# m9p3: Retroactive Purge and Deterministic Rematerialization ## Delivers The `purge_prior_contributions(user, community, epoch_range)` API and the deterministic rematerialization engine behind it. After this phase a user who has left a community (m9p2 `stop_forward`) can retroactively remove every contribution they ever shared into that community's overlay -- and the community's hot+warm signal aggregates are rebuilt *deterministically* from the surviving WAL events, so two identical purges produce byte-identical checkpoints. Purge is durable (`Tag::PurgeTombstone`), CRDT-safe (`scope_tombstones` on `CrdtSignalState` preserve commutativity/associativity/idempotence across partition heals), and auditable (community queries surface a `purge_watermark`). The local-profile-intact guarantee from m9p1 is upheld throughout: `Local`-scope signals are never matched by a community purge. This is the XL "remove and rebuild" phase. It introduces no new wire format (WAL V3 landed in m9p1; membership epochs landed in m9p2); it composes those primitives with a new replay/recompute path. Deliverables: - `TidalDb::purge_prior_contributions(user_id, community_id, epoch_range)` -> `PurgeReceipt` (new `db/purge.rs`) - `PurgeTombstone { user_id, community_id, epoch_range, hlc, watermark_seqno }` persisted to `Tag::PurgeTombstone` - `RematerializeEngine` (new `governance/rematerialize.rs`): replays community WAL sorted by `(hlc, seqno)`, drops tombstoned events, recomputes hot+warm tiers from scratch - `CrdtSignalState` gains `scope_tombstones: BTreeMap` so merge stays a true CRDT under purge - `purge_watermark: Option` added to `Results.policy_metadata` (the `PolicyMetadata` struct introduced in m9p2) - Hard-negative leak guard: `apply_replication_unhide` and `reconcile` honor purge tombstones so a late pre-purge unhide cannot revive a purged hard negative - Determinism invariant: double-purge -> BLAKE3-equal checkpoint payloads (property test) ## Dependencies - **Requires:** m9p2 complete (`MembershipState`, `Membership`, `MembershipEpoch`, `epoch` ranges, `PolicyMetadata` on `Results`, `db/communities.rs` join/leave/rejoin, `stop_forward_at_ns` gate); m9p1 complete (`SignalScope`, `CommunityId`, `SignalProvenance`, WAL V3 per-event `scope`/`writer_agent`/`share_policy_version`/`membership_epoch`); M8 CRDT (`CrdtSignalState`, `HlcTimestamp`, `ReconciliationEngine`, `StateSnapshot`) - **Files modified:** - `tidal/src/replication/crdt/signal_state.rs` -- add `scope_tombstones`; thread tombstone application through `merge` - `tidal/src/replication/reconcile.rs` -- stop-forward / purge ordering: tombstone HLC dominates a late unhide (hard-negative leak guard) - `tidal/src/signals/ledger/core.rs` -- `apply_wal_event` accepts a purge filter; `restore`/replay machinery reused by rematerialize - `tidal/src/entities/hard_neg.rs` -- `apply_replication_unhide` consults purge tombstone before reviving an item - `tidal/src/query/retrieve/types.rs` -- `PolicyMetadata.purge_watermark` - `tidal/src/db/mod.rs` -- `purge_tombstones` registry field; wire `purge.rs` and `rematerialize.rs` - `tidal/src/storage/keys.rs` -- add `Tag::PurgeTombstone = 0x0E` - `tidal/src/lib.rs` -- re-export `purge` / `rematerialize` types under `governance` - **Files created:** - `tidal/src/db/purge.rs` -- `purge_prior_contributions`, `PurgeReceipt`, tombstone write path - `tidal/src/governance/rematerialize.rs` -- `RematerializeEngine`, `PurgeTombstone`, `ScopeTombstoneKey`, sorted replay + recompute ## Research References - `docs/research/tidaldb_wal.md` -- WAL replay determinism, segment ordering - `docs/research/tidaldb_signal_ledger.md` -- running-decay recompute, hot/warm tier rebuild from raw events - `thoughts.md` -- Part II.1 (WAL convergence), Part V.5 (quarantine-first removal), CRDT merge laws (Kulkarni et al. 2014, HLC) - `docs/planning/milestone-8/phase-3` -- `CrdtSignalState` merge laws (commutative/associative/idempotent) this phase must preserve - `docs/planning/milestone-9/phase-1` & `phase-2` -- `SignalScope`, `CommunityId`, `Membership`, `MembershipEpoch`, `PolicyMetadata` (GIVEN; do