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subset lb: allow ring hash/maglev LB to work with subsets (envoyproxy…
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…#8030)

* subset lb: allow ring hash/maglev LB to work with subsets

Skip initializing the thread aware LB for a cluster when the subset
load balancer is enabled. Also adds some extra checks for LB policies
that are incompatible with the subset load balancer.

Risk Level: low
Testing: test additional checks
Docs Changes: updated docs w.r.t subset lb compatibility
Release Notes: n/a
Fixes: envoyproxy#7651

Signed-off-by: Stephan Zuercher <zuercher@gmail.com>
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zuercher committed Sep 10, 2019
1 parent a513395 commit 2603cf1
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20 changes: 14 additions & 6 deletions docs/root/intro/arch_overview/upstream/load_balancing/subsets.rst
Original file line number Diff line number Diff line change
Expand Up @@ -35,12 +35,20 @@ therefore, contain a definition that has the same keys as a given route in order
balancing to occur.

This feature can only be enabled using the V2 configuration API. Furthermore, host metadata is only
supported when using the EDS discovery type for clusters. Host metadata for subset load balancing
must be placed under the filter name ``"envoy.lb"``. Similarly, route metadata match criteria use
the ``"envoy.lb"`` filter name. Host metadata may be hierarchical (e.g., the value for a top-level
key may be a structured value or list), but the subset load balancer only compares top-level keys
and values. Therefore when using structured values, a route's match criteria will only match if an
identical structured value appears in the host's metadata.
supported when hosts are defined using
:ref:`ClusterLoadAssignments <envoy_api_msg_ClusterLoadAssignment>`. ClusterLoadAssignments are
available via EDS or the Cluster :ref:`load_assignment <envoy_api_field_Cluster.load_assignment>`
field. Host metadata for subset load balancing must be placed under the filter name ``"envoy.lb"``.
Similarly, route metadata match criteria use ``"envoy.lb"`` filter name. Host metadata may be
hierarchical (e.g., the value for a top-level key may be a structured value or list), but the
subset load balancer only compares top-level keys and values. Therefore when using structured
values, a route's match criteria will only match if an identical structured value appears in the
host's metadata.

Finally, note that subset load balancing is not available for the
:ref:`ORIGINAL_DST_LB <envoy_api_enum_value_Cluster.LbPolicy.ORIGINAL_DST_LB>` or
:ref:`CLUSTER_PROVIDED <envoy_api_enum_value_Cluster.LbPolicy.CLUSTER_PROVIDED>` load balancer
policies.

Examples
^^^^^^^^
Expand Down
23 changes: 14 additions & 9 deletions source/common/upstream/cluster_manager_impl.cc
Original file line number Diff line number Diff line change
Expand Up @@ -667,17 +667,22 @@ void ClusterManagerImpl::loadCluster(const envoy::api::v2::Cluster& cluster,
const auto cluster_entry_it = cluster_map.find(cluster_reference.info()->name());

// If an LB is thread aware, create it here. The LB is not initialized until cluster pre-init
// finishes.
// finishes. For RingHash/Maglev don't create the LB here if subset balancing is enabled,
// because the thread_aware_lb_ field takes precedence over the subset lb).
if (cluster_reference.info()->lbType() == LoadBalancerType::RingHash) {
cluster_entry_it->second->thread_aware_lb_ = std::make_unique<RingHashLoadBalancer>(
cluster_reference.prioritySet(), cluster_reference.info()->stats(),
cluster_reference.info()->statsScope(), runtime_, random_,
cluster_reference.info()->lbRingHashConfig(), cluster_reference.info()->lbConfig());
if (!cluster_reference.info()->lbSubsetInfo().isEnabled()) {
cluster_entry_it->second->thread_aware_lb_ = std::make_unique<RingHashLoadBalancer>(
cluster_reference.prioritySet(), cluster_reference.info()->stats(),
cluster_reference.info()->statsScope(), runtime_, random_,
cluster_reference.info()->lbRingHashConfig(), cluster_reference.info()->lbConfig());
}
} else if (cluster_reference.info()->lbType() == LoadBalancerType::Maglev) {
cluster_entry_it->second->thread_aware_lb_ = std::make_unique<MaglevLoadBalancer>(
cluster_reference.prioritySet(), cluster_reference.info()->stats(),
cluster_reference.info()->statsScope(), runtime_, random_,
cluster_reference.info()->lbConfig());
if (!cluster_reference.info()->lbSubsetInfo().isEnabled()) {
cluster_entry_it->second->thread_aware_lb_ = std::make_unique<MaglevLoadBalancer>(
cluster_reference.prioritySet(), cluster_reference.info()->stats(),
cluster_reference.info()->statsScope(), runtime_, random_,
cluster_reference.info()->lbConfig());
}
} else if (cluster_reference.info()->lbType() == LoadBalancerType::ClusterProvided) {
cluster_entry_it->second->thread_aware_lb_ = std::move(new_cluster_pair.second);
}
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4 changes: 0 additions & 4 deletions source/common/upstream/original_dst_cluster.cc
Original file line number Diff line number Diff line change
Expand Up @@ -184,10 +184,6 @@ OriginalDstClusterFactory::createClusterImpl(
envoy::api::v2::Cluster_LbPolicy_Name(cluster.lb_policy()),
envoy::api::v2::Cluster_DiscoveryType_Name(cluster.type())));
}
if (cluster.has_lb_subset_config() && cluster.lb_subset_config().subset_selectors_size() != 0) {
throw EnvoyException(
fmt::format("cluster: cluster type 'original_dst' may not be used with lb_subset_config"));
}

