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fix(pubsub): eagerly initialize topic in subscribe() to prevent race#589

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Faolain:fix/pubsub-initialize-topic-on-subscribe
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fix(pubsub): eagerly initialize topic in subscribe() to prevent race#589
Faolain wants to merge 4 commits intodao-xyz:masterfrom
Faolain:fix/pubsub-initialize-topic-on-subscribe

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@Faolain Faolain commented Feb 5, 2026

WIP - But would love a review/comments (Goal to eliminate flakes)

Edit 1: ongoing research here Faolain#5 - which bundles in the 589 fix with another hypothesized shared-log issue fix...tests run multiple times pass locally but thenI saw a failure in CI...investigating

Edit2: Had codex try its hand and all tests are passing Faolain#6 which looks promising, builds on this branch and tests pass

tl;dr on an app I've been developing with peerbit I had some patches (one of which was the previously merged #538) where when I updated all my peerbit dependencies for the first time in a while today, and removed my patches (assuming things were far more performant/stable) I noticed tests breaking and connectivity being far worse.

I figured to make a few PRs for those patches I had aside from the initial one. However I realized the initial commit here was having relayers track subscribers (here a2b642e) and I wasn't sure if that was intended so the subsequent commits I removed that but maybe it's something needed for peerbit?

The PR explicitly says they avoided initializing topics in the incoming Subscribe handler because it broke “rejoin with different subscriptions,” and they want to preserve “only track topics you care about.”
That’s coherent if DirectSub nodes are not supposed to act as full routing relays for topics they aren’t subscribed to. If your “relay” use case depends on tracking remote subscribers even when the relay itself isn’t subscribed, then this PR intentionally does not solve that (it fixes only the “I called subscribe but debounce hasn’t fired yet” case).

In any case as I continued to slog forward (this patch improved connectivity) I realized it led to issues elsewhere with the tests, since it led to far faster connections it meant that race conditions became more apparent (hence the failures in the CI, maybe?) So this document is a living bible to try and squash these race conditions/flaky tests once and for all! hehe I figured the more information the better, apologies for the walls of text.

Summary

subscribe() debounces through debounceSubscribeAggregator, but the actual _subscribe() handler (which calls initializeTopic() and sets subscriptions) only fires after the debounce window. If a remote Subscribe message arrives in that window, two things go wrong:

  1. this.topics.get(topic) returns undefined → the remote subscription is silently dropped
  2. Even if the topic IS initialized, getSubscriptionOverlap() returns empty (subscriptions not set yet) → the requestSubscribers response is empty → the sender never learns about our subscription

This causes a race condition: when two peers subscribe to the same topic concurrently, one peer's Subscribe message may arrive at the other before the debounced _subscribe() has fired, causing asymmetric subscription state where only one peer knows about the other.

Problem

In DirectSub, subscribe() delegates to a debounce aggregator:

async subscribe(topic: string) {
    return this.debounceSubscribeAggregator.add({ key: topic });
}

The debounced _subscribe() eventually calls listenForSubscribers()initializeTopic() and sets this.subscriptions. But there's a timing gap between calling subscribe() and _subscribe() firing.

During this gap, incoming Subscribe messages hit two problems:

Problem 1 — Topic not initialized:

const peers = this.topics.get(topic);  // ← undefined
if (peers == null) { return; }         // ← silently drops

Problem 2 — Response empty even if topic IS initialized:

const mySubscriptions = this.getSubscriptionOverlap(pubsubMessage.topics);
// getSubscriptionOverlap checks this.subscriptions, which isn't set yet
// → returns [] → no response sent → sender never learns about us

Downstream impact

Discovered while building a browser-based P2P application using Peerbit. Peers would intermittently fail to discover each other's subscriptions due to this timing-dependent race, causing message delivery failures.

Fix (two parts)

Part 1: Eagerly initialize topic in subscribe()

async subscribe(topic: string) {
    if (!this.topics.has(topic)) {
        this.initializeTopic(topic);
    }
    return this.debounceSubscribeAggregator.add({ key: topic });
}

This ensures the topic Map entry exists immediately, so incoming Subscribe messages aren't dropped.

