defmodule Phoenix.Tracker do @moduledoc ~S""" Provides distributed Presence tracking to processes. Tracker servers use a heartbeat protocol and CRDT to replicate presence information across a cluster in an eventually consistent, conflict-free manner. Under this design, there is no single source of truth or global process. Instead, each node runs one or more `Phoenix.Tracker` servers and node-local changes are replicated across the cluster and handled locally as a diff of changes. * `tracker` - The name of the tracker handler module implementing the `Phoenix.Tracker` behaviour * `tracker_opts` - The list of options to pass to the tracker handler * `server_opts` - The list of options to pass to the tracker server ## Required `server_opts`: * `:name` - The name of the server, such as: `MyApp.Tracker` * `:pubsub_server` - The name of the PubSub server, such as: `MyApp.PubSub` ## Optional `server_opts`: * `broadcast_period` - The interval in milliseconds to send delta broadcats across the cluster. Default `1500` * `max_silent_periods` - The max integer of broadcast periods for which no delta broadcasts have been sent. Defaults `10` (15s heartbeat) * `down_period` - The interval in milliseconds to flag a replica as down temporarily down. Default `broadcast_period * max_silent_periods * 2` (30s down detection). Note: This must be at least 2x the `broadcast_period`. * `permdown_period` - The interval in milliseconds to flag a replica as permanently down, and discard its state. Note: This must be at least greater than the `down_period`. Default `1_200_000` (20 minutes) * `clock_sample_periods` - The numbers of heartbeat windows to sample remote clocks before collapsing and requesting transfer. Default `2` * `max_delta_sizes` - The list of delta generation sizes to keep before falling back to sending entire state. Defaults `[100, 1000, 10_000]`. * log_level - The log level to log events, defaults `:debug` and can be disabled with `false` ## Implementing a Tracker To start a tracker, first add the tracker to your supervision tree: worker(MyTracker, [[name: MyTracker, pubsub_server: MyPubSub]]) Next, implement `MyTracker` with support for the `Phoenix.Tracker` behaviour callbacks. An example of a minimal tracker could include: defmodule MyTracker do @behaviour Phoenix.Tracker def start_link(opts) do opts = Keyword.merge([name: __MODULE__], opts) GenServer.start_link(Phoenix.Tracker, [__MODULE__, opts, opts], name: __MODULE__) end def init(opts) do server = Keyword.fetch!(opts, :pubsub_server) {:ok, %{pubsub_server: server, node_name: Phoenix.PubSub.node_name(server)}} end def handle_diff(diff, state) do for {topic, {joins, leaves}} <- diff do for {key, meta} <- joins do IO.puts "presence join: key \"#{key}\" with meta #{inspect meta}" msg = {:join, key, meta} Phoenix.PubSub.direct_broadcast!(state.node_name, state.pubsub_server, topic, msg) end for {key, meta} <- leaves do IO.puts "presence leave: key \"#{key}\" with meta #{inspect meta}" msg = {:leave, key, meta} Phoenix.PubSub.direct_broadcast!(state.node_name, state.pubsub_server, topic, msg) end end {:ok, state} end end Trackers must implement `start_link/1`, `init/1`, and `handle_diff/2`. The `init/1` callback allows the tracker to manage its own state when running within the `Phoenix.Tracker` server. The `handle_diff` callback is invoked with a diff of presence join and leave events, grouped by topic. As replicas heartbeat and replicate data, the local tracker state is merged with the remote data, and the diff is sent to the callback. The handler can use this information to notify subscribers of events, as done above. ## Special Considerations Operations within `handle_diff/2` happen *in the tracker server's context*. Therefore, blocking operations should be avoided when possible, and offloaded to a supervised task when required. Also, a crash in the `handle_diff/2` will crash the tracker server, so operations that may crash the server should be offloaded with a `Task.Supervisor` spawned process. """ use GenServer alias Phoenix.Tracker.