myxce/.kiro/steering/roadmap.md

# Roadmap

## Overview

XCE is in the persistence + HA transformation (branch `persistent_ha`). Governing model: Raft consensus + CP (see `product.md` key decisions). Active spec work is tracked per-spec in `.kiro/specs/`; this file is the **single consolidated future-work document** — the forward-looking queue, long-deferred items, and hardening backlog. It absorbs the former `src/docs/FUTURE_WORK.md` (2026-05-12, config-replication-design review), which now redirects here.

## In Flight

- **ha-consistency-invariants** — UMBRELLA CONTRACT (requirements + design + research approved/complete). Implementation decomposed 2026-06-11 into the four sub-specs below; the umbrella generates NO tasks itself. Each sub-spec brief references the umbrella docs as authoritative.
- ha-wal-replication — implemented except task 5.4 (live 3-node integration test; needs `/xce-deploy-ha` cluster); sub-spec 4's E2E extends it
- **libxce-failover** — CLIENT-SIDE transparent controller failover (requirements generated 2026-06-16). Wires all libxce production request paths through the (already-built-but-orphaned) `xce_request_with_retry()` primitive + adds multi-master rotation; classifies on the real controller status taxonomy `E_XCE_REDIRECT` / `E_XCE_NOMASTER` / `E_XCE_NOT_READY` / `E_XCE_STANDBY` (`errnox.h:22-25`); bounded retry → distinct cluster-not-ready (no more opaque EINVAL); includes one small controller change so redirect replies carry the primary host/port (schema fields already exist, `controller.capnp:568-569`, just unpopulated in `join.c`). Verified E2E via `xce_test` (the original reproduction). Closes the integration gap left by `ha-config-bootstrap` Req 7 (tasks 10/10.1/10.2 shipped only the standalone primitive). See bug-608. Dependencies: ha-config-bootstrap (primitive + error codes), ha-commit-barrier-rollout (write idempotency makes write-retry safe).

## Raft TLA+ Conformance — raft-library enhancement series (NEW 2026-06-21)

**Goal:** evolve the election-only `src/lib/raft/raft.{c,h}` into a STRICT implementation of `raft/raft.tla` (Ongaro canonical) covering the log + commit half, keeping the pure callback-driven design so it stays independently verifiable via the deterministic simulator (`raft_sim.c`) against the TLA+ invariants (Election Safety, Log Matching, Leader Completeness, State Machine Safety). Motivation: **bug-851** — the log protocol is currently hand-rolled across `persist.c`/`repl.c`/`ha.c`/`ha_convergence.c` and violates the TLA+ log invariants. Gap analysis (six gaps G1–G6): `.kiro/specs/ha-term-safety/TLA-gap-analysis.md`. Implement in dependency order; each spec lands with simulator coverage. The library core stays pure/synchronous/deterministic — all I/O (async vtask, fan-out replication, the sync commit barrier, snapshot transport) lives in controller-side callback adapters. Preserve as policy (do NOT canonicalize away): PreVote, priority leadership, synchronous commit-barrier + persist-before-ACK durability, "controller never self-terminates".