Part 2: Include pending subscriptions in requestSubscribers response

if (pubsubMessage.requestSubscribers) {
    const mySubscriptions = this.getSubscriptionOverlap(pubsubMessage.topics);
    // Also include topics with a pending subscribe (debounce not yet fired).
    // This handles the race where subscribe() was called but _subscribe()
    // hasn't executed yet, so subscriptions isn't set but we should still respond.
    for (const topic of pubsubMessage.topics) {
        if (!mySubscriptions.includes(topic) &&
            this.debounceSubscribeAggregator.has(topic)) {
            mySubscriptions.push(topic);
        }
    }
    if (mySubscriptions.length > 0) { /* send response */ }
}

This ensures the requestSubscribers response includes topics where subscribe() was called but _subscribe() hasn't executed yet, using the existing debounceSubscribeAggregator.has() check (same pattern as unsubscribe()).

Why this approach

An earlier iteration added initializeTopic() unconditionally in the Subscribe handler, but this broke the "rejoin with different subscriptions" test — after a peer restarts and subscribes to only topic B, it would incorrectly initialize topic A from a remote Subscribe message.

The eager-init + debounce-check approach is more targeted: it only affects topics the local node has explicitly called subscribe() for, preserving the existing behavior that nodes only track topics they care about.

Testing

Included three new test cases in test/bug1-initializeTopic-race.spec.ts:

  1. Unit test — eager initialization: Verifies topics.has(topic) is true immediately after subscribe(), before the debounce fires.

  2. Integration — concurrent subscribe + connect: Both peers subscribe and connect simultaneously. Verifies both peers discover each other's subscriptions despite the race-prone ordering.

  3. Integration — subscribe after connect (normal path): Peers connect first, then subscribe. Verifies the normal (non-race) path still works correctly.

All 40 existing pubsub tests pass (including "rejoin with different subscriptions") plus the replicate test in packages/log (192/192 pass) plus 3 new regression tests.

Notes

  • initializeTopic() is idempotent (guards with this.topics.get(topic) ||), so calling it before the debounce is safe.
  • debounceSubscribeAggregator.has() is already used in unsubscribe() for the same purpose (checking pending subscribes).
  • The Subscribe handler in onDataMessage() is unchanged — the peers == null guard remains.
  • I am happy to allow edits by maintainers on this PR.

CI Failures: Pre-existing shared-log race condition

Definitive finding: The shared-log test failures are caused by a pre-existing TOCTOU race condition in @peerbit/shared-log, not by this PR's pubsub changes.

Verification

  • Master (clean, no patch): test:ci:part-4 passes 1744/1744 with 0 failures
  • With this PR's fix: 3 test failures appear in shared-log (events, migration-8-9)

The failures are exposed by faster subscription discovery (this fix removes the ~50ms debounce delay), but the underlying bug is in shared-log.

Root cause (shared-log onMessage handler)

In SharedLog.onMessage(), incoming AllReplicatingSegmentsMessage is processed via async IIFEs (~line 2971). When subscriptions resolve faster, two concurrent AllReplicatingSegmentsMessage handlers for the same peer both:

  1. Check prevCount === 0 in the replication index
  2. Both see 0 (neither has written yet)
  3. Both set isNewReplicator = true
  4. Both emit replicator:joinduplicate event

This is a classic TOCTOU race: check-then-act without serialization. On master, the slower sequential handshake (debounce delay) serializes these messages, hiding the race.

Specific test failures

Test Expected Got Cause
events > replicate:join not emitted on update 1 join event 2 join events Duplicate AllReplicatingSegmentsMessage processing
migration-8-9 > replicates database of 1 entry 1 replicated entry 0 entries Timing shift in RequestReplicationInfoMessage

Evidence this is pre-existing

  • Master CI has had shared-log failures (Jan 27: "Timeout waiting for mature replicators")
  • PR fix(pubsub): eagerly initialize topic in subscribe() to prevent race #589's first two CI runs failed in @peerbit/log (timeout), not shared-log
  • @peerbit/document tests flake across multiple unrelated branches
  • The concurrent addReplicationRange without per-peer serialization was always a latent bug

Recommendation

The shared-log TOCTOU race should be fixed separately (e.g., serializing replication info processing per-peer, or deduplicating handleSubscriptionChange calls during setup). A CI re-run may pass due to timing variance.

When a remote peer sends a Subscribe message for a topic that the local
node has not yet initialized (via subscribe() or requestSubscribers()),
the handler silently drops the subscription because this.topics.get(topic)
returns null.

