wulf-pulse/.planning/phases/13-scheduler-admin-toggle/13-01-PLAN.md

15 KiB

phase plan type wave depends_on files_modified autonomous requirements must_haves
13-scheduler-admin-toggle 01 execute 1
migrations/096_pax8_daily_schedule.sql
lib/services/sync-scheduler.ts
CLAUDE.md
true
PAX8-07
PAX8-09
truths artifacts key_links
A pax8-daily row exists in sync_schedules (cron 0 4 * * *, is_enabled false by default) (D-04)
The scheduler's executeScheduledSync dispatches sync_type 'pax8-daily' to getPax8SyncService().fullSync('scheduled')
When integration_settings.key='pax8' has disabled=true, the pax8-daily branch skips fullSync and logs a distinct message; this is a PAX8-only inline check with no shared helper (D-01)
When PAX8 env credentials are absent, the pax8-daily branch skips fullSync and logs a distinct 'not configured' message
A sync already in progress when PAX8 is disabled runs to completion — the disabled flag only blocks the next scheduled tick, no mid-flight cancellation is added (D-03)
A failed pax8-daily run sets sync_schedules.last_status='failed'/last_error only — no new alert/notification path is added (D-05)
path provides contains
migrations/096_pax8_daily_schedule.sql Idempotent seed of the pax8-daily sync_schedules row pax8-daily
path provides contains
lib/services/sync-scheduler.ts pax8-daily dispatch branch + sync_type union member pax8-daily
from to via pattern
lib/services/sync-scheduler.ts (pax8-daily branch) getPax8SyncService().fullSync lazy dynamic import + await call with 'scheduled' getPax8SyncService().fullSync('scheduled')
from to via pattern
lib/services/sync-scheduler.ts (pax8-daily branch) integration_settings SELECT disabled ... WHERE key = 'pax8' integration_settings WHERE key = 'pax8'
Wire the already-complete `Pax8SyncService.fullSync()` (built in Phases 11-12) into the daily cron scheduler, and make a disabled PAX8 toggle actually stop scheduled runs.

Purpose: Delivers PAX8-07 (daily scheduled sync) and the scheduler-side half of PAX8-09 (disable enforcement). PAX8 becomes the first Pulse integration where the DB toggle gates an action (a scheduled run), not just health-check display. Output: A seeded pax8-daily schedule row, a dual-guarded dispatch branch in executeScheduledSync, and a CLAUDE.md note recording the new gating precedent.

<execution_context> @$HOME/.claude/get-shit-done/workflows/execute-plan.md @$HOME/.claude/get-shit-done/templates/summary.md </execution_context>

@.planning/PROJECT.md @.planning/ROADMAP.md @.planning/STATE.md @.planning/phases/13-scheduler-admin-toggle/13-CONTEXT.md @.planning/phases/13-scheduler-admin-toggle/13-PATTERNS.md

From lib/services/pax8-sync-service.ts: isSyncInProgress(): boolean async fullSync(triggeredBy = 'manual'): Promise // call with 'scheduled' getPax8SyncService(): Pax8SyncService // factory export

From lib/services/pax8-factory.ts: isPax8Configured(): boolean // true only when PAX8_CLIENT_ID && PAX8_CLIENT_SECRET set

From lib/services/sync-scheduler.ts:

  • line 8: import { postgresClient } from './postgres-client'; (already imported — reuse, no new import)
  • line 25: the sync_type union that must be extended with 'pax8-daily'
  • lines 445-457: the appgate-sessions/appgate-daily branch = direct template for guard style
  • createDefaultSchedules() / defaultSchedules array (~line 168-310): DO NOT add pax8 here — virgin-table only

DB toggle query shape (from integration-health.ts getDbDisabledKeys, lines 295-308): SELECT disabled FROM integration_settings WHERE key = 'pax8' (single-key form) Read result as: rows[0]?.disabled === true (no row => not disabled => runs — correct default)

