feat: Require scopeId on domain tables to ensure user isolation (#73)

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Marcelo Mendonça Soares 2026-06-18 01:05:24 -03:00 • committed by GitHub
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# Foreign key invariant implementation review
Reviewed against `docs/foreign-key-invariants.md` on branch `foreign-key-handling` at `6834d7e`.
Updated on the current branch after applying the local/merge semantic
clarification and the FK projection fixes.
## Summary for distribution
The branch now aligns with the clarified spec on the major FK invariant points:
1. **Local and merge FK semantics are intentionally different and implemented.** Local `RESTRICT` / `NO ACTION`, `SET NULL`, `SET DEFAULT`, and `CASCADE` are material user actions. Merge-time FK repairs remain projection-only and do not advance ordinary `CrdtDataField` HLCs.
2. **Missing-parent merge cases are handled before physical FK writes.** Incoming FK attempts are recorded in `CrdtDataForeignKey.attemptedValue`, while the constrained domain column receives a safe visible value before the write.
3. **FK attempted-value storage is explicit.** `attemptedValue` is durable FK field-value storage; `visibleValue`, `hasOverride`, and `overrideReason` are projection metadata.
4. **Projection recomputation is clarified.** FK-affecting work may use full fixed-point recomputation as a valid strategy/oracle, while unrelated non-FK updates skip FK projection.
5. **The targeted spec coverage has been expanded.** The suite now covers local cascade user tombstones, multiple restrict children, invalid non-null `SET NULL`, missing-parent repairs, unique FK repair, replay metadata churn, batching convergence, and a permitted FK cycle.
6. **The main easy performance cleanups are implemented.** CRDT field upsert logic is shared, projection rows are upserted in batches, parent/child projection lookups are indexed, loaded CRDT rows are reused for visibility writes, FK materialization writes are batched, FK edges are precomputed by parent/child table, list updates project once, and sync avoids FK projection N+1 lookups.
The detailed items below retain the original review structure but now record the updated status.
## Correctness work item status
### FK-1: Local cascade should be material; merge projection should stay non-authoring
**Spec reference:** Core Policy and Local Action Semantics: local `ON DELETE` actions are authored CRDT facts. `RESTRICT` / `NO ACTION` reject the local delete, `SET NULL` / `SET DEFAULT` update child FK fields and ordinary field HLCs, and `CASCADE` records user-delete tombstones for visible cascade descendants. Merge-time FK repairs remain deterministic projection and must not create ordinary user field updates.
**Current code after fix:**
- `CrdtMutationRecorder.insteadOfDelete` calls `_softDeleteRowsByTable`, then `_projectForeignKeys` (`packages/serverpod_offline_sync_client/lib/src/database/recorder.dart:620-634`).
- `_softDeleteRowsByTable` calls `_applyForeignKeyDeleteActions` before marking the parent deleted, releases unique conflicts, records the parent tombstone, and recursively soft-deletes cascade descendants with the same user-delete reason.
- `_applyForeignKeyDeleteActions` throws for `RESTRICT` / `NO ACTION`, mutates child FK columns for `SET NULL` / `SET DEFAULT`, records ordinary CRDT field updates through `recordFieldsUpdatedByTable`, and returns `CASCADE` descendants for recursive user tombstones. Under the revised spec, all of that local behavior is intended.
- CRUD tests assert local cascade user-delete tombstones while preserving local restrict/set-null/set-default material-action expectations (`test/serverpod_offline_sync_test_server/test/integration/crud/delete_test.dart`).
**Status after fix:**
Resolved. The reviewed branch already treated local `SET NULL`, `SET DEFAULT`, `RESTRICT`, and `NO ACTION` as material database-style actions. Local `CASCADE` now also authors synced `CrdtDataDeletedReason.userDelete` tombstones for visible cascade descendants instead of relying on projection-only `foreignKeyCascade` visibility.
The inverse risk also matters: when projection runs after a remote merge, its `SET NULL` / `SET DEFAULT` materialization must not call `recordFieldsUpdatedByTable` or otherwise mint new user field HLCs. Those repairs are merge-time projections, not local authored actions.
**Scenarios verified:**
- Local delete of `City` with visible `Organization` and `Person` descendants under `ON DELETE CASCADE` should leave descendant domain rows present but attach `CrdtDataDeletedReason.userDelete` tombstones to every cascade descendant and set their visibility to `userDelete`.
- Local delete of `Person` referenced by `Town.mayorId ON DELETE SET NULL` should continue to leave `Town` visible with `mayorId == null` and a newer ordinary `Town.mayorId` `CrdtDataField` HLC.
- Local delete of `Town` referenced by `Company.townId ON DELETE SET DEFAULT` should continue to materialize the default as an ordinary child FK field update.
- Local delete of a `RESTRICT` / `NO ACTION` parent should continue to fail while visible children exist and should not record a parent tombstone for the failed operation.
- Remote/merge-time `SET NULL` and `SET DEFAULT` repairs should still update only the materialized domain FK value and `CrdtDataForeignKey` projection metadata, without bumping ordinary child `CrdtDataField` HLCs.
**Implemented direction:**
Keep local `RESTRICT`, `SET NULL`, and `SET DEFAULT` as material actions. Add recursive local cascade handling that records user-delete tombstones for visible cascade descendants. Keep merge-time projection pure: do not record ordinary field updates from `_materializeForeignKeyValues`, and keep derived cascade visibility as `foreignKeyCascade` only for rows hidden by merged facts rather than the current local transaction.
**Stash `e77b65745ee6277d7e695417547ac47ec60acd5f` evaluation:** not sufficient as-is. Directionally, the stash moves local cascade toward authored tombstones by adding `_cascadeUserDeleteFacts` and updating the cascade CRUD expectations, but it regresses two clarified requirements:
- It removes the existing local `SET NULL` / `SET DEFAULT` material actions from the soft-delete path instead of preserving them.
- It adds `recordFieldsUpdatedByTable` calls inside `_materializeForeignKeyValues`, which turns remote/merge-time `SET NULL` and `SET DEFAULT` projection repairs into ordinary user field updates and makes repair HLCs depend on merge timing.
It also removes `_foreignKeysByReferencedTable`, which removes the existing composite-FK initialization guard and leaves composite FKs silently ignored by `_foreignKeyEdges`.
### FK-2: Missing-parent merge operations can fail before projection can repair them
**Spec reference:** Merge-Time Action Semantics and Invariants: for attempted FK values that point to a hidden or missing parent, projection must produce no visible orphan; merge-time `SET NULL` / `SET DEFAULT` repairs are pure functions of merged facts.
**Current code after fix:**
- Merge insert/update paths call `_safeIncomingForeignKeyData` before writing FK columns to constrained domain tables.
- The original incoming FK value is recorded as an attempted value for `CrdtDataForeignKey.attemptedValue`.
- Repairable missing-parent `SET NULL` / `SET DEFAULT` writes use a safe visible value before the physical write. Nullable unrepairable `RESTRICT` / `NO ACTION` / `CASCADE` missing-parent writes use `null` as the physical value and projection hides the row so no visible orphan remains.
- Local user updates are still blocked by `_assertVisibleForeignKeyTargets`, which throws when the updated FK points at a missing or hidden parent.
**Status after fix:**
Resolved. The projection model now accepts the merged attempted FK fact without forcing that unsafe value into the constrained domain column first. Repairable actions materialize a safe visible value; unrepairable missing-parent attempts are hidden deterministically.
**Scenarios verified:**
- Remote `Town` insert/update with `mayorId` pointing at a parent row that is absent locally should converge to a visible town with a materialized `null` mayor and the attempted id preserved.
- Remote `Company` insert/update with `townId` pointing at an absent attempted town and a visible default town should converge to the visible default, not throw during the write.
- Remote child insert/update under `RESTRICT` / `NO ACTION` / `CASCADE` with a missing parent must follow an explicit deterministic policy that satisfies “no visible row references a hidden or missing parent.” The current spec implies no visible orphan, but the implementation needs a concrete policy for the “parent fact is absent” case.