{Clock, State, Replica, DeltaGeneration} require Logger @type presence :: {key :: String.t, meta :: Map.t} @type topic :: String.t @callback init(Keyword.t) :: {:ok, pid} | {:error, reason :: term} @callback handle_diff(%{topic => {joins :: [presence], leaves :: [presence]}}, state :: term) :: {:ok, state :: term} ## Client @doc """ Tracks a presence. * `server_name` - The registered name of the tracker server * `pid` - The Pid to track * `topic` - The `Phoenix.PubSub` topic for this presence * `key` - The key identifying this presence * `meta` - The map of metadata to attach to this presence A process may be tracked multipled times, provided the topic and key pair are unique for any prior calls for the given process. ## Examples iex> Phoenix.Tracker.track(MyTracker, self(), "lobby", u.id, %{stat: "away"}) {:ok, "1WpAofWYIAA="} iex> Phoenix.Tracker.track(MyTracker, self(), "lobby", u.id, %{stat: "away"}) {:error, {:already_tracked, #PID<0.56.0>, "lobby", "123"}} """ @spec track(atom, pid, topic, term, Map.t) :: {:ok, ref :: binary} | {:error, reason :: term} def track(server_name, pid, topic, key, meta) when is_pid(pid) and is_map(meta) do GenServer.call(server_name, {:track, pid, topic, key, meta}) end @doc """ Untracks a presence. * `server_name` - The registered name of the tracker server * `pid` - The Pid to untrack * `topic` - The `Phoenix.PubSub` topic to untrack for this presence * `key` - The key identifying this presence All presences for a given Pid can be untracked by calling the `Phoenix.Tracker.untrack/2` signature of this function. ## Examples iex> Phoenix.Tracker.untrack(MyTracker, self, "lobby", u.id) :ok iex> Phoenix.Tracker.untrack(MyTracker, self) :ok """ @spec untrack(atom, pid, topic, term) :: :ok def untrack(server_name, pid, topic, key) when is_pid(pid) do GenServer.call(server_name, {:untrack, pid, topic, key}) end def untrack(server_name, pid) when is_pid(pid) do GenServer.call(server_name, {:untrack, pid}) end @doc """ Updates a presence's metadata. * `server_name` - The registered name of the tracker server * `pid` - The Pid being tracked * `topic` - The `Phoenix.PubSub` topic to update for this presence * `key` - The key identifying this presence ## Examples iex> Phoenix.Tracker.update(MyTracker, self, "lobby", u.id, %{stat: "zzz"}) {:ok, "1WpAofWYIAA="} iex> Phoenix.Tracker.update(MyTracker, self, "lobby", u.id, fn meta -> Map.put(meta, :away, true) end) {:ok, "1WpAofWYIAA="} """ @spec update(atom, pid, topic, term, Map.t | (Map.t -> Map.t)) :: {:ok, ref :: binary} | {:error, reason :: term} def update(server_name, pid, topic, key, meta) when is_pid(pid) and (is_map(meta) or is_function(meta)) do GenServer.call(server_name, {:update, pid, topic, key, meta}) end @doc """ Lists all presences tracked under a given topic. * `server_name` - The registered name of the tracker server * `topic` - The `Phoenix.PubSub` topic to update for this presence Returns a lists of presences in key/metadata tuple pairs. ## Examples iex> Phoenix.Tracker.list(MyTracker, "lobby") [{123, %{name: "user 123"}}, {456, %{name: "user 456"}}] """ @spec list(atom, topic) :: [presence] def list(server_name, topic) do # TODO avoid extra map (ideally crdt does an ets select only returning {key, meta}) server_name |> GenServer.call({:list, topic}) |> State.get_by_topic(topic) |> Enum.map(fn {{_topic, _pid, key}, meta, _tag} -> {key, meta} end) end @doc """ Gracefully shuts down by broadcasting permdown to all replicas. ## Examples iex> Phoenix.Tracker.graceful_permdown(MyTracker) :ok """ @spec graceful_permdown(atom) :: :ok def graceful_permdown(server_name) do GenServer.call(server_name, :graceful_permdown) end ## Server def start_link(tracker, tracker_opts, server_opts) do name = Keyword.fetch!(server_opts, :name) GenServer.start_link(__MODULE__, [tracker, tracker_opts, server_opts], name: name) end def init([tracker, tracker_opts, opts]) do Process.flag(:trap_exit, true) pubsub_server = Keyword.fetch!(opts, :pubsub_server) server_name = Keyword.fetch!