fix(taxonomy): harden run persistence - #130
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WalkthroughTaxonomy runs now select at most 10,000 eligible records and require 90% embedding coverage. Run metadata records selection counts and strategy. Completion validates taxonomy structure and stores canonical digests for idempotent retries. Repository persistence uses bulk inserts with reference validation. Failure callbacks handle repeated terminal payloads without rewriting matching results. Stale runs use 🚥 Pre-merge checks | ✅ 5✅ Passed checks (5 passed)
Full details: Description checkExplanation The description is structured, relevant, and includes the change summary, testing details, runtime configuration, migration context, and checklist. It still contains a material inconsistency: it says the timeout remains 1,800 seconds, while the changes and objectives set the default to 300 seconds. The unresolved Thanks for using CodeRabbit! It's free for OSS, and your support helps us grow. If you like it, consider giving us a shout-out. Comment |
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Actionable comments posted: 6
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Inline comments:
In `@internal/models/taxonomy.go`:
- Around line 282-299: Extend the bounded-diagnostics validation table in the
taxonomy API tests with a cluster_count value of 5000, and assert that the
request returns a 400 validation problem for cluster_count. Keep the test
aligned with the existing cases and validation behavior of
TaxonomyRunPartialMetrics.
In `@internal/repository/taxonomy_repository.go`:
- Around line 718-725: Update the assignments in the taxonomy run flow so
SelectedCount reflects the actual number of returned records, using
len(records), and determine SelectionTruncated from that actual count rather
than the query limit. Keep SelectionCap and SelectionStrategy unchanged.
In `@internal/service/taxonomy_service.go`:
- Around line 968-991: Update canonicalJSONEqual and the taxonomy failure
matching path so both run.Metrics and the incoming metrics are normalized with
the shared default-object behavior before comparison, including nil or empty
values. Reuse the repository’s existing canonical JSON and digest helpers from a
shared package, and remove the duplicated service/repository implementations
while preserving taxonomyFailureMatches idempotency.
- Around line 35-39: Export maxTaxonomyRunInputRows from the repository and
replace the duplicated taxonomySelectionCap value in the taxonomy service with a
reference to that exported constant, keeping selection_cap and selected_count
aligned with the repository-enforced limit.
- Around line 471-501: Update StoreResultAndActivate and
validateTaxonomyResultMemberships to compare membership FeedbackRecordID values
against the selected run input ID set, rejecting missing or unexpected records
before insertion and activation. Preserve existing cluster, duplicate, and
finite-value validation, and add a regression test covering incomplete
membership coverage.
In `@tests/taxonomy_api_test.go`:
- Around line 933-957: Extend the subtest after both requestTaxonomyProblem
calls to verify the run identified by runID remains in the running state and has
no persisted taxonomy artifacts, using the existing test helpers or assertions
for run status and artifact absence.
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📒 Files selected for processing (8)
.env.examplecmd/api/app.gointernal/config/config.gointernal/models/taxonomy.gointernal/repository/taxonomy_repository.gointernal/service/taxonomy_service.gointernal/service/taxonomy_service_test.gotests/taxonomy_api_test.go
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Reviewed at b6977c8 against origin/main. Ran locally: go build ./..., go vet ./..., unit tests, and the full ./tests/... integration suite against Postgres 18.3 + pgvector 0.8.2 — all green, matching CI. Nice defensive work throughout; the validation layer, the digest design and the bounded diagnostics are all careful. One blocker though.
[P1] The coverage check rejects valid results whenever feedback arrives mid-run
internal/service/taxonomy_service.go:421-426 fetches the selected record IDs at completion time and requires memberships to match exactly. But GetRunInputRecordIDs (internal/repository/taxonomy_repository.go:733) re-derives the selection from live data — ORDER BY fr.collected_at DESC, fr.id ASC LIMIT n (:1431, :1451) — with no snapshot and no collected_at upper bound.
GetRunInput and GetRunInputRecordIDs are byte-identical queries, so the intent is right, but they run minutes apart. Any feedback record that gets embedded while the run is in flight sorts to the top of that window, evicts the oldest selected record, and the set no longer matches what taxonomy was handed. limit is frozen at min(run.RecordCount, 10000), so this is not limited to tenants over the 10k cap — a single arriving record is enough at any size.