**Implemented direction:**
Do not write an unsafe attempted FK into the physical FK column before projection. Options include computing the visible FK value before the domain write for FK columns, staging attempted values outside the constrained domain column, deferring constraints where supported, or making the attempted value durable in CRDT metadata and writing only the projected visible value to the domain table.
### FK-3: FK attempted-value storage must be explicit
**Spec reference:** Projection Metadata: `CrdtDataForeignKey.attemptedValue` is the durable FK field-value payload for FK columns because `CrdtDataField` stores only HLC metadata. `visibleValue`, `hasOverride`, and `overrideReason` are projection metadata and must not be used as business conflict authority.
**Current code:**
- `_attemptedForeignKeyValue` returns `projection.attemptedValue` whenever an override is active, otherwise it reads the current domain column (`packages/serverpod_offline_sync_client/lib/src/database/merge_utils/foreign_key_projector.dart:730-746`).
- `_childrenReferencingParent` and closure/blocking decisions use `_attemptedForeignKeyValue` (`foreign_key_projector.dart:798-811`).
- Sync also relies on projection metadata to reconstruct attempted values: `_applyProjectedForeignKeyAttempts` replaces row insert payload columns with `projection.attemptedValue`, and streamed update fields include `foreignKey` projection rows to return attempted values when an override is active.
**Status after spec clarification:**
Once `SET NULL` or `SET DEFAULT` is materialized, the physical domain column no longer contains the attempted FK. `CrdtDataField` only stores HLC metadata, not the attempted value. Therefore `CrdtDataForeignKey.attemptedValue` is explicitly the durable attempted FK value. This removes the earlier spec/code contradiction.
The remaining correctness requirement is that merge projection only updates the materialized domain value plus projection fields. It must not advance the ordinary `CrdtDataField` HLC for a repaired FK. The test suite now includes a set-null merge repair regression that snapshots the child FK field HLC and verifies projection does not advance it.
**Documented direction:**
Keep this storage model documented in the spec and model comment. Treat `CrdtDataForeignKey.attemptedValue` as FK field-value storage and keep `visibleValue`, `hasOverride`, and `overrideReason` as recomputable projection metadata.
### FK-4: `visibleValue` is populated when `hasOverride == false`
**Spec reference:** Projection Metadata: `visibleValue` is meaningful only with `hasOverride`; when `hasOverride` is false, it means “same as attempted.”
**Current code after fix:**
- `_recordForeignKeyAttemptsForRows` and `_materializeForeignKeyValues` write `visibleValue == null` when `hasOverride == false`.
- Tests now assert inactive projections have `visibleValue == null`.
**Status after fix:**
Resolved. Inactive projections no longer duplicate the attempted value in `visibleValue`; `visibleValue == null` is interpreted with `hasOverride`.
**Implemented direction:**
Store `visibleValue == null` whenever `hasOverride == false`; tests assert that inactive projections leave `visibleValue` empty.
### FK-5: FK-affecting projection uses full fixed-point recomputation
**Spec reference:** Merge Pipeline steps 2-4 and invariant/test 15: FK-affecting work must compute the same fixed point as the affected FK closure. A full graph recomputation is valid for FK-affecting work; unrelated non-FK updates must skip FK projection.
**Current code after fix:**
- `_projectForeignKeys` still computes a full fixed point for FK-affecting operations, which is now an allowed implementation strategy and oracle.
- `_tableColumnsMayAffectForeignKeys` and `_mergeOperationsMayAffectForeignKeys` skip projection for updates that touch no child FK column or parent reference column.
- `Database.update(List<T>)` performs row writes in one transaction and calls `afterUpdate` once, so list updates trigger at most one projection pass.
- Projection state now indexes parent and child lookups and batches projection/domain writes, reducing the cost of full fixed-point recomputation.
**Status after spec clarification and fix:**
Resolved against the clarified spec. The implementation uses full fixed-point recomputation only when an operation can affect FK state, and skips FK projection for unrelated non-FK updates. A narrower affected-closure loader remains a possible optimization, not a correctness requirement.
**Implemented direction:**
Gate projection by FK-affecting tables/columns; keep full recomputation as the fixed-point oracle for FK-affecting work; reduce full recomputation cost with indexed state and batched writes.
### FK-6: Composite foreign keys must be explicitly unsupported
**Spec reference:** Core Policy: supported foreign keys are single-column child references to single-column parent references. Schemas with composite foreign keys must fail recorder initialization instead of silently bypassing projection.
**Current code:**
- `_foreignKeysByReferencedTable` throws during recorder initialization if any target table definition contains a composite FK (`packages/serverpod_offline_sync_client/lib/src/database/recorder.dart:95-106`).
- `_foreignKeyEdges` silently includes only FKs whose `columns.length == 1` and `referenceColumns.length == 1` (`recorder.dart:119-135`).
**Status after spec clarification:**
A schema with a composite FK fails during recorder initialization through `_foreignKeysByReferencedTable`. This is now documented as an explicit limitation rather than a spec divergence. Later refactors must keep that guard so composite FKs are not silently ignored by `_foreignKeyEdges`.
**Documented direction:**
Keep the initialization validation and add/keep a schema test that proves composite FKs fail fast if such a model is introduced.
### FK-7: Unique/FK stage order is only partially implemented and not proven by tests
**Spec reference:** Merge Pipeline step 6 and test 13: if FK repairs can change unique columns, recompute unique projection after FK projection or define/prove the opposite order.
**Current code after fix:**
- Unique conflict resolution runs before FK projection for incoming inserts/updates (`merge.dart:273-345`).
- `_materializeForeignKeyValues` runs `_resolveUniqueConflictsAfterForeignKeyProjection` only for rows whose visible FK value changed (`foreign_key_projector.dart:588-679`).
- The test schema now includes a unique nullable `SET NULL` FK via `UniqueSetNullChild.parentId`.
**Status after fix:**
Resolved for the covered nullable unique `SET NULL` case. The code keeps the pre-FK unique pass and the post-FK unique pass for rows whose FK projection changed; the integration suite now proves the repaired unique FK becomes visible as `null` with the attempted value preserved.
**Implemented direction:**
Added a test model with a unique nullable `SET NULL` FK and covered the post-FK unique pass for that repair path. Batching convergence is covered separately for the repaired `SET NULL` graph.
## Spec coverage status in tests
The integration suite now covers the high-risk cases from the review:
- **Test 2:** multiple visible restrict children where any one child keeps the parent visible.
- **Local cascade:** local cascade deletes assert synced user-delete tombstones on cascade descendants.
- **Test 3:** restrict child detachment after a blocked parent delete restores the preserved delete projection.
- **Test 4/6/7 merge projection discipline:** remote `SET NULL` repairs assert that ordinary child `CrdtDataField` HLCs are not advanced by projection.
- **Invalid `SET NULL`:** a non-nullable `ON DELETE SET NULL` relation proves deterministic blocking.
- **Missing-parent repair:** remote insert/update references to absent parents cover repairable `SET NULL` / `SET DEFAULT` and unrepairable `RESTRICT` behavior before domain writes.
- **Replay metadata churn:** cascade replay snapshots both `CrdtDataRow.visibility` and `CrdtDataForeignKey` projection rows.
- **Test 12:** an existing permitted data cycle across `Person`, `Company`, and `Town` proves fixed-point evaluation terminates.
- **Test 13:** a unique-indexed nullable `SET NULL` FK repair is covered.
- **Batching convergence:** one-batch and split-batch merges converge for a repaired `SET NULL` graph.
Remaining optional coverage candidates:
- A dedicated fourth-degree chain comparing a hand-minimized affected closure to full recomputation. The current spec allows full recomputation as the implementation strategy.
- A synthetic composite-FK schema test. Composite FKs are explicitly unsupported and the initialization guard is retained, but the test server does not include a composite FK model.
## Duplication and easy performance cleanup items
### PERF-1: Extract duplicated CRDT field upsert logic
Resolved. `_recordUpdatedFields` and `recordFieldsUpdatedByTable` now share `_upsertCrdtFieldsForRows(tableName, crdtRows, schemaColumns, skippedFields?)`. This also keeps merge-time FK projection away from ordinary field-HLC authoring.
