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Add documentation on page reclamation
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Note: there are currently some bugs in the implementation. So it does
not fully match the design
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cberner committed Aug 10, 2024
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Expand Up @@ -395,6 +395,83 @@ Savepoints come in two varieties:
2. Persistent. These savepoints are persisted in the database file and therefore across restarts.
They are stored in a table inside the system table tree. They must be explicitly deallocated.

## Epoch based reclamation
As described above transactions and savepoints rely on epoch based reclamation of pages to ensure
that pages are only freed after they are no longer referenced. Care must be taken to ensure that a
page which is still referenced is never freed. The high level design is described below:

### Definitions
* Transaction states:
* Uncommitted. An in-progress write transaction
* Committed. A committed write transaction
* Aborted. An aborted write transaction
* Orphaned. A read or write transaction which is no longer referenced
* Reclaimed. A write transaction which became orphaned and all of its pending free pages have
been reclaimed
* Dirty page: a page that is allocated and the transaction in which it was allocated has not committed yet
* Committed page: a page that is allocated and the transaction in which it was allocated has committed
* Pending free page: a page that is allocated that is no longer reachable from the data tree or system
tree roots, as of the associated transaction. These are stored in the freed tree.

### Invariants
The following invariants must be maintained
* Committed pages are never modified in-place
* Committed pages may only be freed by transitioning into the "pending free page" state, and after
the associated transaction and all prior transactions have reached the Orphaned state
* Pages will only contain page pointers to pages in the same, or an earlier, transaction. This follows
from the fact that committed pages are never modified, and transaction ids being monotonically increasing
* Freed tree must only contain pages in the pending free page state

### Key operations
#### Modification during write transactions
Write transactions uphold the required invariants through a very simple mechanism. All modifications
to commited pages are performed copy-on-write. That is a new page is allocated, modifications are
made in the new page, and a new b-tree is constructed to reference the new page. Dirty pages are
allowed to be modified in-place -- usually accomplished by freeing them.
The normal tables, system tables, and also the freed tree use this approach.
When a transaction aborts, all pages it allocated are immediately freed.

#### Savepoint restore
Restoring a savepoint brings all normal tables back to the state they were in when the savepoint was
captured. The system tables are unaffected, and the freed tree needs to be put into a consistent
state.
Restoring the normal tables is trivial, since the savepoint captures the data root.

The freed table needs to be updated in two ways:
1) the restored data root from the savepoint must reference only committed pages, so we remove all
pending free pages that are referenced by the savepoint's data root
2) all pages that become unreachable by restoring the savepoint data root must be added to the freed
table

Simple method. We rewrite the freed table to remove any pending free pages which are
referenced by the savepoint's data root, and then add the difference of the pages referenced by the
current data root and the savepoint's data root.

Fast method. A file format change will be required, but in the future the freed tree can be split
into one for frees from the data tree and one for frees from the system tree and freed tree itself.
Then (1) can be accomplished by evicting all entries from the data freed tree which are associated
with transactions after the savepoint. Then an "allocation tree" will be added to track allocations
in the data tree for each transaction, as an optimization this will be written only when a savepoint
exists. Then, (2) will be accomplished by moving all allocations from transactions after the
savepoint into the pending free state.

#### Database repair
To repair the database after an unclean shutdown we must:
1) Update the super header to reference the last fully committed transaction
2) Update the allocator state, so that it is consistent with all the database roots in the above
transaction

For (1), if the primary commit slot is invalid we switch to the secondary slot.

For (2), we rebuild the allocator state by walking the following trees and marking all referenced
pages as allocated:
* data tree
* system tree
* freed tree, and all pending free pages contained within
All pages referenced by a savepoint must be contained in the above, because it is either:
a) referenced directly by the data, system, or freed tree -- i.e. it's a committed page
b) it is not referenced, in which case it is in the pending free state and is contained in the freed tree

# Assumptions about underlying media
redb is designed to be safe even in the event of power failure or on poorly behaved media.
Therefore, we make only a few assumptions about the guarantees provided by the underlying filesystem:
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