docs: add single-writer MemPalace broker design (RFC, queue #4)

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# Design: single-writer MemPalace broker (cross-host serialization)
> **Status:** DRAFT / RFC — not yet implemented. Captures the design so it can be
> picked up later. Authored 2026-06-14.
> **Owner:** unassigned. **Tracking:** queue item #4 ("host-side mempalace-mcp
> daemon over a UNIX/shared socket").
## Problem
The pi-devbox container's `~/.mempalace` (`/home/developer/.mempalace`) is a
**virtiofs bind-mount of the host's `/Users/joakim/.mempalace`** (verified
2026-06-14 via `/proc/mounts`: `mac /home/developer/.mempalace virtiofs rw`).
Container pi and host-native pi therefore **read and write ONE shared palace**
full memory parity already exists; nothing needs to be built to *enable* sharing.
The actual hazard is the opposite of sharing: **concurrency**. Two pi processes
(one native on the host, one in the container) can open the same
`chroma.sqlite3` / `knowledge_graph.sqlite3` and write at the same time. The
palace directory already shows the scars of this:
- `chroma.sqlite3.broken-20260505`
- many `*.corrupt-20260528`
- a long run of `*.drift-2026*`
- `locks/` with `mine_palace_*.lock` files, including a **stale** one.
These are mempalace's defensive lock + auto-snapshot/repair machinery firing
under concurrent access.
### Why a shared lock file is NOT sufficient
The container runs inside a Linux VM (OrbStack / Docker Desktop on macOS); the
palace bytes live on the macOS host, surfaced into the VM via virtiofs.
Consequences:
- A **UNIX-domain socket file** visible at `~/.mempalace/broker.sock` inside the
container is a *host-kernel* object. The container's kernel can see the inode
but **cannot connect to it** across the VM boundary.
- **flock / advisory lockfiles are not coherent across the host↔VM boundary.**
A lock taken on the host is not reliably seen in the container and vice-versa.
(The stale `mine_palace_*.lock` is direct evidence the existing lock scheme is
not bulletproof across this boundary.)
**Therefore the only trustworthy serialization is to route every write through a
single process.** That single process is the broker. The design question is *not*
"how do we lock" — it's "**where does the one writer live, and how does every pi
(host or container) reach it across the VM boundary?**"
## Goals
1. Exactly one process opens the palace SQLite files at any time (single writer;
concurrent reads are fine).
2. Works in all three topologies on a given host:
- native pi only,
- native pi + container pi,
- container pi only.
3. pi configuration is **identical** in every topology (no per-environment MCP
config divergence).
4. No new corruption pathway introduced; degrade safely when the broker is
genuinely unreachable and there are no peers.
### Non-goals (for this iteration)
- opencode / opencode-devbox co-existence (see "Co-existence with opencode"
below — deferred until the pi case is solved).
- Multi-host palace replication. This is about one host's local palace.
- Changing mempalace's on-disk format or its public MCP tool surface.
## Architecture
```
pi (host) ─stdio─► mp-shim ─┐
├─► mempalace-broker ─► chroma.sqlite3
pi (ctr) ─stdio─► mp-shim ─┘ (SINGLE owner; knowledge_graph.sqlite3
serialized writer, + in-memory HNSW index
concurrent readers)
```
### `mempalace-broker`
A long-lived process that is the **only** opener of the palace SQLite files. It:
- runs the real mempalace engine,
- holds the HNSW index in memory,
- pushes all mutations through a single writer queue (reads may fan out),
- exposes the mempalace MCP JSON-RPC surface over one or more transports,
- is the canonical owner of palace state for the lifetime of the host session.
**Bonus:** a single always-resident owner also eliminates the stale-HNSW-index
problem that `mempalace_reconnect` exists to work around — there is never an
external writer to desync the in-memory index against.
### `mp-shim`
A tiny stdio↔transport adapter. pi's mempalace MCP config points at the shim
**everywhere, unchanged**. pi still believes it is speaking stdio MCP to a local
server; the shim forwards JSON-RPC to the broker over whichever transport is
available, and handles all discovery / startup / election complexity. Keeping
pi's config identical across topologies is a hard requirement (goal #3) and the
shim is what makes it possible.
## Canonical owner = the host
The broker's home is **always the host**, because:
1. The palace bytes physically live there (`/Users/joakim/.mempalace`).
2. The host outlives any container — ownership does not evaporate on
`docker compose down`.
3. Containers already have a route back to it (`host.docker.internal` and the
verified dssh ControlMaster bridge).
The broker binds **two listeners feeding one queue**:
- **AF_UNIX** at `$MEMPALACE_PATH/broker.sock` — for host-native pi (fast,
filesystem-perms-secured).
- a **cross-boundary** transport for container clients (below).
## Transport matrix
| Topology | Broker runs on | Host pi reaches it via | Container pi reaches it via |
|---|---|---|---|
| native only | host | AF_UNIX socket | — |
| native + container | host | AF_UNIX socket | SSH-forwarded socket (preferred) or TCP |
| container only | host (started via bridge) | — | SSH-forwarded socket or TCP |
### Cross-boundary transport options
**(a) SSH-forwarded UNIX socket over the existing dssh ControlMaster — PREFERRED.**
The container's `setup-lan-access.sh` already establishes a ControlMaster to the
host with `ControlPersist 4h`. The container shim forwards the host broker socket
over that master:
```
ssh -F ~/.ssh-local/config \
-L "$XDG_RUNTIME_DIR/mp.sock:$HOME/.mempalace/broker.sock" host
```
then connects to the local forwarded socket. Auth = SSH key; nothing is
LAN-exposed; no extra shared secret needed; rides the persistent master so setup
cost is near-zero. Most portable across non-OrbStack hosts.
