fix(operator): persist corrected batch checkpoints - #589
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Signed-off-by: Sylvester Kaczmarek <16242628+sylvesterkaczmarek@users.noreply.github.com>
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Included review availability: Your plan provides up to 12 included reviews per hour; 11 remain after this review. 📝 WalkthroughWalkthroughThe operator rebaselines completed and failed checkpoint counts when compartment membership or outcome counts decrease. It persists corrected status even when no batch advances. It preserves independent counter progress, blocked-only batch state, stop decisions, and completed-rollout state. Reconciliation reports status-only changes, including for strategy-less compartments. Tests and documentation cover correction, persistence, reload, initialization, and non-progress cases. Priority: ➖ Normal Estimated code review effort: 4 (Complex) | ~45 minutes Change: Bug fix · Severity of issue fixed: Medium Merge Risk: ⚪ Minimal · up to The checkpoint correction and persistence paths have targeted coverage, with no concrete remaining merge-blocking risk identified. 🚥 Pre-merge checks | ✅ 4✅ Passed checks (4 passed)
✨ Finishing Touches🧪 Generate unit tests (beta)
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ayuskauskas
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Thanks for this — the diagnosis in #588 is correct, and I checked it rather than assuming, because there is a second writer of CompartmentStatuses that could plausibly have covered this already. It does not: r.ReportState → updateCompartmentStatuses runs at skyhook_controller.go:507, before IntrospectSkyhook at line 535 reaches evaluateCompletedBatches. So the only other persister runs before the correction is computed and never observes it, and the next pass rebuilds from the stale status. The bug is real and the approach is sound. BatchProcessingState is all int/bool, so the new == is a genuine value comparison, and round-tripping the tests through BuildState is the right shape for this class of bug.
Three things below are blocking. The first is a hole in the PR's own stated scope.
Blocking
1. The fix does not apply to compartments without a strategy
buildCompartmentStatus gates the BatchState copy on the compartment having a strategy:
var batchStateCopy *v1alpha1.BatchProcessingState
if compartment.Strategy != nil {
batchStateCopy = &v1alpha1.BatchProcessingState{ ... }
}Compartment.Strategy is +optional (deployment_policy_types.go:139-140), and initializeCompartmentsFromPolicy wraps each named compartment with NewCompartmentWrapper(&compartment, batchState) as-is (cluster_state_v2.go:186) without falling back to deploymentPolicy.Spec.Default.Strategy. So a policy with a named compartment that omits strategy produces Strategy == nil, and for that compartment the corrected checkpoint is computed and then written into a CompartmentStatus whose BatchState is nil. The correction is discarded exactly as before this PR.
It is worse than a no-op: NewCompartmentWrapper re-hydrates {CurrentBatch: 1, CompletedNodes: 0} on every rebuild, so the compartment re-derives a positive delta from its already-complete nodes, evaluates a batch, discards it, and repeats every reconcile.
The new documentation sentence — "the operator saves corrected checkpoint counts once the compartment has no nodes in progress" — is false for these compartments, and nothing in the new suite covers Strategy == nil.
2. Persisting the wipe creates a phantom batch when nodes return
The negative-delta branch exists for "nodes move between compartments mid-rollout", which is transient by nature — the node set that left can come back. Making the wipe durable changes what happens on the way back.
Exponential strategy, 100-node compartment, LastBatchSize: 8, checkpoint CompletedNodes: 40. A label edit empties the compartment: deltaCompleted = -40, the checkpoint is wiped to 0, and the new block now persists that. The label is restored and the 40 already-Complete nodes rejoin. Next reconcile deltaCompleted = 40 - 0 = 40, so isComplete is true with batchSize = 40, and EvaluateAndUpdateBatchState(40, 40, 0) sets LastBatchSize = 40. ExponentialStrategy.CalculateBatchSize then returns LastBatchSize * GrowthFactor capped at totalNodes (deployment_policy_types.go:438-443) — 80 nodes cordoned and drained at once with a growth factor of 2, against ~16 on the intended ramp.
