Merge pull request #9343 from hashicorp/dnephin/developer-docs-streaming

docs: Add developer documentation and diagrams for streaming

contributing/README.md

@@ -1,21 +1,12 @@
-# Contributing to Consul
-
-See [our contributing guide](../.github/CONTRIBUTING.md) to get started.
-
-This directory contains other helpful resources like checklists for making
-certain common types of changes.
-
-## Checklists
-
-See the `checklist-*` files in this dir to see of there is a checklist that
-applies to a change you wish to make. The most common one is a change to
-Consul's configuration file which has a lot more steps and subtlety than might
-first appear so please use the checklist!
-
-We recommend copying the raw Markdown lists into a local file or gist while you
-work and checking tasks as you complete them (by filling in `[ ]` with `[x]`).
-You can then paste the list in the PR description when you post it indicating
-the steps you've already done. If you want to post an initial draft PR before
-the list is complete, please still include the list as is so reviewers can see
-progress. You can then check the list off on the PR description directly in
-GitHub's UI after pushing the relevant fixes up.
+# Contributing to Consul
+
+See [our contributing guide](../.github/CONTRIBUTING.md) to get started.
+
+This directory contains documentation intended for anyone interested in
+understanding, and contributing changes to, the Consul codebase.
+
+## Contents
+
+1. [Overview](./INTERNALS.md)
+2. [Configuration](./checklist-adding-config-fields.md)
+3. [Streaming](./streaming)

contributing/streaming/README.md

@@ -0,0 +1,99 @@
+
+# Event Streaming
+
+Event streaming is a new asynchronous RPC mechanism that is being added to Consul. Instead
+of synchronous blocking RPC calls (long polling) to fetch data when it changes, streaming
+sends events as they occur, and the client maintains a materialized view of the events.
+
+At the time of writing only the service health endpoint uses streaming, but more endpoints
+will be added in the future.
+
+## Overview
+
+The diagram below shows the components that are used in streaming, and how they fit into
+the rest of Consul.
+
+![Streaming Overview](./overview.svg)
+
+<sup>[source](./overview.mmd)</sup>
+
+Read requests are received either from the HTTP API or from a DNS request. They use
+[rpcclient/health.Health]
+to query the cache. The [StreamingHealthServices cache-type] uses a [materialized view]
+to manage subscriptions and store the aggregated events. On the server, the
+[SubscribeEndpoint] subscribes and receives events from [EventPublisher].
+
+Writes will likely enter the system through the client as well, but to make the diagram
+less complicated the write flow starts when it is received by the RPC endpoint. The
+endpoint calls raft.Apply, which if successful will save the new data in the state.Store.
+When the [state.Store commits] it produces an event which is managed by the [EventPublisher]
+and sent to any active subscriptions.
+
+[rpcclient/health.Health]: https://github.com/hashicorp/consul/blob/master/agent/rpcclient/health/health.go
+[StreamingHealthServices cache-type]: https://github.com/hashicorp/consul/blob/master/agent/cache-types/streaming_health_services.go
+[materialized view]: https://github.com/hashicorp/consul/blob/master/agent/submatview/materializer.go
+[SubscribeEndpoint]: https://github.com/hashicorp/consul/blob/master/agent/rpc/subscribe/subscribe.go
+[EventPublisher]: https://github.com/hashicorp/consul/blob/master/agent/consul/stream/event_publisher.go
+[state.Store commits]: https://github.com/hashicorp/consul/blob/master/agent/consul/state/memdb.go
+
+
+## Event Publisher
+
+The [EventPublisher] is at the core of streaming. It receives published events, and
+subscription requests, and forwards events to the appropriate subscriptions. The diagram
+below illustrates how events are stored by the [EventPublisher].
+
+![Event Publisher layout](./event-publisher-layout.svg)
+
+<sup>[source](./event-publisher-layout.mmd)</sup>
+
+When a new subscription is created it will create a snapshot of the events required to
+reflect the current state. This snapshot is cached by the [EventPublisher] so that other
+subscriptions can re-use the snapshot without having to recreate it.
+
+The snapshot always points at the first item in the linked list of events. A subscription
+will initially point at the first item, but the pointer advances each time
+`Subscribe.Next` is called. The topic buffers in the EventPublisher always point at the
+latest item in the linked list, so that new events can be appended to the buffer.
+
+When a snapshot cache TTL expires, the snapshot is removed. If there are no other
+subscriptions holding a reference to those items, the items will be garbage collected by
+the Go runtime. This setup allows EventPublisher to keep some events around for a short
+period of time, without any hard coded limit on the number of events to cache.
+
+
+## Subscription events
+
+A subscription provides a stream of events on a single topic. Most of the events contain
+data for a change in state, but there are a few special "framing" events that are used to
+communicate something to the client. The diagram below helps illustrate the logic in
+`EventPublisher.Subscribe` and the [materialized view].
+
+
+![Framing events](./framing-events.svg)
+
+<sup>[source](./framing-events.mmd)</sup>
+
+
+Events in the `Snapshot` contain the same data as those in the `EventStream`, the only
+difference is that events in the `Snapshot` indicate the current state not a change in
+state.
+
+`NewSnapshotToFollow` is a framing event that indicates to the client that their existing
+view is out of date. They must reset their view and prepare to receive a new snapshot.
+
+`EndOfSnapshot` indicates to the client that the snapshot is complete. Any future events
+will be changes in state.
+
+
+## Event filtering
+
+As events pass through the system from the `state.Store` to the client they are grouped
+and filtered along the way. The diagram below helps illustrate where each of the grouping
+and filtering happens.
+
+
+![event filtering](./event-filtering.svg)
+
+<sup>[source](./event-filtering.mmd)</sup>
+

