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Add SQLite as a second database backend alongside PostgreSQL - #119

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@felixgateru felixgateru commented Sep 17, 2026 •

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Summary

Full delivery of the database-backends initiative described in product-docs/development/database-backends/ (PRD/RFC/ROADMAP), as a single PR per the documented delivery model. Atom now runs on PostgreSQL or SQLite, selected by the DATABASE_URL scheme, with identical application behavior on both.

Architecture note (departs from the RFC's per-domain dual-adapter design — see product-docs/development/database-backends/IMPLEMENTATION-NOTES.md for the full rationale): rather than hand-porting every repository twice, all ~700 PostgreSQL-specific SQL constructs in the codebase are now routed through one backend-neutral query layer (crate::db::{query, query_as, query_scalar, QueryBuilder}). SQL is written once, in the PostgreSQL dialect:

  • PostgreSQL runs the text unchanged — zero behavior change, confirmed by running the full pre-existing integration suite unmodified.
  • SQLite runs a cached, mechanical translation (src/db/translate.rs) of the same text — arrays ↔ JSON, jsonb operators, interval arithmetic, LATERAL, ANY/ALL, data-modifying CTEs, etc. — or an explicit .sqlite("…")/.sqlite_all([...]) override where a rewrite isn't mechanical (a few dozen call sites).

What's in this PR

  • DB-001/002 — facade & transaction boundary (prior commits): Database/DbTransaction/DbConn replace PgPool/sqlx::Transaction everywhere; DatabaseErrorKind classification.
  • Query layer: every repository/service call goes through crate::db; scripts/check-db-boundary.sh (new CI step) fails the build if a raw sqlx::query* or driver type (PgPool, SqliteConnection, …) appears outside src/db/.
  • SQLite runtime: src/db/sqlite.rs — WAL, synchronous=FULL, foreign_keys=ON, 30s busy timeout, BEGIN IMMEDIATE transactions, single-owner file lock (a second Atom process refuses to start against the same file), busy/locked errors map to HTTP 503 / gRPC UNAVAILABLE.
  • SQLite baseline schema: migrations/sqlite/001_initial.sql mirrors migrations/001_initial.sql table-for-table (and 002_refresh_tokens.sql mirrors the refresh-token migration from main). Tables/indexes/views/CHECK constraints use only SQLite built-ins (so any SQLite tool — sqlite3, VACUUM INTO, backup agents — can open and copy the database); the schema's invariant triggers (protected-object registry, PKI parentage/ceilings, revocation immutability, shared-key rules, …) call a small set of atom_* SQL functions the app registers on every connection (src/db/sqlite_functions.rs, via libsqlite3-sys).
  • Value encodings: UUID = 16-byte BLOB, timestamp = fixed-width RFC 3339 text (microseconds, Z), JSON = TEXT + json_valid, arrays = JSON text, bool = INTEGER.
  • Error classification: error::{is_unique_violation, is_foreign_key_violation, is_check_violation} replace ad hoc SQLSTATE string comparisons everywhere (including in tests), so the same code path works on both backends' error codes.
  • Dual-backend test suite: every DB-gated integration binary (63 of them) and the in-crate #[ignore]d unit tests run against both backends — cargo test -- --include-ignored (PostgreSQL, default) and ATOM_TEST_BACKEND=sqlite cargo test -- --include-ignored (SQLite, no external service — each test process gets a fresh file). CI runs both lanes. tests/sqlite_operations.rs covers what has no PostgreSQL analogue: fixed PRAGMAs, restart persistence, single-owner lock, rollback atomicity, contention/busy mapping, backup-and-restore.
  • Operator docs: docs/content/docs/operations/sqlite.mdx — configuration, durability policy, backup/restore, behavioral differences, when to choose which backend.
  • AGENTS.md updated with the two-backend invariants (query-layer-only rule, migration pairing, built-ins-only schema, no second pool connection under a transaction).

