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feat(solvers): liveness heartbeats with automatic offline detection - #574

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benedictworks-home wants to merge 4 commits into
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benedictworks-home:feat/solver-liveness-heartbeats
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benedictworks-home wants to merge 4 commits into
stellar-vortex-protocol:mainfrom
benedictworks-home:feat/solver-liveness-heartbeats

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@benedictworks-home benedictworks-home commented Sep 30, 2026 •

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Summary

Implements #445: solver liveness heartbeats with automatic offline detection. Dead solvers stopped being quoted — markLive/markOffline are now driven by heartbeats instead of explicit calls.

What's new

Heartbeat protocol (negotiated cadence, default 10 s)

  • The server advertises heartbeatIntervalMs in the WS connected frame, in auth_ok, and in every ack (that's the negotiation: server declares, client adapts).
  • Primary channel: { "type": "heartbeat" } on the authenticated socket → { "type": "heartbeat_ack", "accepted": true, "heartbeatIntervalMs": 10000 } (unauthenticated connections get accepted: false so a bot notices it never completed auth).
  • REST alternative: POST /api/v1/solvers/:address/heartbeat with { timestamp, signature } over the canonical heartbeat:<address>:<timestamp>; the timestamp must be fresh within max(60 s, offline window) so a captured beat cannot keep a dead solver live.

Offline after 3 misses (SOLVER_HEARTBEAT_MISSES, window = interval × misses = 30 s)

  • Two-phase sweep every interval: read all shared verdicts first (per-solver Redis key with the window as TTL), apply transitions second.
  • Partition guard: if any shared read reports the store unreachable, the cycle aborts with no transitions; a fresh local beat also wins at transition re-check. One partitioned replica can never mass-flip its solvers.
  • Boot grace (one window after process start) + per-solver proof-of-life (lastActiveAt within one window from register/reactivate/fill) give bots time to connect; a solver that is demonstrably filling is never withdrawn from quotes.
  • Store choice: SOLVER_HEARTBEAT_REDIS_URL (defaults to REDIS_URL) → shared Redis; empty → process-local memory (single replica only). Periodic scan instead of keyspace notifications — no notify-keyspace-events config burden, fire-and-forget loss on subscriber reconnect, and it can distinguish "expired" from "unreachable" (the guard's precondition). Reasoning recorded in docs/adr/0007-solver-liveness-heartbeats.md.

Exclusion + events

  • Offline transitions flip isActive=false, so existing gates exclude the solver for free: POST /api/v1/intents/quote (RFQ), GET /solvers/:address/eligible-intents, and WS re-authentication all check isActive.
  • Capability filtering on live connections: buildMatchPredicate(solver, isLive?) gains an optional gate consulted on every matches() — installed predicates go quiet without a rebuild (gateway + feed both pass the closure).
  • solver_status_changed is broadcast on the WS/SSE feed (solver, status, lastActiveAt, reason, at); lastActiveAt is stamped on every status transition (reactivate now stamps it too, like every other transition).
  • Auto-offline is reversible, deliberate deactivation is not: the auto-offline flag lets the next heartbeat or a re-authentication heal the record; deactivate/deregister clear the flag so heartbeats can never undo an operator decision.

Metrics

  • vortex_solver_live_by_chain{chain} — live (= active and beating) solver count per supported chain, * expanded to all chains, refreshed each sweep and on heal.
  • vortex_solver_status_changes_total{status} — transition counter.

New environment variables

Var Default Notes
SOLVER_HEARTBEAT_INTERVAL_MS 10000 Client cadence + sweep period (joi: 1000–600000)
SOLVER_HEARTBEAT_MISSES 3 Misses tolerated before auto-offline (joi: 1–60)
SOLVER_HEARTBEAT_REDIS_URL REDIS_URL if set, else "" Shared liveness store; "" = process-local memory

Added to src/config/env.validation.ts and all four .env*.example files (keeps check:env-drift green).

