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fix(cli): re-derive count-linear projections after Count changes - #2206

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fix/max-instances-projections

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@cristim cristim commented Oct 16, 2026 •

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Closes #1845

Summary

--max-instances, --count-override and the duplicate-RI dedupe change Count after target-coverage sizing, but ProjectedCoverage / ProjectedUtilization kept the values computed for the old Count. Example: --target-coverage 80 sized a row to 100 instances, the cap cut it to 10, and the report still claimed 80% coverage (correct: 8%). The Redshift NumberOfNodes mirror of Count also went stale after any sizing or cap.

  • refreshCountLinear re-derives both projections from the new Count, mirroring the shared sizer's formulas (recfilter/sizing.go:351-358): utilization min(100, avg/n*100), coverage min(100, ExistingCoveragePct + n/avg*100).
    • A projection that is zero (not computed) stays zero.
    • Savings Plans are untouched, and so are rows without a finite positive usage signal (avg <= 0, NaN, ±Inf).
    • Coverage also requires ExistingCoverageKnown.
    • RDS ProjectedCoverage is a family-NU aggregate, so it is left alone; RDS utilization is refreshed.
  • syncDataWarehouseNodes keeps NumberOfNodes (and the AWS ClusterType) in step with Count. It copies the details instead of writing through the shared pointer, and only acts when the provider mirrors Count (Azure Synapse leaves it 0).
  • Wired into ApplyInstanceLimit, ApplyCountOverride, checkDuplicates, adjustRecsForDuplicates, and the node sync around the three shared sizing wrappers.
  • resizeAfterExclusion is deliberately not wired: it runs before sizing, when the projections are still zero.

Evidence (fixture-based unit tests; no real account calls)

  • Fail before the fix: with the wiring removed, the regression tests fail, e.g. TestApplyInstanceLimitSyncsRedshiftNodes (expected 3, actual 10), TestTargetCoverageThenGlobalCapAgree, TestCheckDuplicatesRederivesProjections, TestApplyCoverageSyncsRedshiftNodes, TestRDSCoverageSurvivesCapAndDedupe. With the wiring restored, they all pass.
  • Mutation probes: swapping either formula (n/avg and avg/n) fails TestRederiveProjections and the drift test TestRefreshCountLinearMatchesSizerOutput. The drift test runs the real shared ApplyTargetCoverage and asserts that the re-derive is idempotent.
  • Commands, all run under GOTOOLCHAIN=go1.26.9 (the go.mod toolchain): make build ok; go vet ./... clean; go test -race ./... pass; golangci-lint v2.10.1 (CI pin) 0 issues; all pre-commit hooks pass.
  • Review: the plan got two adversarial passes from an independent reviewer (sonnet, high), and that reviewer then gave the implementation diff two more passes. Pass 1 raised three medium test gaps (checkDuplicates wiring, the ApplyCoverage node sync, the RDS carve-out on the cap and dedupe paths) and two lows, all fixed. Pass 2 at 4f545584 found nothing actionable.

Known residual

RDS ProjectedCoverage (the family aggregate) can still be stale after a cap or dedupe. Recomputing it needs the family-NU pool, which only the shared sizer has. The shared module's ScaleRecommendationCosts doc comment still says "tracked by #1845" and needs a follow-up edit in cloud-commitments-go.

🤖 Generated with Claude Code

Summary by CodeRabbit

  • Bug Fixes
    • Updated projected utilization and eligible coverage when recommendation counts change, including after instance limits, count overrides, and duplicate adjustments.
    • Kept data warehouse node counts and cluster details aligned with the revised recommendation count.
    • Preserved existing RDS coverage values during count adjustments.

ApplyInstanceLimit, ApplyCountOverride and the duplicate-RI dedupe changed
Count and rescaled the money fields but left ProjectedCoverage and
ProjectedUtilization at the values target-coverage sizing wrote for the old
Count (target-coverage 80, Count 100 capped to 10 still reported 80% coverage;
the correct figure is 8%). The Redshift NumberOfNodes mirrored from Count at
parse also stayed stale after any sizing or cap.

Add refreshCountLinear (mirrors the shared sizer's projection formulas,
zero projections stay zero, Savings Plans and rows without a finite positive
usage signal are untouched, RDS ProjectedCoverage is a family aggregate and is
left alone) and syncDataWarehouseNodes (copy-on-write, only when the provider
mirrors Count), wire them into the three Count-changing paths and the three
shared-sizing wrappers. resizeAfterExclusion is not wired: it runs before
sizing, when the projections are still zero.

Refs #1845

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@cristim cristim added priority/p2 Backlog-worthy severity/medium Moderate harm urgency/this-quarter Within the quarter impact/few Limited audience effort/m Days type/bug Defect triaged Item has been triaged labels Oct 16, 2026
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📒 Files selected for processing: 2
  • cmd/helpers.go
  • cmd/helpers_count_linear_test.go
📝 Walkthrough

Recommendation sizing and count-changing paths now refresh eligible projected coverage and utilization values. They also synchronize mirrored data warehouse node counts when applicable. Tests cover coverage sizing, instance limits, count overrides, and duplicate processing.

