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rustfs/docs/architecture/README.md
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houseme 8e987ce0a6 test(scanner): add G09 upgrade evidence runner (#7522)
* fix(replication): close the GA blocker set from backlog#2366 (#7503)

* fix(replication): close GA blockers from backlog#2366

Implements the P1 set from the pre-GA replication audit:

- Replication rule tag filters now require every And.Tag to match, replacing
  the s3s OR semantics with a local AND matcher that fails closed on a
  malformed tag.
- A replicated group membership change no longer writes the group status, so
  a membership update carrying the default Enabled status cannot silently
  re-enable a disabled group on the peer.
- A successful IAM import schedules one collapsed full-IAM snapshot per remote
  peer instead of leaving the imported entities local-only.
- A pending endpoint refresh is redriven by the heavyweight reconcile tick,
  carries its own ilm-expiry override, and no longer blocks a remove that
  drops every unacknowledged peer.
- Site metrics expose local replication failure totals and rolling windows;
  node-level counters no longer report a constructed zero.
- set/remove-remote-target notify peer metadata caches before returning, so a
  follow-up put-bucket-replication on another node sees the target.
- Adds the site-replication operations runbook, a docs index, a replication
  support boundary section, and the Replication changelog section.

* fix(site-replication): resume only a locally driven endpoint refresh

The peer-side edit handler journals a pending endpoint refresh with an empty
`remote_peers` map and commits it inside the same request through
`apply_internal_peer_edit`. The reconcile tick could not tell that journal
from the coordinator's own: with no required peers it reads as complete on
sight, so the tick committed it with `edit_state` - losing the local-name
sync - and cleared it under the request that owned it, whose commit then
reported the refresh as changed and denied the coordinator the peer
acknowledgement it was waiting for.

Resume now runs only for a journal that carries the fan-out topology. A
receiver's journal stays for the coordinator to redrive with the same
refresh id, which is the path that already recovers it.

* fix(site-replication): keep an explicit disabled group status on a snapshot

Skipping the group-status write whenever an item carries members stopped a
membership change from re-enabling a disabled group, but it also silenced the
full-IAM snapshot, which always sends members together with the sender's real
status. A peer that did not have the group yet created it through
`GroupInfo::new` - enabled - so a bootstrap, a repair, or the snapshot an IAM
import now schedules handed every member of a frozen group live access there.

The madmin wire maps an unset `groupStatus` to Enabled, so only Enabled can be
a default. Disabled is always explicit and is applied again.

* fix(site-replication): schedule the import snapshot without recording a failure

`import-iam` reused the failure-recording path to queue its full-IAM
snapshot. That raises `retry_count` on every call, so three imports - the
normal shape of a bulk migration done one archive at a time - escalated a
healthy peer to `retryStats.failed` with the scheduling note shown as
`lastError`, which is exactly the signal the runbook tells operators to
repair. A full retry queue also turned a completed import into a 503.

Scheduling now only ensures the collapsed entry exists, and a failure to
schedule is logged instead of failing the request: the entities are already
imported and the reconcile pass still closes the gap.

* fix(admin): stop reporting replication failures as retries

`retries` is the minio-go counter for redeliveries, and mc prints it as such.
Filling it with the failure count claimed a redelivery that never happens: a
failed object is not retried by an event today, it waits for the scanner heal
pass. `errors` keeps the failure counters; `retries` stays zero until there is
a real redelivery to count, and the runbook now says so.

* perf(site-replication): aggregate failure windows without cloning bucket stats

`site_metrics_snapshot` went through `get_all`, which clones every bucket's
stats, and then scanned each target's sample deque twice. That deque is
bounded only by the one-hour window, so an unreachable target under load -
the case an operator polls this endpoint for - made every
`mc admin replicate status` copy the whole backlog and hold the read lock
against the failure path while doing it.

It now folds under the read lock and takes both windows in one walk. The
`max` against the serialized `last_minute` / `last_hour` snapshots is dropped:
those are stamped onto per-bucket clones elsewhere and are always zero in this
node-local cache.