// TODO(mattklein123): The original DST load balancer type should be deprecated and instead
// the cluster should directly supply the load balancer. This will remove
Expand Down
12 changes: 12 additions & 0 deletions source/common/upstream/upstream_impl.cc
Original file line number Diff line number Diff line change
Expand Up @@ -643,12 +643,24 @@ ClusterInfoImpl::ClusterInfoImpl(
envoy::api::v2::Cluster_LbPolicy_Name(config.lb_policy()),
envoy::api::v2::Cluster_DiscoveryType_Name(config.type())));
}
if (config.has_lb_subset_config()) {
throw EnvoyException(
fmt::format("cluster: LB policy {} cannot be combined with lb_subset_config",
envoy::api::v2::Cluster_LbPolicy_Name(config.lb_policy())));
}

lb_type_ = LoadBalancerType::ClusterProvided;
break;
case envoy::api::v2::Cluster::MAGLEV:
lb_type_ = LoadBalancerType::Maglev;
break;
case envoy::api::v2::Cluster::CLUSTER_PROVIDED:
if (config.has_lb_subset_config()) {
throw EnvoyException(
fmt::format("cluster: LB policy {} cannot be combined with lb_subset_config",
envoy::api::v2::Cluster_LbPolicy_Name(config.lb_policy())));
}

lb_type_ = LoadBalancerType::ClusterProvided;
break;
default:
Expand Down
6 changes: 6 additions & 0 deletions test/common/upstream/BUILD
Original file line number Diff line number Diff line change
Expand Up @@ -29,6 +29,9 @@ envoy_cc_test(
envoy_cc_test(
name = "cluster_manager_impl_test",
srcs = ["cluster_manager_impl_test.cc"],
external_deps = [
"abseil_optional",
],
deps = [
":utility_lib",
"//include/envoy/stats:stats_interface",
Expand All @@ -43,8 +46,10 @@ envoy_cc_test(
"//source/common/stats:stats_lib",
"//source/common/upstream:cluster_factory_lib",
"//source/common/upstream:cluster_manager_lib",
"//source/common/upstream:subset_lb_lib",
"//source/extensions/transport_sockets/raw_buffer:config",
"//source/extensions/transport_sockets/tls:context_lib",
"//test/integration/clusters:custom_static_cluster",
"//test/mocks/access_log:access_log_mocks",
"//test/mocks/api:api_mocks",
"//test/mocks/http:http_mocks",
Expand All @@ -61,6 +66,7 @@ envoy_cc_test(
"//test/test_common:simulated_time_system_lib",
"//test/test_common:threadsafe_singleton_injector_lib",
"//test/test_common:utility_lib",
"@envoy_api//envoy/api/v2:cds_cc",
],
)

Expand Down
135 changes: 109 additions & 26 deletions test/common/upstream/cluster_manager_impl_test.cc
Original file line number Diff line number Diff line change
Expand Up @@ -2,6 +2,7 @@
#include <string>

#include "envoy/admin/v2alpha/config_dump.pb.h"
#include "envoy/api/v2/cds.pb.h"
#include "envoy/api/v2/core/base.pb.h"
#include "envoy/network/listen_socket.h"
#include "envoy/upstream/upstream.h"
Expand All @@ -17,10 +18,12 @@
#include "common/singleton/manager_impl.h"
#include "common/upstream/cluster_factory_impl.h"
#include "common/upstream/cluster_manager_impl.h"
#include "common/upstream/subset_lb.h"

#include "extensions/transport_sockets/tls/context_manager_impl.h"

#include "test/common/upstream/utility.h"
#include "test/integration/clusters/custom_static_cluster.h"
#include "test/mocks/access_log/mocks.h"
#include "test/mocks/api/mocks.h"
#include "test/mocks/http/mocks.h"
Expand All @@ -38,6 +41,7 @@
#include "test/test_common/threadsafe_singleton_injector.h"
#include "test/test_common/utility.h"