I reproduced it as an integration test, with a control:
- one record arriving mid-run → 400
result.memberships: "memberships must exactly cover the selected run input" - identical flow, nothing arriving → 200
- same test on
origin/main→ 200, so this is introduced here rather than pre-existing
assertTaxonomyRunUnchanged passes on the rejected run: it stays running with zero clusters, memberships, nodes and active-runs. And 400 is not in taxonomy's retryable set (_is_retryable_hub_error only retries RequestError, 429 and 5xx), so there is no recovery — taxonomy falls into its except TaxonomyError path and marks the run failed at the persistence phase. The whole LLM run is paid for and discarded, deterministically, on any tenant receiving feedback.
Repro, if useful:
// tests/taxonomy_sliding_window_test.go
func TestRunInputSelectionIsStableAcrossTheRun(t *testing.T) {
ctx := context.Background()
harness := setupTaxonomyAPIServer(t)
scope := uniqueTaxonomyScope("tax-sliding-window")
cleanupTaxonomyTenant(ctx, t, harness.db, scope.TenantID)
seeded := seedEmbeddedFeedback(ctx, t, harness, scope, 1)
runID := startRunForScope(ctx, t, harness, scope)
var input models.TaxonomyRunInputResponse
requestTaxonomyJSON(ctx, t, http.MethodGet,
harness.server.URL+"/internal/v1/taxonomy/runs/"+runID.String()+"/input",
harness.internalToken, nil, http.StatusOK, &input)
require.Len(t, input.Records, 1)
processed := input.Records[0].FeedbackRecordID
// Ordinary production traffic while the run executes.
seedEmbeddedFeedback(ctx, t, harness, scope, 1)
resp := doTaxonomyRequest(ctx, t, http.MethodPut,
harness.server.URL+"/internal/v1/taxonomy/runs/"+runID.String()+"/result",
harness.internalToken, validTaxonomyResult(processed))
defer func() { _ = resp.Body.Close() }()
require.Equal(t, http.StatusOK, resp.StatusCode,
"a result covering exactly the records taxonomy was given must be accepted")
}The fix I'd suggest is persisting the selected record IDs when the run starts and validating against that snapshot, rather than re-querying. A collected_at <= run.created_at bound would narrow the window but still drifts on backdated records and deletions.
Worth flagging that this arrived in b6977c8, which was the commit answering the coverage comment — so the check itself is the right idea, it just needs a stable input set to check against.
[P3] Runs that succeeded before this ships lose callback idempotency
internal/service/taxonomy_service.go:413-418 treats a succeeded run as idempotent only when result_digest in its stored metrics matches. Runs that succeeded before this deploys have no such key, so ObjectString returns "", the comparison fails, and a duplicate callback gets a 409 rather than the previous result. Narrow — only affects in-flight callbacks across the deploy, and 409 is the safe direction — but a metrics without the key is arguably "unknown" rather than "different", so treating a missing digest as a match may read better.
Bot reconciliation
All six CodeRabbit threads are addressed at this head, and I verified rather than took the replies at face value:
MaxTaxonomyRunInputRowsis exported and the duplicated cap is genuinely gone- canonical JSON comparison now lives in
internal/jsonutil, and empty/nil/null normalize consistently partial_metrics.cluster_counthas its bound and the 400 names the field- the invalid-result test asserts zero rows across clusters, memberships, nodes and active-runs
No SonarQube gate on this repo; Coverage, Code Quality and all three pg matrix legs are green.
Checked and correct
Recording these so they don't get re-litigated: the digest deliberately excludes metrics, so retries with differing counters don't false-conflict. storeResultAndActivateInTx re-checks status under FOR UPDATE and returns a transition conflict, so a reaped run can't be resurrected by a late callback. TaxonomyRunPartialMetrics is counts and booleans only — no labels, feedback or record IDs — and Provider is a four-value enum with Model bounded and null-byte-checked. Taxonomy's _hub_provider maps openai-compatible→openai and vertex-gemini→vertex, so the enum contract holds across the two repos. And the reaper is started only in cmd/api/app.go:652, not hub-worker, so the chart PR's worker-divergence concern doesn't apply.