### PERF-2: Batch projection upserts instead of querying one row at a time
Resolved. `_ForeignKeyProjectionRow` now carries the projection row id and override reason, and `_upsertForeignKeyProjections` batches inserts/updates using either loaded projection state or one bulk lookup for missing field ids.
### PERF-3: Index parent and child lookups inside projection state
Resolved. `_ForeignKeyProjectionState` now builds `(parentTable, parentColumn, value) -> row` and `(childTable, childColumn, attemptedValue) -> children` maps once, and hot closure/blocking/materialization paths use those indexes.
### PERF-4: Avoid re-querying CRDT rows already present in projection state
Resolved. `_ProjectedForeignKeyRow` now carries the loaded `CrdtDataRow` and current visibility, so `_setProjectedRowVisibility` can update without re-querying rows.
### PERF-5: Batch domain FK materialization writes
Resolved for equal update sets. `_materializeForeignKeyValues` collects domain FK changes, groups rows by table and identical update map, writes each group once, then runs the post-FK unique pass.
### PERF-6: Precompute foreign-key edges by parent and child table
Resolved. The recorder now precomputes `_foreignKeyEdgesByParentTable` and `_foreignKeyEdgesByChildTable`, and projector paths use them for child-table and parent-table loops.
### PERF-7: Avoid full projection per row in `Database.update(List<T>)`
Resolved at the recorder/projection layer. `CrdtDatabase.update(List<T>)` still applies the tombstone-aware row update predicate per row, but it records CRDT updates once for the full list and therefore runs FK projection at most once.
### PERF-8: Avoid N+1 sync projection lookups
Resolved for FK projection lookups. `_streamUpdates` includes `foreignKey` with each `CrdtDataField`, and `_streamInserts` preloads active projected FK attempt fields for all streamed CRDT rows.
## Validation notes
- Ran `dart analyze packages/serverpod_offline_sync_client test/serverpod_offline_sync_test_server --fatal-infos --fatal-warnings`; no issues found.
- Ran `dart test test/serverpod_offline_sync_test_server/test/integration/merge/foreign_key_invariant_test.dart --reporter=expanded --concurrency=1`; it passed all 36 tests.
- Ran `dart test test/serverpod_offline_sync_test_server/test/integration/crud/delete_test.dart --reporter=expanded --concurrency=1`; it passed all 20 tests.
- Ran `dart test test/serverpod_offline_sync_test_server/test/integration/crud --reporter=expanded --concurrency=1`; it passed all 58 tests.
- Ran `dart test test/serverpod_offline_sync_test_server/test/integration/merge --reporter=expanded --concurrency=1`; it passed all 71 tests.
- Ran `dart test test/serverpod_offline_sync_test_server/test/integration/database --reporter=expanded --concurrency=1`; it passed all 3 tests.
- Ran `dart test test/serverpod_offline_sync_test_server/test/integration/sync/sync_roundtrip_test.dart --reporter=expanded --concurrency=1`; it passed all 6 tests, including projected FK attempted-value insert/update payload roundtrips.
- Attempted `dart test test/serverpod_offline_sync_test_server/test/integration/sync --reporter=expanded --concurrency=1`; `sync_roundtrip_test.dart`, `sync_merge_helpers_test.dart`, and `sync_hash_test.dart` passed, but `sync_flow_test.dart` and `sync_unique_conflict_test.dart` failed during load with `Database is not available in this session` from the `withServerpod` test harness before test bodies executed.

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# Row ownership and scope isolation
Status: implemented.
The *Future: shared scopes* section is direction, not commitment.
## Summary
Synced rows are physically shared on the server while their CRDT metadata is
tracked per user. Ownership is therefore implicit: nothing in the data model
prevents two users from tracking the same `(table, uuidRowId)` pair, but the
storage model cannot actually represent that state. Deletes survive it because
visibility is per-user metadata; field values cannot, so concurrent updates by
different users silently overwrite each other across tenant boundaries.
This document makes ownership explicit. The core decisions:
> **Every synced domain row is globally identified by `(table, uuidRowId)` and
> owned by exactly one scope.** `scopeId` is not part of row identity; it is
> ownership and isolation metadata on a globally identified row. Two scopes
> never materialize or sync the same `(table, uuidRowId)`. Cross-scope UUID
> reuse is a terminal ownership collision, not valid multi-tenant state. Sync
> fails on that collision, records a durable violation, and does not advance
> the sender past the rejected change. Sharing, when it arrives, will be
> modeled as shared scopes that multiple identities subscribe to — never as
> two scopes aliasing one row.
> **Every synced table declares `scopeId`, identically on server and
> client.** The column is a hard requirement, never `scope=serverOnly`, so
> both databases run one schema shape and the package has exactly one code
> path. "Single user" is a usage pattern (a database that happens to contain
> one scope), not a mode: there are no mode flags, no schema branching, and
> no per-mode test matrix.
> **The sync layer owns the column: stamp if null, assert if set — and the
> value leaves the way it came in.** On every insert, a null `scopeId` is
> stamped from the effective scope; a non-null one must equal it or the
> operation throws. Stamped values are stripped back to null on returned
> rows and on scoped reads, so the database-local value never leaks into
> endpoint payloads; explicitly provided values are kept on the way out.
> One rule serves both personalities: users who never want to think about
> tenancy never do, and users who pass it explicitly get verified
> explicitness and keep seeing what they manage. After insert the column is
> immutable.
The package contract for a synced table is two structural requirements, both
validated at `initialize()` with paste-ready error messages:
```yaml
fields:
id: UuidValue?, defaultPersist=random_v7
### Owner scope of this row. Maintained by the CRDT sync layer.
scopeId: int?
```
No model inheritance is needed: like the UUID primary key requirement, the
contract is structural (a reserved column name with a required type, checked
by `CrdtSchemaRegistry`), not nominal (a base class), which is the only
option anyway since Serverpod models cannot extend models from an imported
module. The same constraint shapes the implementation: with no common
interface to call, the package stamps the field through dynamic dispatch —
`(row as dynamic).copyWith(scopeId: …)` (or the plain field setter, since
generated fields are mutable). The field name is a compile-time constant, so
the serialization manager's `patchTableRow` would be the wrong tool here: its
serialize–patch–deserialize round-trip costs 50–200× a dynamic call and is
justified only where field names are data-driven, as in the merge path.
## Goals and constraints
1. **One ownership model, one schema shape, one code path.** Earlier drafts
explored an optional column and then schema-presence modes; both were
rejected because every mechanism (CRUD, merge, sync, unique and FK
invariants) would need building and testing per branch. Requiring the
column everywhere deletes the mode system, the schema-projection
generator feature it needed, and the per-mode test matrix. The cost — an
int column (~1–2 bytes per row in SQLite) and a visible read-only field
on domain models — is accepted.
2. **No external model inheritance.** Serverpod does not let application
models extend models from an imported module, so a base class cannot
carry shared columns into user tables. Requirements are enforced by
runtime validation, and generic field access by dynamic dispatch or
`patchTableRow`.
3. **Roles are not hard-coded.** Nothing in the package assumes the server
is multi-user or the client single-user. Multi-account devices and
single-tenant servers are the same code path with different scope counts.
4. **Application code cannot get tenancy wrong.** The package must verify
any user-supplied scope against the effective scope regardless (a tenant
id from application code can never be trusted), so correctness never
rests on call-site discipline.
5. **Multi-device per user keeps working unchanged.** Devices of one user
share the user's scope and merge into one chain.
6. **Sharing must not be foreclosed.** Collaborative data is a core
local-first use case; the design must leave a clean path to it.
## Problem: ownership is implicit
The server holds one physical domain row per `(table, uuidRowId)`, while CRDT
metadata (`crdt_data_rows` and its children) is keyed per
`(scopeId, tblId, uuidRowId)`. Before this design was implemented, that
metadata shape let multiple scopes track the same row even though the domain
table could only materialize one copy. Symptoms, in increasing severity:
1. **Tombstone masking.** A tombstone recorded by one user (or for another
table) used to hide unrelated rows sharing a UUID. Fixed by scoping the
visibility predicates — but the fix required defining what an *unscoped*
query means ("hidden only when hidden for every tracking user"), an
aggregate query shape, and a covering index we could not afford on
clients. Complexity that exists only because multiple trackers can.
