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feat(vault): Obsidian vault V2 — janitor, archival, weekly report, KB ingest, Bases + sync runbook (#482)
* feat(vault): V2 — create-seam + drift janitor, archival, weekly org-report, KB ingest, Bases views + sync runbook Implements the vault V2 canonical spec end to end (the splice guard shipped separately and is reused at KB-ingest time): - materialize-on-create: TaskService.create writes each task's note best-effort from the moment it exists; the transition-touch stops no-oping on live work - drift janitor (services/vault_janitor.py + hourly _vault_janitor_loop): daily changed-task re-projection, random drift sample, archival pass — restart-proof via RoboCo/_meta/.janitor_state.json, 200/cycle caps, per-item isolation, processed-only resume markers, self-repairing state file - archival: vault_archive_days (30, 0=off) moves old terminal tasks' notes to RoboCo/Archive/<year>/Tasks/<project>/ — one write_task code path for janitor and rebuild, id8 lookup across Tasks/+Archive/, alias links keep moves safe - weekly org-report: VaultWriter.write_org_report renders Reports/<ISO-week>.md from MetricsService/UsageService (numbers duplicated into frontmatter for trend queries), once per ISO week, with a best-effort CEO notification - KB ingest: IndexType.VAULT_NOTES + VaultNotesIndexPlugin + _vault_kb_loop embed the CEO's RoboCo/Notes into the RAG corpus — injection guard as a hard gate (flagged notes quarantined with an idempotent callout), traversal- and symlink-contained at both config and engine layers, content-hash dedup, 50-ingest/cycle cap, frontmatter stripped; reaches roboco_kb_search, the mentor default domain, claim-time briefings (kind vault_note), and the panel KB browser; no migration (chunks table auto-creates; migration 030's CHUNK_TABLES tuple appended per the chunks_playbooks precedent) - Bases views (Task Board.base, Reports.base — schema verified against the Obsidian docs) + the Mac sync runbook vault asset - config/flags/compose: vault_archive_days, vault_report_enabled (flags card), vault_kb_enabled (flags card; NAS compose arms it, registry ships it off), vault_kb_dirs (+ overlap/traversal validator), vault_kb_interval_seconds - e2e smoke (tests/e2e_smoke/test_vault_v2.py): real create-seam, real janitor cycle incl. archival + state, real KB engine + real guard * docs: vault V2 sweep — map, RAG corpus, CLAUDE.md - docs/map/vault.md: V1+V2 — janitor/archival/report/KB data flows, new files, config, health posture - docs/map/orchestrator.md + task-service.md: the two new loops, the create seam, the three janitor queries - docs/rag/architecture/obsidian-vault.md: agent-facing what-changed (notes from creation, archive link-safety, CEO notes retrievable, weekly report) - docs/rag/architecture/config-reference.md: the five new settings - CLAUDE.md: vault paragraph covers V1+V2; flags-card list mentions the vault report/KB flags --------- Co-authored-by: Renn F <rennf93@users.noreply.github.com>
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"""Real-DB tests for the vault janitor's TaskService queries.
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``list_updated_since`` / ``list_archive_candidates`` / ``sample_stale_tasks``
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carry the janitor's resume-marker contract (COALESCE timestamps, ascending
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order, half-open archive window) — SQL semantics mocks can't prove. Follows
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the ``test_audit_real_query.py`` pattern: real Postgres via the session-scoped
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test DB (local: ROBOCO_TEST_DB_PORT=55432 ROBOCO_TEST_DB_USER=renzof).
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Foreign rows from other tests may share the DB, so every assertion is scoped
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to this module's seeded ids rather than exact result sets.
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"""
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from __future__ import annotations
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from datetime import UTC, datetime, timedelta
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from typing import TYPE_CHECKING, Any
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from uuid import UUID, uuid4
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import pytest
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from roboco.db.tables import AgentTable, TaskTable
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from roboco.models.base import (
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AgentRole,
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AgentStatus,
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TaskStatus,
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TaskType,
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Team,
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)
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from roboco.services.task import TaskService
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if TYPE_CHECKING:
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from sqlalchemy.ext.asyncio import AsyncSession
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async def _seed_agent(session: AsyncSession) -> UUID:
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"""``tasks.created_by`` is a NOT NULL FK to ``agents.id``."""
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agent = AgentTable(
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id=uuid4(),
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name="Vault Query Test Agent",
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slug=f"vault-query-{uuid4().hex[:8]}",
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role=AgentRole.DEVELOPER,
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team=None,
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status=AgentStatus.ACTIVE,
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model_config={},
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system_prompt="vault query test",
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capabilities=[],
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permissions={},
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metrics={},
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)
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session.add(agent)
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await session.flush()
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return UUID(str(agent.id))
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async def _seed_task(session: AsyncSession, created_by: UUID, **cols: Any) -> UUID:
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"""Seed one task; ``cols`` are timestamp/status column overrides."""
