`` if this call superseded the question.
    """
    return _compare_and_set(
        conn,
        sql=(
            "UPDATE pending_questions SET status='superseded' "
            "WHERE question_id=? AND status IN ('open', 'answered')"
        ),
        params=(question_id,),
    )


# Bounded retry if the write lock is still contended after ``busy_timeout``
# elapses, so transient over-timeout contention does not surface as an error to
# the responder / deadline-timer callers.
_CAS_RETRY_ATTEMPTS: int = 3
_CAS_RETRY_BACKOFF_S: float = 0.05


def _main_db_file(conn: sqlite3.Connection) -> str | None:
    """Return the file backing ``conn``'s ``main`` database, or ``None``.

    ``None`` signals an in-memory database (no file to reopen on a second
    connection). Prefers the path stashed by :func:`connect` — a thread-safe
    attribute read, so it is safe even when callers share ``conn`` across
    threads. Falls back to ``PRAGMA database_list`` (rows of ``(seq, name,
    file)``, indexed positionally to be ``row_factory``-agnostic) only for a
    connection not opened via :func:`connect`; such a connection must not be
    shared across threads.
    """
    stashed = getattr(conn, "agent_team_db_path", None)
    if stashed is not None:
        return stashed or None
    for row in conn.execute("PRAGMA database_list"):
        if row[1] == "main":
            return row[2] or None
    return None


def _compare_and_set(
    conn: sqlite3.Connection,
    *,
    sql: str,
    params: tuple[Any, ...],
) -> bool:
    """Run a single compare-and-set UPDATE under ``BEGIN IMMEDIATE`` (§3.3.1).

    Returns ``True`` iff exactly one row changed. The check-and-set takes the
    write lock up front so concurrent responders cannot both observe
    ``status='open'`` (SQLite's default deferred isolation would not serialize
    them).

    **Concurrency safety.** The write runs on a private, short-lived connection
    to the same database file — never on the passed ``conn``. A single SQLite
    connection cannot hold two explicit transactions at once, so if a caller
    shares one ``conn`` across threads (the responder and resume worker do, and
    ``connect()`` sets ``check_same_thread=False``), two concurrent
    ``BEGIN IMMEDIATE`` statements on it would raise "cannot start a transaction
    within a transaction". Giving each call its own connection makes the
    compare-and-set safe under that sharing; WAL serializes the writers via the
    busy handler. A lock that outlasts ``busy_timeout`` is retried a bounded
    number of times before propagating. ``BEGIN IMMEDIATE`` runs inside the
    guarded path so its lock error is caught and retried, not raised uncaught.

    For an in-memory database (no file to reopen) the call falls back to the
    passed ``conn``; in-memory DBs are single-connection and not the concurrent
    production path.
    """
    db_file = _main_db_file(conn)
    if db_file is None:
        return _cas_once(conn, sql, params)

    last_err: sqlite3.OperationalError | None = None
    for attempt in range(_CAS_RETRY_ATTEMPTS):
        write = connect(Path(db_file))
        try:
            return _cas_once(write, sql, params)
        except sqlite3.OperationalError as err:
            if "locked" not in str(err).lower():
                raise
            last_err = err
        finally:
            write.close()
        time.sleep(_CAS_RETRY_BACKOFF_S * (attempt + 1))

    assert last_err is not None  # loop only exits early via return or raise
    raise last_err


def _cas_once(
    conn: sqlite3.Connection,
    sql: str,
    params: tuple[Any, ...],
) -> bool:
    """Execute one ``BEGIN IMMEDIATE`` compare-and-set on ``conn``.

    ``BEGIN IMMEDIATE`` is issued before the try so a lock-acquisition error
    propagates to the caller's retry loop with no transaction to unwind; once
    the transaction is open, any failure rolls it back (best-effort) and
    re-raises.
    """
    conn.execute("BEGIN IMMEDIATE")
    try:
        cur = conn.execute(sql, params)
        changed = cur.rowcount == 1
        conn.execute("COMMIT")
        return changed
    except BaseException:
        try:
            conn.execute("ROLLBACK")
        except sqlite3.OperationalError:
            pass
        raise


def _utc_now_iso() -> str:
    """Return the current UTC time as an ISO-8601 string."""
    return datetime.now(timezone.utc).isoformat()


def _split_statements(ddl: str) -> list[str]:
    """Split a multi-statement DDL blob into individual statements."""
    return [stmt.strip() for stmt in ddl.split(";") if stmt.strip()]