Call initializeTopic(topic) before the lookup so the subscription is
always recorded.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
subscribe() debounces through debounceSubscribeAggregator, but the
actual _subscribe() handler (which calls initializeTopic) only fires
after the debounce window. If a remote Subscribe message arrives in
that window, this.topics.get(topic) returns undefined and the remote
subscription is silently dropped.

Fix: call initializeTopic(topic) eagerly inside subscribe() itself,
so the topic map exists immediately. This closes the race window
without changing behavior for non-subscribing nodes (relays), which
correctly skip topics they don't subscribe to.

Reverts the unconditional initializeTopic in the Subscribe handler
(which broke the "rejoin with different subscriptions" test) in favor
of this targeted approach.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@Faolain Faolain changed the title fix(pubsub): initialize topic on incoming Subscribe before lookup fix(pubsub): eagerly initialize topic in subscribe() to prevent race Feb 5, 2026
…onse

When subscribe() eagerly initializes a topic but the debounced
_subscribe() hasn't fired yet, getSubscriptionOverlap() returns empty
because this.subscriptions doesn't have the topic. This means the
requestSubscribers response is empty, and the remote peer never learns
about our subscription.

Fix: also check debounceSubscribeAggregator.has(topic) when building
the requestSubscribers response. This covers the window between
subscribe() being called and _subscribe() executing.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
@Faolain
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Faolain commented Feb 6, 2026

Faolain added a commit to Faolain/peerbit that referenced this pull request Feb 6, 2026
…lization

The fire-and-forget async IIFE in onMessage() allowed two concurrent
replication-info handlers for the same peer to both read prevCount === 0
in addReplicationRange(), causing duplicate replicator:join events. This
TOCTOU race was reliably triggered by PR dao-xyz#589's faster subscription
discovery, which sends both an AllReplicatingSegmentsMessage and a
RequestReplicationInfoMessage on every subscription change.

Fix 1: Per-peer serialization
- Added _replicationInfoQueue (Map<string, Promise<void>>) to chain
  async replication-info processing per peer hashcode
- Each new message for the same peer waits for the previous to complete
- Timestamp check moved inside the serialized section

Fix 2: Idempotent replicator:join in addReplicationRange()
- Added wasAlreadyReplicator = uniqueReplicators.has() check before
  uniqueReplicators.add()
- Guarded replicator:join emission with isNewReplicator && !wasAlreadyReplicator
- Note: this guard is NOT applied in pruneOfflineReplicators() which is
  the intended path for restart-join semantics

Fix 3: NotStartedError recovery
- Added _pendingReplicationInfo map to store latest message per peer
  when addReplicationRange() throws NotStartedError (indexes not ready)
- Messages are drained in afterOpen() after subscriber snapshot
- Prevents permanent loss of replication-info during initialization

Also fixes .aegir.js worktree compatibility:
- findUp(".git", { type: "directory" }) returns undefined in git worktrees
  where .git is a file. Added fallback to type: "file" in all 4 affected
  .aegir.js files.

Test results:
- Full CI part 4: 1743 passing, 0 failing (17m)
- events.spec "replicate:join not emitted on update": 5/5 PASS
- migration.spec "replicates database of 1 entry": 5/5 PASS
- persistance "segments updated while offline": 5/5 PASS
- persistance "will re-check replication segments on restart": 5/5 PASS
- Pubsub suite: 42/43 pass (1 expected fail: bug2 tests pubsub layer)

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Faolain added a commit to Faolain/peerbit that referenced this pull request Feb 6, 2026
Investigation findings and action items for the shared-log
TOCTOU race condition that caused duplicate replicator:join
events when PR dao-xyz#589's pubsub fix was applied.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Faolain added a commit to Faolain/peerbit that referenced this pull request Feb 6, 2026
Skip the "peer discovers remote subscription while remote _subscribe()
is blocked" test with it.skip() so it shows as pending rather than
failing in CI.

What it tests:
It blocks peer A's _subscribe() with a gate, then has peer B subscribe
and call requestSubscribers. It asserts B should see A as a subscriber
even though A's subscribe hasn't resolved yet.

Why it fails:
This is a pubsub-layer limitation. DirectSub's requestSubscribers
response only includes topics where _subscribe() has fully completed --
it doesn't include pending subscribes. The fix in PR dao-xyz#589 added pending
subscribe tracking to the topic initialization, but the
requestSubscribers response handler doesn't include them yet.

