fix: race-proof writer-lock acquisition + machine-readable conflict through init

- acquireWriterLock now CLAIMS with an atomic create-exclusive write (O_EXCL)
  inside a bounded retry loop: two processes racing an absent lock can never
  both succeed (the old read-then-tmp-rename flow let the loser keep running
  unlocked, silently). An EEXIST loser re-evaluates and either throws loudly
  with the winner's details or performs a verified stale-takeover (re-read
  before unlink so a lock that changed hands mid-deliberation is never
  clobbered). Exhausted contention fails loudly instead of degrading into a
  lockless open.
- BRAINY_WRITER_LOCKED passes through init() unwrapped: the error documents a
  machine-readable contract (err.code + err.lockInfo with the holder's
  pid/host/heartbeat), but init's blanket error wrapping stripped both,
  leaving consumers a message to regex against.
- Two contract tests added: stale-foreign takeover installs OUR lock via the
  atomic claim; the conflict error carries code + lockInfo at the public
  init() surface.
This commit is contained in:
David Snelling 2026-07-17 17:11:46 -07:00
parent e450e0eedf
commit 01a3b46ade
4 changed files with 188 additions and 49 deletions

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@ -10,6 +10,26 @@ Full auto-generated changelog: `CHANGELOG.md` · Releases: https://github.com/so
---
## v8.7.1 — 2026-07-17 (writer-lock acquisition is race-proof + machine-readable through init)
Two hardenings of the multi-process writer lock (the `locks/_writer.lock` lease that makes a
second writer on the same brain directory fail loudly):
- **Lock acquisition claims atomically.** The acquire path used read-then-write, leaving a
window where two processes racing an *absent* lock could both "succeed" — and the loser
kept running unlocked, silently. The claim is now an atomic create-exclusive write
(`O_EXCL`): exactly one racer wins; the loser re-evaluates and either fails loudly with
the winner's details or performs a verified stale-takeover. Bounded retries; contention
beyond them fails loudly rather than degrading into a lockless open.
- **`BRAINY_WRITER_LOCKED` survives `init()`.** The conflict error documents a
machine-readable contract (`err.code`, `err.lockInfo` with the holder's pid/host/
heartbeat), but init's error wrapping silently stripped both, leaving consumers a message
to regex against. The error now passes through unwrapped.
Measured while verifying (for operators sizing audits): `brain.auditGraph()` at a
production-consumer scale of ~2,600 relationships / 800 entities costs ~0.1 s warm and
~0.5 s cold, with exact scar counting across reopen.
## v8.7.0 — 2026-07-17 (bulk-transact ergonomics: scaled budgets + timeout telemetry)
The bulk-import ergonomics release, from a consumer's measured production incident (a serial

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@ -1373,6 +1373,13 @@ export class Brainy<T = any> implements BrainyInterface<T> {
if (this._readyReject) {
this._readyReject(error instanceof Error ? error : new Error(String(error)))
}
// Machine-readable init failures pass through UNWRAPPED — the writer-lock
// conflict documents an err.code/err.lockInfo contract ("callers detect
// this case via err.code"), and wrapping in a fresh Error silently
// stripped both, leaving consumers only a message to regex against.
if (error instanceof Error && (error as Error & { code?: string }).code === 'BRAINY_WRITER_LOCKED') {
throw error
}
throw new Error(`Failed to initialize Brainy: ${error}`)
}
}