- [x] raft-log-replication — *(specs generated + auto-approved 2026-06-21: 8 reqs, 24 sub-tasks, cross-spec review PASSED. Ready for /kiro-impl.)* Extend the library to OWN the replicated log. TLA+ actions: `ClientRequest`, `AppendEntries`, `HandleAppendEntriesRequest`, `UpdateTerm`-on-AppendEntries. Per-entry term in the library log model (closes **G1**); `AppendEntries` `logOk` = `prevLogTerm` match (**G2**); conflict branch deletes the divergent `(term,lsn)` suffix (**G3**); ANY higher-term RPC incl. AppendEntries/heartbeat advances `currentTerm` and steps down (**G5**). New pure callbacks: `on_persist_entry`, `on_get_entry_term(lsn)`, `on_send_append_entries(peer, prevLogIdx, prevLogTerm, entries, commitIdx)`, `on_truncate_from(lsn)`; controller adapters implement them over the existing WAL/repl transport. Simulator: drive AppendEntries across partitions/restarts, assert Log Matching. Dependencies: raft-library (election core). Closes bug-851 G1/G2/G3/G5.
- [x] raft-commit-safety — *(specs generated + auto-approved 2026-06-21: 6 reqs, 18 sub-tasks, cross-spec review PASSED.)* `AdvanceCommitIndex` with the Figure-8 current-term rule (commit `Max(agreeIndexes)` only if `log[Max].term == currentTerm`) (**G4**); `RequestVote`/PreVote freshness becomes `(lastLogTerm, lastLogIndex)` instead of LSN-only (**G6**). New callback `on_commit_advanced(lsn)` feeds the existing synchronous commit barrier / durability (persist-before-ACK preserved as policy). Simulator: assert Leader Completeness. Dependencies: raft-log-replication. Closes bug-851 G4/G6.
- [x] raft-sim-conformance — *(specs generated + auto-approved 2026-06-21: 8 reqs, 23 sub-tasks, cross-spec review PASSED.)* Extend `raft_sim.c` into a conformance/verification harness driving the library through `raft.tla`-action-equivalent transitions (randomized + targeted) and asserting the four Raft safety invariants; optionally trace-check against TLC output of `raft.tla`. The "use the verified spec to help" payoff: a regression oracle for the consensus core. Dependencies: raft-log-replication, raft-commit-safety.

> **ha-term-safety** (requirements + design generated 2026-06-21; `.kiro/specs/ha-term-safety/`) is the XCE-side INTEGRATION + REGRESSION umbrella for this family: it wires the controller WAL / commit-barrier into the new raft callbacks (thin adapter — protocol delegated to the library), owns the **config-change marker** (R7 — config changes as `(term,lsn)` log markers; bytes via the existing out-of-band config-push transport, hash-verified against the marker), and holds the live **bug-851 chaotic-failover regression**. Its protocol invariants R1–R6 are realized by the library specs above (not re-implemented in the controller). **Scope: R1–R7 only.** The former R8 (config-upgrade full-snapshot consistency, bug-857) was **descoped 2026-06-21 to the independent `config-upgrade-snapshot` spec** (below), because it requires entity-bearing snapshots that do not exist yet. Next: `/kiro-spec-tasks ha-term-safety`.

## Specs (dependency order)

> `[x]` = spec generated (requirements/design/tasks approved, ready for implementation). Implementation tracked via each spec's tasks.md; implement in roadmap order (cross-spec review 2026-06-11: four specs touch ha_dispatch_gate / raft_cb_become_follower in disjoint-but-adjacent regions).