* fix(site-replication): reject a conflicting ilm-expiry override on a re-run

The commit now reads the ilm-expiry override back out of the pending refresh
journal, so a second edit that asks for a different value had it dropped while
the request still reported success. Re-running without the flag keeps pinning
the recorded value - that is the documented way to redrive a stuck refresh -
but an explicit different value is now rejected instead of ignored.

* fix(admin): do not fail a remote-target write on a peer reload error

set/remove-remote-target propagated the peer metadata reload error, so a
target that was already persisted and live on this node reported a 5xx to the
client whenever one peer could not be reached. Every S3 bucket-config write
path treats that reload as best effort and only warns; these two admin
handlers now do the same, and the reason is logged with the bucket and action.

* fix(site-replication): undo every bucket a cut-short refresh rewrote

When a remove accepted on another node clears the refresh journal mid-pass,
only the bucket holding the lock at that moment had its restored target
undone. The buckets rewritten earlier in the same pass kept a target pointing
at the removed peer whenever the remove's own cleanup had already walked past
them. The undo now covers every bucket this pass rewrote, attempting all of
them so one failure does not strand the rest.

* fix(site-replication): keep replay running while an endpoint refresh is pending

A pending endpoint refresh took the whole heavyweight pass with it, so a peer
that never came back froze IAM and bucket replay to every healthy peer too -
the stall this journal's resume path was meant to end. The refresh arm now
drains the retry queue before returning; it replays per-peer deliveries
against the endpoints currently committed in state, so it is unaffected by the
edit in flight. Bucket wiring reconciliation still waits, because it rewrites
the very targets the refresh is changing, and the runbook now says so.

* test(e2e): cover the AND semantics of a two-tag replication filter

The acceptance matrix only had a single-tag rule, which matches under both AND
and OR semantics and therefore proved nothing about the filter this fix
changed. It now also carries a two-tag `And` rule - the shape
`mc replicate add --tags "k1=v1&k2=v2"` writes - and asserts that an object
with one of the two tags is not admitted while an object with both is.

No new test function, so the nightly selection digest is unchanged.

* refactor(site-replication): fold the refresh state-change error into one constructor

The endpoint-refresh work added three `s3_error!` invocation lines, which the
s3s footprint ratchet is meant to prevent. Five copies of the same
concurrent-change error now share one constructor, so the surface nets one
line smaller than main; the baseline is retightened to match.

* fix(site-replication): report a peer whose IAM snapshot waits for a repair

An escalated snapshot entry records a deletion a snapshot cannot replay, so
only a repair settles it and the marker must survive. Scheduling an import
snapshot therefore leaves that peer's entry alone - and now says so, instead
of returning success while nothing was scheduled for it.

* docs(operations): state the group-status and escalation convergence limits

Two boundaries the fixes in this branch make load-bearing: a membership change
never carries an enable, so a group disabled on one site only has to be
re-enabled there explicitly; and a peer holding an escalated IAM entry does
not receive a scheduled snapshot, including the one a bulk import schedules,
until a repair settles it.

* fix(ci): bind performance runs to selected inputs (#7512)

* test(scanner): add G09 upgrade evidence runner

Add a reusable Linux x86_64 runner for the Scanner/Heal G09 mixed-version and rollback upgrade evidence lanes.

The helper reads the pinned previous-release asset metadata from the upgrade workflow, verifies the downloaded binary, builds the current head, runs both ignored E2E tests, and fails unless the expected G09 JSON artifacts exist.

Co-Authored-By: heihutu <heihutu@gmail.com>

Co-Authored-By: zhi22915 <qiuzgang@gmail.com>

---------

Co-authored-by: 唐小鸭 <tangtang1251@qq.com>
Co-authored-by: Zhengchao An <anzhengchao@gmail.com>
Co-authored-by: zhi22915 <qiuzgang@gmail.com>
2026-09-08 23:38:54 +08:00

