feat: adopt dedicated PostgreSQL schema for Recoco internal tracking tables

[Copilot]

Syncs the upstream CocoIndex architecture change (#1459): all Recoco-internal tables (cocoindex_setup_metadata, <flow>__cocoindex_tracking, <flow>__cocoindex_srcstate) can now be isolated in a dedicated PostgreSQL schema, keeping them out of user-facing schemas.

Changes

Settings struct (settings.rs)

• Added db_schema_name: Option<String> — when set, all internal tables are placed in that schema; defaults to None (existing behavior, uses connection default schema)

Global schema store (lib_context.rs)

• Added INTERNAL_DB_SCHEMA (LazyLock<RwLock<Option<String>>>) — stores the configured schema at init time for synchronous access throughout DB helpers
• Added get_internal_db_schema() -> Option<String> public accessor
• create_lib_context persists the schema; clear_lib_context clears it (test isolation)

Schema qualification helpers

• qualify_table_name_with_schema(table: &str) -> String in db_tracking_setup.rs — returns schema.table or plain table depending on config
• get_setup_metadata_table_name() -> String in setup/db_metadata.rs — same for the metadata table

SQL operations (db_tracking.rs, db_tracking_setup.rs, setup/db_metadata.rs)

• All table CREATE/INSERT/SELECT/UPDATE/DELETE/DROP/RENAME operations updated to use schema-qualified names
• MetadataTableSetup::apply_change issues CREATE SCHEMA IF NOT EXISTS before table creation when a schema is configured
• Fixed schema-aware existence check in read_setup_metadata — parameterized schemaname/tablename query instead of hardcoded schemaname = 'public'
• Table RENAME: source is schema-qualified; destination uses only the sanitized table name (PostgreSQL syntax requirement)

Usage

use recoco::settings::{Settings, DatabaseConnectionSpec};

let settings = Settings {
    database: Some(DatabaseConnectionSpec {
        url: "******localhost:5432/mydb".to_string(),
        ..
    }),
    // Internal tables go to `recoco_state` schema; schema is auto-created
    db_schema_name: Some("recoco_state".to_string()),
    ..Default::default()
};
recoco::lib_context::init_lib_context(Some(settings)).await?;

When db_schema_name is None (default), behavior is unchanged — tables land in the connection's default schema.

Documentation (site/src/content/docs/reference/configuration.md)

• Added db_schema_name to the settings reference with example and behavioral notes

Warning

Firewall rules blocked me from connecting to one or more addresses (expand for details)

I tried to connect to the following addresses, but was blocked by firewall rules:

