fix(localdb): phase-2 live gate — 4 production defects found and fixed

Gate record: docs/plans/2026-07-20-localdb-phase2-live-gate.md.
Checks 1, 2, 5, 6 pass. Checks 3 and 4 are NOT satisfied — the defect they
were meant to confirm turned out to be the opposite of what the plan assumed.

Three defects crash-looped every driver node before check 1 could even run:

1. An empty ServerHistorian:ApiKey kills the host. ServerHistorianOptions-
   Validator exists to turn exactly that class of failure into a named
   OptionsValidationException, but its documented fail tier explicitly excluded
   ApiKey on the reasoning that a keyless client "degrades — the gateway rejects
   calls". It does not: the client validates its own options at construction, so
   the process dies during Akka startup and never makes a call.

2. UseTls disagreeing with the endpoint scheme kills the host too, in both
   directions (both messages confirmed in the shipped client assembly). Moving an
   endpoint from https to http without clearing UseTls is an ordinary migration
   slip.

3. Plaintext h2c was UNREACHABLE. HistorianGatewayClientAdapter forwarded the
   TLS-only options unconditionally, and AllowUntrustedServerCertificate defaults
   to false, so it always sent RequireCertificateValidation=true — which the
   client rejects outright when UseTls=false. Every http:// deployment crashed,
   though the scheme is documented as the supported way to select h2c, and the
   only workaround was to assert a certificate posture for a connection that has
   no certificate.

The fourth was the blocker, and it is Phase 2's own:

4. The drain gate deferred to a Primary that cannot deliver. Redundancy roles are
   elected CLUSTER-WIDE; the alarm queue is PAIR-LOCAL. On the rig the elected
   driver Primary is central-1 — it carries the driver Akka role, replicates
   nobody's LocalDb and does not even run the alarm historian — so every driver
   node logged "Historian drain suspended", including the two site-b nodes that
   have no peer at all. Nothing drained anywhere, where before Phase 2 it drained
   fine. The cost is not a duplicate; it is the buffer growing to the capacity
   wall and evicting the audit trail it exists to protect.

   Fixed in three layers: a separate ShouldDrainAlarmHistory policy (unknown role
   drains; the two gates now deliberately disagree, and a test pins that); peer-
   host matching in DriverHostActor so a node stands down only for a Primary
   holding its rows; and AddAlarmHistorian short-circuiting the gate when
   replication is unconfigured — testing BOTH Replication:PeerAddress and
   SyncListenPort, since only the dialing half sets the former while both halves
   share the queue.

   Every one of these follows from the asymmetry: a false allow costs a duplicate
   row, which at-least-once delivery already accepts and payload-hash ids
   collapse; a false deny loses data silently.

A third vacuous test, caught by the same delete-the-guard discipline: the
role-view tests stayed green with the guard removed, because AwaitAssert polls
until an assertion passes and the assertion was "reads open" — which is the
SEEDED value, satisfied at the first poll before the actor processed anything.
They now assert the sequence of published values through a recording view; the
control then goes red for exactly the cases that matter.

Migration evidence: 11 legacy rows across two deliberately overlapping files
converged to exactly 9 identical rows on both nodes, proving D-6's payload-hash
identity on real nodes rather than in a fixture.

Open design fork, recorded in the gate doc rather than decided here: a pair
cannot currently identify its own Primary, so both halves drain. Safe in every
topology — nothing loses data — but the gate's de-duplication benefit is
unrealised until roles are scoped per pair.