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Markdown

# Architecture Documentation
**Use this when:** you need the contract, invariant, or boundary rule that governs a change, and you want the one document that owns it.
**Source of truth:** the code and the guards. `scripts/check_architecture_migration_rules.sh` enforces the CI-anchored documents below; `scripts/check_doc_paths.sh` fails the pre-commit gate when any doc under `docs/` cites a repository path that no longer exists.
Two rules keep this directory healthy:
1. **Durable reference only.** One-shot plans, task trackers, dated analyses, status snapshots, and PR-scoped notes do not belong in the repository; keep them in the issue tracker or a local worktree and delete them when the work closes.
2. **No copies of other sources of truth.** Crate lists come from `Cargo.toml`, CI steps from `.github/workflows/`, code structure from the code. Cite a file path plus a symbol name, never a line number, and never paste counts or tables that a command can regenerate.
Every document starts with a `**Use this when:**` line so an agent can decide in one glance whether to read further. The index below repeats those lines.
## CI-anchored core
Required headings and strings in these files are asserted by `scripts/check_architecture_migration_rules.sh`; rename a heading only together with the guard.
| Document | Use this when |
|---|---|
| [crate-boundaries.md](crate-boundaries.md) | you add a crate dependency, move code across crates, touch a `storage_api.rs` boundary file, or need the change-type vocabulary the architecture guard enforces |
| [runtime-lifecycle.md](runtime-lifecycle.md) | moving or reordering anything in `rustfs/src/startup_*.rs`, changing readiness publication, or touching shutdown ordering |
| [readiness-matrix.md](readiness-matrix.md) | changing what a request surface does before storage or IAM is ready, changing probe semantics, or adding a runtime dependency that readiness must wait for |
| [storage-control-data-plane.md](storage-control-data-plane.md) | adding a storage API surface, a cluster read model, or a background-service status/reconcile surface, and you need to know which layer owns it |
| [global-state-crate-split-plan.md](global-state-crate-split-plan.md) | business logic needs runtime state (object store, endpoints, lock clients, lifecycle state, config) and you must pick the right boundary, or you are evaluating a crate split out of ECStore |
| [global-state-inventory.md](global-state-inventory.md) | you meet a `GLOBAL_*` static or an `OnceLock` and need to know whether it is a runtime ownership handle, an owner-local static, or process-global by design |
| [ecstore-module-split-plan.md](ecstore-module-split-plan.md) | you add lifecycle or replication logic and need to know which crate it belongs in, plan to move an operation family out of `SetDisks`, or the guard fails on one of the split rules |
| [ecstore-api-facade-inventory.md](ecstore-api-facade-inventory.md) | you need something from `rustfs_ecstore` in another crate, you are narrowing a `rustfs_ecstore::api` facade group, or the guard reports a facade bypass |
| [obs-ecstore-dependency-inventory.md](obs-ecstore-dependency-inventory.md) | adding, removing, or moving any `rustfs_ecstore` or `rustfs_storage_api` reference inside `crates/obs` |
| [compat-cleanup-register.md](compat-cleanup-register.md) | you add, review, or remove a temporary compatibility path and need the `RUSTFS_COMPAT_TODO` marker format and its removal condition |
| [overview.md](overview.md) | you need the historical framing of the architecture-migration program or the phase names that other contracts refer to |
## Contracts and invariants
| Document | Use this when |
|---|---|
| [erasure-coding.md](erasure-coding.md) | changing anything under `crates/ecstore/src/erasure/`, `crates/filemeta/`, `crates/ecstore/src/set_disk/`, storage-class or layout code, or any decode, quorum, or heal boundary (normative spec) |
| [placement-repair-invariants.md](placement-repair-invariants.md) | changing anything that resolves an object to a pool, set, or disk, or that admits scanner or heal work |
| [heal-concurrency-model.md](heal-concurrency-model.md) | changing heal, PUT/multipart commit, delete, lifecycle expiry, or data-movement code that shares the `(bucket, object)` commit surface, or asking whether RustFS needs a persistent healing marker |
| [unified-object-generation.md](unified-object-generation.md) | adding or changing anything that fences a commit, scopes a read lease, gates old-directory cleanup, binds prepared pool reads, or settles quota against the current object version |