(opts, :name) broadcast_period = opts[:broadcast_period] || 1500 max_silent_periods = opts[:max_silent_periods] || 10 down_period = opts[:down_period] || (broadcast_period * max_silent_periods * 2) permdown_period = opts[:permdown_period] || 1_200_000 clock_sample_periods = opts[:clock_sample_periods] || 2 log_level = Keyword.get(opts, :log_level, false) with :ok <- validate_down_period(down_period, broadcast_period), :ok <- validate_permdown_period(permdown_period, down_period), {:ok, tracker_state} <- tracker.init(tracker_opts) do node_name = Phoenix.PubSub.node_name(pubsub_server) namespaced_topic = namespaced_topic(server_name) replica = Replica.new(node_name) subscribe(pubsub_server, namespaced_topic) send_stuttered_heartbeat(self(), broadcast_period) {:ok, %{server_name: server_name, pubsub_server: pubsub_server, tracker: tracker, tracker_state: tracker_state, replica: replica, namespaced_topic: namespaced_topic, log_level: log_level, replicas: %{}, pending_clockset: [], presences: State.new(Replica.ref(replica)), broadcast_period: broadcast_period, max_silent_periods: max_silent_periods, silent_periods: max_silent_periods, down_period: down_period, permdown_period: permdown_period, clock_sample_periods: clock_sample_periods, deltas: [], max_delta_sizes: [100, 1000, 10_000], current_sample_count: clock_sample_periods}} end end def validate_down_period(d_period, b_period) when d_period < (2 * b_period) do {:error, "down_period must be at least twice as large as the broadcast_period"} end def validate_down_period(_d_period, _b_period), do: :ok def validate_permdown_period(p_period, d_period) when p_period <= d_period do {:error, "permdown_period must be at least larger than the down_period"} end def validate_permdown_period(_p_period, _d_period), do: :ok defp send_stuttered_heartbeat(pid, interval) do Process.send_after(pid, :heartbeat, Enum.random(0..trunc(interval * 0.25))) end def handle_info(:heartbeat, state) do {:noreply, state |> broadcast_delta_heartbeat() |> request_transfer_from_replicas_needing_synced() |> detect_downs() |> schedule_next_heartbeat()} end def handle_info({:pub, :heartbeat, {name, vsn}, :empty, clocks}, state) do {:noreply, state |> put_pending_clock(clocks) |> handle_heartbeat({name, vsn})} end def handle_info({:pub, :heartbeat, {name, vsn}, delta, clocks}, state) do {presences, joined, left} = State.merge(state.presences, delta) {:noreply, state |> report_diff(joined, left) |> put_presences(presences) |> put_pending_clock(clocks) |> push_delta_generation(delta) |> handle_heartbeat({name, vsn})} end def handle_info({:pub, :transfer_req, ref, {name, _vsn}, {_, clocks}}, state) do log state, fn -> "#{state.replica.name}: transfer_req from #{inspect name}" end delta = DeltaGeneration.extract(state.presences, state.deltas, clocks) msg = {:pub, :transfer_ack, ref, Replica.ref(state.replica), delta} direct_broadcast(state, name, msg) {:noreply, state} end def handle_info({:pub, :transfer_ack, _ref, {name, _vsn}, remote_presences}, state) do log(state, fn -> "#{state.replica.name}: transfer_ack from #{inspect name}" end) {presences, joined, left} = State.merge(state.presences, remote_presences) {:noreply, state |> report_diff(joined, left) |> push_delta_generation(remote_presences) |> put_presences(presences)} end def handle_info({:pub, :graceful_permdown, {_name, _vsn} = ref}, state) do case Replica.fetch_by_ref(state.replicas, ref) do {:ok, replica} -> {:noreply, state |> down(replica) |> permdown(replica)} :error -> {:noreply, state} end end def handle_info({:EXIT, pid, _reason}, state) do {:noreply, drop_presence(state, pid)} end def handle_call({:track, pid, topic, key, meta}, _from, state) do case State.get_by_pid(state.presences, pid, topic, key) do nil -> {state, ref} = put_presence(state, pid, topic, key, meta) {:reply, {:ok, ref}, state} _ -> {:reply, {:error, {:already_tracked, pid, topic, key}}, state} end end def handle_call({:untrack, pid, topic, key}, _from, state) do new_state = drop_presence(state, pid, topic, key) if State.get_by_pid(new_state.presences, pid) == [] do Process.unlink(pid) end {:reply, :ok, new_state} end def handle_call({:untrack, pid}, _from, state) do Process.unlink(pid) {:reply, :ok, drop_presence(state, pid)} end def handle_call({:update, pid, topic, key, meta_updater}, _from, state) when is_function(meta_updater) do handle_update({pid, topic, key, meta_updater}, state) end def handle_call({:update, pid, topic, key, new_meta}, _from, state) do handle_update({pid, topic, key, fn _ -> new_meta end}, state) end def handle_call(:graceful_permdown, _from, state) do broadcast_from(state, self(), {:pub, :graceful_permdown, Replica.ref(state.replica)}) {:stop, :normal, :ok, state} end