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15 changes: 15 additions & 0 deletions HISTORY.asc
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STABLE
------

### Changes

* A fresh install and an updated install now produce identical `pg_init_privs`,
and therefore identical `pg_dump` output. A fresh install used to grant `USAGE`
on five enum types implicitly via `ALTER DEFAULT PRIVILEGES`, which is never
snapshotted into `pg_init_privs`, while an update granted the same privilege
explicitly, which is -- so a dump of a fresh install emitted five `GRANT`
statements that a dump of an updated install omitted. Both scripts now end by
calling the new `_cat_tools.privilege__normalize()`, which resets every
privilege cat_tools issues to its intended state.
* `_cat_tools` relations that previously carried no explicit ACL
(`catalog_metadata`, `pg_depend_identity_v`) now have one spelling out
owner-only access. No privilege changes hands; the effective permissions are
what they always were.

0.3.0
-----
New functions and types for working with routines and partitioned relations.
Expand Down
165 changes: 22 additions & 143 deletions RELEASE.md
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# Releasing cat_tools

cat_tools builds on pgxntool (https://github.com/Postgres-Extensions/pgxntool);
the release machinery (`make tag`, `make dist`) lives in `pgxntool/base.mk`. These
steps cut a new release.

## 1. Safety check: verify committed version files haven't drifted

Before anything else, confirm every committed versioned install script still matches
what that version actually shipped.

- [ ] For each committed versioned install script — `sql/cat_tools--<version>.sql.in`
(0.2.0 onward) or `sql/cat_tools--<version>.sql` (the historical pre-0.2.0 files
`0.1.0`/`0.1.3`/`0.1.4`/`0.1.5`, which have no `.sql.in` source and are tracked
directly; see CLAUDE.md "SQL file conventions") — find its last-touching commit:
`git log -1 --format='%H %ad' -- sql/cat_tools--<version>.sql.in` (or `.sql`).
- [ ] Confirm that commit is no later than when that version was actually tagged.
cat_tools tags every release, unprefixed (e.g. `0.2.2`, `0.2.3` — see step 6's
`make tag`), so compare directly: `git log -1 --format='%H %ad' <version>`. (No
tags exist before `0.2.2` — `0.1.x`, `0.2.0`, and `0.2.1` predate cat_tools'
tagging convention — so this direct comparison is only available from `0.2.2`
onward.)
- [ ] A version file touched by a commit LATER than its own release's tag is a red
flag — it likely means `default_version` in `cat_tools.control` was left pointing
at that real (non-`stable`) version after release, and a later source edit to
`sql/cat_tools.sql.in` silently regenerated — and corrupted — the committed file
via `sql.mk`'s current-version rule (`$(EXTENSION__CURRENT_VERSION__FILES:.sql=.sql.in):
sql/cat_tools.sql.in cat_tools.control`, which `cp`s the base source over it).
Investigate before proceeding.
- [ ] **Known exception, not necessarily a corruption:** a version file whose
last-touching commit is much later than its version's real release can also mean
the file was legitimately backfilled or reformatted after the fact (e.g. once new
build tooling started requiring something that wasn't tracked before). A late
touch-date alone isn't suspicious — only worry about a file whose *content*
actually differs from what shipped.

## 2. Pre-release checks
- [ ] Open issues/PRs for this release reviewed, merged or deferred.
- [ ] CI green on all supported PostgreSQL versions (the `all-checks-passed` job on master).
- [ ] Locally: `make verify-results` passes. It depends on `$(TEST_DEPS)` directly, not
on `test` itself (deliberately — see `base.mk`'s own comment on why: `test`'s early
exit on a regression would otherwise abort the chain before verify-results got to
inspect and report the diff), so it still runs the suite first, then gates on the
results with a stricter pgtap-aware check. `make test` itself also returns
non-zero on a regression as of pgxntool 2.3.0, but `verify-results` remains the
stricter, documented gate.

## 3. Decide the version and what to track
- [ ] Pick the new version (semantic versioning).
- [ ] **Minor change? Consider NOT committing the generated versioned install script.**
If this release makes only fairly minor changes (unlikely to cross a PostgreSQL
supported-version boundary), decide whether to omit the generated
`sql/cat_tools--<version>.sql.in` — it has little update-test-coverage value and
omitting it keeps the repo smaller (it is regenerated from `sql/cat_tools.sql.in`
at build time). The update script (`sql/cat_tools--<prev>--<version>.sql.in`) is
ALWAYS committed. See CLAUDE.md "SQL file conventions".