- [x] ha-commit-engine — commit.c per-LSN majority engine + quorum accounting fixes, wired behind job submit. Dependencies: none. (specs done 2026-06-11; **IMPLEMENTED 2026-06-12**: 12/12 tasks, validate-impl GO, 467 tests green; deferred follow-ups in its tasks.md §Implementation Notes)
- [x] ha-commit-barrier-rollout — classification table, commit-first-then-reply sweep, RETAIN facts, config barrier, idempotency guards. Dependencies: ha-commit-engine. (specs done 2026-06-11; **IMPLEMENTED 2026-06-13**: 16/16 tasks, validate gate GO, 508 controller tests green under ASAN. Fixed bug-447 (key_find found-rc leak — queue/host control was silently unpersisted+unreplicated in production) and bug-396 (worker fact loss on quorum-loss gate rejection); task 5.2 needed one remediation round (wired the missing production config-ACK ingestion — would have bricked multi-member config upgrades — + kept the barrier off the iomgr thread). Logged not-fixed: bug-448 (job_ctrl ref leak), bug-451 (RUSAGE va_list OOB read). Barrier-before-state-removal precondition for ha-single-leader-role satisfied)
- [x] ha-single-leader-role — promotion no-op + own-term gate, transitional-state (the former fourth role) removal. Dependencies: ha-commit-engine, ha-commit-barrier-rollout (HARD: barrier before state removal). (specs done 2026-06-11: 2 reqs / 7 components / 11 sub-tasks)
- [x] ha-convergence-recovery — demotion truncate+self-restart, rejoin reconciliation, egress watermark filter, ACK-driven catch-up, quorum logging. Dependencies: ha-commit-engine (E2E additionally needs ha-single-leader-role). (specs done 2026-06-11: 9 reqs / 7 components / 13 sub-tasks)
- [x] ha-commit-durability — closes bug-661 (acknowledgment did not imply durability; committed jobs lost across failover). Makes acknowledged ⇒ durable on a majority: the primary counts its own copy toward the commit majority only at its durable LSN (`majority_candidate_locked` caps self at `persist_durable_lsn`, not the appended tip); `fsync_worker` repurposed timer→demand-driven group-commit flusher (one `fdatasync` over pending appends, advance `durable_lsn`, wake commit-eval) — absorbs the former "WAL group-commit batching" backlog item (see below); recovery integrity verdict (clean vs corruption-truncated WAL) + durable-backed freshness floor (candidate advertises bare `persist_durable_floor`, voter floor = `max(durable_floor, learned_committed)`) + pre-promotion eligibility fence. Establishes the **controllers-never-self-terminate** invariant: a recovery-truncated/behind member that cannot catch up is a LOUD PERMANENT FENCE (non-promotable, stays alive, keeps retrying — never `exit`/`abort`), self-heals on peer return (see `ha-async-io.md` process-lifecycle invariant + `src/controller/CLAUDE.md`). Dependencies: ha-commit-engine (consumes commit-position semantics), ha-wal-replication (standby ACK/catch-up), ha-commit-barrier-rollout (reply gate, unchanged). (specs done 2026-06-18; **IMPLEMENTED 2026-06-18**: 17/17 tasks (1.1–5.3), validate-impl GO, controller suite 0 failures under ASAN; deterministic ack-before-fdatasync E2E RED→GREEN + rolling-SIGKILL soak zero acked-job loss. Verified by tests + Protocol Verification Checklist, NOT by raft.tla (which assumes a durable log). Fixed bug-760 (adjacent `test_fact_hook_append` raced the async flusher — test made durable-deterministic via `persist_flush`). raft.tla durability-model extension deferred unless explicitly opted in.)