not redefine) ## Acceptance Criteria (Phase Level) - [ ] `TidalDb::purge_prior_contributions(user_id: u64, community_id: CommunityId, epoch_range: RangeInclusive) -> Result` exists and is `#[must_use]` on its return - [ ] A `PurgeTombstone { user_id, community_id, epoch_range, hlc, watermark_seqno }` is durably written to `Tag::PurgeTombstone` (0x0E) before the rematerialization job runs; survives close/reopen - [ ] Purge triggers rematerialization synchronously and the returned `PurgeReceipt` reports `events_dropped`, `entities_rebuilt`, and `watermark_seqno` - [ ] Rematerialization replays the community WAL in a total order of `(hlc, seqno)`, skipping every event whose `(user_id, community_id, membership_epoch)` falls under any tombstone; surviving events recompute hot+warm tiers from zero - [ ] **Determinism:** running the same purge twice over the same WAL yields BLAKE3-equal checkpoint payloads (`hash_checkpoint_payload`); property test asserts equality across >= 64 generated WAL/tombstone sequences - [ ] CRDT merge with `scope_tombstones` is still commutative, associative, and idempotent (proptest, mirroring `signal_state.rs` law tests); a tombstone with a dominating HLC always wins regardless of merge order - [ ] `Local`-scope events are never selected by a community purge (local-profile-intact guarantee); a purge of community C leaves the user's local decay scores and windowed counts bit-identical - [ ] Hard-negative leak guard: after purge + simulated partition heal, a pre-purge `unhide` with an HLC older than the purge tombstone does NOT revive a purged hard negative (`apply_replication_unhide` returns `false`) - [ ] Community queries expose `purge_watermark: Some(seqno)` in `Results.policy_metadata` after a purge; pre-purge queries report `None` - [ ] Crash injection mid-tombstone-write and mid-rematerialize recovers to a consistent state on reopen (either purge fully applied or not at all) - [ ] All m8/m9p1/m9p2 tests pass unchanged; `cargo fmt` clean, `cargo clippy -p tidaldb -D warnings` clean, `cargo test -p tidaldb --lib` green; tests are fast ## Task Execution Order ``` Task 01: Tombstone Types ──────────┐ (PurgeTombstone, │ ScopeTombstoneKey, Tag 0x0E) │ ├──> Task 03: scope_tombstones on CrdtSignalState Task 02: Rematerialize Engine ─────┤ (merge-law preserving) (sorted (hlc,seqno) replay, │ │ recompute hot+warm) │ v ├──> Task 04: purge_prior_contributions API │ (db/purge.rs: write tombstone -> run engine -> receipt) │ │ │ v └──> Task 05: Hard-negative leak guard (reconcile + apply_replication_unhide honor tombstone) │ v Task 06: Purge watermark in query metadata │ v Task 07: Determinism + crash property tests ``` Tasks 01 and 02 are parallelizable (disjoint files: `governance/rematerialize.rs` type vs replay logic). Task 03 depends on 01 (tombstone key). Task 04 depends on 01+02+03 (it is the integration seam). Tasks 05, 06, 07 depend on 04. ## Module Location | File | Status | Contains | |------|--------|----------| | `tidal/src/governance/rematerialize.rs` | NEW | `RematerializeEngine`, `PurgeTombstone`, `ScopeTombstoneKey`, `RematerializeReport`, sorted replay | | `tidal/src/db/purge.rs` | NEW | `TidalDb::purge_prior_contributions`, `PurgeReceipt`, tombstone persistence | | `tidal/src/replication/crdt/signal_state.rs` | MODIFIED | `scope_tombstones: BTreeMap`; tombstone-aware `merge` | | `tidal/src/replication/reconcile.rs` | MODIFIED | Purge-tombstone ordering in `plan`; tombstone HLC dominates late unhide | | `tidal/src/signals/ledger/core.rs` | MODIFIED | `apply_wal_event_filtered` (purge predicate); replay reuse for rematerialize | | `tidal/src/entities/hard_neg.rs` | MODIFIED | `apply_replication_unhide` consults purge tombstone before reviving | | `tidal/src/query/retrieve/types.rs` | MODIFIED | `PolicyMetadata.purge_watermark: Option` | | `tidal/src/storage/keys.rs` | MODIFIED | `Tag::PurgeTombstone = 0x0E` | | `tidal/src/db/mod.rs` | MODIFIED | `purge_tombstones` registry field; module wiring | | `tidal/src/lib.rs` | MODIFIED | `governance` re-exports for purge types | ## Technical Design ### Tombstone