Paulo Motta created CASSANDRA-16139:
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             Summary: Safe Ring Membership Protocol
                 Key: CASSANDRA-16139
                 URL: https://issues.apache.org/jira/browse/CASSANDRA-16139
             Project: Cassandra
          Issue Type: Improvement
          Components: Cluster/Gossip, Cluster/Membership
            Reporter: Paulo Motta
            Assignee: Paulo Motta


This ticket presents a practical protocol for performing safe ring membership 
updates in Cassandra. This protocol will enable reliable concurrent ring 
membership updates.

The proposed protocol is composed of the following macro-steps:

*PROPOSE:* An initiator node wanting to make updates to the current ring 
structure (such as joining, leaving the ring or changing token assignments) 
must propose the change to the other members of the ring (cohort).

*ACCEPT:* Upon receiving a proposal the other ring members determine if the 
change is compatible with their local version of the ring, and if so, they 
promise to accept the change proposed by the initiator. The ring members do not 
accept proposals if they had already promised to honor another proposal, to 
avoid conflicting ring membership updates.

*COMMIT:* Once the initiator receives acceptances from all the nodes in the 
cohort, it commits the proposal by broadcasting the proposed ring delta via 
gossip. Upon receiving these changes, the other members of the cohort apply the 
delta to their local version of the ring and broadcast their new computed 
version via gossip. The initiator concludes the ring membership update 
operation by checking that all nodes agree on the new proposed version.

*ABORT:* A proposal not accepted by all members of the cohort may be 
automatically aborted by the initiator or manually via a command line tool.

For simplicity the protocol above requires that all nodes are up during the 
proposal step, but it should be possible to optimize it to require only a 
quorum of nodes up to perform ring changes.

A python pseudo-code of the protocol is available 
[here|https://gist.github.com/pauloricardomg/1930c8cf645aa63387a57bb57f79a0f7#file-safe_ring_membership-py].

With the abstraction above it becomes very simple to perform ring change 
operations:
 * 
[bootstrap|https://gist.github.com/pauloricardomg/1930c8cf645aa63387a57bb57f79a0f7#file-bootstrap-py]
 * 
[replace|https://gist.github.com/pauloricardomg/1930c8cf645aa63387a57bb57f79a0f7#file-replace-py]
 * 
[move|https://gist.github.com/pauloricardomg/1930c8cf645aa63387a57bb57f79a0f7#file-move-py]
 * [remove 
node|https://gist.github.com/pauloricardomg/1930c8cf645aa63387a57bb57f79a0f7#file-remove_node-py]
 * [remove 
token|https://gist.github.com/pauloricardomg/1930c8cf645aa63387a57bb57f79a0f7#file-remove_token-py]

h4. Token Ring Data Structure

The token ring data structure can be seen as a [Delta State Replicated Data 
Type|https://en.wikipedia.org/wiki/Conflict-free_replicated_data_type#State-based_CRDTs]
 (Delta CRDT) containing the state of all (virtual) nodes in the cluster where 
updates to the ring are operations on this CRDT.

Each member publishes its latest local accepted state (delta state) via gossip 
and the union of all delta states comprise the global ring state. The delta 
state must be commutative and idempotent to ensure all nodes will eventually 
reach the same global state no matter the order received.

The content-addressed fingerprint of the global ring state uniquely identifies 
the ring version and provides a simple way to verify agreement between nodes in 
the cluster. Any change to the ring membership must be agreed using the 
described protocol, ensuring that both conditions are met:
 * All nodes have the same current view of the cluster before the update 
(verified via the ring version fingerprint).
 * All nodes have agreed to make the exact same update and not accept any other 
update before the current proposed update is committed or aborted.

h4. Ring Convergence Time

Assuming there are no network partitions, the ring membership convergence time 
will be dominated by the commit step since that is performed via gossip 
broadcast.

The gossip broadcast is performed by sending the ring delta to the seed nodes, 
since other nodes will contact seed nodes with a #seeds / #nodes probability. 
This will define an upper bound for the maximum time it takes to propagate a 
ring update that was accepted by all members of the ring.

On a cluster with 10% of the nodes as seeds, it’s guaranteed that a ring 
membership update operation will not take much longer than 10 seconds with the 
current gossip interval of 1 second. A simple way to reduce this upper bound is 
to make cohort acceptors gossip more frequently with seeds when there are 
pending ring membership updates.
h4. Failure Modes
 - Concurrent Proposals:
 -- Concurrent initiators will not gather sufficient promises from all cohort 
members, and thus, will not succeed. Unsuccessful proposals may be cleaned up 
manually or automatically via the ABORT step.
 - Single proposal: Initiator Failure
 -- Initiator is partitioned before sending proposal
 --- Initiator will not gather sufficient promises from all cohort members, and 
thus, the ring membership update will not succeed.
 -- Initiator is partitioned after proposal is accepted by a subset of cohort 
members:
 --- Initiator will not gather sufficient promises from all cohort members. No 
other proposal will succeed before the partition is healed or it’s manually 
ABORTED.
 -- Initiator is partitioned after proposal is accepted by all cohort members
 --- No other proposal will succeed before the partition is healed or it’s 
manually ABORTED.
 Initiator is partitioned after proposal is committed
 --- If a single member of the cohort committed the proposal, all other members 
will eventually commit it since they will receive the update via gossip. No 
other proposal will be accepted before all nodes commit the current proposal.
 - Single proposal: Cohort member Failure
 -- Cohort member is partitioned before receiving proposal
 --- Initiator will not gather sufficient promises from all cohort members. No 
other proposal will succeed before the partition is healed because they will 
not be able to reach this cohort member.
 -- Cohort member is partitioned after accepting proposal
 --- If all other members of the cohort accepted the proposal, the initiator 
will COMMIT the proposal. No other proposal will succeed before the partition 
is healed because they will not be able to reach this cohort member.
 -- Cohort member is partitioned after committing proposal
 --- If a single member of the cohort committed the proposal, all other members 
will eventually commit it since they will receive the update via gossip from 
the initiator. No other proposal will be accepted before all nodes commit the 
current proposal.



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