Merged current main (rotating refresh tokens, #107) into this branch; migrations/sqlite/002_refresh_tokens.sql added as its SQLite counterpart and the new src/identity/refresh_tokens.rs / m51_refresh_tokens.rs ported onto the query layer — all 12 refresh-token tests pass on both backends, including the concurrent-exchange and lock-ordering ones.

Test plan

  • cargo fmt --check
  • cargo clippy --locked -- -D warnings
  • scripts/check-db-boundary.sh (driver-type boundary + PostgreSQL/SQLite schema parity)
  • scripts/check-v1-contracts.sh
  • Full workspace compiles: lib, bin, all integration test binaries
  • cargo test --lib — 420 tests pass on both PostgreSQL and SQLite (--include-ignored)
  • All 65 DB-gated integration test binaries (every one except m27_live_amqp_delivery/m28_amqp_mtls_local_principal, which need a real AMQP broker CI doesn't provision either) pass on both PostgreSQL and SQLite, each test binary against a freshly created/migrated database — including m41_pki_est (needs estclient, installed locally to verify) and m42_pki_pkcs11 (PostgreSQL only by design: it proves the HSM key backend, independent of the storage engine)
  • tests/sqlite_operations.rs (SQLite-only operational contract) — 10/10
  • Manual end-to-end smoke: booted the binary against a fresh SQLite file, applied the demo bootstrap, logged in, created a tenant via GraphQL, restarted the process, confirmed the tenant persisted

One CI run caught two real gaps this local matrix had missed (both fixed, both re-verified locally end to end before the fix commit, and now covered by regression tests): a json_each-scoped array_position translation that silently matched nothing rather than raising an error, masked by simpler test cases; and m41_pki_est, excluded from earlier local runs for lacking the estclient binary, which hit an SQLite-only generate_series-in-SELECT-list gap plus an unrelated SQLite INSERT...SELECT...ON CONFLICT grammar ambiguity. Both are now documented in AGENTS.md's two-backend invariants.

…-001)

Adds the internal storage boundary described in
product-docs/development/database-backends/RFC.md: DatabaseKind and a
cloneable Database enum own pool construction, URL scheme classification,
migration dispatch, and sanitized (credential-free) startup logging;
DbTransaction wraps a transaction with nested-savepoint support via its own
begin(). Only a Postgres variant exists -- DATABASE_URL schemes other than
postgres://[ql] (including sqlite://) now fail startup fast, before any pool
or migration work, with an actionable message.

AppState.pool: PgPool is replaced by AppState.db: Database. AppState::new
takes impl Into<Database> so every existing call site passing a raw PgPool
(main.rs, ~20 test fixtures) keeps compiling unchanged via the From<PgPool>
impl. A transitional AppState::pool()/Database::as_postgres() accessor
returns the same &PgPool as before, so the ~640 existing repository/handler
call sites that read state.pool need only the mechanical `.pool` ->
`.pool()` rename (this commit) -- no query logic changes. Removing that
transitional accessor from every call site is Milestone A's exit criterion
(DB-003 through DB-006), not this phase.

Zero intended behavior change. Verified: cargo fmt --check, cargo clippy
--lib --bins -- -D warnings, full workspace compiles (lib + bin + all
integration test binaries), 332 non-DB unit tests, and ~115 DB-gated
integration tests across authz, identity/credentials, tenants, PKI,
audit/outbox, bootstrap, and soft-delete/restore run green against a real
Postgres instance including the single-connection-pool canaries
(creating/deleting_role_assignment_works_with_a_single_connection_pool).
One pre-existing test-order flake (m34_pki_renewal, unrelated fixture
collision with m30/32/33 sharing one database) was confirmed to reproduce
identically on unmodified main -- not a regression from this change.

Also collapses two pre-existing `else { if .. }` clippy findings in
src/certs/graphql.rs (unrelated to this change, but needed to unblock
`cargo clippy -- -D warnings` as a green gate for this phase).
…cation (DB-002)

Migrates every transaction-taking function (all ~200 sites across 22
identity/authz/tenants/certs/PKI/audit/bootstrap files) from
sqlx::Transaction<'_, Postgres> to the backend-neutral db::DbTransaction<'_>
introduced in DB-001, and the six audit.rs commit helpers
(commit_with_audit, commit_with_observation, commit_observed_with_cache[_*],
observe_in_tx) to take it by value/reference instead of a concrete Postgres
transaction.

