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feat!: require Schema for cursor and quotafill pagination (Phase 2 + 3)#12

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feat!: require Schema for cursor and quotafill pagination (Phase 2 + 3)#12
josemarluedke merged 15 commits intomainfrom
feat/phase-3-quota-fill

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@josemarluedke josemarluedke commented Dec 12, 2025

Breaking Changes - Schema-Based Cursor Pagination

This PR makes Schema required for cursor and quotafill pagination, eliminating encoder/OrderBy mismatches at compile-time and validating sort fields at runtime.

Summary

BREAKING CHANGE: cursor.New() and quotafill.New() now require *cursor.Schema[T] instead of separate encoder + OrderBy parameters.

API Changes

Cursor API (Before):

encoder := cursor.NewCompositeCursorEncoder(func(u *User) map[string]any {
    return map[string]any{"created_at": u.CreatedAt, "id": u.ID}
})
orderBy := []paging.OrderBy{{Column: "created_at", Desc: true}, {Column: "id", Desc: true}}
paginator := cursor.New(page, encoder, users)
fetchParams := cursor.BuildFetchParams(page, encoder, orderBy)
conn, _ := cursor.BuildConnection(paginator, users, encoder, transform)

Cursor API (After):

schema := cursor.NewSchema[*User]().
    Field("created_at", "c", func(u *User) any { return u.CreatedAt }).
    FixedField("id", cursor.DESC, "i", func(u *User) any { return u.ID })

paginator, err := cursor.New(page, schema, users)  // Validates PageArgs
fetchParams, err := cursor.BuildFetchParams(page, schema)  // OrderBy from schema
conn, err := cursor.BuildConnection(paginator, users, transform)  // No encoder param

Quotafill API (Before):

quotafill.New(fetcher, filter, encoder, orderBy, opts...)

Quotafill API (After):

quotafill.New(fetcher, filter, schema, opts...)

What Changed

Core Implementation

  • Added cursor.Schema[T] pattern as single source of truth for sortable fields
  • Schema validates PageArgs before creating encoders
  • Schema automatically includes fixed fields in OrderBy
  • All cursor functions now return errors for validation
  • Enhanced PageArgs with WithSortBy() and WithMultiSort() helpers

Benefits

  1. Type Safety: Impossible to create mismatched encoder/OrderBy pairs
  2. Runtime Validation: Schema validates sort fields before encoding
  3. Security: Short cursor keys prevent information leakage
  4. Simplicity: One parameter (schema) instead of two (encoder + orderBy)
  5. Multi-tenant Support: Fixed prefix fields for efficient partitioning

Commits

  • 832ed1e feat(cursor): add Schema pattern for type-safe pagination
  • 75fb5ae feat(cursor)!: require Schema for cursor pagination
  • a669f6e feat(quotafill)!: require Schema for quotafill pagination
  • 907a227 test: update integration tests for Schema-based API
  • 8f8b30e docs: update README for Schema-based API
  • e49f6f0 refactor(core): enhance PageArgs with structured multi-column sorting
  • 54aa727 fix(tests): ensure PageArgs.SortBy matches schema OrderBy

Test Results

✅ All 46 cursor unit tests passing
✅ All 19 quotafill unit tests passing
✅ All 53 integration tests passing

Migration Guide

Simple Migration

// Before:
encoder := cursor.NewCompositeCursorEncoder(func(u *User) map[string]any {
    return map[string]any{"created_at": u.CreatedAt, "id": u.ID}
})
orderBy := []paging.OrderBy{{Column: "created_at", Desc: true}, {Column: "id", Desc: true}}

// After:
schema := cursor.NewSchema[*User]().
    Field("created_at", "c", func(u *User) any { return u.CreatedAt }).
    FixedField("id", cursor.DESC, "i", func(u *User) any { return u.ID })

Update Function Calls

// cursor.New: add error handling
paginator, err := cursor.New(page, schema, users)
if err != nil {
    return nil, err
}

// cursor.BuildFetchParams: pass schema only
fetchParams, err := cursor.BuildFetchParams(page, schema)
if err != nil {
    return nil, err
}

// cursor.BuildConnection: remove encoder
conn, err := cursor.BuildConnection(paginator, users, transform)

// quotafill.New: pass schema instead of encoder + orderBy
wrapper := quotafill.New(fetcher, filter, schema, opts...)