def handle_call({:list, _topic}, _from, state) do {:reply, state.presences, state} end def handle_call(:replicas, _from, state) do {:reply, state.replicas, state} end def handle_call(:unsubscribe, _from, state) do Phoenix.PubSub.unsubscribe(state.pubsub_server, state.namespaced_topic) {:reply, :ok, state} end def handle_call(:resubscribe, _from, state) do subscribe(state.pubsub_server, state.namespaced_topic) {:reply, :ok, state} end defp subscribe(pubsub_server, namespaced_topic) do Phoenix.PubSub.subscribe(pubsub_server, namespaced_topic, link: true) end defp put_update(state, pid, topic, key, meta, %{phx_ref: ref} = prev_meta) do state |> put_presences(State.leave(state.presences, pid, topic, key)) |> put_presence(pid, topic, key, Map.put(meta, :phx_ref_prev, ref), prev_meta) end defp put_presence(state, pid, topic, key, meta, prev_meta \\ nil) do Process.link(pid) ref = random_ref() meta = Map.put(meta, :phx_ref, ref) new_state = state |> report_diff_join(topic, key, meta, prev_meta) |> put_presences(State.join(state.presences, pid, topic, key, meta)) {new_state, ref} end defp put_presences(state, %State{} = presences), do: %{state | presences: presences} defp drop_presence(state, pid, topic, key) do if leave = State.get_by_pid(state.presences, pid, topic, key) do state |> report_diff([], [leave]) |> put_presences(State.leave(state.presences, pid, topic, key)) else state end end defp drop_presence(state, pid) do leaves = State.get_by_pid(state.presences, pid) state |> report_diff([], leaves) |> put_presences(State.leave(state.presences, pid)) end defp handle_heartbeat(state, {name, vsn}) do case Replica.put_heartbeat(state.replicas, {name, vsn}) do {replicas, nil, %Replica{status: :up} = upped} -> up(%{state | replicas: replicas}, upped) {replicas, %Replica{vsn: ^vsn, status: :up}, %Replica{vsn: ^vsn, status: :up}} -> %{state | replicas: replicas} {replicas, %Replica{vsn: ^vsn, status: :down}, %Replica{vsn: ^vsn, status: :up} = upped} -> up(%{state | replicas: replicas}, upped) {replicas, %Replica{vsn: old, status: :up} = downed, %Replica{vsn: ^vsn, status: :up} = upped} when old != vsn -> %{state | replicas: replicas} |> down(downed) |> permdown(downed) |> up(upped) {replicas, %Replica{vsn: old, status: :down} = downed, %Replica{vsn: ^vsn, status: :up} = upped} when old != vsn -> %{state | replicas: replicas} |> permdown(downed) |> up(upped) end end defp request_transfer_from_replicas_needing_synced(%{current_sample_count: 1} = state) do needs_synced = clockset_to_sync(state) for replica <- needs_synced, do: request_transfer(state, replica) %{state | pending_clockset: [], current_sample_count: state.clock_sample_periods} end defp request_transfer_from_replicas_needing_synced(state) do %{state | current_sample_count: state.current_sample_count - 1} end defp request_transfer(state, {name, _vsn}) do log state, fn -> "#{state.replica.name}: transfer_req from #{name}" end ref = make_ref() msg = {:pub, :transfer_req, ref, Replica.ref(state.replica), clock(state)} direct_broadcast(state, name, msg) end defp detect_downs(%{permdown_period: perm_int, down_period: temp_int} = state) do Enum.reduce(state.replicas, state, fn {_name, replica}, acc -> case Replica.detect_down(acc.replicas, replica, temp_int, perm_int) do {replicas, %Replica{status: :up}, %Replica{status: :permdown} = down_rep} -> %{acc | replicas: replicas} |> down(down_rep) |> permdown(down_rep) {replicas, %Replica{status: :down}, %Replica{status: :permdown} = down_rep} -> permdown(%{acc | replicas: replicas}, down_rep) {replicas, %Replica{status: :up}, %Replica{status: :down} = down_rep} -> down(%{acc | replicas: replicas}, down_rep) {replicas, %Replica{status: unchanged}, %Replica{status: unchanged}} -> %{acc | replicas: replicas} end end) end defp schedule_next_heartbeat(state) do Process.send_after(self(), :heartbeat, state.broadcast_period) state end defp clock(state), do: State.clocks(state.presences) @spec clockset_to_sync(%{pending_clockset: [State.replica_context]}) :: [State.replica_name] defp clockset_to_sync(state) do my_ref = Replica.ref(state.replica) state.pending_clockset |> Clock.append_clock(clock(state)) |> Clock.clockset_replicas() |> Enum.filter(fn ref -> ref != my_ref end) end defp