One cross-PR note rather than a finding here: taxonomy stops heartbeats before its terminal callback, and put_run_result can spend up to ~420s across 3 attempts with backoff, against the 300s TAXONOMY_STUCK_RUN_TIMEOUT_SECONDS this stack standardises on. The reaper can therefore fail a run mid-callback and the late result correctly 409s. Probably better addressed on taxonomy#17, but it's this default that sets the ceiling.
Not approving yet purely on the P1 — happy to re-review as soon as the selection is snapshotted.
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Follow-up to my earlier review — same head (b6977c8), no new findings on the P1, but I widened the testing a lot and turned up three more things plus one process note. Everything below is additional; the P1 above still stands on its own.
What I ran
All against b6977c8, and separately against b6977c8 merged with current origin/main:
| Result | |
|---|---|
go build / go vet |
pass |
| Unit tests, all packages | pass |
| Integration suite (Postgres 18.3, pgvector 0.8.2) | pass |
Merged with current origin/main |
clean merge, builds, all tests pass |
goose validate + full chain including the new 022 |
pass |
golangci-lint run ./... (v2.11.4, the pinned version) |
0 issues |
go test -race (service, repository, jsonutil, cmd/api, taxonomy integration) |
no races |
| Cross-repo Hub-Taxonomy Docker suite, rebuilt against this head | 2 passed |
Note the branch is now behind origin/main — 04865f2 (ENG-2375) landed after CI last ran here. cmd/api/app.go is touched by both, so I merged and re-tested rather than trust MERGEABLE: the merge is clean, the reaper wiring survives intact, and the full suite stays green. Worth a re-run of CI on a refreshed base before merge, but nothing to fix.
I also mutation-tested the new guard — commenting out the validateTaxonomyMembershipCoverage call fails TestTaxonomyService_CompleteRunRejectsIncompleteSelectedInputCoverage and TestTaxonomyAPI_InternalErrors. The tests can genuinely fail, which is the main thing I wanted to confirm.
Process note: the cross-repo suite can't catch this class of bug
This is the bit I'd most want to fix, independent of the P1.
scripts/test-hub-integration.sh on the companion Taxonomy branch pins the Hub image to d692503c — the first commit of this PR. The coverage check lives in the second commit, b6977c8. So the "2 passed" that both this PR and formbricks/taxonomy#17 cite as verification was produced against the commit immediately before the completion contract changed.
I rebuilt the suite against the real head (HUB_INTEGRATION_CONTEXT pointed at a local checkout, which the script supports). It still passes, in 3.91s — because the suite never writes feedback while a run is in flight. So that evidence reads identically whether or not the P1 exists.
Two cheap improvements: bump the pin when the Hub contract changes under it, and add a case that inserts one embedded record between get_run_input and put_run_result. That second one is a three-line addition and would have caught this.
[P2] The stuck-run timeout default drops to 300s, and the warning that made it safe is deleted
internal/config/config.go:227 moves TAXONOMY_STUCK_RUN_TIMEOUT_SECONDS from 1800 to 300, and the diff removes the comment that said it "MUST exceed the longest legitimate run" until heartbeats flow.
That precondition still holds for some deployments. Checking which Taxonomy builds actually heartbeat during generation:
| Taxonomy build | Heartbeats during generation? |
|---|---|
main, 0.1.10, 0.1.9 |
yes, 30s |
v0.1.5, v0.1.0 |
no |
v0.1.0 is what the Helm chart pins — on formbricks main today, and still in formbricks/formbricks#8954. So for an install running taxonomy.enabled=true at the chart's default image, this new default force-fails every run longer than five minutes, and the comment explaining why is gone from the tree.
Since this PR can merge and deploy independently of the chart and the Taxonomy release, holding at 1800 until the chart pins an image at or above 0.1.9 would decouple them. If 300 is deliberate, it's worth saying in the PR that it requires Taxonomy >= 0.1.9, because it's a default change self-hosters inherit silently.
Related, and the reason 300 is tight even on current Taxonomy: heartbeats stop before the terminal callback while put_run_result can retry for roughly 420s, so the reaper can fail a run mid-callback. I've put the detail on formbricks/taxonomy#17 since the fix belongs there, but this default sets the ceiling.
