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docs: first pass at a resource/controller developer guide (#17395)

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docs/persistence/README.md
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# Cluster Persistence # Cluster Persistence
> **Note** > **Note**
> While the content of this document is still accurate, it doesn't cover the new > While the content of this document is still accurate, it doesn't cover the new
> generic resource-oriented storage layer introduced in Consul 1.16. Please see > generic resource-oriented storage layer introduced in Consul 1.16. Please see
> [Resources](../resources) for more information. > [Resources](../resources) for more information.

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docs/resources/README.md
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# Resources # Resources
> **Note**
> Looking for guidance on adding new resources and controllers to Consul? Check
> out the [developer guide](./guide.md).
Consul 1.16 introduced a set of [generic APIs] for managing resources, and a Consul 1.16 introduced a set of [generic APIs] for managing resources, and a
[controller runtime] for building functionality on top of them. [controller runtime] for building functionality on top of them.

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# Resource and Controller Developer Guide
This is a whistle-stop tour through adding a new resource type and controller to
Consul 🚂
## Resource Schema
Adding a new resource type begins with defining the object schema as a protobuf
message, in the appropriate package under [`proto-public`](../../proto-public).
```shell
$ mkdir proto-public/pbfoo/v1alpha1
```
```proto
// proto-public/pbfoo/v1alpha1/foo.proto
syntax = "proto3";
import "pbresource/resource.proto";
package hashicorp.consul.foo.v1alpha1;
message Bar {
string baz = 1;
hashicorp.consul.resource.ID qux = 2;
}
```
```shell
$ make proto
```
Next, we must add our resource type to the registry. At this point, it's useful
to add a package (e.g. under [`internal`](../../internal)) to contain the logic
associated with this resource type.
The convention is to have this package export variables for its type identifiers
along with a method for registering its types:
```Go
// internal/foo/types.go
package foo
import (
"github.com/hashicorp/consul/internal/resource"
pbv1alpha1 "github.com/hashicorp/consul/proto-public/pbfoo/v1alpha1"
"github.com/hashicorp/consul/proto-public/pbresource"
)
var BarV1Alpha1Type = &pbresource.Type{
Group: "foo",
GroupVersion: "v1alpha1",
Kind: "bar",
}
func RegisterTypes(r resource.Registry) {
r.Register(resource.Registration{
Type: BarV1Alpha1Type,
Proto: &pbv1alpha1.Bar{},
})
}
```
Update the `registerResources` method in [`server.go`] to call your package's
type registration method:
```Go
import (
// …
"github.com/hashicorp/consul/internal/foo"
// …
)
func (s *Server) registerResources() {
// …
foo.RegisterTypes(s.typeRegistry)
// …
}
```
[`server.go`]: ../../agent/consul/server.go
That should be all you need to start using your new resource type. Test it out
by starting an agent in dev mode:
```shell
$ make dev
$ consul agent -dev
```
You can now use [grpcurl](https://github.com/fullstorydev/grpcurl) to interact
with the [resource service](../../proto-public/pbresource/resource.proto):
```shell
$ grpcurl -d @ \
-plaintext \
-protoset pkg/consul.protoset \
127.0.0.1:8502 \
hashicorp.consul.resource.ResourceService.Write \
<<EOF
{
"resource": {
"id": {
"type": {
"group": "foo",
"group_version": "v1alpha1",
"kind": "bar"
},
"tenancy": {
"partition": "default",
"peer_name": "local",
"namespace": "default"
}
},
"data": {
"@type": "types.googleapis.com/hashicorp.consul.foo.v1alpha1.Bar",
"baz": "Hello World"
}
}
}
EOF
```
## Validation
Broadly, there are two kinds of validation you might want to perform against
your resources:
- **Structural** validation ensures the user's input is well-formed, for
example: checking that a required field is provided, or that a port is within
an acceptable range.
- **Semantic** validation ensures that the resource makes sense in the context
of *other* resources, for example: checking that an L7 intention is not
targeting an L4 service.