Mechanical, behavior-preserving transform, not a rewrite:
- `tx: &mut Transaction<'_, Postgres>` -> `tx: &mut DbTransaction<'_>`;
  by-value commit-helper params the same way.
- Every direct query call against the connection (`&mut **tx` / `&mut *tx`)
  becomes `tx.as_postgres_mut()`, which returns the exact same live
  &mut PgConnection -- same SQL, same connection, same transaction.
- Nested savepoints (PKI serial-collision retries in certs::service) use
  DbTransaction::begin(&mut self), mirroring sqlx's own Transaction::begin
  and preserving the existing SAVEPOINT-scoped rollback behavior.
- Guardrail validators that intentionally take &mut PgConnection directly
  (guardrails::*, *_on_connection) are unchanged; call sites now pass
  tx.as_postgres_mut() instead of the connection reference directly.
- A "wrapper" function that keeps its public &PgPool parameter (kept
  because tests and internal callers depend on it, per AGENTS.md) opens its
  transaction via `Database::from(pool.clone()).begin()` instead of
  `pool.begin()`, so it still hands a DbTransaction to the _in_tx sibling
  it calls -- zero signature change for those ~40 callers.

error.rs: introduces DatabaseErrorKind (NotFound/Unique/ForeignKey/Check/
Internal) and classify_database_error, and routes db_err/IntoResponse/
tonic::Status through it instead of the ad hoc constraint-code match
inline at each site. Only the classification that Postgres already
produces is represented -- no busy/unavailable variant, since nothing
produces one yet and adding an unreachable branch either does nothing or
risks silently changing the fallback-to-500 behavior for errors like
PoolTimedOut. That stays scoped to whichever backend phase first needs it.
restore_conflict/entity_write_conflict keep matching on the raw sqlx::Error
directly, since they need the violated constraint's name, not just its kind.

Zero intended behavior change. Verified: cargo fmt --check, cargo clippy
-- -D warnings (lib+bins, the AGENTS.md-specified gate) and cargo clippy
--tests (only 3 findings, all pre-existing on unmodified code and
unrelated to this change), full workspace compiles (lib + bin + all 60+
integration test binaries), 334 non-DB unit tests, and ~230 DB-gated
integration tests across authz, identity/credentials, tenants, PKI
(issuance/renewal/revocation/CRL/OCSP/enrollment/lifecycle-automation/
purge-after-revocation), audit/outbox, bootstrap, cache invalidation
(including every lock-ordering/cache-barrier test), and the config-managed
same-transaction-recheck guards all run green against a real Postgres
(and Redis, for cache tests) instance -- including the single-connection-
pool canaries. Two pre-existing test-order-dependent flakes
(m34_pki_renewal, m35_pki_revocation -- a shared profile fixture collides
across PKI test files sharing one database) and one pre-existing
environment-gated test (m41_pki_est, requires an external ATOM_EST_CLIENT)
were confirmed to reproduce identically on unmodified code / require setup
unavailable here -- not regressions from this change.
Every statement now executes through crate::db::{query, query_as,
query_scalar, QueryBuilder} against a Target (Database, transaction or
connection). SQL is authored once in the PostgreSQL dialect; Postgres runs it
unchanged and SQLite runs a cached mechanical translation (or an explicit
.sqlite() override). Adds the SQLite connection/lock/location plumbing and
the translator; Postgres behaviour is unchanged (full integration suite).
migrations/sqlite/001_initial.sql mirrors the PostgreSQL baseline (tables,
indexes, views, seeds, protected-object registry and PKI triggers). The
PostgreSQL built-ins and schema functions it depends on are implemented in
Rust and registered on every SQLite connection.
@felixgateru
felixgateru marked this pull request as draft September 21, 2026 11:53
… layer