**(b) TCP on `host.docker.internal:PORT` — fallback.** Simpler, but the broker
must bind a routable interface (not just `127.0.0.1`), which requires a
**shared-secret token** to prevent other local/LAN processes from talking to it.
The token is written to `broker.json` in the virtiofs-mounted palace dir
(readable from both sides). More care required to get the bind + auth right.
## Discovery + on-demand start (the shim's algorithm)
Run by the shim on every pi session start, so it is correct regardless of who is
already running:
```
1. If $MEMPALACE_BROKER is set → use it verbatim (escape hatch).
2. Read $MEMPALACE_PATH/broker.json → endpoint + pid + token.
Try to connect (UNIX if host; forwarded-sock / TCP if container).
If connected & healthy → done.
3. Broker not reachable → START IT:
- On host: flock($MEMPALACE_PATH/broker.lock, non-blocking)
win → exec broker, wait for broker.json, connect.
lose → someone else is starting it; backoff + retry connect.
- In container: run `ssh host 'mempalace-broker --ensure'` (idempotent;
performs the SAME flock election ON THE HOST), then forward +
connect.
4. Last-resort fallback (no broker, cannot start one):
open the palace DIRECTLY — but ONLY after asserting this process is the sole
writer (no other live broker/pid recorded in broker.json). Degrades to
today's behaviour for the genuinely-alone case; never used when a broker
exists.
```
**Key trick:** host-side election uses `flock` on the host, where it is coherent
(same kernel) — bulletproof. The cross-boundary case **never relies on cross-VM
locking**; it relies on `ssh host 'broker --ensure'`, which runs the election on
the host where flock works. That is what makes the design topology-independent.
### Lifecycle
- Broker writes `broker.json` (endpoint + pid + token) **atomically** after
binding.
- Broker holds `broker.lock` for its entire lifetime → at most one host broker.
- Idle-exit after N minutes with no connected clients; the next client
re-elects. (Or keep-alive; idle-exit is friendlier on resources.)
- Clients reclaim a stale lock if the pid recorded in `broker.json` is dead.
- Clients retry with backoff while a broker is mid-startup.
## The genuinely hard case
**Container-only with no SSH bridge configured** (e.g. plain Linux Docker,
`HOST_SSH_USER` unset, no `host.docker.internal`). The container cannot start or
reach a host broker. Options, none free:
1. **Require the bridge** for multi-writer container setups, and document it as a
precondition. Reasonable: pi-devbox already ships `setup-lan-access.sh` and
the bridge is the supported path.
2. **Run the broker inside the container**, publishing a Docker port the host can
later reach. Works, but inverts ownership and the broker dies with the
container — only acceptable if containers are the *sole* writers on that host.
3. **Accept degraded mode** (algorithm step 4): a lone container with no peers
has no concurrency, so direct access is safe *as long as* nothing else opens
the palace concurrently. The host shim also checks `broker.json` before
opening directly, so a later host pi will not silently start a second
uncoordinated writer.
**Summary:** fully robust for native-only, native+container, and
container-only-with-bridge. The only residual sharp edge is container-only
*without* a bridge *and* a future concurrent host writer — intrinsic (no shared
coherent lock exists across that boundary), best handled by mandating the bridge
rather than pretending file locks work.
## Co-existence with opencode / opencode-devbox (DEFERRED — context only)
The palace is shared by more than pi. opencode (native) and opencode-devbox
(container) also write to the same `~/.mempalace`. **Assumption to verify:**
opencode sessions write to **different wings** than pi sessions (pi uses
`wing_pi`, diaries per-agent, etc.), so cross-tool intermixing into the *same*
destination may be a non-issue at the application level.
However, the corruption risk here is at the **SQLite-file level, not the wing
level** — two processes writing different wings of the *same* `chroma.sqlite3`
concurrently is still a concurrent write to one file. So the broker, once it
exists, is the right serialization point for opencode too: opencode's mempalace
client would route through the same broker via the same shim mechanism.
**Decision:** do not design for opencode co-existence yet. Resolve the pi case
first; then revisit whether opencode clients adopt the same shim. The residual
risk in the interim is native + container *opencode* sessions writing the same
palace simultaneously — explicitly deferred ("cross that bridge later").
## Open questions / TODO before implementation
- Does the mempalace engine expose an embeddable entrypoint suitable for running
inside a long-lived broker, or does the broker wrap the existing MCP server
binary and multiplex stdio clients onto it? (Affects whether reads can truly
fan out or are also serialized.)
- Idle-exit timeout default + whether to expose it via env.
- `broker.json` schema + atomic-write + stale-pid-reclaim details.
- TCP-path token handling and safe bind interface selection on Linux Docker
(`--add-host=host.docker.internal:host-gateway`).
- Where the broker binary ships: baked into `Dockerfile.base`? host install via
pi-toolkit / mempalace-toolkit? Both, since both sides need the shim and the
host needs the broker.
- Smoke-test plan: prove single-writer invariant under a deliberate concurrent
host+container write storm (should produce zero `.corrupt`/`.drift` snapshots).