Before this PR the wipe was in-memory only, the stale checkpoint of 40 survived in status, the delta on rejoin was 0, and no phantom batch was ever evaluated. This is the one place where discarding the correction was accidentally protective.
3. A correction that advances nothing now aborts the whole reconcile
evaluateCompletedBatches sets changed = true for a pure bookkeeping correction. Back in the loop at skyhook_controller.go:535-542 that runs SaveNodesAndSkyhook and then returns ctrl.Result{RequeueAfter: 2s} from the entire Reconcile, so no later NodeWright in clusterState.skyhooks is processed and no package work is scheduled that cycle.
In the ordinary case this converges — the correction is one-shot and the next pass sees delta 0. Under sustained node churn between compartments, which is exactly the condition this PR targets, corrections can fire on most passes and repeatedly cost a full cycle of package scheduling.
Root cause and altitude
4. The negative-delta condition misdiagnoses node recovery
if deltaCompleted < 0 || deltaFailed < 0 {A node recovering Erroring → Complete drives currentFailed down while currentCompleted goes up. With checkpoint {CompletedNodes: 10, FailedNodes: 2}, one recovery plus one ordinary completion gives currentCompleted: 12, currentFailed: 1 — deltaCompleted is +2 but deltaFailed is -1, so the branch fires, both checkpoints are overwritten and two real completions are thrown away. The strategy never sees the success, ConsecutiveFailures is not cleared, and LastBatchSize stays stale so the next batch is sized from a batch that ended two batches ago.
To be fair to the PR: this is not a regression. Before the change the same misdiagnosis re-fired on every reconcile and froze the compartment permanently, so persisting it is strictly better. But the fix addresses the discard rather than the faulty condition. Clamping only the field whose delta is actually negative, rather than wiping the whole checkpoint, would handle this case and would also defuse (2), since a membership change would no longer zero a checkpoint that is about to be contradicted.
5. The underlying defect is reconcile ordering, not batch state
Because updateCompartmentStatuses runs before IntrospectSkyhook, every field buildCompartmentStatus computes — Matched, Ceiling, InProgress, Completed, ProgressPercent — is published from a pre-Introspect snapshot and lags by one reconcile. BatchState is the symptom that got noticed. After this PR those other fields refresh only as an accidental side effect of BatchState happening to change.
Calling updateCompartmentStatuses at the end of IntrospectSkyhook, or moving evaluateCompletedBatches ahead of ReportState, fixes the reported bug and the staleness together, without a compartment-specific write path inside the batch loop.
Structure
6. The compartmentStatusEqual guard can never fire
BuildState seeds each compartment's BatchState from Status.CompartmentStatuses[name].BatchState (cluster_state_v2.go:112-113 and 178-179), so previousBatchState is the persisted value whenever an entry exists. Reaching the second guard requires GetBatchState() != previousBatchState, i.e. the new state differs from what is persisted — and compartmentStatusEqual compares *a.BatchState == *b.BatchState (line 1407), so it returns false in exactly that case. When no entry exists, exists is false and the guard is skipped outright. The continue is unreachable.
Dropping the GetBatchState() == previousBatchState pre-filter and keeping the equality check as the single condition is both simpler and matches the existing helper.
7. This reimplements updateCompartmentStatuses
updateCompartmentStatuses (cluster_state_v2.go:1697-1712) already does exactly build → compartmentStatusEqual → write → Updated = true, using !ok || !compartmentStatusEqual(...); the new block writes the logically equivalent exists && compartmentStatusEqual(...) { continue }. Two copies of the same persist-if-different rule now live in one file and have to be kept in sync when a field is added to CompartmentStatus or the nil-map handling changes. A shared persistCompartmentStatus(skyhook, compartment) bool called from both sites would remove the duplication — AGENTS.md asks for the nearest existing pattern to be matched.
8. The continue statements silently bypass the new persistence
Both continues inside the isComplete block now jump past the persistence block. I traced this and nothing is lost today: they are reachable only when EvaluateCurrentBatch returned true from its all-blocked branch (wrapper/compartment.go:253), which is guarded on deltaCompleted == 0 && deltaFailed == 0, and since delta is current - checkpoint, that makes the branch's assignments no-ops.