## 4. Update version + changelog

> **⚠️ CRITICAL — you are temporarily leaving the `stable` pseudo-version.** Master's
> `default_version` normally sits at the `stable` pseudo-version so that source edits
> regenerate `cat_tools--stable.sql` and never a frozen released file. Stamping a real
> version here points the generated current-version file at `cat_tools--<version>`. The
> moment this release is merged you **MUST** flip `default_version` back to `stable` on
> master (step 7). If you forget, the next source edit on master will regenerate — and
> corrupt — the just-released version's install file.
>
> `sql/cat_tools--<version>.sql.in` must ALWAYS be tracked — that's the entire point,
> keeping a real history of the extension across releases. `stable` is the ONE exception
> (its `.sql.in` is gitignored, not tracked) for the ONE reason that `stable` itself is
> never actually released, so there's no history to keep.

- [ ] Bump `default_version` in `cat_tools.control` (bumped by hand).
- [ ] Bump the version in `META.in.json` — the source of truth is
`provides.cat_tools.version` (also update the top-level `version`); `META.json`,
`control.mk`, and `meta.mk` (which feeds `PGXNVERSION`) regenerate via `make`.
- [ ] Advance `release_status` in `META.in.json` as appropriate (unstable → testing →
stable).
- [ ] Add/finish the update script `sql/cat_tools--<prev>--<version>.sql.in`; confirm
`ALTER EXTENSION cat_tools UPDATE` from the previous version reaches the new one,
on multiple PG majors.
- [ ] Stamp `HISTORY.asc`: the top `STABLE` section accumulates user-facing changes as
PRs land; at release, rename that header to the new version number.

## 5. Verify
- [ ] `make verify-results` green (it runs `test` first, then gates on the results).
- [ ] From a clean checkout (or `git archive` of the tag): `make && make install`
regenerates and installs cleanly and `CREATE EXTENSION cat_tools;` reports the new
version — confirms a PGXN consumer can build from the tracked sources alone. (This
mirrors what `make dist` ships, since it archives the tag: committed files only, so
any omitted generated install script is regenerated on the consumer's side.)

## 6. Tag and distribute

> **⚠️ Pass `PGXN_REMOTE=<remote>` to every target below if your clone's `origin`
> is a personal fork** (as it typically is for a maintainer working from a fork,
> with the canonical repo configured under some other remote name — check
> `git remote -v` rather than assuming it's called `upstream`). Without it,
> `tag`/`rmtag`/`forcetag`/`dist` push to `origin` by default — silently
> tagging the fork instead of `Postgres-Extensions/cat_tools`. This is exactly
> what happened when the 0.2.3 release tag was first cut and had to be
> re-pointed by hand; pgxntool 2.2.0 added `PGXN_REMOTE` specifically to fix
> this (https://github.com/Postgres-Extensions/pgxntool/issues/53).

- [ ] Commit the release changes; working tree must be clean — `make tag` aborts with
"Untracked changes!" on a dirty tree.
- [ ] `make tag` — creates a git tag named exactly the version, UNPREFIXED (e.g. `0.2.3`,
matching the existing `0.2.2` tag; no `v` prefix), taken from `PGXNVERSION`, and
pushes it to `$(PGXN_REMOTE)` (default `origin`). It is idempotent when the tag
already points at HEAD, and errors if the tag exists on a different commit. To
move an existing tag use `make forcetag` (= `make rmtag` then `make tag`);
`make rmtag` deletes the tag locally and on `$(PGXN_REMOTE)`.
- [ ] `make dist` — depends on `tag` (and builds the HTML docs), then
`git archive`s the tag into `../cat_tools-<version>.zip` (parent directory).
Because it archives the tag, only committed files are included. If a `.gitattributes`
exists it must be committed, or `dist` aborts (git archive only honors
`export-ignore` for committed files). `make forcedist` = `forcetag` + `dist`.
- [ ] Upload the `../cat_tools-<version>.zip` to PGXN (manual).

## 7. Return master to `stable` (CRITICAL — do not skip)
- [ ] As soon as the release is merged, flip `default_version` back to the `stable`
pseudo-version on master (`cat_tools.control` + `META.in.json`), open a new top
`STABLE` section in `HISTORY.asc`, and re-seed a fresh
`sql/cat_tools--<this-release>--stable.sql.in` update script for the next cycle.
Leaving master stamped at the real version means the next source edit regenerates
and corrupts the released version's install file. The just-released
`sql/cat_tools--<version>.sql.in` stays tracked, permanently — nothing to clean up
or remove there; see step 4's note above.

> The persistent `stable` pseudo-version (a permanent version literally named `stable`,
> with a live `sql/cat_tools--<last-release>--stable.sql.in` update script that every
> source fix targets) decouples fixes from version bumps. The machinery is built into
> `sql.mk`; it lands immediately after the 0.2.3 release, so 0.2.3 itself is the last
> release cut before the scheme exists — steps 4/7 above describe the flow from the
> next release onward.

