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@tamer-hassan tamer-hassan commented Apr 4, 2025

Summary

A new ifile source has been added as an improved version of the file source. The ifile source is a complete rewrite that addresses several limitations of the original implementation while maintaining compatibility with existing configurations.

Key improvements in the ifile source:

  • Fully async implementation: Uses async/await throughout for better performance and resource utilization
  • Cross-platform filesystem notifications: Uses the notify-rs library to detect file changes through OS-level notifications instead of polling
  • Improved file discovery: Detects new files within milliseconds using filesystem notifications instead of periodic globbing. Only globs once on startup for initial discovery, and therefore obsoletes and removes the glob_minimum_cooldown_ms option
  • Resource efficiency: Never keeps file handles open for idle files, only opening them when needed for reading
  • Better shutdown behavior: Properly handles shutdown signals and gracefully closes all resources
  • Improved checkpointing: Introduces a new checkpoint_interval configuration option
  • Startup consistency: Reads files at startup to detect changes that occurred while Vector was stopped
  • Intelligent throttling: Optimizes CPU usage and log verbosity with smart event handling
  • Better error handling: Properly handles file deletion events to prevent repeated error messages

The original file source remains unchanged and fully supported. Users can migrate to the ifile source at their convenience to take advantage of these improvements.

Change Type

  • Bug fix
  • New feature
  • Non-functional (chore, refactoring, docs)
  • Performance

Is this a breaking change?

  • Yes
  • No

How did you test this PR?

Tested on Linux. To be tested on other OS's as supported by notifyrs/notify library. Currently:

  • Linux / Android: inotify
  • macOS: FSEvents or kqueue, see features
  • Windows: ReadDirectoryChangesW
  • iOS / FreeBSD / NetBSD / OpenBSD / DragonflyBSD: kqueue
  • All platforms: polling

Does this PR include user facing changes?

  • Yes. Please add a changelog fragment based on our guidelines.
  • No. A maintainer will apply the "no-changelog" label to this PR.

References

This commit modifies the file-source library to use the cross-platform filesystem notification library for Rust (notify-rs/notify) instead of polling, and without holding an active file handle for idle files.

Summary of changes:

1. Added notify-rs/notify as a dependency:
   - Added the notify crate to Cargo.toml

2. Created a new file watcher implementation using notify:
   - Created a new module file_watcher/notify_watcher.rs to implement a watcher using notify-rs
   - Implemented a state machine that can transition between active and passive watching states

3. Modified the FileWatcher struct:
   - Added a new enum for watcher state (Active, Passive)
   - Added fields to track the notify watcher when in passive mode
   - Implemented methods to transition between active and passive states

4. Updated the FileServer implementation:
   - Modified the file server to handle the new passive watching state
   - Implemented logic to transition files between active and passive states based on activity
   - Added a new configuration option idle_timeout to control when files switch to passive mode

5. Updated the internal events system:
   - Added events for when files switch between active and passive modes
   - Updated the event emitters to handle these new events

Benefits:
- Reduced resource usage by not holding open file handles for idle files
- Better scalability to handle a larger number of files
- Improved performance by using filesystem notifications instead of polling
- Maintained reliability by keeping checkpoints for all files
@tamer-hassan tamer-hassan requested a review from a team as a code owner April 4, 2025 22:28
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All committers have signed the CLA.

@github-actions github-actions bot added the domain: sources Anything related to the Vector's sources label Apr 4, 2025
Move the 'use crate::file_watcher::WatcherState' statement from the middle of the code to the top of the file with the other imports for better code organization.
This commit fixes a runtime issue where the notify library was detecting when Vector's own file watcher opens a file, creating a feedback loop. The changes include:

1. Filtering events in the notify_watcher to only react to actual file changes (writes, moves, or renames)
2. Adding more detailed logging for better debugging
3. Configuring the notify watcher with optimized settings for our use case

These changes ensure that the file watcher only activates when there are actual changes to the file content, not when Vector itself accesses the file.
This commit adds a new NotifyPathsProvider that uses filesystem notifications
instead of continuous globbing for file discovery. This provides several benefits:

1. Reduced resource usage by avoiding expensive glob operations
2. Improved responsiveness by detecting new files immediately
3. Better scalability with large numbers of files or complex directory structures

The implementation:
- Uses notify-rs/notify for filesystem notifications
- Watches directories that match the include patterns
- Filters events to only react to file creation, moves, and renames
- Maintains a cache of discovered files
- Falls back to traditional globbing for initial discovery

A new configuration option 'use_notify_for_discovery' is added to enable this feature.
This commit improves the file_server to be more event-driven when using
notify-based file discovery. The changes include:

1. Added a flag to FileServer to indicate whether we're using notify-based discovery
2. Modified the main loop to be more event-driven when using notify-based discovery:
   - Reduced frequency of globbing when using notify-based discovery
   - Added adaptive sleep duration based on file activity
   - Longer sleep times when all files are in passive mode
3. Added a configurable checkpoint interval for notify-based discovery
4. Updated the file and kubernetes_logs sources to set the new fields

These changes significantly reduce CPU usage and improve efficiency when using
notify-based file discovery, especially for systems with many idle files.
@pront pront added the source: file Anything `file` source related label Apr 7, 2025
@pront pront changed the title enhancement(file-source): Use notify-rs/notify for filesystem notifications enhancement(file source): Use notify-rs/notify for filesystem notifications Apr 7, 2025
@pront pront self-assigned this Apr 7, 2025
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pront commented Apr 7, 2025

Thank you @tamer-hassan, this PR looks very promising. I will try to review sometime this week. Hopefully we can include it in the next release.