• test
  • Triggering command: /home/REDACTED/work/recoco/recoco/target/debug/deps/recoco_core-e9addf7bc802a9c3 /home/REDACTED/work/recoco/recoco/target/debug/deps/recoco_core-e9addf7bc802a9c3 /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_-z /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_relro /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_-o /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_/home/REDACTED/work/recoco/recoco/target/debug/deps/libasync_openai_macros-b4a0e9c4e5088142.so /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_/usr/lib/gcc/x86_64-linux-gnu/13/../../../x86_64-linux-gnu/crti.o /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_/usr/lib/gcc/x86_64-linux-gnu/13/crtbeginS.o /src/lib.rs /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_-L/home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_64-REDACTED-linux-gnu/lib /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_64-u�� /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_64-REDACTED-linux-gnu/lib/librustc_std_workspace_alloc-1aa74596e1d30fe3.rlib /home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_64-REDACTED-linux-gnu/lib/libminiz_oxide-92023c1cb0992e10.rlib -194�� ld/blake3-1ddee7/home/REDACTED/work/recoco/recoco/target/debug/deps/indoc-c245401abdd5e8b3.indoc.3/home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/lib/rustlib/x86_64-REDACTED-linux-gnu/bin/rust-lld -1949cf8c6b5b557/home/REDACTED/work/recoco/recoco/target/debug/deps/indoc-c245401abdd5e8b3.indoc.3-flavor f/schemars_deriv/home/REDACTED/work/recoco/recoco/target/debug/deps/indoc-c245401abdd5e8b3.indoc.3gnu -g /index.crates.io-m64 d36f965af7/out/b/home/REDACTED/work/recoco/recoco/target/debug/build/thiserror-807aad773eed03cf/ru-plugin-opt=/usr/libexec/gcc/x86_64-linux-gnu/13/lto-wrapper /index.crates.io/home/REDACTED/work/recoco/recoco/target/debug/build/thiserror-807aad773eed03cf/bu-plugin-opt=-fresolution=/tmp/ccpL1iwf.res (dns block)
  • Triggering command: /home/REDACTED/work/recoco/recoco/target/debug/deps/recoco_core-e9addf7bc802a9c3 /home/REDACTED/work/recoco/recoco/target/debug/deps/recoco_core-e9addf7bc802a9c3 debuginfo=2 -C debug-assertions=on 0d67�� 0d6780f47d96841.derive_where.ee2dcf92753f67b2-cgu.05.rcgu.o 0d6780f47d96841.derive_where.ee2dcf92753f67b2-cgu.06.rcgu.o bin/rustc 0d6780f47d96841./home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/bin/rustc dbdd36-cgu.0.rcg--crate-name u.o bin/rustc 0d67�� 0d6780f47d96841.--error-format=json 0d6780f47d96841.--json=diagnostic-rendered-ansi,artifacts,future-incompat bin/rustc /lto-wrapper ul_p384.o ul_p384_alt.o bin/rustc (dns block)
  • Triggering command: /home/REDACTED/work/recoco/recoco/target/debug/deps/recoco_core-e9addf7bc802a9c3 /home/REDACTED/work/recoco/recoco/target/debug/deps/recoco_core-e9addf7bc802a9c3 _macro-2f105f69e--crate-name _macro-2f105f69earraydeque bin/rustc _mac�� a.rs stable-x86_64-un--json=diagnostic-rendered-ansi,artifacts,future-incompat f/rustls-0.23.36--crate-type f98bb5df7b618.rliptables e-8f6043c0591a70-w 462bfddf44ae.rli-t 463b17398.rlib 3026�� e050294cd.rlib 7d0200b95c8.rlib-C ld/mime_guess-4bcodegen-units=256 s/async_stream_igit s/async_stream_ishow s/libunicase-10b30ba25993b1599363559dccc5b12ede21141733f:crates/recoco-core/src/execution/db_tracking.rs known-linux-gnu/debug-assertions=on (dns block)

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Original prompt

---

This section details on the original issue you should resolve

<issue_title>[Upstream-Sync] [ARCHITECTURE] Adopt dedicated DB schema for Recoco internal tracking tables (upstream PR #1459)</issue_title>
<issue_description>### Summary

Adopt the upstream architecture change from cocoindex-io/cocoindex#1459: introduce a dedicated DB schema (namespace) for Recoco internal tracking tables, following CocoIndex upstream. This cleanly separates Recoco's bookkeeping tables from user/application tables for improved maintainability, multi-tenant safety, and DB hygiene.

Motivation

• Upstream now uses a specific DB schema for all internal state tables; this keeps tracking/metadata tables (used for state, setup, etc.) out of user-facing schemas.
• Benefits: avoids name collisions, simplifies migrations/backups, supports multi-tenant and shared DB environments, respects user DB boundaries.

What changes upstream?

• PR knitli/recoco#1459: Internal tables moved into a named schema, with settings/configs to allow overrides.
• Major files: execution/db_tracking.rs, db_tracking_setup.rs, source_indexer.rs, settings.rs, setup/db_metadata.rs (in Recoco: likely crates/recoco-core/src/execution/ and settings).
• Tracking tables are now always created in (by default) a schema like recoco_state instead of the default DB schema.

Action for Recoco

• Audit all state/tracking tables for use of hardcoded or default schema.
• Update schema creation, queries, and migration logic to use a dedicated internal namespace (e.g., recoco_state).
• Provide a config option for advanced deployments to override the namespace if needed.
• Update integration tests to expect the new schema separation.