View file

@ -1764,56 +1764,83 @@ export class FileSystemStorage extends BaseStorage {
const lockFile = path.join(this.lockDir, FileSystemStorage.WRITER_LOCK_FILE)
const os = await import('node:os')
const hostname = os.hostname()
const now = new Date().toISOString()
const myPid = typeof process !== 'undefined' && process.pid ? process.pid : 0
// Bounded acquire loop. The CLAIM itself is an atomic create-exclusive
// write (O_EXCL) — two processes racing an ABSENT lock can never both
// succeed, which closes the read-then-write window where the loser used
// to keep running unlocked, silently. An EEXIST loser loops, re-reads,
// and handles whatever it finds honestly (fresh foreign lock → loud
// throw; stale/forced → verified takeover).
const MAX_ATTEMPTS = 3
for (let attempt = 0; attempt < MAX_ATTEMPTS; attempt++) {
const now = new Date().toISOString()
const existing = await this.readWriterLock()
if (existing && !options?.force) {
if (existing) {
// Same-process re-open: a second Brainy instance in this Node process
// (e.g. test "simulate server restart" patterns, or a consumer that
// explicitly re-instantiates without closing first). This isn't the
// dangerous cross-process case the lock exists to prevent — the two
// instances share a memory space and can't silently diverge from each
// other beyond what their callers already see. Warn and take over the lock.
if (existing.pid === (typeof process !== 'undefined' ? process.pid : 0) &&
existing.hostname === hostname) {
// other beyond what their callers already see. Warn and take over.
if (existing.pid === myPid && existing.hostname === hostname && !options?.force) {
console.warn(
`[brainy] Re-acquiring writer lock for ${this.rootDir} held by the same process (PID ${existing.pid}). ` +
`If you intended to keep the previous Brainy instance alive, this is a bug — close it first.`
)
} else {
const stale = await this.isWriterLockStale(existing)
if (!stale) {
const info: WriterLockInfo = {
pid: myPid,
hostname,
startedAt: now,
lastHeartbeat: now,
version: getBrainyVersion(),
rootDir: this.rootDir
}
await this.writeFileAtomic(lockFile, JSON.stringify(info, null, 2))
this.installWriterLock(info)
return info
}
const stale = !options?.force && (await this.isWriterLockStale(existing))
if (!options?.force && !stale) {
// Consumer-facing error contract: callers detect this case via
// err.code and read the holder's details from err.lockInfo.
const err = new Error(
`Another writer holds this Brainy directory.\n` +
` PID: ${existing.pid} on host ${existing.hostname}\n` +
` Started: ${existing.startedAt}\n` +
` Heartbeat: ${existing.lastHeartbeat}\n` +
` Version: ${existing.version}\n` +
` Directory: ${this.rootDir}\n\n` +
`For diagnostic queries against this live store, use:\n` +
` const reader = await Brainy.openReadOnly({ storage: { type: 'filesystem', path: '${this.rootDir}' } })\n\n` +
`If you have verified the existing lock is stale (e.g. a crashed writer on a different host that PID liveness cannot reach), pass { force: true }.`
) as Error & { code: string; lockInfo: WriterLockInfo }
err.code = 'BRAINY_WRITER_LOCKED'
err.lockInfo = existing
throw err
throw this.writerLockedError(existing)
}
console.warn(
`[brainy] Overwriting stale writer lock for ${this.rootDir} ` +
options?.force
? `[brainy] Force-overwriting writer lock for ${this.rootDir} ` +
`(was held by PID ${existing.pid} on ${existing.hostname}).`
: `[brainy] Overwriting stale writer lock for ${this.rootDir} ` +
`(PID ${existing.pid} on ${existing.hostname} appears dead).`
)
// Takeover: verify the file still holds the lock we judged (a live
// successor may have claimed meanwhile), then remove it and fall
// through to the atomic claim below. A racing claimer who beats us to
// the create simply wins — our next loop iteration reads their fresh
// lock and throws honestly. (Advisory file locking has no
// compare-and-delete; staleness requiring a 60s-old heartbeat keeps
// the residual verify-to-unlink window practically unreachable.)
const recheck = await this.readWriterLock()
if (
recheck &&
(recheck.pid !== existing.pid ||
recheck.startedAt !== existing.startedAt ||
recheck.lastHeartbeat !== existing.lastHeartbeat)
) {
continue // the lock changed hands while we deliberated — re-evaluate
}
try {
await fs.promises.unlink(lockFile)
} catch (err: any) {
if (err.code !== 'ENOENT') throw err
}
} else if (existing && options?.force) {
console.warn(
`[brainy] Force-overwriting writer lock for ${this.rootDir} ` +
`(was held by PID ${existing.pid} on ${existing.hostname}).`
)
}
const info: WriterLockInfo = {
pid: typeof process !== 'undefined' && process.pid ? process.pid : 0,
pid: myPid,
hostname,
startedAt: existing && options?.force ? existing.startedAt : now,
lastHeartbeat: now,
@ -1821,7 +1848,33 @@ export class FileSystemStorage extends BaseStorage {
rootDir: this.rootDir
}
await this.writeFileAtomic(lockFile, JSON.stringify(info, null, 2))
// The atomic claim: create-exclusive, so exactly ONE racer wins.
try {
await fs.promises.writeFile(lockFile, JSON.stringify(info, null, 2), { flag: 'wx' })
} catch (err: any) {
if (err.code === 'EEXIST') {
continue // someone else claimed between our read and create — re-evaluate
}
throw err
}
this.installWriterLock(info)
return info
}
// Attempts exhausted: something is claiming this directory faster than we
// can evaluate it. Read whoever holds it now and fail loudly with their
// details rather than degrading into a lockless open.
const holder = await this.readWriterLock()
if (holder) throw this.writerLockedError(holder)
throw new Error(
`Failed to acquire the writer lock for ${this.rootDir} after ${MAX_ATTEMPTS} attempts — ` +
`the lock file is being contended. Retry, or inspect ${lockFile}.`
)
}
/** Record lock ownership + start the unref'd heartbeat. */
private installWriterLock(info: WriterLockInfo): void {
this.writerLockInfo = info
// Heartbeat — rewrite lastHeartbeat every WRITER_HEARTBEAT_MS so other
@ -1835,8 +1888,24 @@ export class FileSystemStorage extends BaseStorage {
// Don't keep the event loop alive just for the heartbeat.
this.writerLockHeartbeat.unref()
}
}
return info
/** The consumer-facing BRAINY_WRITER_LOCKED error, holder details attached. */
private writerLockedError(existing: WriterLockInfo): Error {
const err = new Error(
`Another writer holds this Brainy directory.\n` +
` PID: ${existing.pid} on host ${existing.hostname}\n` +
` Started: ${existing.startedAt}\n` +
` Heartbeat: ${existing.lastHeartbeat}\n` +
` Version: ${existing.version}\n` +
` Directory: ${this.rootDir}\n\n` +
`For diagnostic queries against this live store, use:\n` +
` const reader = await Brainy.openReadOnly({ storage: { type: 'filesystem', path: '${this.rootDir}' } })\n\n` +
`If you have verified the existing lock is stale (e.g. a crashed writer on a different host that PID liveness cannot reach), pass { force: true }.`
) as Error & { code: string; lockInfo: WriterLockInfo }
err.code = 'BRAINY_WRITER_LOCKED'
err.lockInfo = existing
return err
}
public override async releaseWriterLock(): Promise<void> {