- flip application code from PgPool to the backend-neutral Database and add
  DbExecutor for code that runs on a transaction or a pooled connection
- translate PostgreSQL SQL to SQLite (arrays, JSON operators, intervals,
  LATERAL, DELETE..USING, data-modifying CTEs via sqlite_all, encode/decode,
  generate_series, EXTRACT(epoch)); explicit .sqlite() overrides where a
  mechanical rewrite is not possible
- register the SQL functions SQLite lacks (uuid/timestamp/json helpers,
  grant_scope_matches, md5, ...) and keep table constraints built-in only
- classify SQLite errors (unique/FK/check/busy) and expose is_*_violation
- shared test fixtures (ATOM_TEST_BACKEND=sqlite), rejecting-trigger helper,
  SQLite operational tests, boundary/parity check script, SQLite CI lane
- operator docs page for running Atom on SQLite
…sorted parity fixes

- ($n IS NULL OR cond) is specialised per call so SQLite plans the filter that
  is present and uses its index
- jsonb key removal, encode/decode nesting, float casts, restrict-violation
  classification, effective pool ceiling in /health
- backend-neutral FK assertion in the in-crate tests
Pulls in rotating refresh tokens for session authentication (#107),
released to main after this branch diverged.

Ports the new code onto the backend-neutral query layer and Database/
DbTransaction facade this branch introduced: src/identity/refresh_tokens.rs
now takes &mut DbTransaction instead of sqlx::Transaction<'_, Postgres>
and goes through crate::db::{query, query_scalar} instead of sqlx::query*;
src/purge.rs, src/graphql/auth.rs and src/identity/service.rs's new call
sites use state.pool()/&Database instead of &state.pool: PgPool.

Adds migrations/sqlite/002_refresh_tokens.sql as the SQLite counterpart of
migrations/002_refresh_tokens.sql (schema parity enforced by
scripts/check-db-boundary.sh, updated here to check every migration pair,
not just the frozen v1.0.0 baseline). tests/m51_refresh_tokens.rs and
tests/api_contract.rs ported onto the query layer; all 12 refresh-token
tests, including the concurrent-exchange and lock-ordering ones, pass on
both PostgreSQL and SQLite.

AGENTS.md documents the two-backend invariants: route all SQL through
crate::db, keep the two migrations directories paired, use only SQLite
built-ins in schema objects, classify errors with error::is_*_violation
instead of comparing SQLSTATEs.
…n SQLite

The old translation of array_position($1::uuid[], id) was a json_each
correlated subquery: (SELECT key FROM json_each($1) WHERE unhex(value) = id).
json_each exposes its own fixed columns (key, value, type, atom, id, parent,
fullkey, path); a bare `id` inside that subquery's WHERE clause resolves to
json_each's *own* id column, not the correlated outer row, regardless of
aliasing json_each itself. The comparison was therefore always NULL, so the
ORDER BY produced whatever order the query plan's underlying scan happened
to use -- silently wrong, and only visibly wrong once a query plan (e.g. an
index seek from an IN-list optimization) diverged from insertion order.

Every real call site orders by array_position($N::uuid[], id) (six bare
`id`, one already-qualified `g.id` that happened not to trigger it) across
api_endpoints/resources/roles/role_assignments/direct_policies/entities/
groups "fetch these ids, in this order" listings.

Fixed by computing the position with instr() against the parameter's JSON
array text directly, entirely in the outer scope -- no new FROM-source, so
nothing to shadow. Every array element is a fixed-width token (32-hex UUID,
or any other scalar in its own JSON quotes), so substring position is
strictly increasing in element order, same as array index for ordering
purposes.