#include "absl/strings/str_replace.h"
#include "gmock/gmock.h"
#include "gtest/gtest.h"

Expand Down Expand Up @@ -575,14 +579,48 @@ TEST_F(ClusterManagerImplTest, OriginalDstLbRestriction2) {
"'ORIGINAL_DST_LB' is allowed only with cluster type 'ORIGINAL_DST'");
}

TEST_F(ClusterManagerImplTest, SubsetLoadBalancerInitialization) {
const std::string yaml = R"EOF(
class ClusterManagerSubsetInitializationTest
: public ClusterManagerImplTest,
public testing::WithParamInterface<envoy::api::v2::Cluster_LbPolicy> {
public:
ClusterManagerSubsetInitializationTest() = default;

static std::vector<envoy::api::v2::Cluster_LbPolicy> lbPolicies() {
int first = static_cast<int>(envoy::api::v2::Cluster_LbPolicy_LbPolicy_MIN);
int last = static_cast<int>(envoy::api::v2::Cluster_LbPolicy_LbPolicy_MAX);
ASSERT(first < last);

std::vector<envoy::api::v2::Cluster_LbPolicy> policies;
for (int i = first; i <= last; i++) {
if (envoy::api::v2::Cluster_LbPolicy_IsValid(i)) {
auto policy = static_cast<envoy::api::v2::Cluster_LbPolicy>(i);
if (policy != envoy::api::v2::Cluster_LbPolicy_LOAD_BALANCING_POLICY_CONFIG) {
policies.push_back(policy);
}
}
}
return policies;
}

static std::string paramName(const testing::TestParamInfo<ParamType>& info) {
const std::string& name = envoy::api::v2::Cluster_LbPolicy_Name(info.param);
return absl::StrReplaceAll(name, {{"_", ""}});
}
};

// Test initialization of subset load balancer with every possible load balancer policy.
TEST_P(ClusterManagerSubsetInitializationTest, SubsetLoadBalancerInitialization) {
const std::string yamlPattern = R"EOF(
static_resources:
clusters:
- name: cluster_1
connect_timeout: 0.250s
type: static
lb_policy: round_robin
{}
lb_policy: "{}"
lb_subset_config:
fallback_policy: ANY_ENDPOINT
subset_selectors:
- keys: [ "x" ]
load_assignment:
endpoints:
- lb_endpoints:
Expand All @@ -598,37 +636,82 @@ TEST_F(ClusterManagerImplTest, SubsetLoadBalancerInitialization) {
port_value: 8001
)EOF";

envoy::config::bootstrap::v2::Bootstrap bootstrap = parseBootstrapFromV2Yaml(yaml);
envoy::api::v2::Cluster::LbSubsetConfig* subset_config =
bootstrap.mutable_static_resources()->mutable_clusters(0)->mutable_lb_subset_config();
subset_config->set_fallback_policy(envoy::api::v2::Cluster::LbSubsetConfig::ANY_ENDPOINT);
subset_config->add_subset_selectors()->add_keys("x");
const std::string& policy_name = envoy::api::v2::Cluster_LbPolicy_Name(GetParam());

create(bootstrap);
checkStats(1 /*added*/, 0 /*modified*/, 0 /*removed*/, 1 /*active*/, 0 /*warming*/);
std::string cluster_type = "type: STATIC";
if (GetParam() == envoy::api::v2::Cluster_LbPolicy_ORIGINAL_DST_LB) {
cluster_type = "type: ORIGINAL_DST";
} else if (GetParam() == envoy::api::v2::Cluster_LbPolicy_CLUSTER_PROVIDED) {
// This custom cluster type is registered by linking test/integration/custom/static_cluster.cc.
cluster_type = "cluster_type: { name: envoy.clusters.custom_static_with_lb }";
}

factory_.tls_.shutdownThread();
const std::string yaml = fmt::format(yamlPattern, cluster_type, policy_name);

if (GetParam() == envoy::api::v2::Cluster_LbPolicy_ORIGINAL_DST_LB ||
GetParam() == envoy::api::v2::Cluster_LbPolicy_CLUSTER_PROVIDED) {
EXPECT_THROW_WITH_MESSAGE(
create(parseBootstrapFromV2Yaml(yaml)), EnvoyException,
fmt::format("cluster: LB policy {} cannot be combined with lb_subset_config",
envoy::api::v2::Cluster_LbPolicy_Name(GetParam())));

} else {
create(parseBootstrapFromV2Yaml(yaml));
checkStats(1 /*added*/, 0 /*modified*/, 0 /*removed*/, 1 /*active*/, 0 /*warming*/);