## Future Specs / Backlog (dependency order)

- [ ] config-upgrade-snapshot — **descoped from `ha-term-safety` R8 on 2026-06-21 (requirements generated; `.kiro/specs/config-upgrade-snapshot/`).** Closes **bug-857**: a configuration upgrade can leave members with DIVERGENT materialized state because today it does config-push + restart + per-node WAL replay under the new config (`config_repl.c` `do_upgrade_config_with_bytes` ~1001-1163), with no snapshot pinning an identical post-upgrade state (replay is config-dependent — `lost_and_found` re-homes orphaned entities). Approach: an upgrade materializes a **full entity-bearing state snapshot at the config-change marker's `(term,lsn)` boundary**, embeds the new config, and installs it on every member via the `snapshot_transfer_s` transport — no per-node re-derivation; supersedes `ha-term-safety` R7's interim config-push byte delivery for upgrades. **HARD dependency: `entity-bearing-snapshots`** (today snapshots are a 16-byte LSN sentinel; the entity payload does not exist) AND `ha-term-safety` (the config-change marker it anchors on). Verify by reproducing bug-857 (upgrade during chaotic multi-kill, diff materialized state). Promote to design once `entity-bearing-snapshots` lands.
- [ ] component-failover-adoption — **recorded 2026-06-16; depends on libxce-failover (HARD).** Make the C daemons and the Go apiserver actually exercise libxce's transparent failover. The mechanism reaches them for free (worker/scheduler/controller link `libxce_dep`; apiserver uses it via cgo, `src/frontend/apiserver/backend/clib.go`), but two per-component integration items remain: (1) each component must hand libxce the **full master list** instead of a single endpoint (today even the CLI uses only `conf->masters[0]`, `client.c:122`); (2) bounded retry makes the already-blocking `xce_request` block **longer** (seconds of backoff) — for the async C daemons (worker `controller_connector.c`, scheduler `handler.c`) this must be verified **liveness-safe**, i.e. it must not stall a thread that also drives heartbeats (the "never block the iomgr thread" rule). Scope: per-component master-list config + retry policy + liveness-safe blocking + per-component E2E failover for **scheduler, worker, apiserver**. (`xce_test` is NOT here — it is the in-spec verification client of libxce-failover.) Promote via `/kiro-spec-init component-failover-adoption` after libxce-failover lands.
- [ ] worker-rejoin-resync — **planned long ago, no effort yet (recorded 2026-06-10).** When a worker rejoins after disconnect or controller failover, it shall re-report its running/finished job states so the controller recovers facts whose notifications were lost. Evidence of the gap (ha-consistency-invariants research deep-dive §A): `xce_join_req` carries only `hostattrs_t` (src/lib/request.c:1154-1181) — no job state; worker notify is fire-and-forget with zero redelivery (bug-396), so any job start/finish/fail sent during a disconnect or failover window is permanently lost today. Scope sketch: extend the join/hello exchange (or a post-join message) with a running+recent job-state report; controller reconciles against its job table through the commit barrier (entries go through majority commit like any state change); requires the `mark_job_*` idempotency guards (shared need with ha-consistency-invariants' pending-facts queue). Complements — does not replace — the primary-side pending-facts queue: the queue covers quorum-loss windows while connected; resync covers disconnect/failover windows. **Elevated 2026-06-11**: designated as the official backstop in ha-consistency-invariants Req 2.8 / boundary context — facts the controller received are retained-and-retried until committed; facts that never arrived (or died with the controller) are recovered only by this resync. Dependencies: ha-consistency-invariants (commit barrier + idempotency guards). Extends: worker-join-refactor (implemented — covers attribute/endpoint update on rejoin only).
- [ ] admin-config-tool — drives `OP_upgradeConfig` (prerequisite for config-upgrade Phase 2). Encode ClusterConfig YAML/JSON → Cap'n Proto binary, SHA-256 over the bytes, connect to primary (SSL, same CA), send `OP_upgradeConfig`, display reply (version tag, acked count, errors), poll `OP_probe` after restart. Suggested CLI: `xce-config push --controller <host:port> --config cluster.yaml`. MUST validate that user configs don't use the reserved name `"lost_and_found"` for any queue/host (defence-in-depth: controller enforces at runtime via `load_primary_config()` FATAL, tool prevents at authoring time; migration: pre-existing clusters must rename before upgrade — see config-replication-design.md §6.5/§7.1). _(From FUTURE_WORK.md §1 + §8, 2026-05-12.)_
