feat(core-shared): add retention-purge background job

Adds retention-purge.job.ts to packages/core-shared/src/payload/retention-purge/.
Walks every Payload collection's custom.retention.purgeSchedule, registers one
scheduled job per collection via IJobQueue, queries rows past their activeRetention
period (by createdAt for from-creation, updatedAt for from-last-access), and applies
pseudonymize (null PII fields) or hard-delete per postDeletion.action. Emits one
IAuditLog.record entry per processed row; gracefully skips when auditLog is absent.

Unit tests cover: schedule registration, trigger-type routing, hard-delete branch,
pseudonymize branch, audit emission, graceful auditLog skip, no-activeRetention
short-circuit, and input validation error cases.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-05-18 18:56:14 +00:00
parent d326270e1e
commit 7ea38bc5b9
4 changed files with 841 additions and 22 deletions

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@@ -1,18 +1,18 @@
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@@ -14,3 +14,14 @@ export type {
} from "./pii-types"; } from "./pii-types";
export { PAYLOAD_AUTH_PII_DEFAULTS } from "./pii-types"; export { PAYLOAD_AUTH_PII_DEFAULTS } from "./pii-types";
export type { PurgeSchedule, CollectionRetention } from "./retention-types"; export type { PurgeSchedule, CollectionRetention } from "./retention-types";
export {
parseDurationMs,
scheduleDelayMs,
buildPurgeHandler,
registerRetentionPurgeJobs,
} from "./retention-purge/retention-purge.job";
export type {
PayloadPurgeApi,
GetPayloadFn,
RetentionPurgeJobDeps,
} from "./retention-purge/retention-purge.job";

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@@ -0,0 +1,608 @@
import { describe, it, expect, vi, beforeEach, afterEach } from "vitest";
import type { SanitizedConfig } from "payload";
import type { IJobQueue } from "@/jobs/job-queue.interface";
import type { AuditLogProtocol } from "@/di/bind-protocols";
import {
parseDurationMs,
scheduleDelayMs,
buildPurgeHandler,
registerRetentionPurgeJobs,
type PayloadPurgeApi,
type RetentionPurgeJobDeps,
} from "./retention-purge.job";
// ---- test helpers ----
type MockCollection = {
slug: string;
custom?: { retention?: Record<string, unknown> };
fields?: Array<{ name?: string; custom?: { pii?: unknown } }>;
};
function makeConfig(collections: MockCollection[]): SanitizedConfig {
return { collections } as unknown as SanitizedConfig;
}
function makeQueue() {
const enqueue = vi.fn().mockResolvedValue({ jobId: "job-1" });
const queue = { enqueue } as unknown as IJobQueue;
return { queue, enqueue };
}
function makePayloadApi(
docs: Array<Record<string, unknown>> = [],
): PayloadPurgeApi {
return {
find: vi.fn().mockResolvedValue({ docs }),
update: vi.fn().mockResolvedValue({}),
delete: vi.fn().mockResolvedValue({}),
};
}
function makeAuditLog(): {
auditLog: AuditLogProtocol;
record: ReturnType<typeof vi.fn>;
} {
const record = vi.fn().mockResolvedValue(undefined);
return { auditLog: { record } as AuditLogProtocol, record };
}
// ---- parseDurationMs ----
describe("parseDurationMs", () => {
it("parses years: P2Y → 2 × 365 days", () => {
expect(parseDurationMs("P2Y")).toBe(2 * 365 * 86_400_000);
});
it("parses months: P1M → 30 days", () => {
expect(parseDurationMs("P1M")).toBe(30 * 86_400_000);
});
it("parses weeks: P1W → 7 days", () => {
expect(parseDurationMs("P1W")).toBe(7 * 86_400_000);
});
it("parses days: P30D → 30 days", () => {
expect(parseDurationMs("P30D")).toBe(30 * 86_400_000);
});
it("combines components: P1Y2M3D", () => {
expect(parseDurationMs("P1Y2M3D")).toBe(
365 * 86_400_000 + 60 * 86_400_000 + 3 * 86_400_000,
);
});
it("returns 0 for P0D", () => {
expect(parseDurationMs("P0D")).toBe(0);
});
it("returns 0 for unrecognised strings", () => {
expect(parseDurationMs("invalid")).toBe(0);
expect(parseDurationMs("")).toBe(0);
expect(parseDurationMs("PT2H")).toBe(0);
});
});
// ---- scheduleDelayMs ----
describe("scheduleDelayMs", () => {
it("returns 1 day for 'daily'", () => {
expect(scheduleDelayMs("daily")).toBe(86_400_000);
});
it("returns 7 days for 'weekly'", () => {
expect(scheduleDelayMs("weekly")).toBe(7 * 86_400_000);
