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59086: kv: move range lease checks and transfers below latching r=nvanbenschoten a=nvanbenschoten Needed for #57688. This PR reworks interactions between range leases and requests, pulling the consultation of a replica's lease down below the level of latching while keeping heavy-weight operations like lease acquisitions above the level of latching. Doing so comes with several benefits, some related specifically to non-blocking transactions and some more general. ### Background Before discussing the change here, let's discuss how lease checks, lease acquisitions, lease redirection, and lease transfers currently work. Today, requests consult a replica's range lease before acquiring latches. If the lease is good to go, the request proceeds to acquire latches. If the lease is not currently held by any replica, the lease is acquired (again, above latches) through a coalesced `RequestLeaseRequest`. If the lease is currently held by a different replica, the request is redirected to that replica using a `NotLeaseHolderError`. Finally, if the lease check notices a lease transfer in progress, the request is optimistically redirected to the prospective new leaseholder. This all works, but only because it's been around for so long. Due to the lease check above latching, we're forced to go to great lengths to get the synchronization with in-flight requests right, which leads to very subtle logic. This is most apparent with lease transfers, which properly synchronize with ongoing requests through a delicate dance with the HLC clock and some serious "spooky action at a distance". Every request bumps the local HLC clock in `Store.Send`, then grabs the replica mutex, checks for an ongoing lease transfer, drops the replica mutex, then evaluates. Lease transfers grab the replica mutex, grab a clock reading from the local HLC clock, bump the minLeaseProposedTS to stop using the current lease, drops the replica mutex, then proposes a new lease using this clock reading as its start time. This works only because each request bumps the HLC clock _before_ checking the lease, so the HLC clock can serve as an upper bound on every request that has made it through the lease check by the time the lease transfer begins. This structure is inflexible, subtle, and falls over as soon as we try to extend it. ### Motivation The primary motivation for pulling lease checks and transfers below latching is that the interaction between requests and lease transfers is incompatible with future-time operations, a key part of the non-blocking transaction project. This is because the structure relies on the HLC clock providing an upper bound on the time of any request served by an outgoing leaseholder, which is attached to lease transfers to ensure that the new leaseholder does not violate any request served on the old leaseholder. But this is quickly violated once we start serving future-time operations, which don't bump the HLC clock. So we quickly need to look elsewhere for this information. The obvious place to look for this information is the timestamp cache, which records the upper bound read time of each key span in a range, even if this upper bound time is synthetic. If we could scan the timestamp cache and attach the maximum read time to a lease transfer (through a new field, not as the lease start time), we'd be good. But this runs into a problem, because if we just read the timestamp cache under the lease transfer's lock, we can't be sure we didn't miss any in-progress operations that had passed the lease check previously but had not yet bumped the timestamp cache. Maybe they are still reading? So the custom locking quickly runs into problems (I said it was inflexible!). ### Solution The solution here is to stop relying on custom locking for lease transfers by pulling the lease check below latching and by pulling the determination of the transfer's start time below latching. This ensures that during a lease transfer, we don't only block new requests, but we also flush out in-flight requests. This means that by the time we look at the timestamp cache during the evaluation of a lease transfer, we know it has already been updated by any request that will be served under the current lease. This commit doesn't make the switch from consulting the HLC clock to consulting the timestamp cache during TransferLease request evaluation, but a future commit will. ### Other benefits Besides this primary change, a number of other benefits fall out of this restructuring. 1. we avoid relying on custom synchronization around leases, instead relying on more the more general latching mechanism. 2. we more closely aligns `TransferLeaseRequest` and `SubsumeRequest`, which now both grab clock readings during evaluation and will both need to forward their clock reading by the upper-bound of a range's portion of the timestamp cache. It makes sense that these two requests would be very similar, as both are responsible for renouncing the current leaseholder's powers and passing them elsewhere. 3. we more closely aligns the lease acquisition handling with the handling of `MergeInProgressError` by classifying a new `InvalidLeaseError` as a "concurrencyRetryError" (see isConcurrencyRetryError). This fits the existing structure of: grab latches, check range state, drop latches and wait if necessary, retry. 4. in doing so, we fuse the critical section of lease checks and the rest of the checks in `checkExecutionCanProceed`. So we grab the replica read lock one fewer time in the request path. 5. we move one step closer to a world where we can "ship a portion of the timestamp cache" during lease transfers (and range merges) to avoid retry errors / transaction aborts on the new leaseholder. This commit will be followed up by one that ships a very basic summary of a leaseholder's timestamp cache during lease transfers. However, this would now be trivial to extend with higher resolution information, given some size limit. Perhaps we prioritize the local portion of the timestamp cache to avoid txn aborts? 6. now that leases are checked below latching, we no longer have the potential for an arbitrary delay due to latching and waiting on locks between when the lease is checked and when a request evaluates, so we no longer need checks like [this](https://github.com/cockroachdb/cockroach/blob/7bcb2cef794da56f6993f1b27d5b6a036016242b/pkg/kv/kvserver/replica_write.go#L119). 7. we pull observed timestamp handling a layer down, which will be useful to address plumbing comments on #57077. ### Other behavioral changes There are two auxiliary behavioral changes made by this commit that deserve attention. The first is that during a lease transfer, operations now block on the outgoing leaseholder instead of immediately redirecting to the expected next leaseholder. This has trade-offs. On one hand, this delays redirection, which may make lease transfers more disruptive to ongoing traffic. On the other, we've seen in the past that the optimistic redirection is not an absolute win. In many cases, it can lead to thrashing and lots of wasted work, as the outgoing leaseholder and the incoming leaseholder both point at each other and requests ping-pong between them. We've seen this cause serious issues like #22837 and #32367, which we addressed by adding exponential backoff in the client in 89d349a. So while this change may make average-case latency during lease transfers slightly worse, it will keep things much more orderly, avoid wasted work, and reduce worst-case latency during lease transfers. The other behavioral changes made by this commit is that observed timestamps are no longer applied to a request to reduce its MaxOffset until after latching and locking, instead of before. This sounds concerning, but it's actually not for two reasons. First, as of #57136, a transactions uncertainty interval is no longer considered by the lock table because locks in a transaction's uncertainty interval are no longer considered write-read conflicts. Instead, those locks' provisional values are considered at evaluation time to be uncertain. Second, the fact that the observed timestamp-limited MaxOffset was being used for latching is no longer correct in a world with synthetic timestamps (see #57077), so we would have had to make this change anyway. So put together, this behavioral change isn't meaningful. Co-authored-by: Nathan VanBenschoten <[email protected]>
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