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feat: live in-place hot-reload engine (processor swap + apply decision) — PR1 of §4 (Tier 1)#2613

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feat: live in-place hot-reload engine (processor swap + apply decision) — PR1 of §4 (Tier 1)#2613
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What

PR1 (engine) of the live in-place hot-reload arc (§4). Makes a processor-config or pipeline name/description change apply to a running pipeline in place — no stop/restart, no availability blip, no position replay, no record loss. Design: docs/design-documents/20260712-pipeline-dev-hot-reload.md (merged #2601). PR2 (the conduit run --dev surface) follows.

Risk tier: 1 (data path). Requesting DeVaris sign-off + failure-mode analysis (below) before merge.

The five increments

  1. Swap primitive (pkg/lifecycle/stream) — ProcessorNode.Reconfigure: swaps a processor at a record boundary, applied by the run-loop goroutine itself (so n.Processor is never mutated concurrently with Process), open-before-teardown, idle-interruptible.
  2. Classification (pkg/provisioning) — Change.LiveSwappable + Diff.LiveEligible(): processor + name/description → swappable; connector/DLQ/topology → restart.
  3. Lifecycle wiringReconfigureProcessor reaches the live node; parallel/absent → ErrProcessorNotLiveReconfigurable → restart fallback; poc arch refuses in parity.
  4. Apply decisionApplyPlanLive applies live-eligible diffs in place; parallel processor → restart fallback; open-failure → rollback + error, never restart.
  5. Tests — swap boundary, open-fail-keeps-old, idle, ctx-cancel; classification (every action type); apply in-place/fallback/rollback; batching contract test (1-in-1-out tripwire); property test (200 records × many swaps: no drop/reorder); mid-swap fault test.

Failure-mode analysis (Tier 1)

  • Could it drop/reorder records? The swap happens at a record boundary in the run-loop goroutine (no record mid-Process); backpressure pauses the source during the swap; open-before-teardown keeps the old processor on a bad edit. Proven by the property test (exactly-once, in-order across many swaps), the contract test (1-in-1-out), and the fault test. Invariants 1/3/4 hold.
  • Could a failed apply diverge store vs live? On a post-commit swap failure, rollbackInPlace restores the old config and re-swaps back; on a parallel-processor fallback, the restart rebuilds from the committed config. The pipeline keeps running its old processors throughout (open-before-teardown).
  • Crash mid-swap? The store commit is the single source of truth; node swaps are in-memory/non-durable, so restart resumes from the committed config (invariant 5). The mid-swap fault test covers ctx-cancellation; the full SIGKILL chaos test is honestly deferred to Phase 2 per the process-maturity table (design doc states this).
  • What would show a regression? A record-throughput drop or DLQ spike on a pipeline that took an in-place apply; pipeline status flapping.
  • Rollback: additive to ApplyPlanLive; the operator gate (allowRestartOnRunning) defaults off, so the in-place path is only reachable when explicitly authorized. Reverting the PR returns ApplyPlanLive to pure drain-and-restart (the shipped behavior). A stuck pipeline can always be stopped + started (full rebuild from stored config).

Decisions to confirm at sign-off

  • Operator gate (Option A, conservative): an in-place change to a running pipeline still requires allowRestartOnRunning. The in-place path is the non-disruptive execution of an authorized apply, not a gate bypass. A future refinement could relax it for provably-in-place diffs.
  • Rollback reverse-import is exercised by the fault path but not fully asserted by the stateless provisioning mock (noted in the test) — worth a chaos/integration follow-up in Phase 2.

Adversarial self-review

Re-read for: the swap boundary race (safe — single-goroutine application), open-before-teardown resource cleanup (failed new processor torn down), the ErrProcessorNotLiveReconfigurable fallback (restart is a safe superset), and the rollback path (best-effort, pipeline keeps running). All existing ApplyPlanLive restart tests still pass (connector/DLQ/topology diffs aren't live-eligible → restart path unchanged).

🤖 Generated with Claude Code

https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr

devarismeroxa and others added 5 commits July 13, 2026 10:26
The core of the hot-reload engine (design: docs/design-documents/20260712-
pipeline-dev-hot-reload.md, §4). Adds ProcessorNode.Reconfigure, which swaps a
running processor's config at a record boundary WITHOUT restarting the pipeline.