Task 1: Seed the pax8-daily schedule via migration 096 migrations/096_pax8_daily_schedule.sql - migrations/089_appgate_tables.sql (lines 136-150 — the exact INSERT ... SELECT ... WHERE NOT EXISTS precedent to mirror) - migrations/090_ticket_reconcile_schedule.sql (the alternate ON CONFLICT style — do NOT use; 089's WHERE NOT EXISTS is the chosen precedent per D-discretion note) - scripts/apply-migrations.sh (how migrations are applied to an existing dev DB) - .planning/phases/13-scheduler-admin-toggle/13-PATTERNS.md (migration section, exact target SQL) Create `migrations/096_pax8_daily_schedule.sql` (096 is the next number — highest existing is 095_pax8_order_items_partner_cost_numeric.sql). Add a header comment explaining this covers existing installs because sync-scheduler.createDefaultSchedules() only seeds a virgin sync_schedules table, and that sync_schedules has no unique constraint on name so the seed is guarded with NOT EXISTS.
Write a single `INSERT INTO sync_schedules (id, name, description, cron_expression, sync_type, is_enabled) SELECT ... WHERE NOT EXISTS (SELECT 1 FROM sync_schedules WHERE name = 'PAX8 Daily Sync')` with these exact literal values:
- id: 'pax8-daily'
- name: 'PAX8 Daily Sync'
- description: 'Full PAX8 sync — companies, subscriptions, products, orders, and company matching, daily at 4 AM.'
- cron_expression: '0 4 * * *' (per D-04 — 4:00 AM, grouping with the backend-reconciliation cluster)
- sync_type: 'pax8-daily'
- is_enabled: false (per D-discretion — every new integration schedule ships disabled; an admin opts in via the schedule editor)

Use the 089 `WHERE NOT EXISTS` style, NOT 090's `ON CONFLICT (id) DO NOTHING`. All values are static literals — no parameters, no string interpolation of any input (this keeps the seed non-injectable, see threat T-13-02).

Then apply the migration to the running dev DB: `docker exec -i pulse-postgres psql -U pulse_user -d pulse_autotask < migrations/096_pax8_daily_schedule.sql` (POSTGRES_USER defaults to pulse_user and POSTGRES_DB to pulse_autotask per docker-compose.yml; if either differs in .env, read the real value from .env first). Re-running the file must be a no-op (idempotent) — verify by running it twice.
docker exec pulse-postgres psql -U pulse_user -d pulse_autotask -tAc "SELECT id, cron_expression, sync_type, is_enabled FROM sync_schedules WHERE sync_type = 'pax8-daily'" Expected single row: `pax8-daily|0 4 * * *|pax8-daily|f` - The file `migrations/096_pax8_daily_schedule.sql` exists. - `grep -c "pax8-daily" migrations/096_pax8_daily_schedule.sql` returns >= 2 (id + sync_type). - The migration contains `WHERE NOT EXISTS (SELECT 1 FROM sync_schedules WHERE name = 'PAX8 Daily Sync')` and does NOT contain `ON CONFLICT`. - The migration contains `'0 4 * * *'` and `is_enabled` seeded false (literal `false` in the SELECT projection). - Running the automated query returns exactly one row: sync_type `pax8-daily`, cron `0 4 * * *`, is_enabled `f`. - Applying the file a second time changes no rows (count of pax8-daily rows stays 1). The pax8-daily schedule row exists in sync_schedules with cron 0 4 * * * and is_enabled=false, seeded idempotently. Task 2: Add dual-guarded pax8-daily dispatch branch to executeScheduledSync lib/services/sync-scheduler.ts - lib/services/sync-scheduler.ts (line 25 sync_type union; lines 413-419 engagement-daily inline-config-guard analog; lines 445-457 appgate dual-branch analog; lines 466-476 success-status update; the defaultSchedules array ~168-310) - lib/services/pax8-factory.ts (isPax8Configured export + exact env var names) - lib/services/pax8-sync-service.ts (getPax8SyncService + fullSync signature, line 74) - lib/services/integration-health.ts (getDbDisabledKeys lines 295-308 — the integration_settings query shape to adapt) - .planning/phases/13-scheduler-admin-toggle/13-PATTERNS.md (sync-scheduler section, exact target branch) Two edits, per D-01 and D-03:
(1) Extend the `sync_type` union at line 25 by adding the literal `'pax8-daily'` (append to the existing union — it currently ends with `... | 'appgate-sessions' | 'appgate-daily' | 'tickets-reconcile'`). This is the only place the type needs extending.

(2) Add a new `else if (config.sync_type === 'pax8-daily')` branch inside `executeScheduledSync`, placed immediately after the appgate branch (after line 457) to keep integration-toggle blocks together. The branch performs TWO independent guards before running, matching the lazy-dynamic-import style of the appgate branch:
  - Lazy `await import('@/lib/services/pax8-factory')` for `isPax8Configured`. If NOT configured: `console.log('[SCHEDULER] Skipping pax8-daily — PAX8 not configured')` and do nothing else.
  - Otherwise query `postgresClient.query<{ disabled: boolean }>("SELECT disabled FROM integration_settings WHERE key = 'pax8'")` (postgresClient is already imported at line 8 — do NOT add an import; use a constant literal SQL string, no interpolation). If `rows[0]?.disabled === true`: `console.log('[SCHEDULER] Skipping pax8-daily — PAX8 disabled via /admin/integrations')` and do nothing else.
  - Otherwise lazy `await import('@/lib/services/pax8-sync-service')` for `getPax8SyncService`, then `await getPax8SyncService().fullSync('scheduled')`.