put_pending_clock(state, clocks) do %{state | pending_clockset: Clock.append_clock(state.pending_clockset, clocks)} end defp up(state, remote_replica) do log state, fn -> "#{state.replica.name}: replica up from #{inspect remote_replica.name}" end {presences, joined, []} = State.replica_up(state.presences, Replica.ref(remote_replica)) state |> report_diff(joined, []) |> put_presences(presences) end defp down(state, remote_replica) do log state, fn -> "#{state.replica.name}: replica down from #{inspect remote_replica.name}" end {presences, [], left} = State.replica_down(state.presences, Replica.ref(remote_replica)) state |> report_diff([], left) |> put_presences(presences) end defp permdown(state, %Replica{name: name} = remote_replica) do log state, fn -> "#{state.replica.name}: permanent replica down detected #{name}" end replica_ref = Replica.ref(remote_replica) presences = State.remove_down_replicas(state.presences, replica_ref) deltas = DeltaGeneration.remove_down_replicas(state.deltas, replica_ref) case Replica.fetch_by_ref(state.replicas, replica_ref) do {:ok, _replica} -> replicas = Map.delete(state.replicas, name) %{state | presences: presences, replicas: replicas, deltas: deltas} _ -> %{state | presences: presences, deltas: deltas} end end defp namespaced_topic(server_name) do "phx_presence:#{server_name}" end defp broadcast_from(state, from, msg) do Phoenix.PubSub.broadcast_from!(state.pubsub_server, from, state.namespaced_topic, msg) end defp direct_broadcast(state, target_node, msg) do Phoenix.PubSub.direct_broadcast!(target_node, state.pubsub_server, state.namespaced_topic, msg) end defp broadcast_delta_heartbeat(%{presences: presences} = state) do cond do State.has_delta?(presences) -> delta = presences.delta new_presences = presences |> State.reset_delta() |> State.compact() broadcast_from(state, self(), {:pub, :heartbeat, Replica.ref(state.replica), delta, clock(state)}) %{state | presences: new_presences, silent_periods: 0} |> push_delta_generation(delta) state.silent_periods >= state.max_silent_periods -> broadcast_from(state, self(), {:pub, :heartbeat, Replica.ref(state.replica), :empty, clock(state)}) %{state | silent_periods: 0} true -> update_in(state.silent_periods, &(&1 + 1)) end end defp report_diff(state, [], []), do: state defp report_diff(state, joined, left) do join_diff = Enum.reduce(joined, %{}, fn {{topic, _pid, key}, meta, _}, acc -> Map.update(acc, topic, {[{key, meta}], []}, fn {joins, leaves} -> {[{key, meta} | joins], leaves} end) end) full_diff = Enum.reduce(left, join_diff, fn {{topic, _pid, key}, meta, _}, acc -> Map.update(acc, topic, {[], [{key, meta}]}, fn {joins, leaves} -> {joins, [{key, meta} | leaves]} end) end) full_diff |> state.tracker.handle_diff(state.tracker_state) |> handle_tracker_result(state) end defp report_diff_join(state, topic, key, meta, nil = _prev_meta) do %{topic => {[{key, meta}], []}} |> state.tracker.handle_diff(state.tracker_state) |> handle_tracker_result(state) end defp report_diff_join(state, topic, key, meta, prev_meta) do %{topic => {[{key, meta}], [{key, prev_meta}]}} |> state.tracker.handle_diff(state.tracker_state) |> handle_tracker_result(state) end defp handle_tracker_result({:ok, tracker_state}, state) do %{state | tracker_state: tracker_state} end defp handle_tracker_result(other, state) do raise ArgumentError, """ expected #{state.tracker} to return {:ok, state}, but got: #{inspect other} """ end defp handle_update({pid, topic, key, meta_updater}, state) do case State.get_by_pid(state.presences, pid, topic, key) do nil -> {:reply, {:error, :nopresence}, state} {{_topic, _pid, ^key}, prev_meta, {_replica, _}} -> {state, ref} = put_update(state, pid, topic, key, meta_updater.(prev_meta), prev_meta) {:reply, {:ok, ref}, state} end end defp push_delta_generation(state, {%State{mode: :normal}, _}) do %{state | deltas: []} end defp push_delta_generation(%{deltas: deltas} = state, %State{mode: :delta} = delta) do new_deltas = DeltaGeneration.push(state.presences, deltas, delta, state.max_delta_sizes) %{state | deltas: new_deltas} end defp random_ref() do :crypto.strong_rand_bytes(8) |> Base.encode64() end defp log(%{log_level: false}, _msg_func), do: :ok defp log(%{log_level: level}, msg), do: Logger.log(level, msg) end