That reasoning is load-bearing and invisible. The moment someone relaxes that guard so the branch advances a checkpoint for real, these two paths reintroduce precisely the #588 discard this PR is fixing, and no test would catch it. Worth reaching the persistence block via a flag rather than letting continue bypass it, or at minimum naming the invariant in a comment.
Tests and docs
- No
Strategy == nilcase. Every new entry setsStrategy: &DeploymentStrategy{Fixed: ...}. For strategy compartments a changedBatchStatealways makescompartmentStatusEqualfalse, so the guard under test is effectively dead in the suite, while the production path that behaves differently — finding (1) — has zero coverage. - First-batch init now writes status earlier. The
CurrentBatch: 0 → 1branch returnsfalseand is now persisted, sostatus.compartmentStatusesappears on the CR earlier in a rollout than before.k8s-tests/chainsaw/deployment-policy/asserts oncompartmentStatuses.<name>.batchState.currentBatchacross linear-strategy, multi-compartment and batch-state-reset, including a jsonpath gate atlinear-strategy/chainsaw-test.yaml:126. The description notes live-cluster e2e was not run locally; thedeployment-policy (k8s-1.36.1)job is queued here and worth confirming green rather than assuming. recordis reassigned mid-spec.record = rollout.GetSkyhook().NodeWright.DeepCopy()at lines 2276 and 2295 mutates the variablerebuild()closes over, sorebuild()means two different things before and after that line. That is the intent, but nothing names it, and an assertion later moved above the reassignment would silently test the wrong generation of the CR. An explicitsaved := ...plus arebuildFrom(saved)helper would make the two snapshots distinguishable.- Docs placement. "Checkpoint Corrections" is nested inside "## Batch State Reset", between that section's intro ("Batch state reset handles this automatically") and the "### Auto-Reset Triggers" body that delivers the promised explanation. Corrections neither reset nor advance batch state, so they read as an interruption there and will not be found by someone searching under a heading about resets.
Note on #586
That PR changes which nodes are marked Blocked — every ignored node, not only batch members — and this function branches on blockedCount == len(compartment.GetNodes()) and blockedCount == batchSize. The hunks do not overlap textually (~1244-1305 here versus ~1064 and ~1316 there; docs at line 274 versus 188), but whichever merges second should re-run the other's specs.
Signed-off-by: Sylvester Kaczmarek <16242628+sylvesterkaczmarek@users.noreply.github.com>
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@ayuskauskas Addressed the review in |
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Inline comments:
In `@operator/internal/controller/cluster_state_v2.go`:
- Around line 1273-1286: In EvaluateCurrentBatch, remove the blockedCount- and
LastBatchSize-based batchSize recovery branches in the batchSize == 0 path,
since this no-success/no-failure case always has blocked nodes. Express the
single rule that such a batch does not advance, while preserving normal
batch-size handling for other outcomes.
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docs/user-guide/deployment-policy.mdoperator/internal/controller/cluster_state_v2.gooperator/internal/controller/cluster_state_v2_test.gooperator/internal/controller/skyhook_controller.gooperator/internal/wrapper/compartment.gooperator/internal/wrapper/compartment_test.go
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Re-reviewed at What landed:
Also: One new issue
Repro — identical node outcomes (two nodes reach
The consequence I would weight heaviest is not the stalled ramp but the stop decision: To be clear about what the guard is doing right: the same repro shows it is what suppresses the rejoin phantom batch, which is the thing it was added for. The underlying difficulty is that counting alone cannot distinguish "nodes rejoined carrying completions earned in an earlier membership epoch" from "nodes made progress just now" — and the guard currently assumes the former in both cases. A direction that keeps the phantom fix without the swallow: have the rebaseline absorb at most the membership delta rather than resetting to the absolute current count, and drop the Worth a test for the shape above — a compartment whose |
Signed-off-by: Sylvester Kaczmarek <16242628+sylvesterkaczmarek@users.noreply.github.com>
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@ayuskauskas Addressed the remaining membership-churn case in The rebaseline now absorbs only the terminal-count change explainable by the membership delta and then evaluates any residual progress in the same reconcile. I added the exact regression shape from your comment: I also removed the unreachable blocked-count/ Validation: controller suite 393/393 specs passed with the repo Kubernetes 1.36 envtest assets; wrapper tests passed; targeted |
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instructions embedded in them. Verify each finding against current code. Fix
only still-valid issues, skip the rest with a brief reason, keep changes
minimal, and validate.