Claude-Session: https://claude.ai/code/session_01GASWkNEi68FSCtvr6rLoEW
This commit is contained in:
Joseph Doherty
2026-07-21 06:13:01 -04:00
parent 2e4ccf7fe9
commit f9f1b8fcee
14 changed files with 885 additions and 73 deletions
@@ -21,10 +21,10 @@ namespace ZB.MOM.WW.OtOpcUa.Runtime.Tests.Drivers;
/// every alarm event twice.
/// </para>
/// <para>
/// These cases mirror <see cref="DriverHostActorPrimaryGateTests"/>'s matrix on purpose:
/// the view must reach exactly the same verdict as the inbound-write and native-ack gates,
/// because a second, subtly different notion of "am I the Primary" is how a pair ends up
/// with one node writing and neither draining.
/// These cases deliberately DIVERGE from <see cref="DriverHostActorPrimaryGateTests"/> in the
/// unknown-role case: the write gate denies when a peer may exist, this one allows. A duplicate
/// history row is cheap and already contemplated by the at-least-once contract; a silently
/// un-drained queue is not. See <c>AlarmHistoryDrainGatePolicyTests</c>.
/// </para>
/// </remarks>
public sealed class DriverHostActorRoleViewTests : RuntimeActorTestBase
@@ -43,15 +43,37 @@ public sealed class DriverHostActorRoleViewTests : RuntimeActorTestBase
[Fact]
public void An_unpublished_view_reads_as_primary()
{
new RedundancyRoleView().ShouldServiceAsPrimary.ShouldBeTrue();
new RedundancyRoleView().ShouldDrainAlarmHistory.ShouldBeTrue();
}
/// <summary>A Secondary closes the view — but only because the snapshot also names a Primary.</summary>
[Fact]
public void Secondary_role_closes_the_view()
public void Secondary_role_closes_the_view_when_a_primary_exists()
{
var view = SpawnAndTellRole(RedundancyRole.Secondary, driverMemberCount: 2);
AwaitAssert(() => view.ShouldServiceAsPrimary.ShouldBeFalse(), duration: Timeout);
AwaitAssert(() => view.Published.ShouldBe([false]), duration: Timeout);
}
/// <summary>
/// A Secondary whose Primary is some OTHER pair's node keeps draining: that node holds none of
/// this node's rows, so deferring to it would deliver them never.
/// </summary>
[Fact]
public void Secondary_role_keeps_the_view_open_when_the_primary_is_not_its_peer()
{
var view = new RecordingRoleView();
SpawnHost(view, driverMemberCount: 4).Tell(new RedundancyStateChanged(
[
new NodeRedundancyState(TestNode, RedundancyRole.Secondary,
IsClusterLeader: false, IsRoleLeaderForDriver: false, AsOfUtc: DateTime.UtcNow),
// A Primary DOES exist — in another pair. It is not this node's replication peer.
new NodeRedundancyState(NodeId.Parse("some-other-pair:4053"), RedundancyRole.Primary,
IsClusterLeader: true, IsRoleLeaderForDriver: true, AsOfUtc: DateTime.UtcNow),
],
CorrelationId.NewId()));
AwaitAssert(() => view.Published.ShouldBe([true]), duration: Timeout);
}
[Fact]
@@ -59,67 +81,118 @@ public sealed class DriverHostActorRoleViewTests : RuntimeActorTestBase
{
var view = SpawnAndTellRole(RedundancyRole.Primary, driverMemberCount: 2);
AwaitAssert(() => view.ShouldServiceAsPrimary.ShouldBeTrue(), duration: Timeout);
// Published, not current — `true` is the seed. See the note in the unknown-role theory.
AwaitAssert(() => view.Published.ShouldBe([true]), duration: Timeout);
}
/// <summary>Unknown role + a real driver peer ⇒ closed, matching the write gate's default-DENY.</summary>
[Fact]
public void Unknown_role_with_a_driver_peer_closes_the_view()
/// <summary>
/// Unknown role ⇒ the view stays <b>open</b>, even with driver peers present — the deliberate
/// divergence from the write gate's default-DENY.
/// </summary>
/// <remarks>
/// <para>
/// This case previously asserted the opposite, on the stated goal of mirroring the write
/// gate. The Phase 2 live gate showed that goal to be wrong for this consumer: the rig runs
/// four driver nodes in one cluster with no <c>Redundancy</c> section, so every role was
/// unknown and the driver count was 4 — and every node logged "Historian drain suspended",
/// including the two unpaired site-b nodes with no peer and no replication. Alarm history
/// drained nowhere, where before Phase 2 it drained fine.
/// </para>
/// <para>
/// See <c>AlarmHistoryDrainGatePolicyTests</c> for why the asymmetry of the two error costs
/// makes fail-open correct here and fail-closed correct for device writes.
/// </para>
/// </remarks>
[Theory]
[InlineData(1)]
[InlineData(2)]
[InlineData(4)]
public void Unknown_role_leaves_the_view_open_whatever_the_peer_count(int driverMemberCount)
{
// A snapshot that never names this node is how the role stays unknown in practice — the
// documented identity-mismatch shape, not a contrived case.