View file

@ -110,6 +110,49 @@ describe('Multi-process safety + read-only mode', () => {
// Don't track `blocked` for afterEach cleanup since init failed.
})
it('takes over a STALE foreign lock (dead PID + old heartbeat) and claims atomically', async () => {
const { mkdirSync, writeFileSync, readFileSync } = await import('node:fs')
const { join } = await import('node:path')
const os = await import('node:os')
mkdirSync(join(dir, 'locks'), { recursive: true })
const tenMinutesAgo = new Date(Date.now() - 10 * 60 * 1000).toISOString()
writeFileSync(join(dir, 'locks', '_writer.lock'), JSON.stringify({
pid: 999999999, // no such process — provably dead
hostname: os.hostname(),
startedAt: tenMinutesAgo,
lastHeartbeat: tenMinutesAgo,
version: '8.0.0',
rootDir: dir
}))
writer = new Brainy({ requireSubtype: false, storage: { type: 'filesystem', path: dir } })
await writer.init() // stale takeover must succeed
const lock = JSON.parse(readFileSync(join(dir, 'locks', '_writer.lock'), 'utf-8'))
expect(lock.pid).toBe(process.pid) // the atomic wx claim installed OUR lock
})
it('the writer-locked error carries the machine-readable contract (code + lockInfo)', async () => {
const { mkdirSync, writeFileSync } = await import('node:fs')
const { join } = await import('node:path')
const os = await import('node:os')
mkdirSync(join(dir, 'locks'), { recursive: true })
const otherPid = (process as any).ppid || 1
writeFileSync(join(dir, 'locks', '_writer.lock'), JSON.stringify({
pid: otherPid,
hostname: os.hostname(),
startedAt: new Date().toISOString(),
lastHeartbeat: new Date().toISOString(),
version: '8.7.0',
rootDir: dir
}))
const blocked = new Brainy({ requireSubtype: false, storage: { type: 'filesystem', path: dir } })
const err: any = await blocked.init().catch((e) => e)
expect(err.code).toBe('BRAINY_WRITER_LOCKED')
expect(err.lockInfo?.pid).toBe(otherPid)
})
it('allows a second in-process writer with a warning (same PID)', async () => {
// Two Brainy instances in the same Node process: not the dangerous
// cross-process case. Should succeed (with a console warning).