2. **Update leakage is unrepresentable.** Field values materialize into the
single shared domain row. If two users' chains track it, each chain has
its own LWW history, but there is only one cell to materialize into.
Whoever merges last wins, across tenant boundaries, with no record of the
conflict. This is not a policy gap — divergent per-user values cannot be
stored at all.
3. **Merge-insert overwrites other users' rows.** `_applyMergeInsertForMissingRow`
treats "missing" as "no CRDT row *for the merging user*" and writes the
domain row update-then-insert. A client that syncs an insert reusing
another user's row UUID overwrites that user's data through the normal
sync path. (Updates and deletes are already safe: they no-op when the
merging user has no tracker.)
4. **Unique-conflict resolution crosses tenants.** Domain unique indexes are
global on the server and the flag policy (see
`unique-constraint-invariants.md`) picks the winner by HLC with no notion
of ownership. One user's insert can cause another user's newer row to have
its unique value rewritten.
All four share one root cause: the metadata says who owns a row, but nothing
enforces that the answer is unique, and the domain storage assumes it is.
"Leave it up to users" is rejected explicitly: symptom 2 means the storage
model cannot represent what multi-scope tracking promises, so allowing it is
not granting flexibility — it is permitting silent cross-tenant data
corruption. Applications that need shared data need shared *scopes* (see
*Future: shared scopes*), which preserve the one-chain-per-row property that
makes LWW merging coherent.
## The `scopeId` column
### Contract
`scopeId` is a reserved column name, required on every synced table:
- **It is not part of row identity.** The domain primary key remains the
required `id: UuidValue`, and `(table, uuidRowId)` remains globally unique
in the physical domain table. A row with the same UUID in a different scope
cannot be represented as a second domain row; it is treated as a corrupt or
hostile ownership collision, the merge fails, and the violation is recorded.
- The value references `crdt_scopes.id` — the scope that owns the row. Today
a scope is a user; the name is chosen deliberately so shared scopes can be
added later without renaming storage again.
- **The value is database-local.** It is a normalization of the scope UUID
into the local `crdt_scopes` table; the client's int for a scope is not
the server's int for the same scope. The sync layer re-maps it on merge
and never ships it as data, and application code cannot ship it by
accident either, because scoped reads return it stripped (see *Keeping
the value off the wire*). This is also why the field is nullable: a model
outside the database honestly carries "not mine to say" instead of a
meaningless local id.
- `scope=serverOnly` is **rejected**: it would reintroduce asymmetric
schemas and with them the mode branching this design exists to delete.
The client-side registry sees the column missing and says exactly that.
- The column is **owned by the sync layer** and immutable after insert.
The value round-trips the way it came in: callers that never provide it
never receive it (stamped values are stripped from returned rows, and
scoped reads return null), explicit callers keep seeing what they passed,
and unscoped admin reads always return it populated (see *Keeping the
value off the wire*).
### Write semantics: stamp if null, assert if set
On every local insert (and batch insert), the database proxy resolves the
effective scope — transaction scope, else persistent scope, else the
operation throws, exactly as recording already requires — and applies one
rule per row:
- `scopeId == null` → the row is stamped with the effective scope before the
delegate insert (one write, not an UPDATE after the fact). Stamping uses a
dynamic call, since no base interface can declare the field; this is the
per-row hot path of every insert, which is why the heavier `patchTableRow`
stays out of it. In-place mutation is preferred (generated fields are
mutable, so no per-row allocation); dynamic `copyWith` is the fallback
only if rows were ever immutable.
- `scopeId != null` → it must equal the effective scope, or the operation
throws. Explicit callers get verification for free.
Consequences of the rule:
- **Cross-scope writes cannot succeed.** A model carrying another scope's id
trips the assertion; a model carrying null is stamped with the acting
scope and then the scoped `WHERE` filter (which includes
`scopeId = <scope>`) matches no foreign row, so the update or delete fails
with "no rows" instead of touching another tenant's data.
- **The column never appears in update SET lists**, exactly like `id`
(`_updateRowWithoutRecording` already filters `columnName != 'id'`).
A tampered model cannot attempt to move a row across scopes.
- **Merges stamp from the merging scope** (each merge acts in exactly one
scope), and incoming payloads have the field stripped by
`_sanitizeMergeRowData` — it is not portable data.
The same effective-scope requirement applies to every CRUD entrypoint, not
only inserts:
- `insert`/`insertRow`/batch insert: stamp-or-assert before the delegate write;
- reinsert of a tombstoned row: only the same owning scope can revive it;
a foreign-scope row id is a UUID ownership collision, not a reinsert target;
- `update`/`updateRow`: the scoped `WHERE` includes `scopeId = <scope>`, and
`scopeId` is removed from the SET list even if it appears in `columns`;
- `updateWhere`/`updateById`: any `ColumnValue` for `scopeId` is rejected (or
dropped before SQL generation, but rejection gives better caller feedback),
and the scoped `WHERE` still includes `scopeId = <scope>`;
- `delete`/`deleteRow`/`deleteWhere`: deletes only see rows owned by the
effective scope, so a foreign row id returns "no rows" instead of recording a
tombstone for another owner;
- future `upsert`: must first resolve ownership of the conflicting row and may
update only when the existing row's `scopeId` equals the effective scope.
### Keeping the value off the wire
The wire discipline is enforced by construction and respects the caller's
choice: **the field leaves the package the way it came in.**
- **Stamped values stay internal.** When a model comes in with `scopeId`
null, the proxy stamps the effective scope for the database write, and
the rows handed back by that operation carry null again. The same applies
to scoped reads, which have no input model to respect. Stripping applies to
every synced model instance returned by the proxy, including nested
`IncludeObject` and `IncludeList` result graphs. Callers who never provide
the value never observe it, and cannot serialize the database-local int into
endpoint payloads even by accident.
- **Explicit values are respected.** When a model comes in with `scopeId`
set (and verified by the assert arm), the rows returned by that operation
keep it — the package does not hide a value the caller knowingly manages.
In batch operations the rule applies per row.
- **Unscoped (admin) reads keep it populated.** Within a scoped read the
value is redundant — it always equals the acting scope — but for admin
reads it is the only per-row ownership information, and those results are
consumed server-side.
Mechanically this stays on the cheap path: rows returned by the delegate are
fresh, package-owned instances, so stripping is a per-row in-place setter
with no allocation, applied at the same proxy layer that injects the
visibility predicates. The caller's own input instance is never left
observably mutated by a stamp: the implementation either stamps a copy bound
for the database or restores the field after the write.
This mirrors mature row-level-security practice, where the tenant column is
populated from session context (`DEFAULT current_setting(...)`) precisely so
application code cannot get it wrong, rather than passed through call sites.
A convenience accessor exposing the effective scope's normalized id (e.g. on
the transaction or the database) may be added for explicit callers and
custom filtering; it is not required by any flow, and its documentation
carries the database-local warning above.
### Sync-layer exclusions
`scopeId` is infrastructure that happens to live in the domain row. Keyed by
the reserved name, it is excluded from:
- `crdt_schema_columns` registration and field-level CRDT metadata (it has no
HLC history; it is never merged as a field) — which also keeps it out of
the synced-schema hash symmetrically on both sides;
- update recording (`afterUpdate` ignores it) and merge payload sanitization;
- outbound sync insert payloads and outbound sync update payloads. The sender
must not serialize `scopeId` from the domain row; the receiver stamps the
merge-local normalized scope instead.
### Validation
`CrdtSchemaRegistry` extends the existing UUID primary key check:
- every synced table must have a nullable `int` column named `scopeId`
(missing or mistyped → error with the paste-ready yaml, including the
"remove `scope=serverOnly`" hint when the server schema has the column and
the client schema does not);
- every non-primary unique index on a synced table must include `scopeId`
(missing → error), except a foreign-key-only unique index whose referenced
tables are also synced. Ordinary global unique indexes are forbidden for now
because the package does not yet define deterministic cross-scope conflict
resolution.