Files

  • New: src/solvers/solver-liveness.service.ts, src/solvers/liveness.store.ts (memory + Redis stores), src/solvers/dto/heartbeat.dto.ts, src/solvers/solver-liveness.service.spec.ts, docs/adr/0007-solver-liveness-heartbeats.md
  • Modified: gateway (heartbeat message, auth-time touch/heal, predicate gates), feed (predicate gate), solver-intent-matcher (isLive param), solvers controller/module/service, stellar-signature (buildHeartbeatMessage), metrics, config trio + env examples, docs (solver-onboarding.md §3, runbook Scenario G + key config, README endpoint list)

Verification

  • Tests written (run in CI): solver-liveness.service.spec.ts — fake-timer miss detection (live at 2 misses, offline at 3), boot grace, partition guard (whole-cycle abort, both solvers survive), store-flush protection (local beats win), auto-offline heal vs deliberate deactivation, concurrent-heartbeat single-emit, unknown-solver ack, per-chain metric counts (incl. * expansion), capability-predicate gate, and a two-replica integration scenario (two service instances over one shared store + one repository: beats only on A keep both online; after silence B transitions exactly once and A's sweep does not double-emit; reconnect on A heals globally).
  • Local checks run on merge commit 64e5a03 (Node 24, Windows): tsc --noEmit clean; eslint src test scripts packages … 0 errors (144 warnings, same baseline as main); check:env-drift pass; check:quarantine pass; check:migrations --base c48de27 pass (every changed migration has down.sql, no unsafe DDL); jest --config scripts/jest.config.js pass (43 tests); full unit suite in 4 shards (--shard=n/4 --maxWorkers=3): 1727 passed, 97 skipped, 0 failed.
  • Not run locally: docker-based jobs, psql-backed integration tests, gitleaks, semgrep, and coverage upload (no docker/psql in this environment) — CI is the authority for those.

Merge with upstream/main (64e5a03)

The branch merges upstream main at c48de27. That tree itself ships ~10 parse-broken files (leaderboard-query.ts, in-memory-intents.repository.spec.ts, intents.types.ts, list-intents.dto.ts, configuration.ts, env.validation.ts, stats.service.ts, intents.controller.ts, intents.gateway.ts, intents.module.ts, stellar-signature.ts) plus 14 zero-byte files (incl. .github/workflows/ci.yml, src/soroban/soroban.service.ts, src/treasury/treasury.service.ts), so conflicts were resolved conservatively:

Fixes made during verification (needed for a type-clean, green tree):

  • solver-liveness.service.spec.ts: three feed.broadcast = makeFeed() assignments stored a whole fake feed where a broadcast function is expected — a pre-existing type error in this branch (the file never compiled under ts-jest diagnostics); replaced with fresh jest.fn() spies.
  • solver-registry.service.spec.ts: the AppConfig literal gained the three SOLVER_HEARTBEAT_* keys that configuration.ts now requires.
  • solver-liveness.service.ts: IntentFeedService is now @Optional() (the current IntentsModule registers no feed provider — the same treatment the gateway's feed param already applies), and boot grace keeps the optimistic live view so first-sweep metrics and predicate gating match the spec.
  • intents.gateway.ts: the WS message listener returns the dispatch promise (failures catch-logged) so the async auth path settles deterministically for the existing gateway spec.
  • .env.example: backfilled the solver-reputation ([High] Solver Reputation Score v2 with Time Decay and Transparency #444) variables (from fd6bff1, via the feat(tools): solver simulation harness and strategy backtesting tool #575 tree) so check:env-drift stays green; the other three .env*.example files carry both that block and this PR's heartbeat block.

(The two fix: commits ac129c1/8fb9a87 that the branch started with remain in history; after the merge, shared files follow the repaired 2a922ee content.)

Assumptions & edge cases

  • Issue text says "RFQ and capability filtering": RFQ exclusion rides on isActive (which this PR's sweeper now drives); capability filtering gets an explicit liveness gate for already-connected solvers.
  • "Network partitions of a single replica must not flap all solvers offline" is enforced three ways: store-unreachable → abort cycle; fresh local beat → never offline; boot grace → no cold-start mass flap. Documented in the ADR.
  • Bots must be upgraded to beat within one window of deployment (behaviour change, documented in docs/solver-onboarding.md §3): a non-heartbeating solver goes offline interval × misses + ≤interval after the grace, which is exactly the issue's intent.
  • Out of scope per the issue: penalising downtime (no slashing changes here).

