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fix(opensearch-operator): keep a single-replica cluster electable after bootstrap - #4231

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fix/opensearch-bootstrap-voting-exclusion
Sep 14, 2026
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fix/opensearch-bootstrap-voting-exclusion

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@IvanHunters

@IvanHunters IvanHunters commented Sep 14, 2026 •

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What this PR does

Builds the OpenSearch operator in-tree, the way kamaji and redis-operator already are, and carries one source patch.

The operator deletes its bootstrap pod the moment status.initialized flips, without looking at the voting configuration. With replicas: 1 there are exactly two cluster-manager-eligible nodes, OpenSearch keeps the voting configuration at an odd size of one, and the voter it keeps is the bootstrap node that formed the cluster. Deleting that pod takes away the only vote there was, and the survivor can never hold an election again, because changing the voting configuration itself needs a quorum. Full write-up in #4230.

The patch excludes the bootstrap node from the voting configuration before the pod goes, and confirms the exclusion committed before deleting anything:

  1. Pod already gone: nothing to do.
  2. Build a cluster client. Cannot: requeue, keep the pod.
  3. POST /_cluster/voting_config_exclusions?node_names=<release>-bootstrap-0. Fails: requeue, keep the pod.
  4. Read the voting configuration back. Still a voter: requeue, keep the pod.
  5. Delete the pod.
  6. DELETE /_cluster/voting_config_exclusions. Fails: log and carry on, the pod is already gone and the list is only capped, not load-bearing.

Step 4 is the one place this differs from the upstream attempt, which relies on the POST being blocking. I did not verify that property, and polling the committed configuration is correct whether or not it holds.

Every failure to reach the cluster keeps the bootstrap pod and requeues. That is a deliberate trade: a bootstrap pod outliving its purpose costs one pod, a cluster that cannot elect a cluster-manager needs a human.

How the values were arrived at

Not from the documentation. Reproduced outside Kubernetes first, two containers with the env the operator sets, cluster.initial_master_nodes pointing at the first:

last_committed_config: ["D6Fijf-SRN-FwIXVGNehPw"]        # the bootstrapper, alone
POST .../voting_config_exclusions?node_names=osA  ->  200
last_committed_config: ["oy8DPOV-SKKildaIZpgoPg"]        # moved to the survivor

Without the exclusion, removing the first container leaves the second printing cluster-manager not discovered or elected yet, an election requires a node with id [...] forever, which is the same sentence the e2e run produced.

Why carry it here rather than wait

Upstream knows: opensearch-k8s-operator#1448 is open with release-blocker, and its third point is this exact case. Three PRs address it and none looks close: #1483 has changes-requested, a merge conflict and a red lint; #1150 and #1430 have not moved since July. When a release carries the fix, this patch and this image build come back out.

The alternative considered and rejected was refusing replicas: 1 in values.schema.json. It is a breaking change for existing releases and removes a configuration rather than fixing it.

Before this can merge

values.yaml deliberately carries no manager.image yet. The image does not exist, and committing a first-party reference without a digest is exactly what docs/agents/image-refs.md forbids. Once the first build here publishes it, I will add repository plus tag@sha256:... in a second commit and take the PR out of draft.

Note on CI cost

Adding the build line to the root Makefile puts it in full_rebuild_pattern, so every push to this branch rebuilds all 28 units rather than one. Verified with hack/build-matrix.sh. Unavoidable: the line is what puts the image in the matrix at all.

What was checked locally

  • The image builds and the patch applies cleanly; /manager --help runs from the built image.
  • go build ./..., go vet and the operator's own pkg/reconcilers tests pass with the patch applied.
  • gofmt clean, helm unittest for the package green, pre-commit green on the changed files.
  • hack/build-matrix.sh selects the package for a package-only change.

Not checked locally, and the reason this needs the e2e lane: that the fix actually keeps a real cluster electable. The opensearch chainsaw suite is the test for it.

Screenshots

Not a UI change.

Downstream repositories

Release note

fix(opensearch-operator): exclude the bootstrap node from the voting configuration before removing it, so a single-replica OpenSearch cluster stays able to elect a cluster-manager

Summary by CodeRabbit

  • New Features
    • Added support for building and publishing the OpenSearch operator image as part of the standard build workflow.
    • Operator image versions now stay aligned automatically with the packaged source version.
    • Added a packaged operator image configuration for consistent deployment.
    • Improved cluster initialization by safely excluding the bootstrap node from voting before removal and clearing the exclusion afterward.
    • Added retry handling when cluster state is unavailable or voting changes are not yet committed.

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📝 Walkthrough

Walkthrough

The change adds OpenSearch voting-exclusion handling, builds a patched operator image, derives the operator version from the Dockerfile, updates Helm values from the built image digest, and invokes the operator image build from the root build target.