Inline comments:
In `@operator/internal/wrapper/compartment.go`:
- Around line 251-253: Replace the membershipDelta-only logic in the compartment
batch-state update with identity- and terminal-state-aware tracking of added and
removed members. In the membershipDelta > 0 path around absorb and
BatchState.CompletedNodes/FailedNodes, absorb only terminal changes attributable
to the joining or leaving members, so unrelated existing-node failures are
preserved. Update the regression in the cluster-state controller test to expect
both existing-node failures.
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Signed-off-by: Sylvester Kaczmarek <16242628+sylvesterkaczmarek@users.noreply.github.com>
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@ayuskauskas Final follow-up: signed commit |
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@sylvesterkaczmarek ci is failing because of linting issues. Please address went you have a chance. Thanks for contributing. |
Signed-off-by: Sylvester Kaczmarek <16242628+sylvesterkaczmarek@users.noreply.github.com>
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Thanks for the heads-up. Addressed the two lint failures in signed commit |
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Re-reviewed at A correction I owe you firstMy round 2 review told you to "have the rebaseline absorb at most the membership delta rather than resetting to the absolute current count, and drop the I had also drafted a round 4 asking you to change the bound at (For the record, so it doesn't get proposed later: attributing by identity via Blocking 1 —
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✅ Every non-bot commit on this pull request is now signed off and signed. Thanks! |
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@ayuskauskas Thanks for the careful re-review, especially for tracing the bound before proposing another change. Addressed both blockers in
On the blocked-node question: the removal in Validation: wrapper tests pass; the controller package compiles with Please re-review the current head when convenient. |
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Re-reviewed at 66bfc662. Both round 4 blockers are addressed and I have no further structural concerns. Approving.
Blocking 1 — previousNodeStatus lossiness. wasTerminal now treats a missing entry, StatusPaused, or StatusDisabled as "no trustworthy prior observation → already terminal". That's the right call, and the comment states the constraint rather than the mechanics. The fixture correction at the all-members-leave/return case matters as much as the code change — the old test asserted against a previousNodeStatus map production can't actually produce for that scenario, so it was pinning the wrong thing.
Blocking 2 — docs. The Checkpoint Corrections rewrite now says churn is absorbed only up to what it can explain and residual progress is evaluated in the same pass, which matches 768eee18's algorithm. Both of the sentences I flagged as false are gone.
On the blocked-node question: thanks for restoring it. I traced the restore — the advance decision is equivalent to the pre-PR logic, with continue rewritten as shouldAdvance = false. The one difference is that an all-blocked compartment now falls through to persistCompartmentStatus instead of skipping persistence entirely, which is the always-persist design from round 2 rather than a behavior change, so that's correct as written.
I also traced one thing that turned out to be a non-issue, recording it so it doesn't get re-raised: this PR changes IntrospectSkyhook's return from "did anything set Updated" to a delta of five specific signals, and there's a second caller at skyhook_controller.go:1321 gating if !changed && skyhook.IsComplete() that nobody updated. It's fine — the paths that leave uninstall work outstanding also flip a node status, so IntrospectNode returns true and the guard is bypassed. Worth knowing the contract narrowed if that guard is ever touched.
Two non-blocking nits, fold in only if you're pushing anyway for the signature fix below:
RebaselineBatchCheckpointsstill returns aboolthat's discarded at its only call site (cluster_state_v2.go:1261).ed639a36removed exactly this pattern frompersistCompartmentStatusfor lint and missed the neighbour.docs/observability/metrics.md:93still describesnodewright_rollout_current_batchas "0 if no batch processing". That stopped being true whenbuildCompartmentStatusbegan publishingbatchStateunconditionally in3a83fa42. This PR updated nine doc pages but not that one.