});
it("returns 30 days for 'monthly'", () => {
expect(scheduleDelayMs("monthly")).toBe(30 * 86_400_000);
});
it("falls back to 1 day for cron-style strings", () => {
expect(scheduleDelayMs("0 3 * * 0")).toBe(86_400_000);
});
});
// ---- registerRetentionPurgeJobs ----
describe("registerRetentionPurgeJobs", () => {
beforeEach(() => {
vi.useFakeTimers();
vi.setSystemTime(new Date("2026-01-01T00:00:00.000Z"));
});
afterEach(() => {
vi.useRealTimers();
});
it("enqueues one job per collection with a purgeSchedule", async () => {
const { queue, enqueue } = makeQueue();
const config = makeConfig([
{ slug: "users", custom: { retention: { purgeSchedule: "daily" } } },
{ slug: "articles", custom: { retention: { purgeSchedule: "weekly" } } },
]);
await registerRetentionPurgeJobs({ queue, config, getPayload: vi.fn() });
expect(enqueue).toHaveBeenCalledTimes(2);
});
it("skips collections without a retention config", async () => {
const { queue, enqueue } = makeQueue();
const config = makeConfig([{ slug: "media" }]);
await registerRetentionPurgeJobs({ queue, config, getPayload: vi.fn() });
expect(enqueue).not.toHaveBeenCalled();
});
it("uses the correct taskSlug and runAt for each schedule type", async () => {
const { queue, enqueue } = makeQueue();
const config = makeConfig([
{ slug: "users", custom: { retention: { purgeSchedule: "weekly" } } },
]);
await registerRetentionPurgeJobs({ queue, config, getPayload: vi.fn() });
expect(enqueue).toHaveBeenCalledWith(
"retention-purge--users",
{},
{ runAt: new Date("2026-01-08T00:00:00.000Z") },
);
});
it("schedules daily purge 1 day from now", async () => {
const { queue, enqueue } = makeQueue();
const config = makeConfig([
{ slug: "sessions", custom: { retention: { purgeSchedule: "daily" } } },
]);
await registerRetentionPurgeJobs({ queue, config, getPayload: vi.fn() });
expect(enqueue).toHaveBeenCalledWith(
"retention-purge--sessions",
{},
{ runAt: new Date("2026-01-02T00:00:00.000Z") },
);
});
});
// ---- buildPurgeHandler — input validation ----
describe("buildPurgeHandler — input validation", () => {
it("throws when the collection slug is not found in the config", () => {
const { queue } = makeQueue();
const config = makeConfig([]);
expect(() =>
buildPurgeHandler("missing", { queue, config, getPayload: vi.fn() }),
).toThrow("collection not found: missing");
});
it("throws when the collection has no retention config", () => {
const { queue } = makeQueue();
const config = makeConfig([{ slug: "media" }]);
expect(() =>
buildPurgeHandler("media", { queue, config, getPayload: vi.fn() }),
).toThrow("no retention config on collection: media");
});
});
// ---- buildPurgeHandler — hard-delete branch ----
describe("buildPurgeHandler — hard-delete", () => {
beforeEach(() => {
vi.useFakeTimers();
vi.setSystemTime(new Date("2026-01-01T00:00:00.000Z"));
});
afterEach(() => {
vi.useRealTimers();
});
it("queries by createdAt for from-creation trigger", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([]);
const config = makeConfig([
{
slug: "users",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P2Y", trigger: "from-creation" },
postDeletion: {
action: "hard-delete",
duration: "P30D",
trigger: "after-deletion",
},
},
},
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
};
await buildPurgeHandler("users", deps)();
expect(payload.find).toHaveBeenCalledWith(
expect.objectContaining({
where: {
createdAt: {
less_than: new Date(
Date.now() - parseDurationMs("P2Y"),
).toISOString(),
},
},
}),
);
});
it("queries by updatedAt for from-last-access trigger", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([]);
const config = makeConfig([
{
slug: "sessions",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P30D", trigger: "from-last-access" },
postDeletion: {
action: "hard-delete",
duration: "P0D",
trigger: "after-deletion",
},
},
},
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
};
await buildPurgeHandler("sessions", deps)();
expect(payload.find).toHaveBeenCalledWith(
expect.objectContaining({
where: { updatedAt: { less_than: expect.any(String) } },
}),
);
expect(payload.find).not.toHaveBeenCalledWith(
expect.objectContaining({
