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discourse/migrations
Gerhard Schlager ce89da6325 MT: Balance partitioned conversion steps across forks
When a step runs across many forks, we split it into one slice per fork. Every
fork gets the same number of rows, but not the same amount of work. Cooking a
post can be quick or slow, so the forks finish at very different times, and the
step waits for the slowest one while the rest sit idle. On my forum's 1.6M posts,
the forks got the same row count but finished anywhere between 34 and 123 seconds.

Three changes:

Even chunks. The partitioner had a shortcut for a numeric key that cut the range
into equal pieces by value. That only works with about one row per value. For a
key like topic_id, where a busy topic has thousands of rows and a quiet one a
handful, the pieces came out very uneven. Now it always samples the sorted key,
so every chunk holds about the same number of rows.

Work stealing. Instead of one slice per fork, we split the step into many small
chunks and let each fork grab the next one as it finishes. A fork with cheap
chunks keeps pulling more, so they all finish around the same time and the long
tail goes away. They share a small queue to hand out the chunks (a pipe of chunk
numbers they read one at a time), so it is a few reads per step and nothing per
row. Each fork still writes its own shard. This replaces the slice-per-fork path,
there is no switch to turn it off.

Free up forks early. A partitioned step used to hold all its forks until it was
done. Now each fork goes back to the scheduler the moment its worker finishes, so
other steps can run on the freed cores instead of queueing behind the slow one.

On my forum the forks now finish between 74 and 101 seconds, and the small
single-fork steps run alongside the big one instead of after it. The fork count
in the progress display counts down as workers finish, too.
2026-07-06 22:53:24 +02:00
..
bin MT: Split the migrations tooling into separate gems (#40492) 2026-06-02 22:20:03 +02:00
converters MT: Keep the real created_at for category moderation groups 2026-07-06 10:58:15 +02:00
core MT: Balance partitioned conversion steps across forks 2026-07-06 22:53:24 +02:00
docs MT: Add disco check — a single entrypoint for all schema and converter checks 2026-06-11 21:27:17 +02:00
importer MT: Keep the real created_at for category moderation groups 2026-07-06 10:58:15 +02:00
tooling MT: Keep the real created_at for category moderation groups 2026-07-06 10:58:15 +02:00
.gitignore MT: Split the migrations tooling into separate gems (#40492) 2026-06-02 22:20:03 +02:00
.reek.yml MT: Refactor schema configuration from YAML to Ruby DSL 2026-03-19 18:10:26 +01:00
.rubocop.yml MT: Add a TUI progress reporter and use it in the importer too 2026-06-25 17:46:04 +02:00
AGENTS.md MT: Add disco check — a single entrypoint for all schema and converter checks 2026-06-11 21:27:17 +02:00
CLAUDE.md MT: Refactor schema configuration from YAML to Ruby DSL 2026-03-19 18:10:26 +01:00
README.md MT: Run conversion steps concurrently and split the heavy ones across cores 2026-07-03 11:48:25 +02:00

Migrations Tooling

The migrations/ directory is split into four path-referenced gems:

  • core/Migrations::*: CLI framework, UI, SQLite schemas, DB infrastructure, IntermediateDB models, and the conversion framework (Migrations::Conversion::*).
  • tooling/Migrations::Tooling::*: the schema DSL, disco schema commands, benchmarks.
  • converters/Migrations::Converters::*: public converter implementations + source adapters.
  • importer/Migrations::Importer::*: the row importer and the uploads importer.

All four are wired into the root Gemfile via path: in the optional :migrations group.

Command line interface

The single binary is migrations/bin/disco (commands register dynamically via Migrations::CLI::Registry). Run it without arguments — or with --help — for the authoritative, always-current list of commands:

migrations/bin/disco --help

Rails is booted lazily: only commands that declare requires_rails! (import, upload, schema) load the Discourse app.

Converters

Public converters live in converters/lib/migrations/converters/. To run a private (closed-source) converter, put its code in a subdirectory of private/converters/ (or point MIGRATIONS_PRIVATE_CONVERTERS_PATH at it).