## Unique indexes
Per-scope uniqueness is declared by the application as an ordinary composite
index, which now exists identically on both databases:
```yaml
indexes:
person_scope_name_unique_idx:
fields: scopeId, name
unique: true
```
Ordinary global unique indexes are rejected until the package has a
deterministic cross-scope arbitration policy and a way to record the
losing-side release in that scope's CRDT chain. "Whoever syncs first" is not
an acceptable CRDT rule. The only permitted global unique indexes are
foreign-key-only indexes: every index element must be a column, and the
indexed columns must be composed only of complete foreign-key column sets whose
referenced tables are also synced. This covers Serverpod's relation indexes,
including one-to-one and composite FK relation indexes, without forcing
duplicate per-scope indexes for include-query performance. Those columns point
at globally unique synced row ids, and FK enforcement already repairs or
rejects cross-scope references, so they are not treated as global
application-level arbitration. The model must still declare scoped composite
unique indexes for application uniqueness. On a deployment that happens to
contain one scope, a composite unique with a constant `scopeId` accepts exactly
the same rows as a plain unique; nothing degrades.
The unique-conflict resolver discovers indexes from the table definitions,
uses `scopeId` as part of the lookup predicate, and releases only the
application columns in scoped indexes. Allowed FK-only global unique indexes
are ignored by the CRDT resolver; same-scope application conflicts are handled
by scoped composite indexes, and cross-scope references are handled by FK
repair. Rows in different scopes never form a conflict group under the
required composite index. The flag policy (see
`unique-constraint-invariants.md`) is otherwise unchanged.
## Enforcement mechanics
1. **Local writes: stamp-or-assert** (see *Write semantics*), with the
effective scope required exactly as it already is for CRDT recording.
2. **Merge-insert ownership check.** `_applyMergeInsertForMissingRow` treats
an existing domain row with another `scopeId` as a UUID ownership collision.
This is a terminal sync error, not a recoverable conflict policy. The check
is atomic with the physical write:
1. Look up the domain row by `(table, uuidRowId)` before writing.
2. If it exists with the merging scope, follow the same-scope
update/reinsert path.
3. If it exists with another scope, roll back the merge work for the
incoming change, record a durable integrity violation with denormalized
operation, table, row, scope, node UUID, and HLC fields, then fail the
sync session.
4. If it does not exist, insert with `scopeId` stamped from the merging
scope.
5. If the insert races another scope and hits the domain primary key,
re-read the row and apply the same ownership decision before any CRDT
metadata survives the transaction.
Step 5 carries an implementation constraint: today the merge records the
scope's CRDT row (`_upsertMergeRow`) — and unique-conflict resolution and
FK-safe handling, which may mutate neighboring rows — *before* the domain
write where the collision surfaces. The insert application must therefore
run inside a savepoint rolled back on collision (or be reordered
domain-write-first), so that a rejected insert leaves behind no CRDT row,
no released unique values, and no FK attempts. The durable violation is
written after that rollback, outside the rolled-back merge work, so the
diagnostic record survives even though the bad change does not.
The durable record is sparse exception state, not a second ownership index.
`crdt_sync_integrity_violations` stores one deduplicated row per observed
violation key: `(type, operation, domainTableName, uuidRowId,
ownerScopeUuid, incomingScopeUuid)`. All other stored fields are
denormalized scalars so the record remains useful after merge rollbacks and
on databases that do not share the same local CRDT metadata rows. There are
no foreign keys into CRDT metadata tables (`crdt_schema_tables`,
`crdt_data_rows`, `crdt_nodes`): relations would often target rows that
never committed or no longer exist when the violation is persisted outside
the rolled-back merge transaction.
`type` and `operation` are serialized enum names. The current types are
`ownershipCollision` and `missingDomainRow`; operations distinguish merge
and outbound insert/update/delete paths. Stored alongside the key:
`uuidNodeId` and `hlcDatetime` / `hlcCounter` for the rejected change's
causal context; optional `crdtDataRowId` as a same-database hint to the
local metadata row id when one was known (for example outbound sync with a
stale tracker); `firstSeenAt`, `lastSeenAt`, and `occurrences`.
`ownerScopeUuid` is nullable because a corrupt physical row can exist with
a null owner;
`incomingScopeUuid` is required and globally locatable. `crdtDataRowId` is
often null on merge-insert collisions and is not portable across devices.
The record intentionally stores neither the rejected payload nor a payload
hash. The sync response returns the violation identifier and checkpoints do
not advance past the rejected change, so retrying the same corrupt client
state fails deterministically until the application resolves it.
Re-keying the incoming row to a synthetic UUID was considered (non-lossy,
consistent with the unique flag policy) but rejected: row identity re-keying
breaks the incoming chain's own foreign key references to that UUID, which
would require alias tracking across the whole merge. UUIDv7 collisions
between honest clients are negligible; a collision is a bug or an attack,
and failing the sync is the only response that preserves both the existing
owner's data and the sender's still-unaccepted local change.
3. **Foreign keys stay within a scope.** A synced row may only reference
synced rows of its own scope. Locally,
`_assertVisibleForeignKeyTargets` gains a scope-equality check next to
its visibility check; in merges, a foreign-scope target is treated
exactly like an invisible target, so the existing attempt/override
machinery (see `foreign-key-invariants.md`) repairs the reference instead
of linking across scopes. Cascade deletes and SET NULL projections
therefore never cross a scope boundary. References to non-synced tables
are unaffected.
4. **No duplicated metadata lookup index.** An earlier draft added a unique
index on `crdt_data_rows (tblId, uuidRowId)` as defense-in-depth. It is
dropped because the hot CRDT paths need the existing scoped index
`(scopeId, tblId, uuidRowId)`, and adding the unscoped index duplicates
most of the key space on every row. Instead, every consumer of CRDT row
metadata is required to prove ownership against the physical row: reads key
visibility through `domain.scopeId`; outbound sync serializes a domain row
only when `domain.scopeId` equals the collecting scope; merge, FK, and
unique helpers reject metadata that attempts to materialize or mutate a
foreign-owned row. A stray foreign tracker is therefore inert by consumer
discipline, while an observed attempt to use it is a durable sync violation.
Deployments that need a stronger offline audit can run an explicit scan for
duplicate `(tblId, uuidRowId)` trackers; the package does not pay that
index cost on every database by default.
## Read path
Ownership on the row collapses every visibility predicate into an
index-covered probe; the aggregate (`GROUP BY`/`MIN`) form, its full-scan
cost (~95 ms per point lookup at 1M CRDT rows in the SQLite benchmark), and
the covering index it wanted never ship.
- **Scoped query** (a `transactionForUser` read, or the persistent default
scope): rows are filtered by `scopeId = <scope>` — the isolation promise,
and the central point of the design — plus the existing correlated
`NOT EXISTS` visibility probe on `(scopeId, tblId, uuidRowId)`.
- **Unscoped query** (no transaction scope, no persistent scope — admin
reads): no isolation filter; the visibility probe is keyed by the row's
own column — `NOT EXISTS (… WHERE c.scopeId = t."scopeId" AND tblId = ?
AND uuidRowId = t.id AND visibility > …)` — fully covered by the existing
unique index. A row is visible while its owner sees it.
On a database containing one scope, the two views return the same rows; no
code anywhere branches on scope count. Rows with a null `scopeId` — created
behind the sync layer's back (raw SQL, seed fixtures) — are visible only to
unscoped reads; seeding flows must stamp scopes, which ties into the
reference-table open question.
Multi-scope deployments additionally gain Postgres row-level security as an
option, since policies can reference `scopeId` directly — the package's
isolation filter and RLS become two enforcements of one predicate.
## Sync path
Sync also consumes CRDT metadata, so it follows the same row-ownership rule
as reads and writes:
- **Outbound inserts** collect `crdt_data_rows` for one scope, then fetch the
physical domain row only if `domain.scopeId` equals that same scope. A
stale or hostile tracker for a foreign-owned row fails the sync and records
a durable violation before any payload is produced.
- **Outbound updates** fetch the column value only after the field's CRDT row
is proven to match the domain row owner. `scopeId` itself is never emitted
as an update because it has no field metadata.