where: expect.objectContaining({ createdAt: expect.anything() }),
}),
);
});
it("deletes each returned row", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([{ id: "row-1" }, { id: "row-2" }]);
const config = makeConfig([
{
slug: "users",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P1Y", trigger: "from-creation" },
postDeletion: {
action: "hard-delete",
duration: "P0D",
trigger: "after-deletion",
},
},
},
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
};
await buildPurgeHandler("users", deps)();
expect(payload.delete).toHaveBeenCalledTimes(2);
expect(payload.delete).toHaveBeenCalledWith({
collection: "users",
id: "row-1",
overrideAccess: true,
});
expect(payload.delete).toHaveBeenCalledWith({
collection: "users",
id: "row-2",
overrideAccess: true,
});
expect(payload.update).not.toHaveBeenCalled();
});
it("re-enqueues itself for the next purge cycle", async () => {
const { queue, enqueue } = makeQueue();
const payload = makePayloadApi([]);
const config = makeConfig([
{
slug: "users",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P1Y", trigger: "from-creation" },
postDeletion: {
action: "hard-delete",
duration: "P0D",
trigger: "after-deletion",
},
},
},
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
};
await buildPurgeHandler("users", deps)();
expect(enqueue).toHaveBeenCalledOnce();
expect(enqueue).toHaveBeenCalledWith(
"retention-purge--users",
{},
{ runAt: new Date("2026-01-02T00:00:00.000Z") },
);
});
it("defaults to hard-delete when postDeletion is not declared", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([{ id: "row-x" }]);
const config = makeConfig([
{
slug: "logs",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P1Y", trigger: "from-creation" },
},
},
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
};
await buildPurgeHandler("logs", deps)();
expect(payload.delete).toHaveBeenCalledWith({
collection: "logs",
id: "row-x",
overrideAccess: true,
});
expect(payload.update).not.toHaveBeenCalled();
});
});
// ---- buildPurgeHandler — pseudonymize branch ----
describe("buildPurgeHandler — pseudonymize", () => {
beforeEach(() => {
vi.useFakeTimers();
vi.setSystemTime(new Date("2026-01-01T00:00:00.000Z"));
});
afterEach(() => {
vi.useRealTimers();
});
it("nulls only PII-annotated fields for each matched row", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([{ id: "row-2" }]);
const config = makeConfig([
{
slug: "contacts",
custom: {
retention: {
purgeSchedule: "monthly",
activeRetention: { duration: "P1Y", trigger: "from-creation" },
postDeletion: {
action: "pseudonymize",
duration: "P30D",
trigger: "after-deletion",
},
},
},
fields: [
{ name: "email", custom: { pii: { category: "contact-email" } } },
{ name: "phone", custom: { pii: { category: "contact-phone" } } },
{ name: "status" }, // no pii — must NOT be nulled
],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
};
await buildPurgeHandler("contacts", deps)();
expect(payload.update).toHaveBeenCalledWith({
collection: "contacts",
id: "row-2",
data: { email: null, phone: null },
overrideAccess: true,
});
expect(payload.delete).not.toHaveBeenCalled();
});
it("skips update when no PII fields are declared on the collection", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([{ id: "row-3" }]);
const config = makeConfig([
{
slug: "tags",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P1Y", trigger: "from-creation" },
postDeletion: {
action: "pseudonymize",
duration: "P0D",
trigger: "after-deletion",
},
},
},
fields: [
{ name: "label" }, // no pii
],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
};
await buildPurgeHandler("tags", deps)();
expect(payload.update).not.toHaveBeenCalled();
expect(payload.delete).not.toHaveBeenCalled();
});
});
// ---- buildPurgeHandler — audit emission ----
describe("buildPurgeHandler — audit emission", () => {
beforeEach(() => {
vi.useFakeTimers();
vi.setSystemTime(new Date("2026-01-01T00:00:00.000Z"));
});
afterEach(() => {
vi.useRealTimers();
});
it("emits one audit record per processed row", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([{ id: "a" }, { id: "b" }]);
const { auditLog, record } = makeAuditLog();
const config = makeConfig([
{