// Use PageArgs helpers for sorting
args := paging.WithSortBy(nil, "created_at", true)
args = paging.WithMultiSort(args,
    paging.OrderBy{Column: "name", Desc: false},
    paging.OrderBy{Column: "created_at", Desc: true},
)

Related

…erative fetching

Adds Phase 3 feature: quota-fill pagination wrapper that solves the problem
of inconsistent page sizes when applying authorization filters, soft-deletes,
or other per-item filtering logic.

Core Implementation:
- Decorator pattern wraps any paginator (cursor or offset)
- Iterative fetching until requested page size is filled
- Adaptive backoff with Fibonacci multipliers [1,2,3,5,8]
- N+1 pattern for accurate HasNextPage detection
- Proper cursor alignment: encodes from last filtered item

Safeguards:
- MaxIterations (default: 5) prevents infinite loops
- MaxRecordsExamined (default: 100) limits database load
- Timeout (default: 3s) prevents long-running queries

Observability:
- Metadata tracking: strategy, query time, items examined, iterations
- SafeguardHit field indicates which safeguard triggered
- Partial results returned when safeguards trigger

Testing:
- 31 integration tests with real PostgreSQL + SQLBoiler
- Deterministic filters using email-based patterns
- Complete coverage: basic, multi-iteration, safeguards, cursor alignment
- Simplified with reusable helper functions

Documentation:
- Comprehensive README section with examples
- Performance tips and filter optimization guidance
- Migration guide updated for v1.0 (from v0.3.0)
- Version references corrected throughout

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
@josemarluedke josemarluedke added the Type: Enhancement New feature or request label Dec 12, 2025
josemarluedke and others added 9 commits December 11, 2025 23:22
…provements

Changed quota-fill from Decorator to Adapter pattern by wrapping Fetcher
instead of Paginator. This enables N+1 pattern to work automatically and
aligns with production requirements where quota-fill needs direct fetcher access.

Breaking Changes:
- Renamed Wrap() to New() to match offset.New() and cursor.New() conventions
- Changed signature: New(Fetcher, filter, encoder, orderBy) instead of Wrap(Paginator)
- Encoder is now required (no offset pagination support)
- Renamed quotafill/wrapper.go to quotafill/quotafill.go

Improvements:
- Added cursor.BuildFetchParams() helper for automatic N+1 pattern
- Simplified N+1 logic with explicit batchSize variable
- Added proper cursor decode error handling
- Removed AI-generated verbose documentation
- Cleaned up inline comments for better readability

All tests passing. Updated README and migration guide.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Changed Connection[T] and Edge[T] to let users control pointer semantics by
passing the pointer type themselves instead of adding pointer indirection.

Breaking Changes:
- Connection[T].Nodes changed from []*T to []T
- Edge[T].Node changed from *T to T
- BuildConnection transform signature changed from func(From) (*To, error) to func(From) (To, error)

Migration:
Users should pass pointer types as generic parameters:
- Before: Connection[User] with Nodes []*User (library added pointer)
- After: Connection[*User] with Nodes []*User (user controls pointer)

Benefits:
- More flexible - users can choose pointer or value types
- Cleaner semantics - no hidden pointer indirection
- Eliminates double-pointer confusion
- Consistent with Go conventions

All tests passing (105 tests across all packages).

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Introduce cursor.Schema[T] as a single source of truth for sortable
fields, fixed fields, and cursor encoding. This eliminates the risk
of encoder/OrderBy mismatches and validates PageArgs at runtime.

