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5779d15150 feat(engagement): retention — three sweeps and one recorded refusal
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ENGAGEMENT.md Phase 14, the last phase of the workstream. Four engagement
tables grew on every fire and nothing had ever deleted from any of them.

Three of them now have a horizon, swept nightly by one worker
(utils/engagementRetentionPrune.js — setInterval + unref + stop(), batched
1000 x 50, each table's failure caught on its own so a lock timeout on one
does not leave the other two unbounded):

  engagement_sends      180 days   engagement_sends_retain_days      (7-3650)
  engagement_cooldowns   30 days   engagement_cooldowns_retain_days  (2-3650)
  engagement_outbox      30 days   engagement_outbox_retain_days     (2-3650)

The fourth, engagement_suppressions, does not expire, and that is the
recorded decision rather than an omission: a suppression is a standing
decision, and ageing out a hard bounce re-mails an address that already
bounced. The way out stays deliberate, and is now reachable per row.

Six decisions were settled by the org lead before any code. Two of them
widened the phase past what was offered:

  * the send-log horizon is admin-configurable, so retention got a SCREEN
    (Admin -> Engagement -> Retention) where team_activity and
    user_notifications keep theirs in invisible settings rows. The send-log
    horizon changes what an operator-facing page is able to show, so it has
    to be visible; the other two came with it, because "what does this
    deployment keep" is one question.
  * the suppression purge, which cost a Phase 9 decision. The list
    deliberately stripped address_hash from every row, so the only way out
    was a window.prompt asking the operator to retype an address the screen
    has never shown them. The row had no handle at all. The hash is now
    returned: this route is admin-only and an admin can already suppress and
    unsuppress any address they can name, so it grants no capability they
    lack. GET /sends still strips its own.

The outbox sweep is TERMINAL-ONLY and that is a correctness rule: a
scheduled row is a send this deployment still intends to make (delay_seconds
can put one a day out) and a sending row may be mid-flight.

One shipped defect had to be fixed for the sweep to be a bound at all.
reclaimStale returned every stale sending row to scheduled, and MAX_ATTEMPTS
is consulted only on a graceful retry outcome — so a send that killed the
process mid-flight cycled sending -> scheduled -> sending forever, never
terminal, therefore never eligible for any sweep. It now fails an exhausted
row BEFORE reclaiming the rest; the order is the fix.

Two indexes (idx_engo_sweep, idx_engs_sweep): every existing index on those
tables has created_at in second position, which serves a per-rule window and
is useless to a whole-table horizon.

Proved twice: engagementRetentionSql.test.js against a real MariaDB (7
tests, incl. the acceptance case and the wrong reclaim order run
deliberately), and the live stack, where a 90-day-old cancelled row was
swept and a 90-day-old scheduled row survived.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-09-01 15:40:53 -05:00
3f90070566 feat(engagement): the template editor, the trigger catalog and the send log (engagement Phase 5b)
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Phase 5a gave templates a table, a renderer and nine seeded rows; nothing could
change one. This is the screen that lets an operator change one without being able
to break the mail the system depends on — plus the two screens Q4 promised Phase 5:
Triggers (read-only, from the registries) and the Send Log, which closes G15.

The shape follows from one fact: a mail body is rendered by the SERVER, so the
preview is too, and framed rather than redrawn in React. A client-side renderer
would be a second implementation of the one artifact that matters, agreeing with
the send path on the day it was written and drifting from the first Outlook fix on.

Settled with the org lead before any code: a shipped default is edited IN PLACE
(`protected` blocks deletion and nothing else, `customized = 1` keeps the edit);
duplicate is the only way to a new template; `renderByKey` now requires
`published`; a test send is logged under a synthetic `core.admin.test-send`; and a
template a rule points at refuses deletion with a 409 naming the rules.

Three things the plan did not know, found by building it:

  - The undeclared-variable check cannot be a token scan. `email.itemList.variable`
    holds a BARE name, so a digest pointed at `itmes` would have saved clean and
    arrived empty. Blocks now declare `variables(props)`; the editor makes that
    field a select over the trigger's list variables so the typo is unavailable.
  - A duplicate that drops `seed_key` loses its variable palette, so duplicating
    `notify.event` would have been refused for the tokens it was copied with — the
    one action §4.6.2 offers, refusing itself. The copy inherits it; `customized`
    is what the seeder actually reads.
  - `validateEmailBlocks` returns `{ valid, errors }`, not an array, and the first
    version tested it with `.length` — so block validation never ran at all.

Also fixes a Phase 4a defect the live walk found, with the org lead's approval: a
rule's template key was checked against a pattern with no dot in it, so no rule
could name any template that exists — §4.6.2's whole duplicate-and-point-a-rule-at-it
workflow was unreachable. Both models now read one pattern.

Verified against the running stack: real multipart mail into a mailpit catcher
including an unsaved draft, the draft/published arms both ways through the real
mailer path, every refusal, and the end-to-end duplicate → rule → 409 walk.
Server 1428 tests green, client 324.

Co-Authored-By: Claude <noreply@anthropic.com>
2026-08-29 18:13:57 -05:00