slug: "users",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P1Y", trigger: "from-creation" },
postDeletion: {
action: "hard-delete",
duration: "P0D",
trigger: "after-deletion",
},
},
},
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
auditLog,
};
await buildPurgeHandler("users", deps)();
expect(record).toHaveBeenCalledTimes(2);
expect(record).toHaveBeenCalledWith(
expect.objectContaining({
actorId: "system",
actorType: "system",
action: "DELETE",
reason: "retention-policy",
outcome: "success",
from: { ipTruncated: "system", userAgent: "background-job" },
}),
);
});
it("includes resource type and id in the audit entry", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([{ id: "row-42" }]);
const { auditLog, record } = makeAuditLog();
const config = makeConfig([
{
slug: "orders",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P1Y", trigger: "from-creation" },
postDeletion: {
action: "hard-delete",
duration: "P0D",
trigger: "after-deletion",
},
},
},
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
auditLog,
};
await buildPurgeHandler("orders", deps)();
expect(record).toHaveBeenCalledWith(
expect.objectContaining({
resource: { type: "orders", id: "row-42" },
}),
);
});
it("gracefully skips audit emission when auditLog is not provided", async () => {
const { queue } = makeQueue();
const payload = makePayloadApi([{ id: "x" }]);
const config = makeConfig([
{
slug: "users",
custom: {
retention: {
purgeSchedule: "daily",
activeRetention: { duration: "P1Y", trigger: "from-creation" },
postDeletion: {
action: "hard-delete",
duration: "P0D",
trigger: "after-deletion",
},
},
},
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
};
await expect(buildPurgeHandler("users", deps)()).resolves.toBeUndefined();
});
it("skips all processing and audit when activeRetention is not declared", async () => {
const { queue, enqueue } = makeQueue();
const payload = makePayloadApi([{ id: "y" }]);
const { auditLog, record } = makeAuditLog();
const config = makeConfig([
{
slug: "logs",
custom: { retention: { purgeSchedule: "daily" } },
fields: [],
},
]);
const deps: RetentionPurgeJobDeps = {
queue,
config,
getPayload: vi.fn().mockResolvedValue(payload),
auditLog,
};
await buildPurgeHandler("logs", deps)();
expect(payload.find).not.toHaveBeenCalled();
expect(record).not.toHaveBeenCalled();
// Still re-enqueues for the next cycle
expect(enqueue).toHaveBeenCalledOnce();
});
});

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@@ -0,0 +1,200 @@
import type { SanitizedConfig } from "payload";
import type { IJobQueue } from "../../jobs/job-queue.interface";
import type { AuditLogProtocol } from "../../di/bind-protocols";
/**
* Minimal Payload API surface needed by the retention purge job.
* Injected via getPayload for testability.
*/
export type PayloadPurgeApi = {
find(args: {
collection: string;
where: Record<string, unknown>;
limit: number;
overrideAccess: true;
}): Promise<{ docs: Array<Record<string, unknown>> }>;
update(args: {
collection: string;
id: string | number;
data: Record<string, unknown>;
overrideAccess: true;
}): Promise<unknown>;
delete(args: {
collection: string;
id: string | number;
overrideAccess: true;
}): Promise<unknown>;
};
export type GetPayloadFn = (args: {
config: SanitizedConfig;
}) => Promise<PayloadPurgeApi>;
export type RetentionPurgeJobDeps = {
queue: IJobQueue;
config: SanitizedConfig;
getPayload: GetPayloadFn;
auditLog?: AuditLogProtocol;
};
const MS_PER_DAY = 86_400_000;
/**
* Parse a subset of ISO 8601 duration notation (date components: Y, M, W, D)
* to milliseconds. Returns 0 for unrecognised patterns.
* Approximations: 1 year = 365 days, 1 month = 30 days.
*/
export function parseDurationMs(iso: string): number {
const match = /^P(?:(\d+)Y)?(?:(\d+)M)?(?:(\d+)W)?(?:(\d+)D)?$/.exec(iso);
if (!match) return 0;
const years = parseInt(match[1] ?? "0", 10);
const months = parseInt(match[2] ?? "0", 10);
const weeks = parseInt(match[3] ?? "0", 10);
const days = parseInt(match[4] ?? "0", 10);
return (
years * 365 * MS_PER_DAY +
months * 30 * MS_PER_DAY +
weeks * 7 * MS_PER_DAY +
days * MS_PER_DAY
);
}
/**
* Convert a PurgeSchedule value to the delay in ms before the next run.