Structural validation should be done up-front, before the resource is admitted,
using a validation hook provided in the type registration:
```Go
func RegisterTypes(r resource.Registry) {
r.Register(resource.Registration{
Type: BarV1Alpha1Type,
Proto: &pbv1alpha1.Bar{},
Validate: validateBar,
})
}
func validateBar(res *pbresource.Resource) error {
var bar pbv1alpha1.Bar
if err := res.Data.UnmarshalTo(&bar); err != nil {
return resource.NewErrDataParse(&bar, err)
}
if bar.Baz == "" {
return resource.ErrInvalidField{
Name: "baz",
Wrapped: resource.ErrMissing,
}
}
return nil
}
```
Semantic validation should be done asynchronously, after the resource is
written, by controllers ([covered below](#controllers)).
## Authorization
You can control how operations on your resource type are authorized by providing
a set of ACL hooks:
```Go
func RegisterTypes(r resource.Registry) {
r.Register(resource.Registration{
Type: BarV1Alpha1Type,
Proto: &pbv1alpha1.Bar{},
ACLs: &resource.ACLHooks{,
Read: authzReadBar,
Write: authzWriteBar,
List: authzListBar,
},
})
}
func authzReadBar(authz acl.Authorizer, id *pbresource.ID) error {
return authz.ToAllowAuthorizer().
BarReadAllowed(id.Name, resource.AuthorizerContext(id.Tenancy))
}
func authzWriteBar(authz acl.Authorizer, id *pbresource.ID) error {
return authz.ToAllowAuthorizer().
BarWriteAllowed(id.Name, resource.AuthorizerContext(id.Tenancy))
}
func authzListBar(authz acl.Authorizer, ten *pbresource.Tenancy) error {
return authz.ToAllowAuthorizer().
BarListAllowed(resource.AuthorizerContext(ten))
}
```
If you do not provide ACL hooks, `operator:read` and `operator:write`
permissions will be required.
## Mutation
Sometimes, it's necessary to modify resources before they're persisted. For
example, to set sensible default values or normalize user input. You can do this
by providing a mutation hook:
```Go
func RegisterTypes(r resource.Registry) {
r.Register(resource.Registration{
Type: BarV1Alpha1Type,
Proto: &pbv1alpha1.Bar{},
Mutate: mutateBar,
})
}
func mutateBar(res *pbresource.Resource) error {
var bar pbv1alpha1.Bar
if err := res.Data.UnmarshalTo(&bar); err != nil {
return resource.NewErrDataParse(&bar, err)
}
bar.Baz = strings.ToLower(bar.Baz)
return res.Data.MarshalFrom(&bar)
}
```
## Controllers
Controllers are where the business logic of your resources will live. They're
asynchronous [reconciliation loops] that "wake up" whenever a resource is
modified to validate and realize the changes.
You can create a new controller using the [builder API]. Start by identifying
the resource type you want this controller to manage, and provide a reconciler
that will be called whenever a resource of that type is changed.
```Go
package foo
import (
"context"
"github.com/hashicorp/consul/internal/controller"
pbv1alpha1 "github.com/hashicorp/consul/proto-public/pbfoo/v1alpha1"
"github.com/hashicorp/consul/proto-public/pbresource"
)
func barController() controller.Controller {
return controller.ForType(BarV1Alpha1Type).
WithReconciler(barReconciler{})
}
type barReconciler struct{}
func (barReconciler) Reconcile(ctx context.Context, rt controller.Runtime, req controller.Request) error {
rsp, err := rt.Client.Read(ctx, &pbresource.ReadRequest{Id: req.ID})
switch {
case status.Code(err) == codes.NotFound:
return nil
case err != nil:
return err
}
var bar pbv1alpha1.Bar
if err := rsp.Resource.Data.UnmarshalTo(&bar); err != nil {
return err
}
rt.Logger.Debug("Hello from bar reconciler!", "baz", bar.Baz)
return nil
}
```
[reconciliation loops]: https://www.oreilly.com/library/view/97-things-every/9781492050896/ch73.html
[builder API]: https://pkg.go.dev/github.com/hashicorp/consul/internal/controller#Controller
Next, register your controller with the controller manager. Another common
pattern is to have your package expose a method for registering controllers,
which is also called from `registerResources` in [`server.go`].
```Go
package foo
func RegisterControllers(mgr *controller.Manager) {
mgr.Register(barController())
}
```
```Go
package consul
func (s *Server) registerResources() {
// …
foo.RegisterControllers(s.controllerManager)
// …
}
```
### Retries
By default, if your reconciler returns an error, it will be retried with
exponential backoff. While this is correct in most circumstances, you can
override it by returning [`RequeueAfter`] or [`RequeueNow`].