- **Outbound deletes** are scoped by CRDT metadata; a foreign tracker can at
worst try to produce a tombstone for a row the collecting scope never owned,
so delete collection also verifies the domain owner when the domain row still
exists and fails with a durable violation on mismatch.
- **Inbound inserts and updates** sanitize any incoming `scopeId` before merge
and stamp from the merge scope. Incoming row UUIDs that already belong to
another scope fail the sync session as ownership collisions, record durable
violations, and do not advance checkpoints past the rejected change.
This is the audit rule for all future sync helpers: no path may serialize,
materialize, resolve conflicts for, or project a synced domain row through
CRDT metadata unless the domain row's `scopeId` equals the effective CRDT
scope, except explicit unscoped admin reads.
## API surface
The package is unreleased, so renames land directly, with no aliases and no
data migration. Public API stays user-first (that is the semantics
developers expect to write); internals and storage are named after what they
actually key — scopes:
- **`transactionForUser(userId, fn)`** keeps its name and shape: it resolves
the user's UUID to the local scope and pins the transaction to it — writes
stamp and assert against it, reads are isolated to it. The optional
`scopeId` parameter is reserved for shared scopes (see *Future*).
- **`persistentUserId`** remains the way to pin a default scope outside
explicit transactions — the standard single-user client configuration.
- **`mergeChanges(scopeId: …)`** keys the chain being merged — the parameter
is renamed from `userId` to what it always was.
- **Internals and storage** adopt scope naming in one sweep: `crdt_users` →
`crdt_scopes` (`CrdtUser` → `CrdtScope`, `uuidUserId` → `uuidScopeId`),
`crdt_data_rows.userId` → `scopeId` (matching the domain column),
`userForTransaction`, the effective-user helpers, and the HLC manager
keys. Doing this now is what keeps the *Future: shared scopes* section a
pure addition instead of a rename project.
- **Unscoped reads** remain supported as admin reads.
Consequences for application code, stated as contract:
1. **Every synced table declares `id: UuidValue` and `scopeId: int?`.**
Startup fails with a paste-ready error otherwise.
2. **`id` remains globally unique per synced table.** The same
`(table, uuidRowId)` cannot exist in two scopes. If merge observes that
UUID already owned by another scope, it records a durable ownership
violation and fails the sync.
3. **`scopeId` round-trips the way it came in** — left null, the sync layer
stamps it internally and returns it null (scoped reads return it null
too); provided explicitly, it must match the effective scope or the
operation throws, and it stays visible on the way out. The column is
immutable after insert.
4. **Scoped reads are isolated to their scope.** Reading across scopes is an
explicit unscoped (admin) read.
5. **Merge-inserts colliding with another scope's row fail the sync**, never
apply over the owner's data, and never advance the sender past the rejected
change.
6. **Foreign keys on synced tables target same-scope rows.** Cross-scope
references are repaired by the existing FK override machinery instead of
being linked.
7. **Application unique indexes on synced tables include `scopeId`.** Global
unique indexes are rejected at startup until a deterministic cross-scope
policy exists, except FK-only indexes whose referenced tables are synced.
## Implementation plan
Each phase lands independently green; later phases depend on earlier ones
only where stated. No generator or Serverpod fork changes are required.
- **Phase 1 — naming, contract, validation.** The user→scope renames in
internals and storage (above), done first so later phases build on the
final names. `CrdtSchemaRegistry`: the `scopeId` presence/type check with
the `serverOnly` hint, and the global unique-index rejection. Reserved-name
exclusions: `crdt_schema_columns` registration, field-level merge, update
recording, inbound merge sanitization, and outbound sync serialization.
Test models gain `scopeId`.
- **Phase 2 — write-path enforcement.** Stamp-or-assert in the proxy insert
paths (dynamic dispatch on the known field); `scopeId` rejected from
`updateWhere`/`updateById` column values and excluded from model-update SET
lists; ownership assertion on update, delete, reinsert, and upsert; atomic
merge-insert ownership check with durable fail-fast collision handling,
including primary-key race handling; merge stamping from the merging scope;
FK same-scope assertion and merge repair routing; unique resolver limited
to scoped indexes, with ordinary global indexes rejected by validation.
- **Phase 3 — read paths.** Isolation filter for scoped reads; row-keyed
visibility probe for unscoped reads; stripping of `scopeId` from scoped
root and include-graph read results; outbound sync owner checks before
serializing inserts, updates, or deletes; delete the `GROUP BY`/`MIN` form
and the server-only-index TODO from `tombstone.dart`.
- **Phase 4 — tests and benchmarks.** The plan below, plus updating
`TombstoneScopeBenchmark` to ownership-conformant seeding (one tracker per
row); its current second-tracker fixtures survive only as the enforcement
scenario.
### Test plan
Because no code branches on scope count or deployment role, mechanisms are
tested **once**, not per combination:
- **Mechanism suites (run once).** All existing CRUD, tombstone visibility,
unique-conflict, FK-invariant, merge, and sync suites continue on the
uniform model; test models declare `scopeId` and are otherwise unchanged
(the stamp rule means call sites do not change).
- **Enforcement tests.** Stamping on insert; assert-on-mismatch throwing for
insert and update; immutability of the column; round-trip symmetry (null
in → null out, explicit in → kept, per row in batches); stripping on
scoped root and included read results and retention on unscoped reads; the
caller's input instance left unmutated; merge-insert collision fails sync,
records a durable violation, and covers the primary-key race regression;
stale foreign tracker fails before producing outbound insert/update/delete
payloads and records a durable violation (the multi-user fixtures in
`tombstone_scope_test.dart` become these tests); FK cross-scope repair;
schema validation rejects ordinary global unique indexes and accepts
FK-only unique indexes whose referenced tables are synced.
- **Combination smoke tests (one each, not per mechanism).** A two-scope
database proving read isolation and per-scope uniqueness on SQLite; one
`withServerpod` sync roundtrip proving the wiring end to end. These exist
to prove deployment shapes compose, not to re-verify mechanisms.
## Future: shared scopes
`crdt_scopes` is the entity everything is keyed by: sync, locking, HLC
chains, and visibility. Sharing becomes an indirection in front of it, not a
change to row ownership:
- an authenticated identity maps to one personal scope plus any number of
shared scopes;
- a shared list/document/workspace is a scope that several identities
subscribe to and sync;
- every row still has exactly one owning scope (its `scopeId`), so merging
stays one chain per row and nothing in this document's enforcement
changes.
This is the standard shape of sharing in local-first systems, and it is the
reason the column and concept are named `scope` rather than `user`. The rest
of this section sketches the direction in enough detail to keep today's
decisions compatible with it; it is not committed design.
### Users authenticate, scopes act
The two concepts separate cleanly:
- a **user** is an authentication identity — what endpoints and the sync
handshake verify;
- a **scope** is the unit of replication and ownership — what transactions
act in, what chains and tombstones are keyed by, what `scopeId`
references.
Two conventions bridge them with no storage migration:
1. **A user's personal scope has the user's own UUID.** This is already true
(the scope UUID keys the chain today), so every deployment without
sharing is the degenerate case "each user has exactly one scope: their
personal one". Shared scopes are new `crdt_scopes` rows whose UUID is no
user's id.
2. **Membership** is a server-side relation, `crdt_scope_members(scopeId,
userUuid, role?)`, managed by application code (invitations and roles are
app domain). Personal-scope membership is implicit; no row is stored for
it.
### The transaction API
`transactionForUser` keeps its name and user-first semantics — that is what
developers expect to write — and gains an optional scope:
```dart
db.transactionForUser(userId, fn); // acts in the personal scope
db.transactionForUser(userId, fn, scopeId: listId); // acts in a shared scope
```
- Without `scopeId`, the scope resolves to the user's personal scope — by
convention 1, simply `userId` itself, which is exactly today's behavior.
- With `scopeId`, the `userId` argument is **not dead weight**: the package
asserts `membership(userId, scopeId)` before acting. The parameter pair
reads as "authenticated as `userId`, acting in `scopeId`, verified
member" — the same predicate row-level security policies mirror. The
caller remains responsible for `userId` being authenticated, exactly as
today.