contributing/streaming/event-filtering.mmd

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+graph TD
+
+    state.Store -->|events in different topics| EventPublisher.Publish
+    EventPublisher.Publish -->|group by topic| EventPublisher.topicBuffer
+
+    EventPublisher.topicBuffer --> Subscription
+    Subscription -->|filter by key and namespace| SubscribeEndpoint
+    SubscribeEndpoint -->|"filter by auth (acl token)"| ProtobufEvents[/ grpc /]
+    ProtobufEvents -->|filter with bexpr| MaterializedView
+    MaterializedView --> HTTPEndpoint
+

contributing/streaming/event-publisher-layout.mmd

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+graph TB
+
+    subgraph ep[ ]
+        EventPublisher
+        subscriptions
+        snapshots
+        topicBuffers
+    end
+
+    EventPublisher --> snapshots & subscriptions & topicBuffers
+    
+    Subscription
+    Snapshot
+    Item0
+    Item1
+    Item2
+    Item3
+    Item4
+
+    topicBuffers ----->|head| Item4
+    subscriptions --> Subscription
+
+    snapshots --> Snapshot
+    
+    Subscription -->|next| Item0
+    Item0 --> Item1
+    Item1 --> Item2
+    Item2 --> Item3
+    Item3 --> Item4
+    Snapshot -->|first| Item0
+
+    Subscription -..->|next| Item1
+    Subscription -..->|next| Item2
+    Subscription -..->|next| Item3
+    Subscription -..->|next| Item4
+

contributing/streaming/framing-events.mmd

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+graph TD
+
+    SubscribeIndex0[Subscribe, index = 0, no snapshot]
+    SubscribeIndexNot0[Subscribe, index > 0, with snapshot]
+
+    SubscribeIndex0 --->|if events in topic| Snapshot
+    Snapshot --> EndOfSnapshot
+    SubscribeIndex0 ------->|no events in topic| EndOfSnapshot
+    EndOfSnapshot --> EventStream
+
+    SubscribeIndexNot0 -->|if index != TopicBuffer.Head| NewSnapshotToFollow
+    NewSnapshotToFollow ---> Snapshot
+
+    SubscribeIndexNot0 -->|if index == TopicBuffer.Head| EventStream
+
+    class EndOfSnapshot,NewSnapshotToFollow framing
+    classDef framing fill:#FFD700,stroke:#333

contributing/streaming/overview.mmd

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+graph TD
+
+    subgraph ClientAgent[Client Agent]
+        HTTPEndpoint
+        DNSEndpoint
+        rpcClient.Health
+        AgentCache
+        MaterializedView
+    end
+
+    subgraph ServerAgent[Server Agent]
+        RPCEndpoint
+        raft.Apply
+        FSM.applyRegistration
+        state.Store.Register
+        SubscribeEndpoint
+        EventPublisher
+    end
+
+    Read --> HTTPEndpoint & DNSEndpoint
+
+    HTTPEndpoint & DNSEndpoint --> rpcClient.Health
+    rpcClient.Health --> AgentCache
+    AgentCache --> MaterializedView
+    MaterializedView --> SubscribeEndpoint
+    SubscribeEndpoint -->|Subscribe to topic| EventPublisher
+
+    Write --> RPCEndpoint
+    RPCEndpoint --> raft.Apply
+    raft.Apply --> FSM.applyRegistration
+    FSM.applyRegistration --> state.Store.Register
+    state.Store.Register -->|Publish event| EventPublisher
+
+    class Read,Write start
+    classDef start fill:transparent,stroke:transparent
+