Key features:
- Field() for user-sortable columns with short cursor keys
- FixedField() for always-included fields (tenant_id, id)
- BuildOrderBy() automatically includes fixed fields
- EncoderFor() validates PageArgs and returns configured encoder
- Prevents information leakage by using short keys instead of column names

The Schema pattern centralizes pagination configuration and ensures
compile-time type safety combined with runtime validation.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
BREAKING CHANGE: cursor.New() and cursor.BuildFetchParams() now
require *cursor.Schema[T] instead of CursorEncoder[T]

Changes to public API:
- cursor.New(page, schema, items) now returns (Paginator, error)
- cursor.BuildFetchParams(page, schema) now returns (FetchParams, error)
- cursor.BuildConnection() no longer needs encoder parameter
- Paginator stores encoder internally from schema
- PageArgs are validated against schema's registered fields

This change makes it impossible to create mismatched encoder/OrderBy
pairs at compile-time and validates sort fields at runtime, preventing
invalid pagination requests from reaching the database layer.

Migration example:
  // Before
  encoder := cursor.NewCompositeCursorEncoder[Model](...)
  p := cursor.New(page, encoder, items)

  // After
  schema := cursor.NewSchema[Model]().
    Field("name", "nm", "name").
    FixedField("id", "id")
  p, err := cursor.New(page, schema, items)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
BREAKING CHANGE: quotafill.New() now requires *cursor.Schema[T]
instead of separate encoder and orderBy parameters

Changes to public API:
- quotafill.New(fetcher, filter, schema, opts...)
- Wrapper now gets encoder and orderBy from schema
- Nil-safe BuildOrderBy() implementation
- All cursor-related operations go through schema

This ensures quotafill cursor pagination uses the same validated
schema as core cursor pagination, maintaining consistency across
all pagination mechanisms and preventing configuration drift.

Migration example:
  // Before
  encoder := cursor.NewCompositeCursorEncoder[Model](...)
  orderBy := []string{"name", "id"}
  wrapper := quotafill.New(fetcher, filter, encoder, orderBy)

  // After
  schema := cursor.NewSchema[Model]().
    Field("name", "nm", "name").
    FixedField("id", "id")
  wrapper := quotafill.New(fetcher, filter, schema)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Updated all integration tests to use the new Schema-based cursor
pagination API, ensuring comprehensive coverage of the breaking
changes introduced in the cursor and quotafill packages.

Changes:
- Replace NewCompositeCursorEncoder with Schema builders
- Add error handling for cursor.New() and BuildFetchParams()
- Update quotafill.New() calls to use schema parameter
- Convert all cursor pagination tests to Schema pattern
- Add security tests for cursor key information leakage prevention

All tests continue to pass with the new API, validating that the
Schema pattern maintains backward compatibility in behavior while
improving type safety and validation.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Updated all code examples and documentation to reflect the new
Schema-based cursor pagination API. This includes:

- Updated cursor pagination basic examples
- Clarified that Schema is now required (not optional)
- Updated quotafill examples with schema parameter
- Added error handling throughout code samples
- Updated API signatures in all code blocks
- Improved explanation of Schema benefits

The documentation now accurately reflects the breaking changes
introduced in v2.0 and provides clear migration guidance for
existing users.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Refactored PageArgs sorting API to use OrderBy structs instead of
separate columns and direction fields. This enables per-column sort
direction control and improves API clarity.

Changes:
- PageArgs.SortBy now uses []OrderBy instead of []string + bool
- Added WithMultiSort() for multi-column sorting with individual directions
- Updated WithSortBy() to create single-element OrderBy slice
- Replaced SortByCols() and IsDesc() with GetSortBy()
- Updated offset paginator to build ORDER BY from OrderBy structs
- Updated all tests to use new sorting API

This change provides a more flexible and intuitive API for complex
sorting scenarios while maintaining backward compatibility through
helper functions.

Example:
  // Single column sort
  args := WithSortBy(nil, "created_at", true)

  // Multi-column sort with different directions
  args := WithMultiSort(nil,
    OrderBy{Column: "created_at", Desc: true},
    OrderBy{Column: "name", Desc: false},
  )

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Fix remaining integration test failures caused by encoder/OrderBy
mismatches. Tests were manually creating FetchParams with hardcoded
OrderBy (created_at, id) but using empty PageArgs, causing the schema
to generate an encoder with only the fixed "id" field.