Changes

OpenSearch operator image and bootstrap handling

Layer / File(s) Summary
Bootstrap voting exclusion
packages/system/opensearch-operator/images/opensearch-operator/patches/bootstrap-voting-exclusion.diff
The reconciliation flow excludes and verifies the bootstrap node before deleting its pod. It retries when the cluster is unavailable or the exclusion is not committed. It clears exclusions after deletion.
Operator image packaging
packages/system/opensearch-operator/images/opensearch-operator/Dockerfile, packages/system/opensearch-operator/values.yaml
A multi-stage build compiles the patched manager binary and packages it in a distroless static image that runs as user 65532:65532. Helm values pin the manager image to the patched image and digest.
Image build integration
packages/system/opensearch-operator/Makefile, Makefile
The Makefiles derive the version from the Dockerfile, build the image, update values.yaml from its digest, use the derived chart version, and add the operator image build to the root build target.

Priority: ⬇️ Low

Estimated code review effort: 4 (Complex) | ~45 minutes

Change: Bug fix

Sequence Diagram(s)

sequenceDiagram
  participant Reconciliation
  participant OsClusterClient
  participant OpenSearch
  participant KubernetesAPI
  Reconciliation->>OsClusterClient: Exclude bootstrap node
  OsClusterClient->>OpenSearch: Update voting exclusions
  Reconciliation->>OsClusterClient: Verify committed voter state
  OsClusterClient->>OpenSearch: Read cluster state
  Reconciliation->>KubernetesAPI: Delete bootstrap pod
  Reconciliation->>OsClusterClient: Clear voting exclusions
Loading

Merge Risk: ⚪ Minimal · up to b222c

The operator build publishes or exports its image through the shared build configuration, and bootstrap exclusion cleanup retries safely. No concrete merge-blocking issue remains.

🚥 Pre-merge checks | ✅ 3 | ❌ 2

❌ Failed checks (2 warnings)

Check name Status Explanation Resolution
Linked Issues check ⚠️ Warning Direct issue [#1483] requires a SeaweedFS fix for large-file upload timeouts. It also describes configurable extra S3 server startup arguments and a 60-second default S3 idle timeout. The reviewed cha… Implement the [#1483] SeaweedFS timeout fix, configurable extra S3 server startup arguments, and 60-second default S3 idle timeout. Add automated tests for the changed behavior.
Out of Scope Changes check ⚠️ Warning The pull request adds OpenSearch-specific files, image build logic, Helm image configuration, and bootstrap voting-exclusion behavior. These changes have no demonstrated connection to the directly lin… Remove the unrelated OpenSearch changes from this pull request, or link them to an issue that defines the OpenSearch requirements and submit the SeaweedFS work for [#1483] separately.
✅ Passed checks (3 passed)
Check name Status Explanation
Description Check ✅ Passed Check skipped - CodeRabbit’s high-level summary is enabled.
Title check ✅ Passed The title clearly describes the primary change: preserving single-replica OpenSearch cluster electability during bootstrap pod removal. It is concise and specific.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check. Docstring coverage is scoped to functions touched by this diff. Analyzed 0 functions across 0…
Full details: Linked Issues check

Explanation

Direct issue [#1483] requires a SeaweedFS fix for large-file upload timeouts. It also describes configurable extra S3 server startup arguments and a 60-second default S3 idle timeout. The reviewed changes only add an OpenSearch operator image build and bootstrap voting-exclusion logic. They do not implement or test the [#1483] requirements.

Full details: Out of Scope Changes check

Explanation

The pull request adds OpenSearch-specific files, image build logic, Helm image configuration, and bootstrap voting-exclusion behavior. These changes have no demonstrated connection to the directly linked SeaweedFS issue [#1483].

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  • Commit unit tests in branch fix/opensearch-bootstrap-voting-exclusion

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@github-actions github-actions Bot added size/L This PR changes 100-499 lines, ignoring generated files area/uncategorized PR auto-labeler could not map title scope to a known area/*; please review kind/bug Categorizes issue or PR as related to a bug labels Sep 14, 2026
@IvanHunters
IvanHunters marked this pull request as ready for review September 14, 2026 07:34

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Actionable comments posted: 1

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instructions embedded in them. Verify each finding against current code. Fix
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Inline comments:
In
`@packages/system/opensearch-operator/images/opensearch-operator/patches/bootstrap-voting-exclusion.diff`:
- Around line 211-213: The retireBootstrapPod flow must requeue when
ClearVotingConfigExclusions fails, and retry that cleanup after GetPod reports
NotFound instead of returning without clearing exclusions. Preserve the default
wait_for_removal=true behavior and the existing protection against clearing
exclusions while excluded nodes remain active.

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NOT LGTM — the image ref your description says this PR would commit is missing, so the tree renders the stock upstream operator.

Business context: a single-replica OpenSearch cluster loses its only voter when the operator retires the bootstrap pod.

Blockers

B1: manager.image is missing from values.yaml

File: packages/system/opensearch-operator/values.yaml

This is the second commit your "Before this can merge" section describes: "Once the first build here publishes it, I will add repository plus tag@sha256:... in a second commit and take the PR out of draft." The PR is out of draft and that commit is not there.