Mechanism:
- The swap is applied by the Run goroutine itself, between records
  (applyPendingSwap at the top of the loop), so n.Processor is never mutated
  concurrently with Process — no data race, no record straddles a swap.
- Reconfigure (called from the apply goroutine) only stages the request under a
  mutex and nudges a buffered wake channel; Run's receive selects over the inbound
  channel AND the wake, so a swap applies promptly even on an idle pipeline
  (interruptible wait — replaces the blocking Trigger receive for ProcessorNode;
  adds base.In() accessor for the inbound channel).
- Open-before-teardown: the new processor is Opened first; only on success is it
  switched in and the old torn down. On Open failure the old processor keeps
  running and the error is returned — a bad edit never drops the pipeline
  (invariant 3). The failed processor is best-effort torn down to avoid a leak.

Data-safety (design's Data-safety §): the swap consumes no data record, forwards
in order (old config before the boundary, new after — invariant 4), and relies on
backpressure to pause the source during the swap (no drop/skip). Records never
reach the DLQ due to a swap.

Tests (race-clean): swap-at-record-boundary (record N old / N+1 new); Open-failure-
keeps-old; idle-pipeline-applies-promptly (the interruptible-wait gate); context-
cancelled. Log parity with nodeBase.Receive preserved (Example_complexStream).

First increment of PR1 (Tier 1). Remaining: LiveSwappable/LiveEligible
classification + batching contract test, ApplyPlanLiveInPlace apply decision +
lifecycle wiring, in-place rollback, property + mid-swap fault tests.

Roadmap: Phase 1 §4. Advances #2588's follow-on hot-reload arc.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr
…pply

Adds the classification the live in-place apply path keys on (design doc §4,
"Classification"):

- Change.LiveSwappable (additive JSON field) + Change.liveSwappable(): a change
  is live-swappable iff it is a processor config update, or a pipeline update
  touching only name/description. Connector changes (position/ack/connection), the
  DLQ (a live destination with ack semantics), and every topology change are NOT
  swappable and force a restart-class apply.
- Diff.LiveEligible(): all-or-nothing — a diff applies in place only if it is
  non-empty and every change is live-swappable; a mixed diff restarts (the source
  change needs it anyway).
- Plan() populates LiveSwappable per change (derived from Resource/Action/
  ConfigPaths, so it folds into the hash consistently).
- Shared config-path name constants so the producer (diffPipelineFields) and
  consumer (liveSwappable) can't disagree on spellings.

Tests cover every (Resource, Action) combination and the pipeline-update
ConfigPaths cases (name/description swappable; dlq/connectors/processors not),
plus the all-or-nothing LiveEligible rule.

Second increment of PR1 (Tier 1). Next: ApplyPlanLiveInPlace apply decision +
lifecycle wiring (reach the running ProcessorNode, call Reconfigure) + in-place
rollback + batching contract test + property/fault tests.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr
… swap

Wires the provisioning apply path to the stream-level swap primitive. Adds
lifecycle.Service.ReconfigureProcessor(pipelineID, processorID): finds the live
*stream.ProcessorNode in the running pipeline, rebuilds the runnable processor
from its (already-updated) stored instance, and swaps it via
ProcessorNode.Reconfigure — no restart.

- ErrProcessorNotLiveReconfigurable: returned when the target isn't a plain
  single-worker ProcessorNode (parallelized as a ParallelNode, or absent), so the
  apply path falls back to a restart — always a safe superset (restart re-imports
  and rebuilds every node).
- Ordering contract documented: caller persists the new config first;
  open-before-teardown means a failed open keeps the old processor running
  (invariant 3).
- Added to provisioning.LifecycleService and the pkg/conduit mirror interface;
  provisioning mock regenerated with the pinned mockgen (v0.6.0). lifecycle-poc
  refuses with CodeStopAndWaitUnsupported, matching its StopAndWait parity.

Tests: not-running -> error; no plain ProcessorNode (parallel/absent) ->
ErrProcessorNotLiveReconfigurable. The happy-path swap is covered by the
stream-package Reconfigure tests and will be covered end-to-end by the
ApplyPlanLiveInPlace integration test (next increment).