types (`governance/rematerialize.rs`) ```rust use std::collections::BTreeMap; use std::ops::RangeInclusive; use crate::governance::scope::CommunityId; use crate::replication::crdt::HlcTimestamp; /// A durable record that a user's prior contributions to a community, over a /// closed range of membership epochs, must be removed from community aggregates. /// /// Tombstones are write-once and monotone: rematerialization skips any event /// whose `(user_id, community_id, membership_epoch)` is covered, and CRDT merge /// keeps the tombstone with the dominating [`HlcTimestamp`]. Persisted under /// [`Tag::PurgeTombstone`](crate::storage::Tag) keyed by `(community_id, user_id)`. #[derive(Debug, Clone, PartialEq, Eq, serde::Serialize, serde::Deserialize)] pub struct PurgeTombstone { /// The user whose contributions are being removed. pub user_id: u64, /// The community overlay the purge targets. Never `Local` scope. pub community_id: CommunityId, /// Inclusive membership-epoch range to purge (from m9p2 epochs). pub epoch_range: RangeInclusive, /// Causal stamp of the purge. Dominates any earlier unhide on merge. pub hlc: HlcTimestamp, /// WAL sequence number at which the purge took effect (the watermark /// surfaced in query metadata for auditability). pub watermark_seqno: u64, } impl PurgeTombstone { /// Whether this tombstone covers a given contribution. /// /// A community purge NEVER matches `Local`-scope contributions: the caller /// only ever feeds community-scoped events here, but this stays explicit so /// a routing bug cannot silently delete local history. #[must_use] pub fn covers(&self, user_id: u64, community_id: CommunityId, epoch: u32) -> bool { self.user_id == user_id && self.community_id == community_id && self.epoch_range.contains(&epoch) } } /// Key identifying a CRDT scope tombstone within a `(entity, signal_type)` /// state. Ordered so merge is a deterministic fold over a `BTreeMap`. #[derive(Debug, Clone, Copy, PartialEq, Eq, PartialOrd, Ord, Hash, serde::Serialize, serde::Deserialize)] pub struct ScopeTombstoneKey { pub community_id: CommunityId, pub user_id: u64, /// Upper bound of the purged epoch range (covers `0..=epoch_hi`). pub epoch_hi: u32, } ``` ### Rematerialization engine (`governance/rematerialize.rs`) ```rust /// Outcome of a deterministic rematerialization pass. #[derive(Debug, Clone, PartialEq, Eq)] pub struct RematerializeReport { /// Events skipped because a tombstone covered them. pub events_dropped: u64, /// Events replayed into the rebuilt aggregates. pub events_replayed: u64, /// Distinct `(entity, signal_type)` ledger entries rebuilt. pub entities_rebuilt: u64, /// WAL sequence number the rebuild observed as the tail. pub watermark_seqno: u64, } /// Replays a community's WAL in deterministic `(hlc, seqno)` order, drops /// tombstoned contributions, and recomputes hot+warm signal tiers from scratch. /// /// Determinism is the load-bearing property: two passes over the same WAL with /// the same tombstone set MUST produce byte-identical checkpoint payloads. This /// requires (1) a total order on events -- `(hlc, seqno)`, never `DashMap` /// iteration order -- and (2) forward-only decay application so out-of-order /// events never advance `last_update_ns` (the `HotSignalState::on_signal` /// invariant from m1p4 is reused verbatim). pub struct RematerializeEngine<'a> { storage: &'a dyn crate::storage::StorageEngine, tombstones: &'a [PurgeTombstone], } impl<'a> RematerializeEngine<'a> { #[must_use] pub fn new( storage: &'a dyn crate::storage::StorageEngine, tombstones: &'a [PurgeTombstone], ) -> Self { Self { storage, tombstones } } /// Rebuild the community signal aggregates for `community_id` into a fresh /// [`SignalLedger`], returning the rebuilt ledger and a report. /// /// Steps: /// 1. Scan community WAL events (V3 carries `scope`, `membership_epoch`). /// 2. Sort by `(hlc, seqno)` -- a total order, stable across runs. /// 3. For each event, skip if any tombstone `covers(user, community, epoch)`. /// 4. Apply survivors via `SignalLedger::apply_wal_event` (forward decay). /// /// # Errors /// /// Returns `TidalError::Storage` on scan failure, `TidalError::Internal` /// on a corrupt WAL record. pub fn rematerialize( &self, community_id: CommunityId, ) -> crate::Result<(crate::signals::SignalLedger, RematerializeReport)> { // ... sorted replay; see Task 02. todo!