- [ ] lightweight rejoin re-attach (failover optimization) — **recorded 2026-06-16; deferred (YAGNI).** Today, on controller failover a reconnecting daemon does a full re-join and apiserver/scheduler receive **full** state (e.g. the whole job list), not a delta; for a large cluster this is sizable but rare. Decision (libxce-failover design review): accept full-state rejoin — it is simple, correct, and still cheaper than a full-history replace with no snapshot (cf. IBM LSF). Future optimization: a session-token "re-attach" hello that lets the new primary skip re-pushing already-replicated state, or a delta-only state transfer keyed on the consumer's last-known committed LSN. Delta reconciliation is non-trivial (the primary must know what each consumer already holds). Promote only if failover-rejoin latency/bandwidth is **measured** as a problem at scale. Dependencies: libxce-failover (rejoin hook), component-failover-adoption (daemon rejoin content), worker-rejoin-resync (worker job state).
- [ ] job-array-single-wal-record — **recorded 2026-06-16.** Enhance controller & scheduler so a job-array submission persists, replicates, and pushes to the scheduler as a **single WAL record** rather than one record per array element. Today a job array fans out to N per-job state changes, so a 10k-element array means 10k WAL appends + 10k replicated commits + 10k scheduler pushes — amplifying commit-engine load, replication bandwidth, and failover replay time linearly in array size. Scope sketch: (a) controller writes one WAL entry describing the array (base spec + index range/count + per-index overrides) committed atomically through the commit barrier; (b) replication carries the single record so standbys reconstruct the whole array from one committed LSN; (c) scheduler receives the array as one push and expands locally. Must preserve per-element identity/state addressing after expansion (status, cancel, completion still operate per task id). Dependencies: ha-commit-engine + ha-commit-barrier-rollout (single atomic commit), ha-consistency-invariants (replicated scheduling state). Spec advised before implementation; promote via `/kiro-spec-init "job-array-single-wal-record"` when ready.
- [x] ~~WAL group-commit batching~~ — **recorded 2026-06-17 as deferred; ABSORBED INTO ha-commit-durability 2026-06-18 (design-review reversal).** The `/kiro-validate-design` review surfaced that the highest-volume WAL traffic is `WAL_MODE_RETAIN` facts (job start/finish/fail/rusage) — not array-collapsible and not covered by `job-array-single-wal-record` — so a pure per-entry synchronous design would penalize the dominant write path. Decision (with user): **do group-commit now** — repurpose `fsync_worker` from a timer into a demand-driven flusher (batch one `fdatasync` across pending appends, advance `durable_lsn`, wake commit-eval) as part of ha-commit-durability rather than deferring. No longer a separate backlog item.
- [ ] primary step-down-on-quorum-loss — optional CP follow-on noted in ha-consistency-invariants brief (writes already blocked on quorum loss; step-down is an availability/clarity optimization).
- [ ] read consistency / leader leases — Raft §8 read-only optimization; status queries may currently observe stale or provisional state (documented deviation in ha-consistency-invariants).
- [ ] entity-bearing snapshots ("Task 11" format) — snapshot files are currently a 16-byte LSN sentinel (persist.c:435-437); real entity serialization unblocks snapshot-based state transfer and faster recovery. **Cheaper than it looks (verified 2026-06-11)**: the dual-zarray COW machinery it needs is already built and unit-tested but dormant — `xzarray_freeze`/`xzarray_thaw` in the vtable (zarray.c:695-757, O(1) freeze, thaw with `should_retain` GC filter, test_zarray_cow.c) with zero production callers (kvmgr.c:297 `vfreeze = NULL /* wired in P0-2 */`). Note: single-generation COW — the snapshot consumer owns freeze/thaw; do not add second concurrent consumers. Slot-level only (snapshots array structure, not object contents — serialize item state under per-object locks during the freeze window). Once landed, also strengthens ha-consistency-invariants §C eviction option (iii) and faster rebuild-on-demotion. **Downstream (recorded 2026-06-21): `config-upgrade-snapshot` HARD-depends on this** — it needs an entity-bearing snapshot to deliver an identical materialized post-upgrade state to every member (bug-857).