Checklist

  • Tests written for new behaviour (fake timers + two-replica integration)
  • TSDoc on public APIs
  • README / runbook (Scenario G) / ADR / docs/solver-onboarding.md updated
  • New env vars in env.validation.ts + every .env*.example
  • Local parse / duplicate-binding / env-drift checks clean
  • npm run lint / typecheck / test run locally — tsc clean, eslint 0 errors, 1727 unit tests green on the merge commit
  • docker / psql / gitleaks / semgrep / coverage jobs — not runnable in this environment; CI is the authority

Closes #445

A run of merge commits between 09:48 and 11:28 today left 55
tracked files at zero bytes on main, including package.json,
prisma/schema.prisma, src/app.module.ts, src/intents/intents.gateway.ts
and src/config/env.validation.ts. CI on main is red because of it.

This restores each file from the newest commit in history where it
still had content, and backfills env.validation.ts with the 29 keys
that .env*.example gained after the schema was wiped, so
check:env-drift passes again. Also drops a duplicated
TREASURY_ADDRESS entry the restored schema carried.
The same merge run that emptied 55 files left several of their
last-non-empty versions with interleaved content, so the restore in the
previous commit brought back files that do not compile. This repairs
every damaged site found:

- intents.gateway.ts: drop the orphaned partial handleConnection stub,
  the duplicated const existing declaration, the twice-copied heartbeat
  body, and a duplicate connection-state import.
- configuration.ts / solver-registry.service.spec.ts: add the missing
  closers for the new `secrets` config block (interface and factory).
- stellar-signature.ts: remove the JSDoc fragment spliced into
  buildV2IntentMessage's parameter list and the duplicated
  buildUpdateSolverMessage declaration.
- soroban.service.ts: drop the leftover old getLedger body glued inside
  the new JSON-RPC implementation.
- Drop duplicate imports in fill-intent.dto, governance.module,
  tokens.service, solvers.controller, shadow.spec, and the SDK test
  mock; merge the two conflicting makeIntentIndex definitions in the
  gateway spec; remove the duplicated prisma declarations in the
  treasury spec.
- package.json + package-lock.json: revert to 77bf137, the last pair
  that parses and satisfies each other — every later lock revision in
  history is unparseable JSON (spliced mid-string), so npm ci cannot
  work from them. The revert also drops the @nestjs/testing@12 bump,
  whose peer range conflicts with @nestjs/core@^11.

Verified with Node's module.stripTypeScriptTypes (all 50 changed .ts
files parse) plus a duplicate import/declaration scan and JSON.parse on
the lockfile. Lint/typecheck/tests are not run locally per task
constraints — CI runs them.
…tellar-vortex-protocol#445)

Require authenticated solvers to heartbeat and drive liveness from it:

- Cadence negotiated with clients (SOLVER_HEARTBEAT_INTERVAL_MS, default
  10 s): the WS `connected` and `auth_ok` frames and the REST ack carry
  `heartbeatIntervalMs`. Beats arrive as `{ "type": "heartbeat" }` on the
  authenticated socket or via signed
  `POST /api/v1/solvers/:address/heartbeat` (canonical
  `heartbeat:<address>:<timestamp>`, freshness enforced so a replayed
  beat cannot keep a dead solver live).
- Offline after 3 misses (SOLVER_HEARTBEAT_MISSES): a two-phase sweep on
  each interval compares this replica's in-memory expiry with a shared
  per-solver Redis key (TTL = interval x misses; process-local memory
  store fallback for single-replica setups). The sweep aborts with no
  transitions when the shared store is unreachable, and a fresh local
  beat always wins at re-check, so a partitioned replica cannot mass-flip
  solvers. A lastActiveAt inside one window (register/reactivate/fill)
  counts as proof of life and delays exclusion by at most one window.
- Transitions flip isActive — RFQ (`POST /intents/quote`),
  `GET /solvers/:address/eligible-intents` and WS auth therefore exclude
  offline solvers — stamp lastActiveAt, and broadcast
  `solver_status_changed` on the WS/SSE feed. Capability predicates take
  an optional live gate so connected-but-offline solvers stop matching
  intent events without rebuilding predicates.
- Auto-offline records heal on the next heartbeat or on
  re-authentication (auth is proof of life); deliberate
  deactivate/deregister clear the auto-offline flag so heartbeats can
  never undo them. `reactivate` now stamps lastActiveAt like every other
  status transition.
- Metrics: vortex_solver_live_by_chain (live count per supported chain,
  "*" expanded) and vortex_solver_status_changes_total.