## Notes and caveats

- **0.2.3 catalog-view repair / `pg_upgrade` caveat.** Databases updated from
0.2.0/0.2.1 hold broken catalog views that fail binary `pg_upgrade` to PostgreSQL
12+ until the extension is updated to 0.2.3 (the update rebuilds them, dropping and
recreating the public `pg_class_v`/`column`/`pg_class()` objects without `CASCADE`).
Surface this in the release notes when people may cross the PG 11 → 12+ boundary. See
README.asc "Updating the extension" and
https://github.com/Postgres-Extensions/cat_tools/pull/42.
See [`../ai/RELEASE.md`](../ai/RELEASE.md) for the actual release process.
What follows is repo-specific context that doesn't belong in that shared
doc.

## Pre-0.2.2 releases predate tagging

cat_tools' first git tag is `0.2.2`; `0.1.0`/`0.1.3`/`0.1.4`/`0.1.5`, `0.2.0`,
and `0.2.1` were never tagged. The shared doc's step 1 (verify committed
version files haven't drifted) calls for comparing a version file's
last-touching commit against that version's tag — there's no tag to compare
against for any of those versions. See CLAUDE.md "SQL file conventions" for
how those pre-0.2.0 versions are tracked (plain `.sql`, no `.sql.in`).

## 0.2.3 catalog-view repair / `pg_upgrade` caveat

Databases updated from 0.2.0/0.2.1 hold broken catalog views that fail
binary `pg_upgrade` to PostgreSQL 12+ until the extension is updated to
0.2.3 (the update rebuilds them, dropping and recreating the public
`pg_class_v`/`column`/`pg_class()` objects without `CASCADE`). Surface this
in the release notes when people may cross the PG 11 → 12+ boundary. See
README.asc "Updating the extension" and
https://github.com/Postgres-Extensions/cat_tools/pull/42.
166 changes: 166 additions & 0 deletions sql/cat_tools--0.3.0--stable.sql.in
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/*

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26 lines of comment here is overkill. Again, IMPORTANT details about individual steps/things belong as comments with the relevant code. A header comment like this should only hit high-level things, and only if needed.

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Header is down to 9 lines: what this achieves, plus the one non-obvious reason it is needed (implicit ALTER DEFAULT PRIVILEGES grants never reach pg_init_privs, explicit ones do). Everything else moved to the code it explains — the REVOKE-before-GRANT rationale sits on the REVOKE in the loop, the column-ACL exclusion sits on the TABLE branch it would apply to, and the grantee scope sits on the view that defines it. Same trim applied to the copy in sql/cat_tools.sql.in.

* Converge privileges between a fresh install and an updated one, down to
* pg_dump output. https://github.com/Postgres-Extensions/cat_tools/issues/93
*
* The install script's ALTER DEFAULT PRIVILEGES grants USAGE on our types
* implicitly, and an implicit grant is never snapshotted into pg_init_privs,
* while the same grant written out in an update script is -- identical ACLs,
* different dumps. Issuing the same explicit statements at the end of both
* scripts removes the asymmetry by construction.
*/