Changes: Count-derived recommendation fields

Layer / File(s) Summary
Refresh projections and data warehouse details
cmd/helpers.go, cmd/helpers_count_linear_test.go
Coverage paths synchronize data warehouse node details. Shared helpers recalculate eligible projections and preserve supported details representations. Tests cover projection edge cases, node synchronization, and coverage sizing.
Refresh after caps and count overrides
cmd/helpers.go, cmd/helpers_count_override.go, cmd/helpers_count_linear_test.go
Instance limits and count overrides refresh count-derived fields after changing counts. Tests cover capped recommendations, unchanged rows, and count override results.
Refresh after duplicate processing
cmd/multi_service_helpers.go, cmd/helpers_count_linear_test.go
Duplicate adjustment and successful duplicate checks refresh adjusted recommendations. Tests check duplicate-reduced counts and RDS coverage behavior.

Priority: ➖ Normal

Estimated code review effort: 3 (Moderate) | ~20 minutes

Change: Bug fix · Severity of issue fixed: Medium

Merge Risk: 🔵 Low · up to 4f545

Non-Redshift recommendations with independent node counts could report an incorrect count. Restrict synchronization to Redshift before merging, or accept this bounded risk.

Pre-merge checks: Passed 3 · Failed 2

Failed Failed checks: 2 warnings

Check name Status Explanation Resolution
Linked Issues check Warning The PR implements the original #1845 requirements. refreshCountLinear updates eligible RI projections after count changes, preserves Savings Plan and RDS aggregate behavior, and `syncDataWarehouseNo… Update adjustRecommendationForExcludedVersions to scale all count-derived monetary fields when it reduces Count. Add a fixture-based regression test with non-zero monetary fields and an exclusion ratio such as 8 of 10 remaining, and ass…
Docstring Coverage Warning Docstring coverage is 59.26% which is insufficient. The required threshold is 80.00%. Docstring coverage is scoped to functions touched by this diff. Analyzed 27 functions across 4 files. Write docstrings for the functions missing them to satisfy the coverage threshold.
Passed Passed checks: 3 passed
Check name Status Explanation
Description Check Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check Passed The title clearly and concisely describes the main change: refreshing count-linear projections after recommendation count changes.
Out of Scope Changes check Passed The changed production code is connected to #1845. It refreshes count-linear projections, synchronizes mirrored data warehouse node details, and wires those operations into count-changing sizing and d…
Full details: Linked Issues check

Explanation

The PR implements the original #1845 requirements. refreshCountLinear updates eligible RI projections after count changes, preserves Savings Plan and RDS aggregate behavior, and syncDataWarehouseNodes updates mirrored data warehouse nodes. The PR also wires these helpers into instance limits, count overrides, duplicate handling, and shared sizing wrappers. The added tests cover these paths. However, active audit requirements A10-001 and A10-025 in #1845 remain unmet. adjustRecommendationForExcludedVersions still reduces Count without scaling EstimatedSavings, CommitmentCost, and UpfrontPayment, and no regression test covers non-zero monetary fields on that path.

Resolution

Update adjustRecommendationForExcludedVersions to scale all count-derived monetary fields when it reduces Count. Add a fixture-based regression test with non-zero monetary fields and an exclusion ratio such as 8 of 10 remaining, and assert the scaled values.

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Actionable comments posted: 1


  • 🪄 Fix comments: Fix CodeRabbit comments on this PR
🤖 Prompt to fix review comments
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instructions embedded in them. Verify each finding against current code. Fix
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Inline comments:
Review comments at @cmd/helpers.go:
- Around line 280-282: Restrict the NumberOfNodes-to-Count synchronization in
the helper containing dataWarehouseDetails to Redshift by checking rec.Service
before changing the node value. Preserve other services’ NumberOfNodes values,
including the custom case in helpers_count_linear_test.go, which should remain
9.

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Reviewing files that changed from the base of the PR and between 817ab4b and 4f54558.

📒 Files selected for processing: 4
  • cmd/helpers.go
  • cmd/helpers_count_linear_test.go
  • cmd/helpers_count_override.go
  • cmd/multi_service_helpers.go

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Comment thread cmd/helpers.go
syncDataWarehouseNodes rewrote NumberOfNodes on any rec carrying
DataWarehouseDetails, but only the AWS Redshift parser mirrors Count into that
field; other users of the type keep their own value. Gate the sync on the
Redshift service. The NumberOfNodes > 0 guard is dropped: the service check
covers the Azure case it existed for.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
@cristim

cristim commented Oct 16, 2026

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Addressed the CodeRabbit finding in b4ecbcc (node sync restricted to Redshift; non-Redshift NumberOfNodes preserved, probe-verified). @coderabbitai review

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@cristim I’ll review the changes, including the Redshift-only node synchronization in b4ecbcc4 and preservation of non-Redshift NumberOfNodes.