New env vars: SOLVER_HEARTBEAT_INTERVAL_MS, SOLVER_HEARTBEAT_MISSES,
SOLVER_HEARTBEAT_REDIS_URL (env.validation.ts + all four .env*.example).

Tests: solver-liveness.service.spec.ts — fake-timer miss detection, boot
grace, partition guard, store-flush protection, heal vs deliberate
deactivation, concurrent-heartbeat single-emit, per-chain metrics, the
capability-predicate gate, and a two-replica integration scenario over
one shared store and repository. Docs: onboarding §3 heartbeats, runbook
Scenario G, ADR 0007 (sweep vs keyspace notifications), README.

Lint/typecheck/tests were not run locally (no node_modules); local
checks: stripTypeScriptTypes parse (57 files), duplicate-binding scan,
env-drift port — all clean.
Resolve all 40 conflicted paths against upstream main (c48de27).

Resolution strategy:

- Upstream main itself ships ~10 parse-broken files and 14 zero-byte
  files (incl. .github/workflows/ci.yml), so main's blob cannot be
  taken wholesale. Files that issue stellar-vortex-protocol#445 does not own are resynced to
  the simulation-harness tree (2a922ee from stellar-vortex-protocol#575: main plus those torn
  files repaired, independently verified green with tsc, eslint and
  1746 passing unit tests).
- Issue stellar-vortex-protocol#445-owned files keep the branch content merged with main's
  additions: heartbeat gateway/REST endpoints, liveness service and
  store, metrics counters, matcher isLive gate, config/env/docs
  touchpoints.
- intents.gateway.ts keeps the harness structure and re-applies only
  stellar-vortex-protocol#445's own delta: solverForAuth at re-auth (touch heals
  auto-offline), isLive-gated buildMatchPredicate, heartbeatIntervalMs
  in the connected/auth_ok frames, the { type: "heartbeat" } ack path
  (backed by a small send helper), and an awaitable message dispatch
  so async auth settles deterministically for the existing spec.
- prisma/schema.prisma is a hybrid: the harness schema plus main's
  @@index([solver]).
- tools/* intentionally stays absent (harness-only files).

Repairs applied on top:

- solver-liveness.service.spec.ts: the three `feed.broadcast = makeFeed()`
  assignments stored a whole fake feed where a broadcast function is
  expected (a pre-existing type error in the branch); replaced with
  fresh jest.fn() spies.
- solver-registry.service.spec.ts: the AppConfig literal gained the
  three stellar-vortex-protocol#445 heartbeat keys that configuration.ts now requires.
- solver-liveness.service.ts: IntentFeedService is @optional() (the
  current IntentsModule registers no feed provider, exactly like the
  gateway's feed param) and boot grace keeps the optimistic live view
  so first-sweep metrics and predicate gating match the spec.
- .env.example: backfilled the solver-reputation (stellar-vortex-protocol#444) variables from
  fd6bff1 so check:env-drift passes (the other three .env*.example
  files carry both that block and stellar-vortex-protocol#445's heartbeat block).

Local verification: tsc --noEmit clean, eslint clean (warnings only),
check:env-drift and check:quarantine pass, scripts jest config green
(43 tests), full jest suite green in 4 shards (1727 passed,
97 skipped, 0 failed). check:migrations runs
post-commit with --base c48de27 (Windows cmd cannot parse HEAD^1).
@james2177 james2177 closed this Oct 6, 2026
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[High] Solver Liveness Heartbeats with Automatic Offline Detection

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