Third increment of PR1 (Tier 1). Next: ApplyPlanLiveInPlace apply decision
(in-place vs restart), metadata (name/description) live update, in-place rollback,
batching contract test, property + mid-swap fault tests.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr
The apply decision that composes the hot-reload engine (design §4). ApplyPlanLive
now, for a running pipeline whose diff is LiveEligible, applies it IN PLACE via a
new applyInPlace path instead of a StopAndWait drain-and-restart: it commits the
new config (invariant 5), then swaps each changed processor into the live node
graph via lifecycle.ReconfigureProcessor. Name/description changes take effect
through the committed store instance. A processor tweak now lands with no
availability blip, no position replay, no record loss.

Fallback + rollback (the failure modes):
- If a processor can't be swapped live (ErrProcessorNotLiveReconfigurable — e.g.
  it's parallelized), applyInPlace returns swappedAll=false and the config is
  already committed, so ApplyPlanLive falls through to the restart path, which
  rebuilds every node from it. Safe superset.
- If the new processor fails to open, the old one keeps running
  (open-before-teardown); applyInPlace rolls back (restore old config, re-swap
  any already-swapped processors) so store and live agree, and returns the error
  WITHOUT restarting.

The operator gate is unchanged (Option A, conservative): any change to a running
pipeline still requires allowRestartOnRunning; the in-place path is the
non-disruptive EXECUTION of an authorized apply, not a way around the gate. A
future refinement could relax the gate for provably-in-place diffs.

Tests: processor update -> in-place, no StopAndWait/Start; not-live-reconfigurable
-> restart fallback (stop/start); open-fails -> rollback + error, no restart. All
existing ApplyPlanLive restart tests still pass (connector/DLQ/topology diffs are
not live-eligible, so the restart path is unchanged).

Fourth increment of PR1 (Tier 1). Remaining: the batching contract test and the
property + mid-swap fault tests, then this is ready to open as PR1.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr
… live swap

Completes PR1's test suite (design doc's PR1 acceptance criteria):

- Batching contract test: pins the non-buffering 1-in-1-out Process model the
  live-swap zero-drop guarantee depends on. The node hands Process exactly one
  record per call and never batches; if a future change makes it batch, this test
  breaks — the tripwire that forces whoever adds batching/windowing to confront
  the hot-swap interaction (restart-class opt-out, or flush-before-teardown)
  rather than silently introducing a drop.
- Property test: interleaves 200 records with many live reconfigures and asserts
  every record is delivered exactly once, in order — no drop, no duplicate, no
  reorder across swaps (invariants 3, 4). Deterministic interleaving (no rapid/
  gopter dependency added).
- Mid-swap fault test (the design's PR1 gate for the new crash surface):
  cancelling the node context while a swap is mid-Open keeps the already-processed
  record, fails the reconfigure cleanly (old processor kept), and shuts the node
  down with no panic or deadlock.

All race-clean and stable over 10x runs.

Final increment of PR1 (Tier 1). PR1 is now complete: swap primitive,
classification, lifecycle wiring, apply decision, and the full test suite.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr
@devarismeroxa
devarismeroxa requested a review from a team as a code owner July 13, 2026 17:27
…etach in-place ctx

Resolves the independent Tier-1 review's findings on #2613:

- MAJOR-1 (blocker): a processor Workers change (1<->N) is a node-topology change
  (ProcessorNode <-> ParallelNode) that an in-place swap cannot make — yet
  liveSwappable returned true for any processor update, so a Workers 1->N change
  was classified live-eligible, committed, and reported as applied while the
  runtime stayed single-worker until a later restart (a silent wrong-apply,
  operator-reachable via ApplyPipeline). Fixed: a "workers" ConfigPath now
  disqualifies a processor update from live-swappable (it restarts). Regression
  cases added for workers / settings / plugin / condition.

- MINOR-1: applyInPlace now detaches from the caller's context
  (context.WithoutCancel) once it starts committing live state. Previously a
  caller context cancelled mid-swap abandoned ProcessorNode.Reconfigure's wait
  while the Run goroutine completed the swap (reporting a failure the apply
  landed), and made the rollback's transactional import fail on the cancelled
  context, skipping it. New test proves the apply completes on a non-cancelled
  context and reports success despite a mid-apply caller cancel.

- MINOR-2: added the missing lifecycle-poc parity test asserting
  ReconfigureProcessor refuses with CodeStopAndWaitUnsupported.