- A transaction acts in **exactly one scope**. Cross-scope writes need
separate transactions; this is deliberate honesty about CRDT semantics,
since two scopes' chains replicate independently and remote replicas can
never observe a cross-scope write atomically anyway.
### Reads: membership-wide; writes: scope-pinned
A user-scoped read in a sharing world naturally means "rows in any scope I am
a member of": the isolation filter becomes `scopeId IN (<member scopes>)`
instead of `scopeId = <scope>`. The visibility probe is the row-keyed form —
the same probe as unscoped admin reads — so sharing simplifies the predicate
matrix rather than growing it: reads differ only in their membership filter
(one scope, a user's scopes, or none for admin).
This is also exactly the shape of a Postgres row-level security policy
(`scopeId IN (SELECT scopeId FROM crdt_scope_members WHERE userUuid =
current_setting(...))`), which is the standard practice for multi-tenant
isolation and on the Serverpod backlog; the package's application-level
filter and RLS become two enforcements of one predicate.
### Sync and clients
- A device syncs one chain per scope it holds: the sync session (or one
session per scope) enumerates the authenticated user's member scopes,
verified server-side against `crdt_scope_members` at the handshake; the
membership table itself is not synced.
- Every database is already sharing-capable schema-wise — the column is
universal — so a sharing-enabled client simply holds several scopes' rows.
One database file per scope remains a valid alternative layout.
- Checkpoints stay per `(scope, node)`; a device is a node in each scope's
chain it participates in.
### What sharing does not change
Every enforcement rule in this document survives unchanged: `(table,
uuidRowId)` stays globally identified, rows have exactly one owning scope,
merge-insert ownership checks compare scopes, unique conflict groups form
within a scope, ordinary global unique indexes stay rejected, and
stamp-or-assert applies with the transaction's resolved scope. Sharing adds a
membership layer in front of scopes; it does not touch row ownership.
## Resolved during review
Decisions that were open questions in earlier drafts, kept here so they are
not relitigated by accident:
- **Optional vs. required `scopeId`:** required, on every synced table and
in both schemas. The optional-column draft and the schema-presence-mode
draft were both rejected: each created a second ownership architecture (or
a second schema shape) that every mechanism would have to support and
test. Requiring the column everywhere deleted the mode system, the
index-projection generator feature, and the per-mode test matrix, at the
cost of ~1–2 bytes per row and a visible read-only field on domain models.
- **Global UUID row identity:** retained. Serverpod's generated domain model
and ORM expect one primary key column, so the package does not introduce
composite `(scopeId, id)` identity or a surrogate physical row id. A
duplicate `(table, uuidRowId)` in another scope is an ownership collision,
not a valid second row.
- **`scope=serverOnly` on the column:** rejected (would reintroduce
asymmetric schemas); validation forbids it.
- **Stamp-or-assert as the single write path:** chosen over required
explicit passing (ceremony without added security — the package must
verify any supplied value anyway, and the persistent-user client pattern
has no transaction object in hand) and over dual documented paths (two
mental models). Explicit callers still get verified explicitness through
the assert arm.
- **Nullability:** nullable, permanently. The int is database-local, so a
non-nullable field would force clients to serialize a meaningless local
id into endpoint payloads; null honestly means "not mine to say". The
sync layer guarantees the value on every synced row.
- **Wire transport prevented by construction, respecting the caller:** the
value leaves the way it came in — stamped values are stripped from
returned rows and scoped reads, including include graphs; explicitly
provided (and verified) values are kept on the way out; unscoped admin
reads keep the value as the only per-row ownership information server-side;
outbound sync never serializes it. Mechanism: in-place dynamic mutation on
package-owned instances (preferred over `copyWith`, the fallback only
under immutability; `patchTableRow` is reserved for the merge path, where
field names are data-driven and its 50–200× cost is justified), never
leaving the caller's input observably mutated.
- **Unscoped-read semantics:** an unscoped read is an admin view; a row is
visible while its owner sees it. Scoped reads are isolated to their scope
— confirmed as the central goal of the design.
- **Fail vs. skip vs. re-key on colliding inserts:** fail and record a
durable violation. Skipping can silently consume a client's rejected change
and advance sync state without any recovery policy; re-keying row identity
would break the incoming chain's own FK references.
- **Metadata backstop index:** dropped only with the consumer audit rule:
every read, write, sync, merge, FK, and unique path that consumes CRDT row
metadata must prove `domain.scopeId` equals the effective metadata scope
before materializing domain data.
- **Audit surface:** a durable `crdt_sync_integrity_violations` table is part
of the terminal sync-integrity contract. Session logs may mirror it, but
they are not the source of truth.
- **No compatibility aliases:** the package is unreleased, so renames
(storage and API parameters) land without aliases. The storage migration
preserves existing durable violation rows by mapping prior operation strings
to the new enum names.
## Open questions
1. **Globally shared reference tables.** Read-only data synced to every user
would violate "every row has one owning scope" and is out of scope; if
the use case materializes, it likely becomes a third table kind rather
than a relaxation of the contract. Related: rows seeded behind the sync
layer's back carry a null `scopeId` and are visible only to admin reads.
2. **`scopeId` naming collisions.** The name is reserved by convention; an
application with a pre-existing, semantically different `scopeId` column
on a synced table has no escape hatch other than renaming its column.
Acceptable for now; revisit if it bites real users.
3. **Membership revocation semantics (sharing).** When a user loses
membership of a scope, the server stops streaming it at the next
handshake, but the device still holds the scope's data and may hold
unsynced local changes for it. Purge-vs-keep policy, and whether revoked
unsynced changes are surfaced or dropped, need their own design.
4. **Roles within a scope (sharing).** `crdt_scope_members.role` is sketched
but undefined: read-only members would need write rejection at merge time
(another fail-and-record case), and the interaction with offline-written
changes by a demoted member overlaps with question 3.

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# Sync and non-sync foreign key boundaries
Status: proposal for a separate implementation issue.
## Summary
Foreign keys that cross the sync boundary are unsafe by default. A synced row is
owned, collected, merged, hidden, and repaired through CRDT metadata. A
non-synced row has none of that state. Letting arbitrary database relations
cross that boundary lets the database mutate or constrain synced rows without
the CRDT layer recording the corresponding facts.
There are only two allowed sync/non-sync relation shapes:
1. the package-owned ownership link from each synced domain row to
`crdt_scopes`;
2. a synced row referencing a non-synced, server-authoritative reference table,
but only after the sync protocol can provision that reference data before
CRDT merge.
The ownership link is:
```yaml
fields:
id: UuidValue?, defaultPersist=random_v7
### Owner scope of this row. Maintained by the CRDT sync layer.
scopeId: int?, relation(optional, parent=crdt_scopes, onDelete=Cascade)
```
`scopeId == null` remains valid persisted state, but it means the row is
orphaned from CRDT ownership: it is never synced, never collected for outbound
sync, and not removed by deleting a scope. `scopeId != null` means the row is
owned by that scope, participates in CRDT, and is physically purged when the
scope is deleted.
All other foreign keys between synced and non-synced tables must fail
`initialize()`. Until the reference-data sync phase exists, `initialize()` must
also reject server-authoritative reference-table relations even when they use
`onDelete=Restrict`.
## Table classes
- **Synced table:** any application table passed to the CRDT `syncTables`
configuration.
- **Non-synced table:** any other application table known to the Serverpod
serialization manager.
- **Protocol-provisioned reference table:** a non-synced table whose rows are
authored by the server, sent through a reference-data phase in the sync
protocol, applied before CRDT merge, and not removed while synced rows
reference them.
- **Package metadata table:** CRDT infrastructure tables owned by this package,
especially `crdt_scopes`, `crdt_nodes`, `crdt_data_rows`,
`crdt_data_fields`, `crdt_data_tombstone`, and FK projection tables.
`crdt_scopes` is not a synced domain table. The `scopeId -> crdt_scopes.id`
relation is a special package-owned purge boundary, not an application-level
foreign key.
## Allowed relations
### Synced -> synced
Allowed under the normal FK invariant rules:
- the child and parent are both in `syncTables`;
- supported FK shapes are single-column child references to single-column
parent references;
- local writes assert same-scope visibility;
- merge-time FK projection repairs hidden, missing, or foreign-scope targets.