[`RequeueAfter`]: https://pkg.go.dev/github.com/hashicorp/consul/internal/controller#RequeueAfter
[`RequeueNow`]: https://pkg.go.dev/github.com/hashicorp/consul/internal/controller#RequeueNow
```Go
func (barReconciler) Reconcile(context.Context, controller.Runtime, controller.Request) error {
if time.Now().Hour() < 9 {
return controller.RequeueAfter(1 * time.Hour)
}
return nil
}
```
### Status
Controllers can communicate the result of reconciling resource changes (e.g.
surfacing semantic validation issues) with users and other controllers by
updating the resource's status using the `WriteStatus` method.
Each resource can have multiple statuses, typically one per controller,
identified by a string key. Statuses are composed of a set of conditions, which
represent discreet observations about the resource in relation to the current
state of the system.
That all sounds a little abstract, so let's take a look at an example.
```Go
client.WriteStatus(ctx, &pbresource.WriteStatusRequest{
Id: res.Id,
Key: "consul.io/bar",
Status: &pbresource.Status{
ObservedGeneration: res.Generation,
Conditions: []*pbresource.Condition{
{
Type: "Healthy",
State: pbresource.Condition_STATE_TRUE,
Reason: "OK",
Message: "All checks are passing",
},
{
Type: "ResolvedRefs",
State: pbresource.Condition_STATE_FALSE,
Reason: "INVALID_REFERENCE",
Message: "Bar contained an invalid reference to qux",
Resource: resource.Reference(bar.Qux, ""),
},
},
},
})
```
In the previous example, the controller makes two observations about the
current state of the resource:
1. That it's "healthy" (whatever that means in this hypothetical scenario)
1. That it contains a reference that couldn't be resolved
The `Type` and `Reason` should be simple, machine-readable, strings, but there
aren't any strict rules about what are acceptable values. Over time, we
anticipate that common values will emerge that we'll standardize on for
consistency.
`Message` should be a human-readable explanation of the condition.
> **Warning**
> Writing a status to the resource will cause it to be re-reconciled. To avoid
> infinite loops, we recommend dirty checking the status before writing it with
> [`resource.EqualStatus`].
[`resource.EqualStatus`]: https://pkg.go.dev/github.com/hashicorp/consul/internal/resource#EqualStatus
### Watching Other Resources
In addition to watching their "managed" resources, controllers can also watch
resources of different, related, types. For example, the service endpoints
controller also watches workloads and services.
```Go
func barController() controller.Controller {
return controller.ForType(BarV1Alpha1Type).
WithWatch(BazV1Alpha1Type, controller.MapOwner)
WithReconciler(barReconciler{})
}
```
The second argument to `WithWatch` is a [dependency mapper] function. Whenever a
resource of the watched type is modified, the dependency mapper will be called
to determine which of the controller's managed resources need to be reconciled.
[`controller.MapOwner`] is a convenience function which causes the watched
resource's [owner](#ownership--cascading-deletion) to be reconciled.
[dependency mapper]: https://pkg.go.dev/github.com/hashicorp/consul/internal/controller#DependencyMapper
[`controller.MapOwner`]: https://pkg.go.dev/github.com/hashicorp/consul/internal/controller#MapOwner
### Placement
By default, only a single, leader-elected, replica of each controller will run
within a cluster. Sometimes it's necessary to override this, for example when
you want to run a copy of the controller on each server (e.g. to apply some
configuration to the server whenever it changes). You can do this by changing
the controller's placement.
```Go
func barController() controller.Controller {
return controller.ForType(BarV1Alpha1Type).
WithPlacement(controller.PlacementEachServer)
WithReconciler(barReconciler{})
}
```
> **Warning**
> Controllers placed with [`controller.PlacementEachServer`] generally shouldn't
> modify resources (as it could lead to race conditions).
[`controller.PlacementEachServer`]: https://pkg.go.dev/github.com/hashicorp/consul/internal/controller#PlacementEachServer
## Ownership & Cascading Deletion
The resource service implements a lightweight `1:N` ownership model where, on
creation, you can mark a resource as being "owned" by another resource. When the
owner is deleted, the owned resource will be deleted too.
```Go
client.Write(ctx, &pbresource.WriteRequest{
Resource: &pbresource.Resource{,
Owner: ownerID,
// …
},
})
```