Upstream::ThreadLocalCluster* tlc = cluster_manager_->get("cluster_1");
EXPECT_NE(nullptr, tlc);

if (tlc) {
Upstream::LoadBalancer& lb = tlc->loadBalancer();
EXPECT_NE(nullptr, dynamic_cast<Upstream::SubsetLoadBalancer*>(&lb));
}

factory_.tls_.shutdownThread();
}
}

TEST_F(ClusterManagerImplTest, SubsetLoadBalancerRestriction) {
INSTANTIATE_TEST_SUITE_P(ClusterManagerSubsetInitializationTest,
ClusterManagerSubsetInitializationTest,
testing::ValuesIn(ClusterManagerSubsetInitializationTest::lbPolicies()),
ClusterManagerSubsetInitializationTest::paramName);

TEST_F(ClusterManagerImplTest, SubsetLoadBalancerOriginalDstRestriction) {
const std::string yaml = R"EOF(
static_resources:
clusters:
- name: cluster_1
connect_timeout: 0.250s
type: original_dst
lb_policy: original_dst_lb
lb_subset_config:
fallback_policy: ANY_ENDPOINT
subset_selectors:
- keys: [ "x" ]
)EOF";

envoy::config::bootstrap::v2::Bootstrap bootstrap = parseBootstrapFromV2Yaml(yaml);
envoy::api::v2::Cluster::LbSubsetConfig* subset_config =
bootstrap.mutable_static_resources()->mutable_clusters(0)->mutable_lb_subset_config();
subset_config->set_fallback_policy(envoy::api::v2::Cluster::LbSubsetConfig::ANY_ENDPOINT);
subset_config->add_subset_selectors()->add_keys("x");
EXPECT_THROW_WITH_MESSAGE(
create(parseBootstrapFromV2Yaml(yaml)), EnvoyException,
"cluster: LB policy ORIGINAL_DST_LB cannot be combined with lb_subset_config");
}

TEST_F(ClusterManagerImplTest, SubsetLoadBalancerClusterProvidedLbRestriction) {
const std::string yaml = R"EOF(
static_resources:
clusters:
- name: cluster_1
connect_timeout: 0.250s
type: static
lb_policy: cluster_provided
lb_subset_config:
fallback_policy: ANY_ENDPOINT
subset_selectors:
- keys: [ "x" ]
)EOF";

EXPECT_THROW_WITH_MESSAGE(
create(bootstrap), EnvoyException,
"cluster: cluster type 'original_dst' may not be used with lb_subset_config");
create(parseBootstrapFromV2Yaml(yaml)), EnvoyException,
"cluster: LB policy CLUSTER_PROVIDED cannot be combined with lb_subset_config");
}

TEST_F(ClusterManagerImplTest, SubsetLoadBalancerLocalityAware) {
Expand All @@ -639,6 +722,11 @@ TEST_F(ClusterManagerImplTest, SubsetLoadBalancerLocalityAware) {
connect_timeout: 0.250s
type: STATIC
lb_policy: ROUND_ROBIN
lb_subset_config:
fallback_policy: ANY_ENDPOINT
subset_selectors:
- keys: [ "x" ]
locality_weight_aware: true
load_assignment:
endpoints:
- lb_endpoints:
Expand All @@ -654,12 +742,7 @@ TEST_F(ClusterManagerImplTest, SubsetLoadBalancerLocalityAware) {
port_value: 8001
)EOF";

envoy::config::bootstrap::v2::Bootstrap bootstrap = parseBootstrapFromV2Yaml(yaml);
envoy::api::v2::Cluster::LbSubsetConfig* subset_config =
bootstrap.mutable_static_resources()->mutable_clusters(0)->mutable_lb_subset_config();
subset_config->set_locality_weight_aware(true);

EXPECT_THROW_WITH_MESSAGE(create(bootstrap), EnvoyException,
EXPECT_THROW_WITH_MESSAGE(create(parseBootstrapFromV2Yaml(yaml)), EnvoyException,
"Locality weight aware subset LB requires that a "
"locality_weighted_lb_config be set in cluster_1");
}
Expand Down
11 changes: 11 additions & 0 deletions test/integration/BUILD
Original file line number Diff line number Diff line change
Expand Up @@ -252,6 +252,17 @@ envoy_cc_test(
],
)

envoy_cc_test(
name = "http_subset_lb_integration_test",
srcs = [
"http_subset_lb_integration_test.cc",
],
deps = [
":http_integration_lib",
"//test/common/upstream:utility_lib",
],
)

envoy_cc_test(
name = "http_timeout_integration_test",
srcs = [
Expand Down
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