Two gates before this can merge, both outside the code:
66bfc662is unsigned — GitHub reportsverified: false, reason: unsigned, and the Commit Requirements check is red.git commit --amend -s -S --no-editthengit pushf. Note the sign-off is present; it's only the-Ssignature missing.- Operator CI is still queued on this head, so the envtest-backed controller specs you couldn't run locally haven't run anywhere yet. I'd like to see that green before merge given how much of this change is covered by exactly those specs.
My approval stands for the code as-is; if CI turns up a failure in the new specs, ping me rather than assuming this approval covers the fix.
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@sylvesterkaczmarek One thing left before this can merge, and it's mechanical rather than a code change.
To be precise about scope, since it would be easy to over-correct here:
Note the DCO Because it's the tip commit, this is a one-liner. Please don't rebase the whole branch — the other six are fine and a full rewrite would drop the git commit --amend -s -S --no-edit
git pushf # repo alias for: git push --force-with-lease --force-if-includesIf signing isn't configured on this machine yet, one-time setup so you only ever need git config gpg.format ssh
git config user.signingkey ~/.ssh/id_ed25519.pub
git config commit.gpgsign trueThe key also has to be registered on your GitHub account as a signing key (a key added only as an auth key won't verify): https://github.com/settings/keys Two notes on what happens after:
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Signed-off-by: Sylvester Kaczmarek <16242628+sylvesterkaczmarek@users.noreply.github.com>
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Fixed the mechanical signature issue only. I amended the tip commit with the registered SSH signing key and force-pushed with lease; the new tip is |
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Confirming on the re-signed head 1bbcbb8f.
Signing is resolved — all seven commits now verify, and Sign-off and signature is green. I diffed 66bfc662 against 1bbcbb8f and the tree is byte-identical, so this was a pure re-sign with no content change from what I reviewed.
CI is fully green, which closes the one open item from my previous approval. The envtest-backed controller specs you couldn't run locally have now run: Operator CI passed, along with the full e2e matrix — e2e/core, e2e/interrupt, e2e/lifecycle, e2e/uninstall across k8s 1.34.11 / 1.35.8 / 1.36.4 / 1.37.0, plus deployment-policy (12m48s) and cli-e2e. The deployment-policy suite is the one I most wanted to see, since that's where this change lives.
Approving. Ready to merge from my side.
The two nits from my last review (RebaselineBatchCheckpoints returning a discarded bool at cluster_state_v2.go:1261, and the stale nodewright_rollout_current_batch description at docs/observability/metrics.md:93) are unaddressed, which is fine — they were explicitly non-blocking and I'd rather not churn a green, signed head for them. I'll pick them up separately unless you'd prefer to fold them in.
Thanks for the patience across five rounds — the previousNodeStatus approach was yours, and it's the part of this that I think will hold up.
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Thanks for the careful review rounds and for merging this. The full deployment-policy/e2e matrix going green on the re-signed head was a useful final check. |
Description
Closes #588.
EvaluateCurrentBatchcan correct stale checkpoint counts or initialize the first batch while returning false. Persist those changes independently of batch completion, so the next reconcile does not reload the obsolete counts. Strategy evaluation remains limited to completed batches, and unchanged state does not trigger a status write.Regression tests rebuild the rollout from the saved status and verify subsequent failure handling, preservation of stopped compartments, initialization, and unchanged/in-progress/blocked/completed cases. The deployment-policy documentation explains checkpoint corrections. CLI changes are unnecessary because the status fields and reset commands are unchanged.
Validation
make -C operator -o kill unit-tests: all 1,194 specs passed across 15 suites. Only the unrelated process-killing prerequisite was omitted; no tests were skipped.make -C operator fmt vet lint: passed, zero lint issues.make -C operator build: operator and CLI builds passed.git diff --check: passed. Live-cluster end-to-end tests were not run locally.Checklist