[P3] The directory-scope branch of the new query is never exercised
queryRunInputRecordIDs sits at 44.4% statement coverage with the integration suite included. The completion tests all use uniqueTaxonomyScope (field scope), so only the field-scoped SQL path runs — the directory-scoped variant, which has the broad tenant-wide WHERE with no source/field predicates, is untested.
Given the P1 is in exactly this code path, that's the branch I'd least want uncovered. A directory-scoped variant of the existing "completes a run" case would cover it.
For contrast, the rest of the new code is well covered once the integration package is counted: internal/jsonutil at 100%, and 61-79% across GetRunInputRecordIDs, storeResultAndActivateInTx and the three bulk inserts. (Running only unit tests reports 0% for the repository functions, which is an artifact of the integration tests living in a separate package rather than a real gap.)
[P3] No request body limit on the result endpoint
The result payload is unmarshalled whole and inserted in one transaction, with no http.MaxBytesReader and no upper bound on len(req.Nodes). Memberships are bounded to 10,000 by the coverage check and clusters follow from the size-equals-membership-count rule, but nodes are unbounded.
It sits behind the internal service token so the trust boundary is real and this is low severity — but feedback_records_handler.go:52 and tenant_settings_handler.go:106 both apply a body limit, so this is the one internal write path that doesn't.
Security review
No findings. Recording what I checked, since some of it is load-bearing for how the P1 gets fixed:
- SQL. All three bulk inserts go through
jsonb_to_recordset($1::jsonb)— a single parameter, no dynamic placeholder construction, no interpolation anywhere in the new queries. That also keeps you clear of the 65535-parameter ceiling at 10,000 memberships, which a naive multi-VALUES insert would hit. - Tenant scoping.
tenant_idon every inserted membership comes fromrun.TenantID, never from the request body — the internal caller cannot supply a tenant at all, it is derived from the run. - Schema-level isolation.
taxonomy_cluster_membershipscarries composite foreign keys(feedback_record_id, tenant_id)and(run_id, tenant_id), so a membership naming another tenant's record fails at the database regardless of application logic. I went looking for a cross-tenant association hole here and the schema already closes it. Worth stating explicitly because it means the coverage check is a completeness guard, not a tenancy guard — so replacing it with a snapshot loses no security property. - State machine.
storeResultAndActivateInTxre-reads underFOR UPDATEand conflicts on any status other thanrunning, so a reaped run cannot be resurrected by a late callback. - Result validation. NaN and Inf rejected on confidence and distance; unique cluster keys; the outlier invariant tied to key
-1with a canonical label; sibling labels unique after case and whitespace normalisation; and an exact five-level tree — one root, parent level equal to child level minus one, no leaf parents, every non-leaf with children, every cluster in exactly one leaf. Cycles are structurally impossible given levels strictly decrease to a parentless root. - Data exposure.
TaxonomyRunPartialMetricsis counts and booleans with bounded maxima,Providera four-value enum,Modelcapped at 255 withno_null_bytes,PhaseDurationscapped at 8 keys against an allowlist. No labels, feedback text or record identifiers reach diagnostics. - Attack surface. No route or handler changes in the diff.
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Addressed the follow-up review at the current head (
Verification: full Hub lint reports 0 issues; fresh pgvector migration + Taxonomy API suite passes; the Docker Hub–Taxonomy suite passes 3/3. |
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Re-reviewed at fdc307fe. Everything from the last round checks out, verified rather than taken on trust:
- The snapshot fix works — the original sliding-window repro now returns 200 where it previously returned 400.
- The directory-scope regression is a real one: directory scope, multiple fields, fetches input, seeds a newer embedded record mid-run, then completes with the originally dispatched IDs.
- 16 MiB body limit with the 413 handler test, stale timeout back to 1,800, and full lint at 0 issues.
- Fresh disposable pgvector database through the complete Goose chain including 023, then the full
./tests/...suite: green. Alsogo build,go vet, all unit packages, and-raceacross service, repository, handlers and the taxonomy integration tests — no failures, no races.