Caught by tests/m44_list_sorting.rs's
authorized_entity_order_survives_id_refetch_and_paginates, which (unlike
the narrower cases that happened to pass) queries a table with rows besides
the two being ordered, so the query planner's index-seek plan surfaced the
bug. Added a translator-level regression test pinning the fix.
@felixgateru felixgateru changed the title Introduce backend-neutral database facade and transaction boundary Add SQLite as a second database backend alongside PostgreSQL Sep 22, 2026
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Two independent problems in one statement, neither caught by the local
verification runs that excluded this test (it needs a locally-unavailable
EST client, since fixed by installing github.com/globalsign/est's
estclient@v1.0.7 the way CI does):

1. `SELECT generate_series(0, 1) AS step, ...` used generate_series as a
   PostgreSQL set-returning-function-in-SELECT-list expansion, not as a
   FROM-clause table source. The translator's generate_series rule only
   handles the latter (`FROM generate_series(...) AS alias`, proven by
   tests/m31_entity_external_id.rs), so it left this occurrence untouched,
   and the surrounding statement's other rewrites (epoch/interval
   arithmetic) produced valid SQL fragments wrapped around an invalid one.
   Fixed by giving the test's own query the portable FROM-clause form,
   which PostgreSQL treats identically and the translator already handles.

2. Once fixed, the same statement hit an unrelated SQLite grammar
   limitation: `INSERT ... SELECT ... FROM <source>` (no WHERE) immediately
   followed by an upsert clause is ambiguous to SQLite's parser and is
   rejected with "near \"DO\": syntax error", even though it is valid SQL
   SQLite otherwise executes. Confirmed directly against sqlite3 (CLI and
   Python binding, 3.47.2), independent of this crate's translator; adding
   any WHERE resolves it. Fixed with a `WHERE true` no-op filter, safe on
   both backends. Audited every other INSERT...ON CONFLICT in the codebase
   (grep, all 52 occurrences) for the same shape; this was the only one.

Documents both in AGENTS.md's two-backend invariants so a future query
does not reintroduce them, and pins the CTE/generate_series/epoch
translation with a permanent regression test.
@felixgateru
felixgateru force-pushed the codex/database-backend-facade branch 2 times, most recently from 31df0ad to 8bf1d7c Compare September 23, 2026 08:49
@felixgateru
felixgateru marked this pull request as ready for review September 23, 2026 08:58
@arvindh123

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Please revise this PR to use domain-level repository contracts, following the pattern used by Magistrala's alarms service, instead of making a PostgreSQL-to-SQLite query translator the main database abstraction.

The requested boundary is service -> repository contract -> backend implementation. We do not want an interface around every SQL/helper function or one giant repository interface.

Reference: Magistrala alarms

The alarms service receives a Repository interface exposing domain operations such as CreateAlarm, ViewAlarm, and ListAllAlarms; the PostgreSQL repository implements those operations and owns its SQL:

These links use the historical revision before the service moved to EE.

Requested Rust design

  1. Define small repository traits grouped by domain/use case: identity, credentials/sessions, authorization, resources, tenants, certificates, etc. Expose the operations callers need, using domain inputs/results rather than raw SQL, bind arguments, or driver-specific rows.
  2. Implement those contracts separately for PostgreSQL and SQLite. Each implementation owns its native SQL, backend-specific queries, and error conversion. Keep business rules in shared services/engines; do not duplicate authorization evaluation in the adapters.
  3. Select and inject the implementation at startup from DATABASE_URL. Arc<dyn Repository + Send + Sync> with async_trait is one suitable option; generics or enum dispatch are also acceptable if they preserve this domain boundary. The request is about the abstraction boundary, not requiring a particular dispatch mechanism.
  4. Replace reliance on the general runtime SQL translator with explicit backend implementations. Shared internal helpers and connection/transaction wrappers are fine where they are useful, but services should call domain operations rather than assemble SQL through a generic compatibility API.

An illustrative layout (adapt the grouping to Atom's actual callers):

src/identity/
    service.rs
    repository.rs       # domain contracts and input/result types
    postgres/
        entities.rs
        credentials.rs
    sqlite/
        entities.rs
        credentials.rs

Design the transaction boundary first

Atom's mutations can span multiple domains and must publish their outbox event atomically. Do not make every repository method open and commit an independent transaction.