* Cron-style strings fall back to daily cadence; the Payload scheduler handles
* actual cron-aligned firing.
*/
export function scheduleDelayMs(schedule: string): number {
if (schedule === "weekly") return 7 * MS_PER_DAY;
if (schedule === "monthly") return 30 * MS_PER_DAY;
return MS_PER_DAY; // "daily" and cron fallback
}
/**
* Build the purge handler for a single collection. The returned async function
* is intended to be registered as a Payload job task handler.
*
* Per run:
* 1. Query rows past their activeRetention period.
* 2. Apply postDeletion.action (pseudonymize | hard-delete).
* 3. Emit one audit entry per processed row (skipped when auditLog is absent).
* 4. Re-enqueue itself for the next purge cycle.
*
* `from-last-access` uses updatedAt as a proxy; a dedicated lastAccessedAt hook
* is deferred to Q2 per the PRD.
*/
export function buildPurgeHandler(
collectionSlug: string,
deps: RetentionPurgeJobDeps,
): () => Promise<void> {
const { queue, config, getPayload, auditLog } = deps;
const collection = config.collections.find((c) => c.slug === collectionSlug);
if (!collection) {
throw new Error(`retention-purge: collection not found: ${collectionSlug}`);
}
const retention = collection.custom?.retention;
if (!retention) {
throw new Error(
`retention-purge: no retention config on collection: ${collectionSlug}`,
);
}
const taskSlug = `retention-purge--${collectionSlug}`;
return async () => {
const payload = await getPayload({ config });
const now = Date.now();
if (retention.activeRetention) {
const { duration, trigger } = retention.activeRetention;
const retentionMs = parseDurationMs(duration);
const cutoff = new Date(now - retentionMs).toISOString();
const dateField = trigger === "from-creation" ? "createdAt" : "updatedAt";
const { docs } = await payload.find({
collection: collectionSlug,
where: { [dateField]: { less_than: cutoff } },
limit: 1000,
overrideAccess: true,
});
const action = retention.postDeletion?.action ?? "hard-delete";
for (const doc of docs) {
const id = doc["id"] as string | number;
if (action === "pseudonymize") {
const piiFields: Record<string, null> = {};
for (const field of collection.fields) {
const f = field as { name?: string; custom?: { pii?: unknown } };
if (f.name && f.custom?.pii) {
piiFields[f.name] = null;
}
}
if (Object.keys(piiFields).length > 0) {
await payload.update({
collection: collectionSlug,
id,
data: piiFields,
overrideAccess: true,
});
}
} else {
await payload.delete({
collection: collectionSlug,
id,
overrideAccess: true,
});
}
if (auditLog) {
await auditLog.record({
actorId: "system",
actorType: "system",
actorRoles: [],
action: "DELETE",
resource: { type: collectionSlug, id: String(id) },
at: new Date(),
scope: {
feature: "core-shared",
environment: process.env["NODE_ENV"] ?? "production",
tenant: "default",
},
reason: "retention-policy",
from: { ipTruncated: "system", userAgent: "background-job" },
containsPii: false,
outcome: "success",
});
}
}
}
const delay = scheduleDelayMs(retention.purgeSchedule);
await queue.enqueue(taskSlug, {}, { runAt: new Date(now + delay) });
};
}
/**
* Walk all Payload collections that declare `custom.retention.purgeSchedule`
* and schedule the first purge run for each via the provided IJobQueue.
*
* Call once at app startup (inside bindAll or equivalent). Idempotent per
* queue implementation — duplicate enqueues are the queue's responsibility.
*/
export async function registerRetentionPurgeJobs(
deps: RetentionPurgeJobDeps,
): Promise<void> {
const { queue, config } = deps;
const now = Date.now();
for (const collection of config.collections) {
const retention = collection.custom?.retention;
if (!retention?.purgeSchedule) continue;
const taskSlug = `retention-purge--${collection.slug}`;
const delay = scheduleDelayMs(retention.purgeSchedule);
await queue.enqueue(taskSlug, {}, { runAt: new Date(now + delay) });
}
}