() } } ``` ### Purge API (`db/purge.rs`) ```rust /// Receipt returned by [`TidalDb::purge_prior_contributions`]. #[derive(Debug, Clone, PartialEq, Eq)] #[must_use = "a purge receipt records the watermark callers need for audit/query metadata"] pub struct PurgeReceipt { /// The tombstone that was durably written. pub tombstone: PurgeTombstone, /// Events removed by rematerialization. pub events_dropped: u64, /// Ledger entries rebuilt. pub entities_rebuilt: u64, /// The purge watermark seqno (also surfaced in query `policy_metadata`). pub watermark_seqno: u64, } impl TidalDb { /// Retroactively remove a user's prior contributions to a community overlay /// and deterministically rebuild that community's affected aggregates. /// /// Precondition (enforced, not assumed): the user must be in /// `MembershipState::Left` or `LeavingStopForward` for `community_id` /// (m9p2). `community_id` is never `Local` scope -- local history is /// untouchable by community purge. /// /// Order of operations (crash-safe): /// 1. Allocate `watermark_seqno` = current WAL tail and an `HlcTimestamp`. /// 2. Durably write the [`PurgeTombstone`] to `Tag::PurgeTombstone`, fsync. /// 3. Run [`RematerializeEngine`] and atomically checkpoint the rebuilt /// community ledger (replacing the diverged hot/warm state). /// 4. Record the watermark for query `policy_metadata`. /// /// A crash between (2) and (3) is recovered on reopen by re-running /// rematerialization from the durable tombstone -- the operation is /// idempotent because the tombstone is the source of truth. /// /// # Errors /// /// - `TidalError::NotFound` if the user has no membership for the community. /// - `TidalError::Query` if the user is still `Joined` (must stop-forward first). /// - `TidalError::Storage` / `TidalError::Internal` on persistence failure. pub fn purge_prior_contributions( &self, user_id: u64, community_id: CommunityId, epoch_range: std::ops::RangeInclusive, ) -> crate::Result { // ... see Task 04. todo!() } } ``` ### CRDT scope tombstones (`replication/crdt/signal_state.rs`) ```rust // Added field on CrdtSignalState (a true state-based CRDT): // // /// Scope tombstones keep this state a CRDT under retroactive purge. // /// LWW per key by HlcTimestamp; merge takes the dominating stamp. A // /// BTreeMap (not HashMap) so the merge fold is deterministic order. // scope_tombstones: BTreeMap, impl CrdtSignalState { /// Record a purge tombstone. Idempotent; LWW by `HlcTimestamp`. pub fn apply_scope_tombstone(&mut self, key: ScopeTombstoneKey, hlc: HlcTimestamp) { let slot = self.scope_tombstones.entry(key).or_insert(hlc); if hlc > *slot { *slot = hlc; } } // merge() gains a final fold that unions scope_tombstones, keeping the // dominating HlcTimestamp per key -- this preserves commutativity, // associativity, and idempotence exactly like the existing node_buckets // PNCounter merge. Tombstone application is order-independent (max wins). } ``` ### Hard-negative leak guard (`entities/hard_neg.rs`) ```rust impl HardNegIndex { /// As `apply_replication_unhide`, but a pending purge tombstone whose HLC /// dominates the unhide blocks the revive. This is the leak guard: a late /// pre-purge `unhide` arriving after a heal must NOT bring a purged hard /// negative back. Returns `true` only if the item was actually removed. #[must_use] pub fn apply_replication_unhide_guarded( &self, user_id: u64, item_id: u32, ts: HlcTimestamp, purge_hlc: Option, ) -> bool { if matches!