### Non-synced -> non-synced
Ignored by CRDT. These relations are normal application/database relations.
### Synced -> `crdt_scopes` through `scopeId`
Allowed, and required once this proposal is implemented. The relation must be
exactly:
- child table is a synced domain table;
- child column is the reserved `scopeId` column;
- child column type is nullable `int`;
- parent table is `crdt_scopes`;
- parent column is `id`;
- `onDelete` is `Cascade`;
- `onUpdate` is `NoAction` or unspecified database default.
This relation exists only to make terminal scope purge database-enforced. It
does not change normal CRDT deletes, which remain soft deletes recorded in
CRDT metadata.
### Future: synced -> protocol-provisioned reference table
Allowed when every referenced row is server-authoritative reference data, such
as a global category table used to group synced rows, and when the sync
protocol provisions that table before applying CRDT changes. The relation must
be strictly constraining: it may prevent reference-table deletion, but it must
never cause the database to mutate synced rows behind the CRDT recorder.
This exception must not be implemented as a schema-only relaxation. The same
implementation issue that permits this relation must also add the reference-data
sync phase described below.
The allowed shape is:
- child table is a synced domain table;
- parent table is a non-synced application table;
- parent table is declared in sync configuration as protocol-provisioned
reference data;
- the FK is single-column child reference to single-column parent reference;
- `onDelete` is exactly `Restrict`;
- `onUpdate` is `Restrict`, `NoAction`, or unspecified database default;
- the referenced parent key is treated as immutable by application policy;
- referenced parent rows are applied before any local insert, local update, or
incoming merge can use them.
`NoAction` is intentionally not accepted for `onDelete`: the delete must fail
immediately rather than being deferrable to transaction end. `Cascade`,
`SetNull`, and `SetDefault` are forbidden because they can physically delete or
mutate synced rows without CRDT tombstones or field HLCs.
This exception does not make the reference table offline-first. Creating,
renaming, deleting, or otherwise syncing reference rows is outside CRDT. The
server authors reference data, and clients cache the latest server snapshot or
delta before CRDT merge.
This exception also does not expand the global unique-index exception. A unique
index involving a FK to a protocol-provisioned reference table is
application-level uniqueness and must include `scopeId` unless another explicit
policy is added.
## Reference-data sync phase
The sync protocol must treat server-authoritative reference data as an ordered
precondition for CRDT merge:
1. The sync handshake includes the client's reference-data versions or hashes.
2. The server sends missing reference-data snapshots or deltas before CRDT
changes that may reference them.
3. The client applies those reference rows to local non-synced tables.
4. Only after the reference-data phase succeeds does the client apply incoming
CRDT operations.
5. If an incoming CRDT row references missing reference data after that phase,
the sync fails as a protocol violation. FK projection must not repair it.
Reference data has server-authoritative replacement/delta semantics, not CRDT
semantics. Clients do not author reference rows, and conflicts are not resolved
through HLCs, unique conflict projection, or FK projection.
## Forbidden relations
### Non-synced -> synced
Always forbidden.
A non-synced child has no CRDT row, no scope ownership, and no merge history.
If it references a synced parent, then a CRDT soft delete can hide the parent
while the database FK still sees the physical parent row. Delete actions and
visibility checks become incoherent, and the current recorder can also reach
paths that assume the child table has CRDT schema metadata.
### Synced -> other non-synced application table
Forbidden, except for:
- the special `scopeId -> crdt_scopes.id` relation;
- the protocol-provisioned reference-table relation above.
The apparent safe use case is an app user/auth table, because that table is
server-authoritative and must exist before offline data can be synced. That can
fit the protocol-provisioned reference-table rule only when user rows are
provisioned by the sync reference-data phase and never deleted while synced rows
reference them. If account deletion must erase synced data, it should not rely
on a direct app-user FK cascade. A direct unrestricted FK from synced rows to a
non-synced table is unsafe:
- merge inserts and updates cannot project or repair missing non-synced
parents;
- database FK failures become raw merge failures, not deterministic CRDT
projection;
- deleting the non-synced parent with `CASCADE`, `SET NULL`, or `SET DEFAULT`
can change synced child rows without CRDT tombstones or field HLCs;
- `NoAction` is not strict enough for this boundary because it can be
deferrable.
The app-user relation should be modeled outside synced domain rows. Account
deletion should revoke the user and purge the user's `CrdtScope`, not rely on
arbitrary application FKs into synced data.
### Synced -> package metadata table other than `crdt_scopes`
Forbidden. Domain rows must not reference CRDT metadata internals such as nodes,
schema rows, field rows, tombstones, or ownership violations.
### Non-synced -> package metadata table
Forbidden unless the relation is part of a future explicit package API. An
application table must not depend on metadata rows whose lifecycle is controlled
by sync, merge, or scope purge.
## Scope purge semantics
Deleting a scope is a terminal GDPR/account-erasure operation, not a CRDT
operation.
A safe purge workflow is:
1. Revoke the account or scope so no new sync session can start.
2. Mark the scope UUID as deleted, or otherwise make auth reject future
`getOrCreate(uuidScopeId)` attempts for that UUID.
3. Delete `crdt_scopes.id`.
4. Let database cascades remove:
- synced domain rows with `scopeId = deletedScope.id`;
- `crdt_nodes` for that scope;
- `crdt_data_rows` for that scope;
- row fields, tombstones, and FK projection rows through their existing
metadata cascades.
5. Delete or anonymize diagnostics that intentionally outlive metadata
cascades, such as durable ownership violation rows. Those rows store
denormalized table names and scope UUIDs only; they do not reference
purged metadata through foreign keys.
If an old offline client later reconnects with data for a purged scope, sync
must fail with a terminal "scope deleted/reset required" response. The server
must not recreate the scope and must not accept the old CRDT chain, or erased
data can be resurrected.
Rows with `scopeId == null` are not affected by scope purge. They are
application-owned orphan/admin rows and remain outside CRDT.
## Initialize validation
`initialize()` must inspect all generated table definitions and classify every
foreign key by child and parent table class.
Validation rules:
- `synced -> synced`: allowed only when the existing FK invariant support can
handle the FK shape.
- `non-synced -> non-synced`: ignored.
- `synced -> crdt_scopes` through reserved `scopeId`: allowed only when it
matches the exact allowed shape above.
- `synced -> protocol-provisioned reference table`: allowed only when the
reference-data sync phase is implemented, the parent table is declared as
protocol-provisioned reference data, and the relation matches the exact
allowed shape above. Without that protocol support, reject it even when the
FK uses `onDelete=Restrict`.
- every other `synced <-> non-synced` or `domain <-> package metadata` FK:
fail initialization with an error naming the offending constraint.
The error message should explain the allowed alternatives:
- make both tables synced;
- make both tables non-synced;
- remove the relation;
- use the future reference-data sync phase with `onDelete=Restrict` for
immutable server-authoritative reference data;
- for account deletion, use the package-owned scope purge relation instead of
an application FK.
## Tests
The implementation issue should add schema/initialize tests for:
- accepting `scopeId: int?, relation(optional, parent=crdt_scopes,
onDelete=Cascade)` on every synced table;
- rejecting `sync -> non-sync` restricted reference-table FKs with
`onDelete=Restrict` while the reference-data sync phase is absent;
- accepting `sync -> non-sync` protocol-provisioned reference-table FKs with
`onDelete=Restrict` after the reference-data sync phase is implemented;
- applying reference-data deltas before CRDT merge when incoming rows reference
those rows;
- failing sync as a protocol violation when incoming CRDT rows reference
missing reference data after the reference-data phase;
- rejecting `non-sync -> sync`;
- rejecting `sync -> non-sync` application FKs with `NoAction`, `SetNull`,
`SetDefault`, and `Cascade`;
- rejecting global unique indexes over protocol-provisioned reference FK
columns unless the index includes `scopeId`;
- rejecting synced domain relations to package metadata tables other than
`crdt_scopes`;
- preserving orphan rows with `scopeId == null` across scope purge;
- deleting a scope removes owned domain rows and CRDT metadata for that scope;
- stale clients for a purged scope cannot recreate the scope or sync old data.