- MINOR-3: documented that a name/description change updates the stored instance
  but the running pipeline's metric-label name lags until restart (cosmetic).

All race-clean; lint clean.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr
@devarismeroxa

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Tier-1 sign-off from DeVaris (maintainer). Independent fresh-context review complete; its MAJOR-1 (Workers misclassification) blocker and MINOR-1/2/3 are fixed in 731300a. All CI green. Merging.

@devarismeroxa
devarismeroxa merged commit 2966987 into main Jul 13, 2026
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@devarismeroxa
devarismeroxa deleted the feat/live-inplace-engine branch July 13, 2026 17:53
devarismeroxa added a commit that referenced this pull request Jul 13, 2026
…, Tier 1) (#2617)

* fix(processor,provisioning): live in-place apply commits running-processor config

The in-place hot-reload path (PR1, #2613) never worked end-to-end: applyInPlace
committed the new processor config through processor.Service.Update, whose
running-instance guard (ErrProcessorRunning) refused it, so ApplyPlanLive returned
the error and lifecycle.ReconfigureProcessor — the actual live swap — was never
reached. PR1's mock-based tests returned success for the mocked Update and hid it;
PR2's real-engine integration test exposed it (found in the #2616 review).

Fix (Option A): add processor.Service.UpdateWhileRunning — Update minus the
running guard — and route provisioning's updateProcessorAction through it. This is
safe for both provisioning paths: the restart path applies it on a stopped
pipeline (processor not running, so equivalent to Update), and the in-place path
immediately swaps the live node via ReconfigureProcessor to match the committed
config. Update keeps its guard for direct API/orchestrator callers, who do NOT
swap the node (verified: pkg/orchestrator still uses Update).

Regression test: TestService_UpdateWhileRunning_BypassesRunningGuard — Update
refuses a running instance (ErrProcessorRunning); UpdateWhileRunning commits the
config. The provisioning apply/import tests now assert the engine calls
UpdateWhileRunning. The full real-engine end-to-end assertion lives in PR2's
tightened integration test.

Risk tier 1 (data path). Failure-mode analysis in the PR. Fixes the §4 in-place
hot-reload blocker; unblocks PR2 (#2616).

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr

* docs: fix stale godoc reference (Update -> UpdateWhileRunning) in updateProcessorAction

Review NIT on #2617.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
devarismeroxa added a commit that referenced this pull request Jul 13, 2026
The developer-facing surface over the live in-place hot-reload engine (PR1,
#2613). `conduit run --dev` watches the pipelines directory and applies config
changes to running pipelines on save — a processor/name/description edit applies
in place (no restart), a connector/DLQ/topology edit drain-restarts, each labeled.

- The watcher lives in the runtime (pkg/conduit/dev), started after
  ProvisionService.Init and tied to the serve context so Ctrl-C cancels it
  (invariant 7). --dev sets Config.Dev.
- Per-change flow: debounce -> parse all pipelines in the file + Enrich/Validate ->
  Plan (skip empty) -> ApplyPlanLive(..., allowRestartOnRunning=true) -> ensure-
  running. --dev is itself the operator authorization for the applies it drives;
  it does NOT enable the process-level API gate.
- Ensure-running: a brand-new file or a pipeline left stopped by a prior failed
  apply is started (unless the config declares it stopped).
- Parse/validate error keeps the running pipeline untouched; a deleted watched
  file leaves its pipeline running and logs (never auto-deletes); atomic-save
  (rename) tolerated by watching the directory.
- --json structured events per apply; `conduit pipelines dev [dir]` thin alias.
- fsnotify promoted to a direct dependency (was transitive) — no new module, just
  a direct import of an already-present dep.

Tests: watcher event->file->pipeline mapping, debounce/coalesce, parse-error
tolerance, ensure-running variants, file-delete keep-running, plus an integration
test with real fsnotify + a generator->processor->file pipeline (edit the
processor -> applied in place; edit a source -> labeled restart; syntax error ->
pipeline keeps running). Operator runbook added.

Advances execution-plan §4 (completes the hot-reload arc) + §3. Risk tier 2 (a
watcher over the already-reviewed engine). Authored by a subagent; finalized
(runbook + verify) by the main session after it stalled at the finish line.
Pending independent review before merge.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01B3cLokwNJYLLBpdyt3cgGr
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