The snapshot design itself is good: idempotent behind the alreadyMaterialized guard, materialized inside withTenantWritePoolTx with the run locked, INSERT … SELECT with bound parameters only, and the table carries just run/tenant/record IDs and a sort order — no feedback text. Having /input read through the snapshot so a taxonomy retry gets a byte-identical set is a nice bonus beyond the original fix.
Two things left, both about failure modes rather than the design.
[P2] The deliberate no-cascade choice is right, but its failure mode surfaces as a 500
To be clear up front: I agree with the reasoning in the description — cascading the snapshot with feedback_records would let the dispatched membership contract silently shrink, and a result missing a deleted record would then be accepted as complete. Keeping the snapshot immutable is the correct call, and it is why I am not asking for the FK.
The gap is that nothing handles the state that choice deliberately creates. Deleting a snapshotted feedback record while a run is in flight leaves an orphan row, and both internal endpoints then return a generic 500:
- Completion → 500. Coverage validation passes, because the memberships match the orphaned snapshot exactly. The membership insert then violates the composite
(feedback_record_id, tenant_id)FK ontaxonomy_cluster_membershipsand the error is not mapped, so it lands asinternal_server_error. /inputre-fetch → 500. The read joins livefeedback_records, so thelen(records) != selectedCountguard fires correctly — buterrTaxonomyRunInputSnapshotUnreadableis defined and returned and never mapped to a status, so it also falls through tointernal_server_error.
Both reproduce deterministically against a fresh database at this head.
The reason I would not leave this as a nitpick: 5xx is retryable in the Taxonomy Hub client (_is_retryable_hub_error retries on >= 500), so a deterministic, permanent failure consumes the full retry budget — three attempts at a 120s timeout plus backoff — before the run is finally marked failed. A modeled 4xx would fail fast and tell the operator what actually happened. Mapping errTaxonomyRunInputSnapshotUnreadable, and the membership FK violation, onto a validation or conflict problem naming "a selected feedback record was deleted after dispatch" would preserve the immutability contract exactly as designed while turning two unexplained 500s into an actionable response.
Smaller, same root: the records purge enumerates embeddings, taxonomy_cluster_memberships and feedback_records in its batch CTE and does not mention taxonomy_run_input_records. A full purge is still correct, because the taxonomy phase deletes runs and the run FK cascades the snapshot away — but the record phase runs first, so there is a window where orphaned snapshot rows exist, and a run completing inside it hits the 500 above. The purge's "exact per-table counts" contract also now silently omits this table.
[P2] Runs already in flight when this deploys will all fail completion
GetRunInputRecordIDs reads only from taxonomy_run_input_records with no fallback, so a run dispatched before migration 023 — which fetched /input from the old code and therefore has no snapshot — returns an empty selection. Coverage then requires exactly zero memberships, and completion fails with a 400: memberships must exactly cover the selected run input. The run is left running until the reaper fails it, and the generation is lost.
I confirmed this against a fresh database: a running run with no snapshot row gets 400 on completion. The materializeTaxonomyRunInput test helper is the same signal from the other direction — completion now hard-depends on the snapshot existing.
This is the same fail-safe instinct as the legacy result_digest decision, and it may well be the trade-off you want. The difference in blast radius is what makes me want it to be explicit: the digest case only affects a duplicate callback for an already-succeeded run, whereas this loses every run in flight across the deploy. Two ways to settle it — treat a missing snapshot as "no recorded selection, skip coverage validation" so pre-migration runs complete on the old contract, or keep the strict behaviour and add a deploy note that in-flight runs should be drained or will need re-running. Either is fine; right now it is neither documented nor decided.
Everything else from the last round
Resolved and no longer worth tracking: the directory-scope coverage gap, the missing result-body limit, and the 300-second stale-timeout default. The legacy result_digest conflict I raised as a P3 I am happy to drop — "without a stored digest, equality cannot be proven" is a sound reading, and conflict is the safe direction. The checklist has been updated too, so the earlier "no database schema change" line is no longer stale.
Nothing else on my side. With the two above settled — even just as a decision plus a note for the second — this is good to go from my perspective.
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Addressed the follow-up review in
Verification:
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✱ Stainless preview buildsThis PR will update the ✅ hub-typescript studio · code
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Approving at 62574e1d. Both remaining findings are properly fixed, and the snapshot-lifecycle one is solved better than either option I suggested.