## Hardening / Direct-Implementation Items

Smaller items that likely don't warrant a full spec; pick up opportunistically or bundle into adjacent spec work.

- [ ] OP_heartbeat peers cross-validation — include a hash of the local `--peers` string in heartbeat requests; log ERROR on mismatch between candidates. Detects misconfigured nodes at election time instead of silently risking dual-primary split-brain. _(FUTURE_WORK.md §3.)_
- [ ] validate_host() real authorization — currently a stub returning success for all peers; MUST be implemented before `CONF_ENABLE_UPGRADE_CONFIG=1`. Minimum: verify peer X.509 CN against a configured allowlist (`--admin-cn` flag or `admin_cn_list` config), reject non-allowlisted `OP_upgradeConfig` with clear error, WARN-log rejected attempts with CN+IP. Future: IP allowlist, role-based access, admin-specific CA. _(FUTURE_WORK.md §6; security-critical.)_
- [ ] OP_replConfig access control hardening — currently serves the full config blob to any CA-signed SSL peer (trusted-LAN model). Consider: verify requester is a known `--peers` controller, rate-limit per peer, `minimum_role` check (controllers only). _(FUTURE_WORK.md §7.)_
- [ ] lost-and-found drain command — `xcecli lost-and-found drain`: reassign or cancel sidelined jobs, reset `lost_and_found_job_count`. Automates operator cleanup after config upgrade. _(FUTURE_WORK.md §4.)_
- [ ] OP_upgradeConfig standby redirect verification — test that a standby returns the primary's address to an admin tool and the tool retries against the primary. Note: redirect semantics change under ha-consistency-invariants Req 1 (no transitional-state redirect); verify against the new behavior. _(FUTURE_WORK.md §5.)_
- [x] steering sync — `ha-async-io.md` synchronized to the three-state model + own-term gate (transitional-state row/role removed; heartbeat re-arm PRIMARY-only; PRIMARY no-quorum fact allowlist noted). Done as part of ha-single-leader-role task 6.1.
- [ ] xce_test WAL/snapshot inspection tooling — extend the offline inspector family in `xce_test` (sibling of the shipped `waldump`, `src/controller/testsuite/waldump.{c,h}` + `cmd_waldump`). Two remaining commands: **(a) `snapdump <snap_dir|snap_file>`** — decode the `XCESNAP\0` header (8-byte LSN; `persist.c:1266` `load_snapshot`) and report whether the snapshot carries job/queue entities or is an LSN-only stub. This directly settles Open Fork #3 of the failover job-loss investigation (`.kiro/specs/ha-commit-durability/INVESTIGATION-failover-job-loss.md`): if snapshots are entity-less, any empty-rejoin/WAL-prune below committed is unrecoverable BY DESIGN. **(b) `walcompare <dirA> <dirB>`** — diff two nodes' WALs by `lsn → crc/jobid` to flag divergence/prefix-gaps between members instantly. Reuse the `waldump.c` reader/decoder; same zero-alloc capnp jobid decode + `c_capnproto_dep`/`zlib_dep` wiring already added to `xce_test_deps`. Nonzero exit on entity-less snapshot / divergence so both double as E2E assertions. _(recorded 2026-06-20; `waldump` already done.)_
- [ ] xce_test shell command support — add `!<command>` prefix to `xce_test` test scripts to execute arbitrary shell commands inline during test runs. Enables test scripts to drive environment setup/teardown (e.g., kill a node, write a file, run a helper) without calling out to a separate harness layer. Scope: parser change in the xce_test runner to detect `!`-prefixed lines, fork/exec the remainder as a shell command, fail the test on non-zero exit, capture stdout/stderr to the test log.
- [ ] scheduler framework enhancement — strengthen the scheduler subsystem: (a) improve job scheduling policy extensibility (pluggable queue disciplines beyond FIFO), (b) add priority-aware dispatch, (c) improve resource-aware scheduling (CPU/memory/GPU slot tracking per host), (d) wire scheduler decisions through the commit barrier so scheduling state is replicated and survives failover. Dependencies: ha-consistency-invariants (commit barrier). Spec advised before implementation; promote via `/kiro-spec-init "scheduler-framework"` when ready.

## Superseded / Absorbed Items

- ~~Quorum-ACK gate before config restart~~ _(FUTURE_WORK.md §2)_ — **largely superseded by ha-consistency-invariants Requirement 5**: configuration changes now require majority acknowledgment before being confirmed/committed, and fail to the requester on timeout (no silent rollback when standbys are offline). Residual to verify in that spec's design: restart sequencing after a committed config change (don't restart the primary before the commit barrier passes).
- ~~Lost-and-found keyword validation~~ _(FUTURE_WORK.md §8)_ — folded into the admin-config-tool backlog item above.

## Notes

- Backlog items here are seeds for `/kiro-discovery` / `/kiro-spec-init`; promote an item by creating its spec under `.kiro/specs/`.
- Provenance: items marked _(FUTURE_WORK.md §N)_ originate from the 2026-05-12 config-replication-design.md review, merged here 2026-06-10.