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feature(internal, cmd): protocol-migrate history#546

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aristidesstaffieri wants to merge 27 commits intofeature/live-ingest-state-productionfrom
feature/protocol-migrate-history
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feature(internal, cmd): protocol-migrate history#546
aristidesstaffieri wants to merge 27 commits intofeature/live-ingest-state-productionfrom
feature/protocol-migrate-history

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@aristidesstaffieri aristidesstaffieri commented Mar 20, 2026

Closes #515

What

Implements the protocol-migrate history CLI subcommand, backfills protocol history for historical ledgers within the retention window, synchronizing with live ingestion through a shared per-protocol history CAS cursor.

  • ProtocolMigrateHistoryService — walks forward from the oldest ingest cursor to the latest cursor, calling PersistHistory at each ledger with batch processing and CAS-based progress tracking. On CAS failure, detects handoff from live ingestion and exits cleanly. Tracks history_migration_status lifecycle (in_progress → success/failed).
  • protocol-data-migrate CLI command (cmd/protocol_data_migrate.go) — accepts --protocol-id flags to select which protocols to backfill.
  • Shared helpers extracted to ingest_helpers.go — getLedgerWithRetry, buildProtocolProcessorMap, and cursor name formatters deduplicate logic between history migration and live ingestion.
  • UpdateHistoryMigrationStatus added to ProtocolsModel for migration lifecycle tracking.
  • Configurable cursor names — history migration respects --latest-ledger-cursor-name / --oldest-ledger-cursor-name overrides, matching live ingestion behavior.
  • Convergence poll — distinguishes poll-deadline-exceeded (converged) from transient RPC errors (retry) to avoid premature success marking during network blips.
  • Bulk StatusFailed — excludes protocols already handed off to live ingestion via CAS failure, preventing re-processing conflicts.
  • Integration tests covering history-to-live handoff, asymmetric cursor CAS paths (history ready but current_state lags), and BoundedRange→UnboundedRange transitions on shared ledger backends.

Why

Protocol state production needs historical data within the retention window before live ingestion can provide complete coverage. Without this command, protocols only have history state from the point live ingestion started using their processors — all prior ledgers are missing. This subcommand lets operators backfill per-protocol, with safe handoff to live
ingestion via CAS cursors ensuring no gaps or double-processing at the migration boundary.

Known limitations

N/A

Issue that this PR addresses

#515

Checklist

PR Structure

  • It is not possible to break this PR down into smaller PRs.
  • This PR does not mix refactoring changes with feature changes.
  • This PR's title starts with name of package that is most changed in the PR, or all if the changes are broad or impact many packages.

Thoroughness

  • This PR adds tests for the new functionality or fixes.
  • All updated queries have been tested (refer to this check if the data set returned by the updated query is expected to be same as the original one).

Release

  • This is not a breaking change.
  • This is ready to be tested in development.
  • The new functionality is gated with a feature flag if this is not ready for production.

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Pull request overview

Adds a new protocol history backfill workflow to support protocol state production over the retention window, with a CLI entrypoint and shared ingest helpers to coordinate handoff with live ingestion via CAS cursors.

Changes:

  • Introduces ProtocolMigrateHistoryService (+ extensive unit tests) to backfill per-protocol history using CAS progress tracking and clean handoff semantics.
  • Adds protocol-migrate history CLI command and integration tests covering migration→live handoff and cursor edge-cases.
  • Extracts shared ingest helpers (ledger fetch retry, processor map building, cursor name helpers) and adds UpdateHistoryMigrationStatus to the protocols model.

Reviewed changes

Copilot reviewed 14 out of 14 changed files in this pull request and generated 5 comments.

Show a summary per file
File Description
internal/services/protocol_migrate_history.go Implements history migration service with CAS-based cursor advancement and convergence polling.
internal/services/protocol_migrate_history_test.go Adds comprehensive unit tests for migration success/failure, resume, handoff, and convergence polling.
internal/services/ingest_helpers.go Adds shared helpers: getLedgerWithRetry, buildProtocolProcessorMap, and protocol cursor name formatters.
internal/services/ingest.go Reuses buildProtocolProcessorMap; removes duplicated getLedgerWithRetry method.
internal/services/ingest_live.go Switches to shared cursor name helpers and shared getLedgerWithRetry.
internal/services/ingest_backfill.go Switches to shared getLedgerWithRetry.
internal/services/ingest_test.go Updates tests to call shared getLedgerWithRetry directly.
internal/integrationtests/data_migration_test.go Adds integration coverage for history migration→live ingestion handoff and cursor-asymmetry scenarios.
internal/data/protocols.go Adds UpdateHistoryMigrationStatus to support migration lifecycle tracking.
internal/data/protocols_test.go Adds test for UpdateHistoryMigrationStatus.
internal/data/mocks.go Updates ProtocolsModelMock to include UpdateHistoryMigrationStatus.
internal/data/ingest_store.go Adds exported constants for ingest cursor key names.
cmd/root.go Registers the new protocol-migrate command.
cmd/protocol_data_migrate.go Implements protocol-migrate history CLI subcommand and wires it to the service.