Constraints (do NOT violate):
- Do NOT add a pax8-daily entry to the `defaultSchedules` array / createDefaultSchedules() — the seed lives only in migration 096 (Task 1).
- Do NOT add mid-flight cancellation to fullSync's per-entity loop (D-03 — a sync already running is allowed to finish; the guard only prevents the NEXT tick from starting).
- Do NOT add a failure alert / Teams webhook (D-05 — a failed run just sets sync_schedules.last_status='failed'/last_error via the existing shared success/failure path; leave that path untouched).
- Do NOT modify getDbDisabledKeys()/applyDisableOverlay() in integration-health.ts, and do NOT extract a shared helper (D-01 — this is a PAX8-only inline check).
- Do NOT touch any other branch in the switch.
npx tsc --noEmit --pretty - `npx tsc --noEmit --pretty` passes (proves `'pax8-daily'` is in the union and the branch type-checks). - `grep -c "pax8-daily" lib/services/sync-scheduler.ts` returns >= 2 (union member + branch condition). - The file contains `getPax8SyncService().fullSync('scheduled')`. - The file contains `integration_settings WHERE key = 'pax8'` and both skip log strings: `PAX8 not configured` and `PAX8 disabled via /admin/integrations`. - `grep -n "pax8-daily" lib/services/sync-scheduler.ts` shows NO match inside the defaultSchedules array line range (the seed must not be added in-code). - The pax8-daily branch calls fullSync with the literal argument `'scheduled'` (not `'manual'`). executeScheduledSync dispatches pax8-daily to fullSync('scheduled') only when PAX8 is both configured and not DB-disabled; tsc passes. Task 3: Record the DB-toggle-gates-action precedent in CLAUDE.md CLAUDE.md - CLAUDE.md ("Operator config" > "Integration disable" section, and the "Watch out for" section) - .planning/phases/13-scheduler-admin-toggle/13-CONTEXT.md (canonical_refs note flagging this as a behavior precedent) In CLAUDE.md's "Operator config" > "Integration disable" section, add a short note that until now the DB toggle (`integration_settings`) only suppressed health-check *display*, and that PAX8 is the first integration where disabling it actually stops an action: the `pax8-daily` scheduler branch skips `fullSync()` and `POST /api/pax8/sync` returns 403 when `key='pax8'` is disabled. Keep it to 2-3 sentences; do not restructure the section or duplicate content from ARCHITECTURE.md. This is documentation only — no behavior change. grep -in "pax8" CLAUDE.md - `grep -in "pax8" CLAUDE.md` returns at least one line inside the Operator config / Integration disable area. - The note mentions both the scheduler skip and the 403 on the manual route. - No other CLAUDE.md section is restructured (only the Operator config note is added). CLAUDE.md documents PAX8 as the first integration whose DB toggle gates an action, not just display.

<threat_model>

Trust Boundaries

Boundary Description
cron scheduler → Pax8SyncService Scheduled dispatch must respect the operator's disable toggle before triggering a sync
migration seed → Postgres Static DDL/DML applied to the sync_schedules table on an existing volume

STRIDE Threat Register

Threat ID Category Component Disposition Mitigation Plan
T-13-01 Elevation of Privilege pax8-daily scheduler branch mitigate Branch checks integration_settings.key='pax8' disabled flag AND isPax8Configured() before calling fullSync; a disabled toggle stops the next tick (Task 2)
T-13-02 Tampering (SQL injection) migration 096 seed mitigate Seed is static literals only — no parameters, no interpolation of any input; nothing user-controlled reaches the INSERT (Task 1)
T-13-03 Denial of Service repeated scheduled/manual runs accept Existing isSyncInProgress() 409 guard makes a running sync atomic (D-03); no new surface added this plan
T-13-SC Tampering npm/pip/cargo installs accept No package installs in this plan — all four edits use existing dependencies; no Package Legitimacy Gate needed
</threat_model>
- `npx tsc --noEmit --pretty` passes. - `SELECT * FROM sync_schedules WHERE sync_type='pax8-daily'` returns one is_enabled=false row. - sync-scheduler.ts pax8-daily branch is present with both guards and calls fullSync('scheduled'). - Live cron firing + disable-skip behavior is proven in the Wave 2 verification plan (13-03).

<success_criteria>

  • Migration 096 seeds the pax8-daily row idempotently (is_enabled false, cron 0 4 * * *).
  • executeScheduledSync has a dual-guarded pax8-daily branch calling fullSync('scheduled').
  • Disabling PAX8 in integration_settings makes the branch skip with a distinct log.
  • No changes to defaultSchedules, no cancellation logic, no failure alerts, no shared helper. </success_criteria>
Create `.planning/phases/13-scheduler-admin-toggle/13-01-SUMMARY.md` when done.