Choose an explicit shared transaction/unit-of-work design, or operation-level storage methods that own the entire atomic operation. Preserve:

  • One transaction/connection for all writes in an operation, including its outbox row.
  • Existing audit/observation commit semantics: transactional outbox, with the appropriate audit/log handling after commit.
  • Nested savepoints where certificate issuance retries require them.
  • No second pool acquisition while a transaction holds a connection.
  • One canonical grant expansion per backend, reused by the PDP, control-plane gates, and authorized listings; no separate listing evaluator or per-reader grant expansion.

Suggested implementation sequence and acceptance criteria

  • Document the proposed repository and transaction contracts, then implement one representative operation that exercises both a read and an atomic multi-write mutation on both databases.
  • Port the remaining storage operations to those contracts, keeping transport/service behavior and API contracts unchanged.
  • Keep PostgreSQL/SQLite driver details and native SQL within their adapters; retain paired migrations and SQLite's documented durability/single-owner behavior.
  • Run the same behavioral contract/integration tests against both implementations, including authorization/listing parity, search/sorting/null semantics, rollback, savepoints, and mutation + outbox atomicity.
  • Retain the SQLite operational tests and PostgreSQL regression coverage; update architecture documentation and boundary checks to match the final design.
  • Remove the superseded translator/query compatibility machinery once callers have migrated.

This deliberately accepts some duplication of storage queries in exchange for explicit, independently testable backend implementations. Shared business logic should remain shared. Neon can normally reuse the PostgreSQL adapter; it does not need a separate repository implementation merely because it is a different PostgreSQL hosting provider.

felixgateru and others added 2 commits September 25, 2026 09:52
Responds to review on this PR: replace the general-purpose PostgreSQL->SQLite
query translator with domain-shaped repository contracts, each backend owning
its native SQL (Magistrala alarms-service pattern), staged one domain at a
time starting with a documented pilot rather than a single pass across the
whole codebase (~34,000 lines / ~24 files) — see
product-docs/development/database-backends/REPOSITORY-PATTERN.md for the
full contract, the transaction/unit-of-work design (unchanged: Database/
DbTransaction, the existing crate::audit outbox-commit helpers), and the
backend-specific translation notes this pilot needed.

src/authz/resources/{mod,postgres,sqlite}.rs implements
create_resource_with_audit, create_resource, get_resource,
list_resources_by_ids and list_resources: a plain read, a harder read
(recursive group-hierarchy CTE, jsonb/JSON containment, search, pagination),
and the atomic multi-write outbox mutation the review asked to see proven.
Backend selection is a match on the already-connected Database enum (no new
selector type, no dyn dispatch — matches the codebase's existing enum-match
convention); postgres.rs/sqlite.rs are private (`mod`, not `pub mod`) so nothing
outside the domain can reach a specific backend's implementation.
crate::db::native::uuid_array_json is the one small shared encoding helper
this needed (matches the existing UuidArray wire format).

scripts/check-db-boundary.sh: the driver-type boundary now also accepts a
domain's own postgres.rs/sqlite.rs (in addition to src/db/), and separately
verifies no adapter has been widened to `pub mod` (which would silently widen
the exemption past its own domain — Rust's own privacy check is the real
enforcement for adapters that stay private).

All 11 test suites touching resources verified on both PostgreSQL and
SQLite (146 tests), including outbox_failure_rolls_back_the_domain_mutation,
which specifically proves the mutation+outbox atomicity guarantee survived
the conversion on both backends.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
…repository

Completes the resources domain's move to the repository-per-domain
pattern: the four remaining mutations (with their audit-commit variants)
now dispatch through authz::resources with native SQL in the postgres
and sqlite adapters instead of the general-purpose translator. SQLite
notes: FOR UPDATE is dropped (BEGIN IMMEDIATE already serialises
writes), IS NOT DISTINCT FROM becomes IS, JSON binds as TEXT, now() is a
registered function so it stays as-is. The shared
purge_authz_references_for_ids cleanup stays in authz::repo for the
not-yet-ported purge paths.

Co-Authored-By: Claude Code <noreply@anthropic.com>
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