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@aristidesstaffieri aristidesstaffieri force-pushed the feature/protocol-migrate-history branch 2 times, most recently from f8fe9b9 to a530835 Compare March 23, 2026 17:37
@aristidesstaffieri aristidesstaffieri marked this pull request as ready for review March 23, 2026 17:50
@aristidesstaffieri aristidesstaffieri requested a review from a team March 23, 2026 17:50
@aristidesstaffieri aristidesstaffieri force-pushed the feature/live-ingest-state-production branch 2 times, most recently from addd208 to aa7ee47 Compare March 25, 2026 20:51
aristidesstaffieri and others added 20 commits March 25, 2026 15:09
…_status to differentiate between not started and in progress migrations
…s tracking

  - Add known_wasms table (migration, model, mock, and data layer tests) for tracking WASM hashes during checkpoint population
  - Add KnownWasm field to Models struct
  - Create WasmIngestionService (wasm_ingestion.go) that runs protocol validators against WASM bytecode and batch-persists hashes to known_wasms
  - Create CheckpointService (checkpoint.go) that orchestrates single-pass checkpoint population, delegating ContractCode entries to both WasmIngestionService and
  TokenProcessor, and all other entries to TokenProcessor
  - Extract readerFactory on checkpointService for injectable checkpoint reader creation
  - Extract TokenProcessor interface and NewTokenProcessor from TokenIngestionService, moving checkpoint iteration logic out of token_ingestion.go into checkpoint.go
  - Remove db, archive, and PopulateAccountTokens from TokenIngestionService interface and struct
  - Remove dbPool parameter from NewTokenIngestionServiceForLoadtest
  - Wire CheckpointService into IngestServiceConfig and ingestService
  - Update ingest_live.go to call checkpointService.PopulateFromCheckpoint instead of tokenIngestionService.PopulateAccountTokens
  - Update ingest.go setupDeps to construct WasmIngestionService and CheckpointService
  - Add ContractValidatorMock, ProtocolValidatorMock, ChangeReaderMock, CheckpointServiceMock, WasmIngestionServiceMock, TokenProcessorMock, and TokenIngestionServiceMock
  updates to mocks.go
  - Add unit tests for WasmIngestionService (10 cases covering ProcessContractCode and PersistKnownWasms)
  - Add unit tests for CheckpointService (16 cases covering entry routing, error propagation, and context cancellation)
…IngestionService (#524)

* Initial plan

* Remove validator execution from WasmIngestionService

Co-authored-by: aristidesstaffieri <6886006+aristidesstaffieri@users.noreply.github.com>

* services/wasm_ingestion: remove ProtocolValidator execution from WasmIngestionService

Co-authored-by: aristidesstaffieri <6886006+aristidesstaffieri@users.noreply.github.com>

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: aristidesstaffieri <6886006+aristidesstaffieri@users.noreply.github.com>
…IngestionService to use config struct

  WasmIngestionService.ProcessContractCode no longer receives the full
  bytecode—it only needs the hash to track protocol WASMs. This reduces
  memory pressure during checkpoint population.

  TokenIngestionService construction is consolidated into a single
  NewTokenIngestionService(config) constructor, eliminating the separate
  NewTokenIngestionServiceForLoadtest variant. The loadtest runner now
  uses the same constructor with only the fields it needs.

  Also refactors processContractInstanceChange to return a
  contractInstanceResult struct instead of multiple return values,
  extracts newCheckpointData() helper, uses idiomatic nil slices
  instead of make([]T, 0), and introduces a checkpointTestFixture
  struct to reduce boilerplate in checkpoint tests. Constructors
  return concrete types instead of interfaces to allow direct field
  access in tests.
  Persist contract-to-WASM-hash mappings by extending WasmIngestionService
  with ProcessContractData and PersistProtocolContracts methods. During
  checkpoint population, ContractData Instance entries are parsed to extract
  the wasm_hash and contract_id relationship, which is stored in a new
  protocol_contracts table (FK to protocol_wasms). This mapping will be used
  by protocol-setup and live ingestion to classify contracts by protocol.
…and backfill

  Add two new LedgerChangeProcessors (ProtocolWasmProcessor, ProtocolContractProcessor)
  that extract WASM hashes and contract-to-WASM mappings from ledger changes during
  live ingestion, catchup, and historical backfill. Previously this data was only
  populated during checkpoint.