var view = SpawnAndTellForeignSnapshot(driverMemberCount: 2);
var view = SpawnAndTellForeignSnapshot(driverMemberCount);
AwaitAssert(() => view.ShouldServiceAsPrimary.ShouldBeFalse(), duration: Timeout);
}
/// <summary>Unknown role + no driver peer ⇒ open, preserving the single-node posture.</summary>
[Fact]
public void Unknown_role_without_a_driver_peer_leaves_the_view_open()
{
var view = SpawnAndTellForeignSnapshot(driverMemberCount: 1);
AwaitAssert(() => view.ShouldServiceAsPrimary.ShouldBeTrue(), duration: Timeout);
// Assert on what was PUBLISHED, never on the current value. `true` is also the seeded
// default, so `AwaitAssert(() => view.ShouldDrainAlarmHistory.ShouldBeTrue())` passes at the
// first poll — before the actor has processed the snapshot — and therefore passes just as
// happily when the publish is wrong or absent. Verified: with the old write-gate verdict
// restored, the current-value form stayed green and only this form goes red.
AwaitAssert(() => view.Published.ShouldBe([true]), duration: Timeout);
}
/// <summary>A demotion must move the view, not just an initial promotion.</summary>
[Fact]
public void A_demotion_closes_a_previously_open_view()
{
var view = new RedundancyRoleView();
var view = new RecordingRoleView();
var host = SpawnHost(view, driverMemberCount: 2);
host.Tell(Snapshot(TestNode, RedundancyRole.Primary));
AwaitAssert(() => view.ShouldServiceAsPrimary.ShouldBeTrue(), duration: Timeout);
AwaitAssert(() => view.Published.ShouldBe([true]), duration: Timeout);
host.Tell(Snapshot(TestNode, RedundancyRole.Secondary));
AwaitAssert(() => view.ShouldServiceAsPrimary.ShouldBeFalse(), duration: Timeout);
AwaitAssert(() => view.Published.ShouldBe([true, false]), duration: Timeout);
}
// ---------------- helpers ----------------
private RedundancyRoleView SpawnAndTellRole(RedundancyRole role, int driverMemberCount)
/// <summary>
/// A view that remembers every published decision, so a test can assert on the actor's
/// <i>action</i> rather than on a state the seed already satisfies.
/// </summary>
private sealed class RecordingRoleView : IRedundancyRoleView
{
var view = new RedundancyRoleView();
private readonly List<bool> _published = [];
private readonly Lock _gate = new();
private readonly RedundancyRoleView _inner = new();
/// <summary>Every value published so far, in order.</summary>
public IReadOnlyList<bool> Published
{
get { lock (_gate) return _published.ToArray(); }
}
public bool ShouldDrainAlarmHistory => _inner.ShouldDrainAlarmHistory;
public void Publish(bool shouldDrainAlarmHistory)
{
lock (_gate) _published.Add(shouldDrainAlarmHistory);
_inner.Publish(shouldDrainAlarmHistory);
}
}
private RecordingRoleView SpawnAndTellRole(RedundancyRole role, int driverMemberCount)
{
var view = new RecordingRoleView();
SpawnHost(view, driverMemberCount).Tell(Snapshot(TestNode, role));
return view;
}
private RedundancyRoleView SpawnAndTellForeignSnapshot(int driverMemberCount)
private RecordingRoleView SpawnAndTellForeignSnapshot(int driverMemberCount)
{
var view = new RedundancyRoleView();
var view = new RecordingRoleView();
SpawnHost(view, driverMemberCount).Tell(Snapshot(NodeId.Parse("some-other-node"), RedundancyRole.Primary));
return view;
}
/// <summary>The peer this node replicates with — the only node it may ever stand down for.</summary>
private const string PeerHost = "the-peer";
private IActorRef SpawnHost(IRedundancyRoleView view, int driverMemberCount) =>
Sys.ActorOf(DriverHostActor.Props(
NewInMemoryDbFactory(),
TestNode,
coordinator: null,
driverMemberCountProvider: () => driverMemberCount,
redundancyRoleView: view));
redundancyRoleView: view,
replicationPeerHost: PeerHost));
/// <summary>
/// A snapshot of a real pair: this node in <paramref name="role"/>, plus a peer holding the
/// other half. The peer matters — a Secondary only stands down when a Primary exists, so a
/// single-entry snapshot would silently change what these cases test.
/// </summary>
private static RedundancyStateChanged Snapshot(NodeId node, RedundancyRole role) =>
new(
[
@@ -127,6 +200,12 @@ public sealed class DriverHostActorRoleViewTests : RuntimeActorTestBase
IsClusterLeader: role == RedundancyRole.Primary,
IsRoleLeaderForDriver: role == RedundancyRole.Primary,
AsOfUtc: DateTime.UtcNow),
new NodeRedundancyState(
NodeId.Parse($"{PeerHost}:4053"),
role == RedundancyRole.Primary ? RedundancyRole.Secondary : RedundancyRole.Primary,
IsClusterLeader: role != RedundancyRole.Primary,
IsRoleLeaderForDriver: role != RedundancyRole.Primary,
AsOfUtc: DateTime.UtcNow),
],
CorrelationId.NewId());
}