Re-verified
I re-ran each scenario against a fresh database at this head rather than reading the diff:
| Scenario | Before | Now |
|---|---|---|
/input after a snapshotted record is deleted |
500 | 409, a selected feedback record was deleted after taxonomy… |
/result after a snapshotted record is deleted |
500 | 409, same actionable message |
Pre-upgrade run (no snapshot, marker false) completing |
400, generation lost | 200, completes on the legacy contract |
Marker true with the snapshot emptied |
— | 400, so there is no bypass |
409 is not in the Taxonomy client's retryable set, so these now fail fast instead of consuming the full three-attempt retry budget on a permanent failure. That was the part I cared about most.
On the compatibility marker
Worth saying explicitly: this is a better answer than what I proposed. I offered either "treat a missing snapshot as no constraint" or "document the deploy window", and the migration comment explains why neither is sufficient — during a rolling deploy a new replica can create a run whose /input lands on an old replica that cannot snapshot it, so keying off Hub version or creation time would have missed exactly that case. Recording materialization covers it.
The implementation holds up where it matters. The marker flips in the same dbTx as the snapshot insert, including on the already-materialized reuse path, so there is no window where rows exist without the bit. The completion branch is InputSnapshotMaterialized || len(selectedRecordIDs) > 0, so an unexpectedly-empty snapshot still enforces coverage rather than silently degrading to the legacy contract — I probed that specifically and it correctly 400s.
lockReadableTaxonomyRunInput is also the right mechanism rather than a narrower window: FOR KEY SHARE OF fr blocks concurrent deletes for the life of the persistence transaction, so the validate-then-insert race is closed, not just shortened.
I reproduced the upgrade claim independently too — seeded a running run at migration 022, ran 022 to 023, and the run survives with input_snapshot_materialized = false and completes on the legacy path.
The purge sub-point is closed as well: taxonomy_run_input_records is explicitly deleted and counted, and the count is wired through the model, the handler, the worker, and purge telemetry.
Checks I ran
go build, go vet, all unit packages, the full ./tests/... suite on a fresh pgvector database through the complete migration chain including 023, goose validate, golangci-lint v2.11.4 (0 issues), Spectral on openapi.yaml (0 errors), and -race across service, repository, handlers and the full integration suite. No failures, no races — and all 11 CI checks green including pg16/17/18.
Two non-blocking notes
1. The openapi.yaml change wants an SDK follow-up. deleted_taxonomy_run_input_records is added to the purge response schema and to required. That is safe for consumers — a response gaining a guaranteed field breaks nobody — but the Hub TypeScript SDK and the API reference are generated from this file, so hub-typescript will want regenerating. Better as a small follow-up ticket than a change here.
2. [x] Existing public API behavior remains unchanged is now slightly imprecise. The behavior genuinely is unchanged; the response schema is not. Not worth a commit on its own — just flag it if the release notes lean on that checkbox.
Neither affects the approval. Thanks for working through three rounds on this one — the input-snapshot contract ended up in a much stronger place than where it started, and the compatibility handling is the part I would not have thought to ask for. This also unblocks formbricks/taxonomy#18, which I have already approved.
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What does this PR do?
Hardens the internal Taxonomy run contract before the reliability rollout:
Companion Taxonomy follow-up: https://github.com/formbricks/taxonomy/pull/18
No public Formbricks taxonomy API or UI failure code changes.
How should this be tested?
go test ./...(unit packages pass; the pre-existing local integration database was behind migrations 022/023)go test ./tests -run TestTaxonomyAPI -count=1 -v(pass)GOLANGCI_LINT=/Users/bhagya/work/bin/golangci-lint LINT_BASE_REV=origin/main make lint-new(0 issues)make migrate-validate(pass)Migration & runtime configuration
023_taxonomy_run_input_snapshot.sqlfor run-scoped selected record IDs. Rows cascade with the run and intentionally do not cascade with feedback records, so the dispatched membership contract cannot silently shrink.TAXONOMY_STUCK_RUN_TIMEOUT_SECONDSfrom 300 to 1,800 until a callback-heartbeating Taxonomy image is deployed. Operators may lower it afterward while keeping several heartbeat intervals of headroom.Checklist
origin/main