  - ProtocolWasmProcessor extracts hashes from ContractCode entries
  - ProtocolContractProcessor extracts contract-to-WASM mappings from ContractData Instance entries
  - Extended IndexerBuffer with protocolWasmsByHash/protocolContractsByID maps (Push/Get/Merge/Clear)
  - PersistLedgerData inserts wasms before contracts (FK ordering) with ON CONFLICT DO NOTHING
  - BatchChanges and processBatchChanges extended for backfill paths
  ContractData Instance entries can outlive their referenced ContractCode
  entries due to independent TTLs, causing FK violations when inserting
  protocol_contracts during checkpoint population.

  - Skip contracts referencing unknown WASM hashes in PersistProtocolContracts
  - Add WHERE EXISTS guard in BatchInsert SQL for live/backfill path
  - Add test for contracts_with_missing_wasm_skipped scenario
  Store wasm_hash and contract_id as raw bytes instead of hex/strkey-encoded
  strings. Both values originate as [32]byte arrays in XDR, so BYTEA reduces
  storage by ~50%, improves index performance on fixed-size keys, and removes
  unnecessary encoding/decoding at the persistence boundary.
  The protocol_id on protocol_contracts was always NULL and never queried.
  It's derivable via the existing FK join: protocol_contracts.wasm_hash →
  protocol_wasms.wasm_hash → protocol_wasms.protocol_id.
   Replace raw []byte with types.HashBytea for WasmHash and ContractID
   fields in ProtocolWasm and ProtocolContract models. HashBytea implements
   sql.Scanner and driver.Valuer to auto-convert between raw bytes (DB)
   and hex strings (Go), consistent with how Transaction.Hash is handled.

   Updated files:
   - internal/data/protocol_wasms.go, protocol_contracts.go (models + BatchInsert)
   - internal/indexer/processors/protocol_wasms.go, protocol_contracts.go
   - internal/services/wasm_ingestion.go
   - All corresponding test files
…kpointService

  WasmIngestionService was only used by CheckpointService, and
  TokenIngestionService's NewTokenProcessor/TokenProcessor interface was
  only used by CheckpointService. This inlines all checkpoint-specific
  logic directly into CheckpointService, eliminating unnecessary
  intermediate service abstractions.

  - Rewrite checkpoint.go to absorb all checkpoint logic: checkpointData,
    batch, trustline/contract/WASM processing, and protocol persistence
  - Replace positional NewCheckpointService args with CheckpointServiceConfig
  - Strip token_ingestion.go to live-only (ProcessTokenChanges); remove
    TokenProcessor interface, NewTokenProcessor, and checkpoint-only fields
    from TokenIngestionServiceConfig
  - Delete wasm_ingestion.go (absorbed into checkpoint.go)
  - Remove WasmIngestionServiceMock, TokenProcessorMock from mocks.go
  - Update ingest.go wiring and simplify TokenIngestionServiceConfig
  - Rewrite checkpoint_test.go with data model mocks; port WASM and
    checkpoint processor tests from deleted test files
  - Add TrustlineAssetModelMock to data/mocks.go
  - Add valid AccountId to makeAccountChange() helper to prevent nil pointer dereference
  - Add missing protocolWasmModel.BatchInsert mock expectation in ContractCodeEntry test
  - Fix ContextCancellation test to cancel context during reader.Read() instead of before PopulateFromCheckpoint, matching the expected error path
… names

  This aligns Protocol→Protocols and ProtocolWasm→ProtocolWasms (structs, interfaces, mocks, and Models struct fields) to match the protocols and protocol_wasms table names,
   consistent with the existing ProtocolContracts convention.
  Introduces the infrastructure for protocol processors to produce and
  persist protocol-specific state during live ledger ingestion, gated by
  per-protocol compare-and-swap cursors that coordinate with concurrent
  migration processes.

  Key changes:
  - ProtocolProcessor interface and ProtocolProcessorInput for protocol-
    specific ledger analysis and state persistence
  - Processor registry (RegisterProcessor/GetAllProcessors) for protocol
    processor discovery at startup
  - Dual CAS gating in PersistLedgerData (step 5.5): per-protocol history
    and current_state cursors ensure exactly-once writes even when live
    ingestion and migration run concurrently
  - Protocol contract cache with periodic refresh to avoid per-ledger DB
    queries for classified contracts
  - Data layer additions: IngestStoreModel.GetTx, CompareAndSwap,
    ProtocolContractsModel.GetByProtocolID, ProtocolsModel.GetClassified

  Tests:
  - Unit tests for processor registry (concurrent safety, overwrite, etc.)
  - 5 subtests for PersistLedgerData CAS gating (win, lose, behind, no
    cursor, no processors) using a real test DB and sentinel-writing
    testProtocolProcessor
  - Docker integration test (ProtocolStateProductionTestSuite) exercising
    CAS gating against a live ingest container's DB in three phases
… tests

  Introduce ProtocolMigrateHistoryService that backfills protocol state
  changes for historical ledgers, walking forward from the oldest ingest
  cursor to the latest cursor and persisting PersistHistory at each ledger.
  The service tracks progress via a per-protocol history_cursor using CAS,
  refreshes the protocol contract cache periodically, and marks
  history_migration_status on completion.