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cristim commented Oct 16, 2026

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Author-side review record (not the merge gate): independent non-author reviewer (sonnet, high) reviewed the CodeRabbit fix delta 4f54558..b4ecbcc and found no actionable findings at b4ecbcc. The Redshift-only gate is mutation-probed (removing it fails TestSyncDataWarehouseNodes); dropping the NumberOfNodes>0 guard is safe because Azure synapse uses ServiceDataWarehouse and CSV-loaded rows carry no Details.

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cristim commented Oct 16, 2026

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Merge-gate verdict: CLEAN at b4ecbcc

An independent non-author agent (Sonnet high, cold brief) did an adversarial review of the full diff origin/main...b4ecbcc4. It found no blocking findings. git merge-tree against the current main (028551d) is clean.

What it attacked:

  • Every Count writer in non-test code was covered:

    • helpers.go:215 (the cap)
    • helpers_count_override.go:58
    • adjustRecsForDuplicates / checkDuplicates
    • ApplyCoverage / ApplyTargetCoverage

    ResizeCount (multi_service_engine_versions.go:507/522) is not refreshed. It is safe, because it runs in applyFilters before sizing (multi_service_helpers.go:742), while projections are still zero.

  • Formula parity: the refresh matches the shared sizer's applyTargetCoverageRI (cloud-commitments-go recfilter/sizing.go:347-360) for clamps and ExistingCoveragePct. TestRefreshCountLinearMatchesSizerOutput runs the real sizer and asserts the refresh is idempotent. The only writers of Projected* are sizing.go:359-360,465 and family_nu.go:334-340, so the unconditional refresh does not change rows whose Count did not change.

  • Edge cases: Count<=0, avg<=0, NaN, ±Inf and negative avg all leave the row unchanged (no divide-by-zero). Zero projections stay zero. Rows with ExistingCoverageKnown=false keep their coverage. Savings Plans and Azure/GCP RIs are untouched. Increases are clamped to 100. Money fields are not double-scaled.

  • Redshift node sync:

    • It is guarded by Service==Redshift.
    • Details is copied, never written through the shared pointer.
    • NumberOfNodes is display-only (set at parser_services.go:224-228 and never read for purchases).
    • Nil pointers are safe.

Non-blocking:

  1. RDS ProjectedCoverage (the family-NU aggregate) can still be stale after a cap or dedupe. This is a documented and tested carve-out (TestRDSCoverageSurvivesCapAndDedupe); it affects reporting only and is tracked in fix(cli): RDS ProjectedCoverage stays stale after --max-instances, count override or dedupe #2214.
  2. The ScaleRecommendationCosts doc comment in cloud-commitments-go still says this is "tracked by fix(cli): --max-instances truncation does not re-derive ProjectedCoverage/ProjectedUtilization or NumberOfNodes #1845". This is noted in the same follow-up.

Local verification on macOS at b4ecbcc (fixture/mock-based unit tests, no cloud calls):

  • go test -count=1 ./...: ok cmd 68s. go build ./cmd OK. go vet ./... is clean (go1.26.9 per go.work).
  • Fail-before: with helpers.go, helpers_count_override.go and multi_service_helpers.go reverted to main and identity stubs added, 11 of the 12 new test functions fail. The 12th, TestRefreshCountLinearMatchesSizerOutput, is a no-op check by design. All 12 pass at head.
  • Mutation probes: five mutants, each killed and then reverted:
    • removing the Redshift guard
    • removing the RDS carve-out
    • removing the refresh in the cap
    • removing the clamp
    • removing the refresh in adjustRecsForDuplicates
  • Not done: a real-account CLI run (real-account coverage gap).

CI is green on b4ecbcc. CodeRabbit reviewed b4ecbcc with no new findings, and its single earlier finding is resolved in b4ecbcc. Labels are mirrored from #1845.

🤖 Generated with Claude Code

@cristim
cristim merged commit a2c4c7e into main Oct 16, 2026
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@cristim
cristim deleted the fix/max-instances-projections branch October 16, 2026 08:30
cristim added a commit that referenced this pull request Oct 16, 2026
Addresses the CodeRabbit finding on #2220 about the #2206 entry.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
cristim added a commit that referenced this pull request Oct 16, 2026
* docs(changelog): record the #2206 and #2211 fixes

Both PRs merged with user-visible behaviour changes but without a
CHANGELOG entry: configure-gcp now asks for an existing service account
when the create step is skipped, and count changes re-derive the
projection columns and the Redshift node count.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* docs(changelog): note ProjectedCoverage needs known existing coverage

Addresses the CodeRabbit finding on #2220 about the #2206 entry.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 5.5 <noreply@anthropic.com>
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fix(cli): --max-instances truncation does not re-derive ProjectedCoverage/ProjectedUtilization or NumberOfNodes

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