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task = TaskTable(
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id=uuid4(),
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title="vault query seed",
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description="seed",
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acceptance_criteria=["seeded"],
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status=cols.pop("status", TaskStatus.IN_PROGRESS),
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priority=2,
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task_type=TaskType.CODE,
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team=Team.BACKEND,
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created_by=created_by,
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**cols,
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)
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session.add(task)
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await session.flush()
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return UUID(str(task.id))
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@pytest.mark.asyncio
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async def test_changed_set_and_sample_set_are_complementary(
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db_session: AsyncSession,
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) -> None:
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"""For a given ``since``: touched-after rows appear in the changed set and
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never in the stale sample; touched-before rows the reverse. COALESCE puts
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a never-updated (updated_at NULL) row on its created_at."""
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agent_id = await _seed_agent(db_session)
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now = datetime.now(UTC)
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since = now - timedelta(days=1)
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old_updated = await _seed_task(
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db_session,
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agent_id,
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created_at=now - timedelta(days=10),
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updated_at=now - timedelta(days=3),
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)
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old_never_updated = await _seed_task(
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db_session, agent_id, created_at=now - timedelta(days=3)
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)
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new_updated = await _seed_task(
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db_session,
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agent_id,
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created_at=now - timedelta(days=10),
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updated_at=now - timedelta(hours=1),
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)
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new_created = await _seed_task(
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db_session, agent_id, created_at=now - timedelta(hours=1)
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)
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svc = TaskService(db_session)
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changed_ids = {t.id for t in await svc.list_updated_since(since, limit=10_000)}
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stale_ids = {t.id for t in await svc.sample_stale_tasks(since, limit=100_000)}
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assert {new_updated, new_created} <= changed_ids
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assert {old_updated, old_never_updated}.isdisjoint(changed_ids)
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assert {old_updated, old_never_updated} <= stale_ids
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assert {new_updated, new_created}.isdisjoint(stale_ids)
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assert changed_ids.isdisjoint(stale_ids)
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@pytest.mark.asyncio
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async def test_archive_candidates_window_boundaries(
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db_session: AsyncSession,
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) -> None:
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"""[after, before): after-inclusive, before-exclusive, terminal-only;
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a terminal row with NULL completed_at falls back to updated_at."""
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agent_id = await _seed_agent(db_session)
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now = datetime.now(UTC)
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after = now - timedelta(days=100)
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before = now - timedelta(days=30)
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created = now - timedelta(days=200)
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at_after = await _seed_task(
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db_session,
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agent_id,
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status=TaskStatus.COMPLETED,
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created_at=created,
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completed_at=after,
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)
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inside = await _seed_task(
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db_session,
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agent_id,
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status=TaskStatus.CANCELLED,
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created_at=created,
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completed_at=now - timedelta(days=60),
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)
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inside_no_completed_at = await _seed_task(
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db_session,
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agent_id,
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status=TaskStatus.COMPLETED,
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created_at=created,
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updated_at=now - timedelta(days=60),
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)
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at_before = await _seed_task(
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db_session,
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agent_id,
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status=TaskStatus.COMPLETED,
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created_at=created,
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completed_at=before,
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)
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non_terminal_inside = await _seed_task(
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db_session,
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agent_id,
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status=TaskStatus.IN_PROGRESS,
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created_at=created,
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completed_at=now - timedelta(days=60),
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)
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svc = TaskService(db_session)
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ids = {t.id for t in await svc.list_archive_candidates(after, before, limit=10_000)}
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assert {at_after, inside, inside_no_completed_at} <= ids
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assert at_before not in ids
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assert non_terminal_inside not in ids
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@pytest.mark.asyncio
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async def test_list_updated_since_pagination_is_complete_and_ascending(
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db_session: AsyncSession,
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) -> None:
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"""Paging with a small limit visits every row exactly once, oldest first
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(the capped drain's resume contract)."""
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agent_id = await _seed_agent(db_session)
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base = datetime.now(UTC) + timedelta(days=365) # beyond any foreign row
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seeded = [
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await _seed_task(
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db_session,
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agent_id,
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created_at=base + timedelta(minutes=i),
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)
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for i in range(5)
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]
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svc = TaskService(db_session)
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pages: list[UUID] = []
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offset = 0
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while True:
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page = await svc.list_updated_since(base, limit=2, offset=offset)
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if not page:
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break
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pages.extend(UUID(str(t.id)) for t in page)
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offset += len(page)
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assert pages == seeded # complete, no dupes, ascending touched-order
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