  Supporting changes:
  - Add `protocol-data-migrate` CLI command (cmd/protocol_data_migrate.go)
  - Add UpdateHistoryMigrationStatus to ProtocolsModel and its mock/tests
  - Add per-call tracking (persistedHistorySeqs, persistedCurrentStateSeqs)
    to integrationTestProcessor for verifying persistence call counts

  Integration test additions:
  - Enhance TestHistoryMigrationThenLiveIngestionHandoff with per-ledger
    PersistHistory verification across migration and live handoff phases
  - Add TestLiveIngestionHistoryCursorReadyCurrentStateLags proving the
    asymmetric cursor CAS path: when history_cursor is ready but
    current_state_cursor lags, only PersistHistory executes while
    PersistCurrentState is correctly skipped
  Move duplicated logic into ingest_helpers.go:
  - getLedgerWithRetry: was identical method on both ingestService and
    protocolMigrateHistoryService, now a package-level function
  - buildProtocolProcessorMap: deduplicates processor slice-to-map
    conversion with nil/duplicate validation
  - protocolHistoryCursorName/protocolCurrentStateCursorName: replaces
    scattered Sprintf calls for cursor key formatting

  Simplifies getLedgerWithRetry test to call the function directly
  without constructing a full ingestService.
  The convergence poll in processAllProtocols treated any error from
  PrepareRange/GetLedger as convergence, including transient RPC failures
  like connection refused. This could prematurely mark protocols as
  StatusSuccess during network blips. Now discriminates three cases:
  poll deadline exceeded (converged), parent context cancelled (propagate),
  anything else (transient — retry).
  The history migration service read cursor positions using hardcoded
  constants (data.OldestLedgerCursorName, data.LatestLedgerCursorName),
  ignoring operator overrides via CLI flags. Add configurable cursor name
  fields with defaults matching the ingest command, so operators who
  override --latest-ledger-cursor-name or --oldest-ledger-cursor-name
  get consistent behavior across live ingestion and history migration.
…dger backend

  The outer loop in protocol history migration transitions the same
  LedgerBackend instance between BoundedRange and UnboundedRange without
  explicit reset. This works because captive core internally closes the
  subprocess before opening a new range, but that behavior is an
  implementation detail not guaranteed by the LedgerBackend interface.

  Add an explanatory comment at the transition point and a new integration
  test (rangeTrackingBackend) that verifies the Bounded→Unbounded→Bounded
  PrepareRange sequence when the tip advances during the convergence poll.
  When processAllProtocols fails, the Run() method was marking all active
  protocols as StatusFailed, including ones already handed off to live
  ingestion via CAS failure. This caused handed-off protocols to be
  re-processed on the next Run(), conflicting with live ingestion's cursor
  ownership.

  Change processAllProtocols to return handed-off protocol IDs alongside
  the error, then split the status update: handed-off protocols get
  StatusSuccess (live ingestion owns them), while only non-handed-off
  protocols get StatusFailed.
  If the caller passes duplicate protocol IDs (e.g. --protocol-id foo
  --protocol-id foo), duplicate trackers would be created for the same
  protocol, causing self-induced CAS failures and incorrect handoff
  detection. Add order-preserving deduplication as the first operation
  in validate(), which is the single choke-point for both Run() and
  processAllProtocols().
@aristidesstaffieri aristidesstaffieri force-pushed the feature/protocol-migrate-history branch 3 times, most recently from c066bff to 6674b16 Compare March 25, 2026 22:24
  Move reusable logic into internal/utils/ as generic functions
  (RetryWithBackoff[T], BuildMap[T]) and move cursor name helpers to
  ingestion_utils.go. Inline all call sites in services to use utils
  directly and delete the ingest helpers file entirely.

  Also fix variable shadow lint errors in ingest_live.go and
  protocol_migrate_history.go.
@aristidesstaffieri aristidesstaffieri force-pushed the feature/protocol-migrate-history branch from 6674b16 to 262156b Compare March 25, 2026 22:35
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