| [ilm-tiering-persistence-contracts.md](ilm-tiering-persistence-contracts.md) | changing an ILM transition, tier configuration mutation, manual transition job, tier-delete recovery path, pool decommission, or any code that can create, transfer, or destroy ownership of a remote-tier object |
| [decommission-compatibility.md](decommission-compatibility.md) | changing pool decommission or rebalance behavior, its admin API shape, the persisted `PoolMeta` fields, or how tier free versions move between pools |
| [ecstore-layout-boundary.md](ecstore-layout-boundary.md) | touching endpoint expansion, `FormatV3`, pool/set layout, or moving files between ECStore's internal directories |
| [runtime-capability-contracts.md](runtime-capability-contracts.md) | changing the read-only observability or topology snapshot contracts in `rustfs-storage-api`, their providers, or the `storage_classes` payload of `GET /rustfs/admin/v4/runtime/capabilities` |
| [workload-admission-contracts.md](workload-admission-contracts.md) | adding a workload class or snapshot provider, or consuming admission state from a background job |
| [background-controller-contract.md](background-controller-contract.md) | adding a status snapshot or reconcile surface for a background service, or being tempted to fold several services into a generic controller |
| [background-services-inventory.md](background-services-inventory.md) | you need one audited background service's desired source, current-status inputs, status surface, and declared side effects |
| [scanner-usage-publication.md](scanner-usage-publication.md) | changing scanner data-usage cache publication, quota-visible usage snapshots, scanner cycle recovery, or the persisted scanner usage artifacts |
| [scanner-usage-authority-decision.md](scanner-usage-authority-decision.md) | deciding whether quota admission depends on scanner data usage, removing scanner publication layers, or designing a scanner storage boundary |
| [config-model-boundary-adr.md](config-model-boundary-adr.md) | touching the server-config model (`Config`, `KV`, `KVS`) or its persistence, or asking which crate owns which part of server configuration |
| [admin-route-action-snapshot.md](admin-route-action-snapshot.md) | adding, moving, or re-authorizing an admin route and needing to know where the route → handler → `AdminAction` contract is enforced |
| [kms-bulk-rekey-contract.md](kms-bulk-rekey-contract.md) | changing the bulk envelope re-wrap sweep, its admin endpoints, the re-wrap primitive, or which objects a rekey may touch |
| [remote-credential-sealing-adr.md](remote-credential-sealing-adr.md) | adding, reading, or persisting a stored remote credential (replication target, remote tier, on-demand migration source), or needing the sealed-envelope format, the mixed-version rules, or the reason this is worth doing in one deployment and not in another |
| [tier-stats-contract.md](tier-stats-contract.md) | changing what `GET /rustfs/admin/v3/tier-stats` returns, adding a tier accounting source, or wiring a metric to a remote tier request |
## Support and compatibility matrices (release-facing, keep current)
| Document | Use this when |
|---|---|
| [s3-compatibility-matrix.md](s3-compatibility-matrix.md) | writing or checking a user-facing S3 compatibility claim, or moving a Ceph s3tests case between lists |
| [s3-tables-support-matrix.md](s3-tables-support-matrix.md) | writing a release note or client-compatibility statement about S3 Tables / Iceberg REST Catalog (cutover procedure: [../operations/s3-tables-cutover-runbook.md](../operations/s3-tables-cutover-runbook.md)) |
| [minio-rustfs-router-compatibility.md](minio-rustfs-router-compatibility.md) | a client or `mc` call that works against MinIO fails against RustFS and you need to know whether the endpoint is missing, stubbed, or deliberately different |
| [minio-file-format-compat.md](minio-file-format-compat.md) | deciding whether a MinIO drive set, bucket-metadata blob, or SSE object can be read or imported by a given RustFS build, or before touching a listed version anchor |
Operations runbooks are registered in the [documentation operations index](../README.md#operations), and testing references live in [../testing/README.md](../testing/README.md).
For replication operations, start with [site replication operations](../operations/site-replication-operations.md), [replication target check](../operations/replication-check.md), [replication object size limits](../operations/replication-object-size-limits.md), and [replication outbound transport](../operations/replication-outbound-transport.md).
For per-node HTTP failure ratios and cached storage probe provenance, see [S3 write failure diagnostics](../operations/s3-write-failure-diagnostics.md).