(purge_hlc, Some(p) if ts <= p) { return false; // tombstone dominates; do not revive. } self.apply_replication_unhide(user_id, item_id, ts) } } ``` ### Query metadata (`query/retrieve/types.rs`) ```rust // PolicyMetadata is introduced in m9p2 (carries membership_epoch). m9p3 adds: // // /// WAL seqno at which the most recent purge for this community took effect. // /// `None` if no purge has been applied. Auditability: a client can prove a // /// query reflects state at or after a given purge. // pub purge_watermark: Option, ``` ## Notes ### Determinism is the single load-bearing invariant Rematerialization MUST sort events by `(hlc, seqno)` and apply forward-decay identically each run. Never iterate `DashMap` for replay order -- it is hash-sharded and non-deterministic. The known hazard (m8p3 / m1p4): an out-of-order event must NOT advance `last_update_ns` in `HotSignalState` (`signals/hot.rs`); it pre-decays its own weight instead. Reuse that exact path. Verify by BLAKE3-hashing checkpoint payloads after two identical purges (`hash_checkpoint_payload` in `signals/checkpoint/integrity.rs`) and asserting equality. ### CRDT merge laws survive scope tombstones `CrdtSignalState` is the project's canonical state-based CRDT (commutative, associative, idempotent -- see its proptests). Adding `scope_tombstones` must not break these. Tombstone application is max-by-HLC per key, which is exactly the algebra of the existing `node_buckets` `PNCounter` merge: order-independent and idempotent. Extend the existing proptest strategy to generate tombstones and re-assert `prop_merge_commutative` / `prop_merge_associative` / `prop_merge_idempotent_on_replay`. Use a `BTreeMap` (not `HashMap`) for the tombstone field so the merge fold and any serialization are deterministic. ### Local-profile-intact: the silent-data-loss trap A community purge must filter strictly on `SignalScope::Community(community_id)`. A routing bug that lets a community purge match `Local`-scope events is silent data loss of the user's own profile. `PurgeTombstone::covers` is intentionally explicit, and every UAT asserts the local feed is bit-identical across the purge. `Local`-scope events never shipped (m9p1) and are never present in the community WAL the engine scans, but the filter is belt-and-suspenders. ### <1s gates are NOT the sweeper m9p2's stop-forward gate and m10p2's revocation are O(1) atomic reads on the write path. Purge is a heavier (potentially multi-segment replay) operation and is explicitly NOT on that latency budget -- but it must never route through the 60s sweeper (`db/sweeper.rs`) for correctness. The stop-forward gate already guarantees no new contributions enter; purge then cleans history at its own pace. ### Crash safety: tombstone is the source of truth Write the tombstone durably BEFORE running rematerialization. If we crash mid- rebuild, reopen replays rematerialization from the durable tombstone -- idempotent because the tombstone, not the rebuilt aggregate, is authoritative. Use the existing crash-injection points (`CheckpointPreFlush`, `WalPreAggregate`) to prove recovery rebuilds identical state. WAL/checkpoint backward-compat is non-negotiable: this phase reads V1/V2/V3 events; it adds no new wire format. ### Hard-negative leak guard ordering `apply_replication_unhide` (`hard_neg.rs:118`) uses union/LWW: a late pre-purge unhide with a higher HLC than the original hide would normally revive the item. The purge tombstone's HLC must dominate, so `reconcile.rs` (`plan`, ~line 233) and the guarded unhide path compare against the purge HLC first. A purged item stays purged across partition heal and failover -- this is the explicit UAT requirement that hard negatives from U do not leak back after replay. ## Done When A user who has stop-forwarded out of community C can call `purge_prior_contributions(user, C, epoch_range)`, see a durable tombstone in `Tag::PurgeTombstone`, get a `PurgeReceipt` with the watermark seqno, and observe that C's ranking outputs no longer reflect any of their purged contributions. Re-running the identical purge produces a byte-identical checkpoint (BLAKE3-equal). The user's local profile decay scores and windowed counts are unchanged. After a simulated partition heal, a pre-purge unhide does not revive a purged hard negative. Community queries report `purge_watermark: Some(seqno)`. All prior M8/M9 tests pass; `cargo fmt`, `cargo clippy -p tidaldb -D warnings`, and `cargo test -p tidaldb --lib` are clean.