Source DB adapters and fork safety

Worker processes inherit the source DB connection's socket from the main process. Whether that's dangerous depends on the client library: a destructor that only closes the file descriptor is harmless (the parent still holds it, so the kernel sends nothing over the wire), but a destructor that writes a protocol goodbye kills the parent's session as soon as a worker exits — libpq sends a Terminate message, MySQL clients send COM_QUIT.

Adapter::Postgres handles this by registering a ForkManager.after_fork_child hook that calls discard! in each worker: the inherited socket is redirected to /dev/null, and any later use of the adapter in the worker raises DiscardedError. New adapters should follow the same pattern. The discard mechanism itself is library-specific — mysql2 has automatic_close = false, trilogy has a native discard!. To check whether a library needs one at all: connect, fork an empty child that exits normally, wait for it, and query again from the parent (see the fork-safety specs in postgres_spec.rb).

Partitioning large steps

Most steps run in a single worker. A handful are large enough that it's worth splitting them across CPU cores, so the framework can run one worker per chunk of the source. A step opts in from its source block:

source do
  reads_table "topic_users", where: "user_id > 0"
  partition_by :topic_id
end

reads_table is the part that reads a whole table: it defines items (SELECT * FROM topic_users WHERE …) and max_progress (the row count), filtered by where. It works on its own, without partitioning — a plain table-copy step declares just reads_table and writes neither method. partition_by adds the split: it takes the key (normally a single indexed column, so each chunk is an index range scan; pass an array for a composite key) and reuses the table and filter from reads_table, so it only needs the column. When both are present the generated queries add the chunk to their WHERE automatically.

Override items when you need specific columns, a join, or a particular order — and then add partition_slice to its WHERE yourself:

def items
  @source_db.query("SELECT id, name FROM topic_users WHERE #{partition_slice} AND name IS NOT NULL")
end

The framework does the rest. Before forking, it asks the adapter for the chunk boundaries — evenly sized chunks over a numeric key, or a sorted-key scan for a text/UUID/composite key. It then forks one worker per chunk; each worker reads its [lower, upper) slice (that's what partition_slice expands to), writes its own SQLite shard, and the shards are merged back into the run database.

Two things to get right:

  • In a custom query, add partition_slice to the WHERE. Miss it and each worker reads the whole source instead of its slice — duplicated work and wrong counts.
  • Only partition order-independent steps. Workers run concurrently and their output is merged, so there is no global order across the step. A running total or a sequence number across all rows can't be partitioned. Deduplication can, but do it in the source query (DISTINCT ON, a window function, a view) and partition on the dedup key, rather than keeping state in process.

Schema DSL

The schema DSL lives in migrations/tooling/lib/migrations/tooling/schema/dsl/. Config sources are in migrations/tooling/config/schema/. Generated artifacts (SQL, models, enums) are written into migrations/core/.

Key files:

  • table_builder.rb - DSL for defining table configs
  • schema_resolver.rb - Resolves DSL config + DB introspection into final schema
  • conventions_builder.rb - Global column conventions (renames, type overrides)
  • generator.rb - Generates SQL, models, and enums from resolved schema
  • validator.rb - Validates DSL config
  • resolved_schema_validator.rb - Validates resolved schema before generation

Development

Installing gems

bundle config set --local with migrations
bundle install

Updating gems

bundle update --group migrations

Running tests

Each gem has an isolated, no-Rails suite, run from the gem directory:

cd migrations/core       && bundle exec rspec
cd migrations/tooling    && bundle exec rspec
cd migrations/converters && bundle exec rspec
cd migrations/importer   && bundle exec rspec

Specs that need a booted Rails environment are tagged :rails. They are excluded by default and run from the host app's bundle:

cd migrations/<gem> && BUNDLE_GEMFILE=../../Gemfile MIGRATIONS_RAILS=1 bundle exec rspec --tag rails

Linting

bin/lint path/to/file
bin/lint --fix path/to/file

Uses both rubocop and syntax_tree. Always lint changed files.