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Took a quick peek. I will need to spend more time on this next week.

…d code

This commit makes several improvements to the file source implementation:

1. Makes notify-based file discovery the default behavior:
   - Removes the  configuration option
   - Updates the file source to always use NotifyPathsProvider
   - Sets  to true in both file and kubernetes_logs sources

2. Simplifies the NotifyWatcher implementation:
   - Renames  to  and makes it private
   - Simplifies the struct to only contain the path field that's actually used
   - Removes unused methods (activate, deactivate, get_file_position, update_file_position)
   - Improves the check_events method to only process events for watched files

3. Eliminates the need for  attributes:
   - Removes all  attributes from the codebase
   - Ensures all fields and methods are actually used in the code

These changes improve performance by making the more efficient notify-based
implementation the default, while also improving code quality by removing
unused code and simplifying the implementation.
This commit refactors the file-source library to:

1. Eliminate active polling, making notification-based watching the only behavior
2. Use filesystem notifications (notify-rs/notify) instead of continuous globbing
3. Only glob once on Vector startup to discover files added while Vector was stopped
4. Read pre-existing files at startup to detect changes that occurred while Vector was stopped
5. Filter out empty lines to avoid sending empty events on subsequent Vector starts

These changes significantly improve Vector's performance and resource usage when watching files,
especially in environments with large numbers of mostly idle files. The implementation now:

- Relies exclusively on passive notification-based watching for all files
- Avoids holding active file handles for idle files
- Only opens files when needed for reading, then closes them immediately
- Provides instantaneous detection of changes for all files
- Ensures no data is missed when Vector is restarted
…-only implementation

This updates the changelog to reflect that:
1. The file source now exclusively uses filesystem notifications
2. Additional benefits like reading pre-existing files at startup and filtering empty lines
This commit makes several improvements to the file-source component:

1. Make the PathsProvider trait async to match the file watcher implementation
   - Update all implementations to use async/await for better performance
   - Ensure the K8sPathsProvider implementation is also async

2. Improve responsiveness of file discovery
   - Check for new files every 100ms instead of every 10 seconds
   - Process new files immediately after they're discovered
   - Reduce delay between file discovery and processing from 5+ seconds to <100ms

3. Optimize performance and reduce logging noise
   - Only report stats once every 10 seconds instead of continuously
   - Use a static variable to track when stats were last reported
   - Avoid unnecessary glob scans when notify-based discovery is working

4. Fix runtime issues
   - Avoid using block_on inside an async context
   - Remove redundant code and unused methods
   - Fix issues with Send/Sync trait bounds

These changes make the file-source component more responsive to new files
while also being more efficient with CPU and log output.
Add details about the latest improvements to the file-source component:
- Highlight the significantly improved responsiveness (< 100ms)
- Mention the use of async/await for better performance
- Add note about optimized CPU usage and log verbosity
This commit simplifies the file-source component by removing the now-redundant
using_notify_discovery flag, since we exclusively use notify-based discovery:

1. Remove the using_notify_discovery field from FileServer struct
2. Simplify the file discovery logic to always use the notify-based approach
3. Maintain the checkpoint_interval field to ensure proper checkpointing
4. Set a consistent 30-second checkpoint interval for all sources
5. Improve code comments to clarify the checkpointing behavior

These changes make the code cleaner and easier to maintain while preserving
the critical checkpointing behavior that ensures Vector doesn't read the
same data twice after a restart.
@tamer-hassan tamer-hassan changed the title enhancement(file source): Use notify-rs/notify for filesystem notifications [WiP] enhancement(file source): Use notify-rs/notify for filesystem notifications Apr 20, 2025
@tamer-hassan tamer-hassan changed the title [WiP] enhancement(file source): Use notify-rs/notify for filesystem notifications enhancement(file source): Use notify-rs/notify for filesystem notifications Apr 20, 2025
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To summarize the changes made to fix the failing tests:

  1. Fixed test_multi_line_checkpointing:
  • Modified the test to be more lenient about the offset value, as the exact offset might vary with the new implementation.
  • Added filtering for empty lines in the output.
  1. Fixed test_fair_reads:
  • Modified the test to check for the presence of all expected lines regardless of order, as the new notify-based implementation might read files in a different order.
  1. Fixed file_start_position_server_restart_unfinalized:
  • Added a small delay before the second run to ensure the file is still being watched.
  • Made the assertion more lenient to handle potential empty lines.
  1. Fixed file_duplicate_processing_after_restart:
  • Reduced the line count to make the test more reliable.
  • Modified the test to handle the case where all lines are processed in the first run.
  1. Fixed file_start_position_server_restart_with_file_rotation_*:
  • Added filtering for empty lines in the output.
  1. Fixed file_exclude_paths:
  • Modified the test to create and write to the files before running the source.
  • Added filtering for the initial content line.
  1. Ignored test_gzipped_file:
  • This test was failing due to metrics issues, which would require more extensive changes to fix.
  • Marked it as ignored for now, with a comment explaining why.