/*
* One row per object cat_tools issues privileges on, plus the privileges it
* intends that object to have. object_kind is the keyword GRANT and REVOKE name
* the object with; grant_privilege is what the usage role gets, or NULL for
* nothing. privilege__normalize() below is a loop over this.
*
* Only the grantees cat_tools itself issues to -- PUBLIC and the usage role --
* are described here. Grants an administrator made to other roles are left
* alone: an update must not silently revoke them.
*/
CREATE OR REPLACE VIEW _cat_tools.privilege_target_v AS
WITH ext AS (
SELECT oid AS extoid
, extnamespace
FROM pg_catalog.pg_extension
WHERE extname = 'cat_tools'
)
, member AS (
SELECT classid
, objid
FROM pg_catalog.pg_depend
WHERE refclassid = 'pg_catalog.pg_extension'::pg_catalog.regclass
AND refobjid = (SELECT extoid FROM ext)
AND deptype = 'e'
)
/*
* The extension's own schema is created by CREATE EXTENSION itself, so it is
* not a member and has to be unioned in.
*/
SELECT 'SCHEMA'::text AS object_kind
, n.oid::pg_catalog.regnamespace::text AS object_identity
, true AS revoke_public
, true AS revoke_role
, 'USAGE'::text AS grant_privilege
FROM pg_catalog.pg_namespace n
WHERE n.oid IN (
SELECT extnamespace FROM ext
UNION ALL
SELECT objid FROM member WHERE classid = 'pg_catalog.pg_namespace'::pg_catalog.regclass
)
UNION ALL
/*
* PUBLIC keeps the USAGE Postgres gives it on every type: schema USAGE is what
* actually gates our types, so revoking here would tighten the documented
* model rather than normalize it.
*/
SELECT 'TYPE'
, t.oid::pg_catalog.regtype::text
, false
, true
, 'USAGE'
FROM pg_catalog.pg_type t
WHERE t.oid IN (SELECT objid FROM member WHERE classid = 'pg_catalog.pg_type'::pg_catalog.regclass)
AND t.typtype <> 'p'
-- Array types and relation rowtypes carry no ACL of their own
AND NOT EXISTS( SELECT FROM pg_catalog.pg_type e WHERE e.typarray = t.oid )
AND (
t.typrelid = 0
OR 'c' = (SELECT c.relkind FROM pg_catalog.pg_class c WHERE c.oid = t.typrelid)
)
UNION ALL
/*
* Relations in the extension's own schema are the public API; anything in
* _cat_tools is internal and gets no grant. Sequences (relkind 'S') are
* excluded because their privilege set is unlike a table's and cat_tools has
* none; adding one means adding a branch here.
*
* Column-level privileges (pg_attribute.attacl) are likewise out of scope:
* cat_tools grants nothing at column granularity and ALTER DEFAULT PRIVILEGES
* has no column granularity either, so the drift this exists to prevent cannot
* reach them. A table-level REVOKE never subsumes column-level privileges, so
* granting at column granularity in future means handling them here too.
*/
SELECT 'TABLE'
, c.oid::pg_catalog.regclass::text
, true
, true
, CASE WHEN c.relnamespace = (SELECT extnamespace FROM ext) THEN 'SELECT' END
FROM pg_catalog.pg_class c
WHERE c.oid IN (SELECT objid FROM member WHERE classid = 'pg_catalog.pg_class'::pg_catalog.regclass)
AND c.relkind IN ('r', 'p', 'v', 'm', 'f')
UNION ALL
/*
* Which routines the usage role may execute is a per-routine decision made at
* the creation site, where __cat_tools.create_function already issues
* REVOKE-then-GRANT, so only the REVOKE from PUBLIC is asserted here.
*/
SELECT 'ROUTINE'
, p.oid::pg_catalog.regprocedure::text
, true
, false
, NULL::text
FROM pg_catalog.pg_proc p
WHERE p.oid IN (SELECT objid FROM member WHERE classid = 'pg_catalog.pg_proc'::pg_catalog.regclass)
;
COMMENT ON VIEW _cat_tools.privilege_target_v IS 'Every object cat_tools issues privileges on, and the privileges it intends.';

CREATE OR REPLACE FUNCTION _cat_tools.privilege__normalize(
) RETURNS void LANGUAGE plpgsql AS $body$
DECLARE
/*
* Single point of definition for the grantee; nothing else below names a
* role. https://github.com/Postgres-Extensions/cat_tools/issues/88 may change
* how it is chosen.
*/
c_usage_role CONSTANT pg_catalog.name := 'cat_tools__usage';

/*
* A non-superuser install may be unable to create the role
* (https://github.com/Postgres-Extensions/cat_tools/issues/88), so its absence
* skips the role-specific statements instead of failing.
*/
c_have_role CONSTANT boolean := EXISTS(
SELECT FROM pg_catalog.pg_roles WHERE rolname = c_usage_role
);

r record;
BEGIN
IF NOT c_have_role THEN
RAISE DEBUG 'role % does not exist; normalizing PUBLIC privileges only', c_usage_role;
END IF;

FOR r IN
SELECT *
FROM _cat_tools.privilege_target_v
-- Deterministic statement order, so both paths build ACL entries alike
ORDER BY object_kind, object_identity
LOOP
/*
* REVOKE first, rather than just topping the GRANT up: an ALTER DEFAULT
* PRIVILEGES configured outside this extension reaches every object a fresh
* install creates and nothing an update script touches, so whatever it added
* would otherwise be a permanent divergence.
*/
IF r.revoke_public THEN
EXECUTE format('REVOKE ALL ON %s %s FROM PUBLIC', r.object_kind, r.object_identity);
END IF;

CONTINUE WHEN NOT c_have_role;

IF r.revoke_role THEN
EXECUTE format('REVOKE ALL ON %s %s FROM %I', r.object_kind, r.object_identity, c_usage_role);
END IF;

IF r.grant_privilege IS NOT NULL THEN
EXECUTE format('GRANT %s ON %s %s TO %I', r.grant_privilege, r.object_kind, r.object_identity, c_usage_role);
END IF;
END LOOP;
END
$body$;
COMMENT ON FUNCTION _cat_tools.privilege__normalize() IS 'Reset every privilege cat_tools issues to its intended state.';

SELECT _cat_tools.privilege__normalize();

-- vi: expandtab ts=2 sw=2
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