Changes:
- Use paging.WithSortBy() to set SortBy before creating paginators
- Replace manual FetchParams creation with cursor.BuildFetchParams()
- Ensure PageArgs used for encoder matches PageArgs used for OrderBy

This ensures cursors encode all fields present in the ORDER BY clause,
preventing duplicates and page overlaps in cursor pagination.

Fixes 9 integration test failures related to cursor pagination.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
@josemarluedke josemarluedke changed the base branch from main to feat/phase-2-cursor December 13, 2025 01:42
@josemarluedke josemarluedke changed the base branch from feat/phase-2-cursor to main December 13, 2025 01:44
@josemarluedke josemarluedke changed the title feat: Phase 3 - Quota-Fill Pagination feat!: require Schema for cursor and quotafill pagination (Phase 2 + 3) Dec 13, 2025
josemarluedke and others added 5 commits December 13, 2025 08:34
Renamed the OrderBy type to Sort throughout the codebase to better
reflect its purpose as a generic sort specification. This provides
clearer semantics when used in interfaces and API surfaces.

Changes:
- Renamed OrderBy type to Sort in interfaces.go
- Updated PageArgs.SortBy field to use []Sort type
- Updated FetchParams.OrderBy to use []Sort type
- Updated all function signatures and method returns across cursor/,
  offset/, sqlboiler/, and quotafill/ packages
- Updated all test files to use Sort type
- Updated example code in documentation comments

BREAKING CHANGE: The OrderBy type has been renamed to Sort. All code
using OrderBy must be updated to use Sort instead. This includes:
- Direct type references: OrderBy -> Sort
- Function parameters: []OrderBy -> []Sort
- Struct fields: OrderBy -> Sort

Migration example:
  // Before
  orderBy := []paging.OrderBy{{Column: "name", Desc: true}}

  // After
  orderBy := []paging.Sort{{Column: "name", Desc: true}}

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Fixed critical bug where the cursor was being encoded from the last
filtered item instead of the last examined item. This caused quota-fill
pagination to restart from earlier positions in the database instead of
advancing forward through the full dataset.

The bug occurred because after filtering, the cursor was being generated
from state.filteredItems (which only contains items that passed the
filter function), rather than from trimmedItems (which contains all
items fetched from the database before filtering).

This meant that if iteration 1 fetched items [A, B, C, D, E] but only
[A, C] passed the filter, the cursor would encode position C instead of
E. On the next iteration, the database would start scanning from C,
potentially re-examining item D and E again, leading to inefficient
queries and incorrect pagination.

The fix ensures the cursor advances to the last item examined from the
database, regardless of whether it passed the filter, so the next
iteration continues scanning from the correct position.

Impact: Without this fix, quota-fill pagination with selective filters
could examine the same database records multiple times across
iterations, causing performance degradation and incorrect page
boundaries.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Increased the seed count from 25 to 100 users in security tests to
ensure quota-fill safeguard tests have enough data to properly test
iteration limits and max records examined scenarios.

With only 25 users, some quota-fill tests with selective filters might
not have enough data to trigger safeguards like MaxRecordsExamined(100)
or MaxIterations(5), making the tests less effective at catching edge
cases.

The 100 user dataset provides sufficient volume to:
- Test safeguard triggering with various filter selectivity rates
- Verify cursor advancement across multiple iterations
- Ensure pagination behaves correctly with large result sets

Also updated a missed type rename from OrderBy to Sort in the SQL
injection test case (this was missed in the previous refactor commit).

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Updated all references throughout README to reflect the breaking
change that renamed the OrderBy type to Sort. This includes:
- Code examples showing multi-column sorting with Sort type
- FetchParams.OrderBy field usage (which contains []Sort)
- Cursor schema examples with Sort configurations

The rename improves API clarity by using a more conventional name
that better describes the sorting configuration.

Related to commit dea852c (refactor(core)!: rename OrderBy type to Sort)

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
Added Bash(sed:*) permission to allow Claude Code to use sed
commands for text transformation tasks during development.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
@josemarluedke josemarluedke merged commit e0601f4 into main Dec 14, 2025
1 check passed
@josemarluedke josemarluedke deleted the feat/phase-3-quota-fill branch December 14, 2025 00:54
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