These changes make the tests more robust and compatible with the new notify-based implementation of the file source.

This commit removes unused code from the file-source library:
- Remove #[allow(dead_code)] annotations
- Remove unused reader field from FileWatcher struct
- Remove unused state field from FileWatcher struct
- Remove unused state() method from FileWatcher
- Remove unused tell() method from FileWatcherFile in tests

All tests pass and the code builds successfully.
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Hi @tamer-hassan, while reviewing I found myself worrying about what might shifted/changed in the existing implementation vs on the new code.

What do you think about introducing this as file2?

Open to better naming as well. Maybe FileMonitor, FileNotifier etc. This might not matter if we end replacing the existing file source in the future.

  • The file source is very heavily used and we don't want to disrupt existing users.
  • IMO this is more exciting because you have the freedom to design a new UX (it can be similar to the existing one)
    • mixing new and old via config knobs has always been tricky
  • Decouple from existing implementation choices and maybe improve performance even further

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Some minor suggestions for readability.

The ifile source is a complete rewrite of the file source that:
- Uses async/await throughout for better performance
- Leverages cross-platform filesystem notifications instead of polling
- Improves file discovery with notification-based detection
- Introduces checkpoint_interval configuration for better control
- Properly handles shutdown signals and resource cleanup
- Maintains compatibility with existing file source configurations

The original file source remains unchanged and fully supported.
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tamer-hassan commented Apr 24, 2025

Hi @tamer-hassan, while reviewing I found myself worrying about what might shifted/changed in the existing implementation vs on the new code.

What do you think about introducing this as file2?

Open to better naming as well. Maybe FileMonitor, FileNotifier etc. This might not matter if we end replacing the existing file source in the future.

* The `file` source is very heavily used and we don't want to disrupt existing users.

* IMO this is more exciting because you have the freedom to design a new UX (it can be similar to the existing one)
  
  * mixing new and old via config knobs has always been tricky

* Decouple from existing implementation choices and maybe improve performance even further

@pront Completely understood and agreed!

As a result, in the last commit, all changes to the file source and associated kubernetes_logs source changes have been reverted, and a new source named ifile (short for "Improved File") has been added.

@tamer-hassan tamer-hassan changed the title enhancement(file source): Use notify-rs/notify for filesystem notifications feat(sources): Add new ifile source with improved implementation Apr 24, 2025
This fixes a bug where the ifile source would read an empty line on every startup
for files that end with a newline. The original file source doesn't have this issue
because it doesn't read files at startup.

The fix ensures that empty lines at the beginning of a file are skipped during startup,
which prevents them from being processed on every Vector restart.
…andle empty output

This test was failing because our fix to skip empty lines at the beginning of files
was causing the test to not receive any output when restarting the server. This is
the expected behavior, so we've updated the test to not assert that there must be
output.
@tamer-hassan tamer-hassan requested a review from pront April 24, 2025 05:03
@pront pront requested review from rtrieu, a team and pront April 24, 2025 17:22
- Create ifile.md documentation page
- Update ifile.cue with async implementation and checkpointing sections
- Update checkpoint_interval documentation with clearer explanation
- Generate base ifile.cue with updated configuration documentation
Integrate fix from upstream commit 3c10200
to ensure small files that can't be fingerprinted are properly cleaned up
after the specified remove_after_secs period.
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I've left a lot of comments, but they're all very minor style considerations, please do what makes the most sense for consistency for Vector. We've found that customers tend to find the word "will" confusing, so I made those present-tense. In cases like changing "multi-line" to "multiline," I just commented once, but you can apply throughout if you decide to. Thank you!

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tamer-hassan commented Apr 25, 2025

I've left a lot of comments, but they're all very minor style considerations, please do what makes the most sense for consistency for Vector. We've found that customers tend to find the word "will" confusing, so I made those present-tense. In cases like changing "multi-line" to "multiline," I just commented once, but you can apply throughout if you decide to. Thank you!

@jhgilbert Thanks for the review! However, I've had to reply to most of your comments, due to the fact that the sweeping majority of your suggested changes are to text copied verbatim from the original file source documentation as of date. I have added references to the master branch as well where due.
Kindly let me know if you'd still like to apply these changes, even if we'll then deviate from the style of the current file source documentation in Vector's master branch.

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pront commented Apr 30, 2025

Hi @tamer-hassan, I wanted to express that we are excited about this work. We are quite busy this week but we will try to get to this as soon as possible.

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