References

• Upstream PR: cocoindex-io/cocoindex#1459
• Bootstrap tracking issue: #27</issue_description>

Comments on the Issue (you are @copilot in this section)

• Fixes [Upstream-Sync] [ARCHITECTURE] Adopt dedicated DB schema for Recoco internal tracking tables (upstream PR #1459) #53

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Status	Name	Latest Commit	Updated (UTC)
❌ Deployment failed View logs	recoco-docs	acf16dd	Mar 13 2026, 09:41 PM

[Copilot]

Pull request overview

Adds an optional dedicated PostgreSQL schema for Recoco/CocoIndex internal tables to keep bookkeeping tables out of user-facing schemas.

Changes:

• Introduces Settings.db_schema_name and persists it globally for DB helpers.
• Schema-qualifies internal metadata/tracking table SQL and creates the schema when configured (metadata path).
• Documents the new configuration option and adds deserialization tests.

Reviewed changes

Copilot reviewed 6 out of 6 changed files in this pull request and generated 6 comments.

Show a summary per file

File	Description
site/src/content/docs/reference/configuration.md	Documents db_schema_name and shows configuration example.
crates/recoco-core/src/setup/db_metadata.rs	Qualifies setup metadata table name and creates the schema before table creation.
crates/recoco-core/src/settings.rs	Adds db_schema_name to settings plus JSON deserialization tests.
crates/recoco-core/src/lib_context.rs	Stores configured internal schema in a global lock for synchronous access.
crates/recoco-core/src/execution/db_tracking_setup.rs	Adds helper to qualify internal table names with schema and updates rename/drop usage.
crates/recoco-core/src/execution/db_tracking.rs	Updates tracking table queries to use schema-qualified table names.

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[bashandbone]

@copilot apply changes based on the comments in this thread

[Copilot]

@copilot apply changes based on the comments in this thread

Applied all four review fixes in acf16dd:

1. Existence check (db_metadata.rs): Replaced the pg_tables WHERE schemaname = 'public' query with SELECT to_regclass($1) IS NOT NULL using the already-computed schema-qualified table name — correctly handles any search_path and custom schema.

2. Schema creation before table DDL (db_tracking_setup.rs): Added ensure_internal_schema_exists() helper (mirrors MetadataTableSetup::apply_change's pattern) and call it at the top of both upgrade_tracking_table and create_source_state_table before any CREATE TABLE.

3. RwLock poisoning (lib_context.rs): All three INTERNAL_DB_SCHEMA lock accesses now use .unwrap_or_else(|e| e.into_inner()) to recover from a poisoned lock rather than panicking.

4. Docs (configuration.md): Updated all references from "default public schema" to "connection's default schema (often public, but determined by search_path)".

Warning

Firewall rules blocked me from connecting to one or more addresses (expand for details)

I tried to connect to the following addresses, but was blocked by firewall rules:

• test
  • Triggering command: /home/REDACTED/work/recoco/recoco/target/debug/deps/recoco_core-b2f1c4eca26c649c /home/REDACTED/work/recoco/recoco/target/debug/deps/recoco_core-b2f1c4eca26c649c --emit=dep-info,metadata,link -C opt-level=3 -C embed-bitcode=no -C .10/src/lib.rs -C debuginfo=2 -C debug-assertions=on s/li�� s/libfind_msvc_t/home/REDACTED/work/recoco/recoco/target/debug/deps/indoc-5d650358fccbfb73.indoc.csed s/libjobserver-b/home/REDACTED/work/recoco/recoco/target/debug/deps/indoc-5d650358fccbfb73.indoc.c-ne s/liblibc-bf90f0/home/REDACTED/work/recoco/recoco/target/debug/deps/indoc-5d650358fccbfb73.indoc.cs/^session\.save_handler=\(.*\)$/\1/p s/libshlex-de6b9/home/REDACTED/.rustup/toolchains/stable-x86_64-REDACTED-linux-gnu/bin/rustc ild.8dc4649c9c80--crate-name ild.8dc4649c9c80futures_timer ild.8dc4649c9c80--edition=2018 (dns block)

If you need me to access, download, or install something from one of these locations, you can either:

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