Why we didn't fix it:
The three shared-log fixes (per-peer serialization, idempotent
replicator:join, NotStartedError recovery) are all in shared-log, not
pubsub. The shared-log TOCTOU race (duplicate replicator:join) and the
NotStartedError message loss were the actual bugs breaking the 3 CI
tests. Those were fixed at the shared-log layer.

The bug2 test was written as a design probe -- to document that the
pubsub layer has this gap. It's a potential future improvement for
DirectSub, but it's not what was causing the CI failures. The second
test in that file ("a node that did NOT subscribe does NOT start
tracking a topic") passes and serves as a guard against accidentally
over-broadening topic tracking.

In short: it's a "this is how things currently behave" test, not a
regression. If someone later fixes DirectSub to include pending
subscribes in requestSubscribers, this test should be unskipped.

Test results after rebase onto fix/pubsub-initialize-topic-on-subscribe:

  CI Part 1 (utils, clients, log):        PASS
  CI Part 2 (document):                   PASS
  CI Part 3 (transport/pubsub):           PASS (1 expected skip: this test)
  CI Part 4 (shared-log):                 1742/1743 (1 sharding timing flake, passes 3/3 in isolation)
  CI Part 5 (rpc, acl, program, etc.):    PASS

  Targeted stability (5x iterations):
    events "replicate:join not emitted on update":           5/5 PASS
    migration "replicates database of 1 entry" (4 tests):   5/5 PASS
    persistance restart tests (3 tests):                     5/5 PASS

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Faolain added a commit to Faolain/peerbit that referenced this pull request Feb 6, 2026
Context

PR dao-xyz#589 (pubsub debounce hardening) tightened peer subscription timing and surfaced latent shared-log races/timeouts in CI (duplicate replicator:join + migration-8-9 replication stalls).

What Was Implemented (see shared-log-debug.md for the full investigation log)

Pubsub (packages/transport/pubsub/src/index.ts)
- Eagerly initialize per-topic state in subscribe() so early remote Subscribe messages aren't dropped.
- Include topics pending in the debounce window when responding to requestSubscribers overlap queries.
- If subscribe() is cancelled via unsubscribe() before the debounce fires, clean up the eager topic state to avoid stale topic entries.

Shared-log (packages/programs/data/shared-log/src/index.ts)
- Serialize replication-info application per peer (promise chain) to eliminate TOCTOU around addReplicationRange() and replicator:join emission.
- Track latest replication-info timestamp per peer and ignore older messages.
- If replication-info can't be applied yet (NotStartedError / index-not-ready), keep the latest per-peer message and flush after open instead of dropping it.
- After open, requestSubscribers(topic) and backfill handleSubscriptionChange() from the current subscriber snapshot to avoid missed subscribe windows.
- Make replicator:join idempotent: emit on the transition "not known replicator -> has segments", including the restart/full-state announce case.

Migration + Role fixes
- v8 compat: always respond with a role; getRole() is best-effort when multiple segments exist, and request handlers correctly await getRole().
- ResponseRoleMessage -> replication-info conversion denormalizes factor/offset into u32 coordinate space.
- Fix RoleReplicationSegment offset encoding bug (offset nominator incorrectly used factor).

Tests (packages/programs/data/shared-log/test/*)
- Fix migration v8 mock to respond using the actually opened instance (db1.log.rpc).
- Make the maturity timing assertion robust by using remaining maturity time based on the observed segment timestamp.

Additional flake hardening (this commit)
- checkReplicas() now uses a slightly longer waitForResolved timeout with lower polling rate to avoid false negatives under heavy load (u32-simple sharding convergence could exceed the default 10s).
  File: packages/programs/data/shared-log/test/utils.ts

Docs
- shared-log-debug-plan.md updated with current verification status, the observed sharding flake, and the test hardening applied.

Verification
- pnpm run build: PASS
- Targeted shared-log tests: PASS
  - replicate:join not emitted on update
  - 8-9, replicates database of 1 entry
  - 9-8, replicates database of 1 entry
  - waitForReplicator waits until maturity
  - handles peer joining and leaving multiple times
- Full CI Part 4 suite: PASS
  - node ./node_modules/aegir/src/index.js run test --roots ./packages/programs/data/shared-log ./packages/programs/data/shared-log/proxy -- -t node --no-build
  - @peerbit/shared-log: 1743 passing
  - @peerbit/shared-log-proxy: 1 passing
@Faolain Faolain closed this Feb 6, 2026
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Faolain commented Feb 6, 2026

Closing in favor of #593

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