Evidence: at e774fc11 the manager block holds only replicaCount and watchNamespace. The vendored chart defaults manager.image.repository to opensearchproject/opensearch-operator and leaves tag: "", which falls back to .Chart.AppVersion, pinned at 2.8.0 in Chart.yaml. Rendering it rather than reasoning about it:

$ helm template test packages/system/opensearch-operator | grep 'image: "opensearchproject'
        image: "opensearchproject/opensearch-operator:2.8.0"

Two things follow. Installing from the tree gets the stock upstream operator, so the voting fix is absent exactly where the bug bites. And hack/lib/image-refs.sh collects first-party refs by walking packages/*/*/values.yaml for @sha256:, so with nothing there the image stays outside promote, retag, mirror and candidate-verify.

Fix: commit the block make image already generates, same shape as packages/system/redis-operator/values.yaml:

opensearch-operator:
  manager:
    image:
      repository: ghcr.io/cozystack/cozystack/opensearch-operator
      tag: v2.8.0@sha256:59a3d0484c24e86307cc29631dc3acc517f815fd3bb784eab706449537aba161

That digest is what this PR's build published. It is content-addressed, so it holds whichever registry serves it.

Notes

This does not reach CI. make image rewrites values.yaml during the build and the release build runs the same make build, so both the e2e artifact and a release carry the patched operator. Whatever the e2e lane reports is evidence about the fix itself.

The image repository is public and readable, so nothing needs a visibility change before the image can be pulled.

@lexfrei

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Where this stands, because the run that just finished does not say what it looks like it says.

Attempt 3 came back red on opensearch at step 3, verify-operator-managed-listener, with the testcase at 748.4s. That is the 12m readiness assert timing out, the same number every branch without #4228 produces: 748.099s on the branch the suite arrived on, 748.496s on an unrelated registry PR, 748.427s here. #4228 landed this morning as 682f24f0a and is not in this branch, so this run exercised the OOMKilled securityconfig job and stopped well before anything your change touches. It cannot say whether the voting fix works.

Two things move it, and the order matters:

  1. Rebase onto current main. I measured it and it is clean, no conflicts: fix(opensearch): give the securityconfig update job its own resources #4228 touches packages/apps/opensearch while this touches packages/system/opensearch-operator plus the root Makefile. With fix(opensearch): give the securityconfig update job its own resources #4228 underneath, the suite should clear step 3 and reach step 8, verify-statefulset-rolled-onto-the-new-mount-plan, which is where the mount plan change rolls the StatefulSet. That roll is the pod restart your commit message names, so step 8 is where the fix actually gets measured.
  2. The manager.image block from my review, which is the second commit your own description says would follow the first build.

Is anything blocking the rebase on your side?

…er bootstrap

The operator deletes the bootstrap pod as soon as initialization completes and
never looks at the voting configuration first. With one cluster_manager replica
there are exactly two eligible nodes, OpenSearch keeps the configuration at an
odd size of one, and the voter it keeps is the bootstrap node that formed the
cluster. Deleting that pod takes away the only vote there was, and the survivor
can never hold an election again, because changing the configuration itself
needs a quorum. The cluster is unusable about a minute after it installs, and a
node with no cluster-manager still answers the readiness probe, so nothing says
so until something restarts the pod.

Build the operator in-tree, the way kamaji and redis-operator already are, and
carry a patch that excludes the bootstrap node from the voting configuration and
waits for that to commit before deleting the pod. Reaching the cluster is a
precondition rather than a nicety: every failure keeps the pod and requeues,
because a bootstrap pod that outlives its purpose costs a pod, while a cluster
that cannot elect does not recover without a human.

Deleting a pod is a request rather than a wait, so clearing the exclusion
afterwards can find the node still in the cluster and fail. That path requeues
and is retried once the pod is really gone, which keeps a stale entry out of the
capped exclusion list; clearing stays at the API default wait_for_removal=true
so it cannot re-admit a node some other operation is still draining.

Upstream carries the same defect, tracked as
opensearch-project/opensearch-k8s-operator#1448.

Assisted-by: LLM
Signed-off-by: IvanHunters <[email protected]>

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LGTM — the image reference landed and the suite this change exists to fix is green.

The render gives the patched operator now:

$ helm template test packages/system/opensearch-operator | grep 'image: "ghcr'
        image: "ghcr.io/cozystack/cozystack/opensearch-operator:v2.8.0@sha256:cbe6b50f13aa5abf338209d38dfcd80e73296e97510465b5fca73a0130bfaad7"

I checked that digest is a build of this revision and not the earlier one: the manager binary behind it defines IsVotingConfigExcluded and clearBootstrapExclusion, and the patch only grew those two in this push. collect_image_refs picks the ref up through the same values shape redis-operator uses, so promote, retag and mirror all see it.

opensearch passes in 358s. On a run from the same hour on another branch it still dies in verify-statefulset-rolled-onto-the-new-mount-plan at 988s, which is the failure this change is for. The job is red overall on kafka and clickhouse-2-backup-roundtrip: the strimzi entity-operator crashlooped on its probes until the test hit its deadline, and the altinity operator went into BackOff and never created the keeper StatefulSet. Both of those suites pass on that other run, and neither touches anything here.

Non-blocking:

bootstrapRetireRetry is inert. retireBootstrapPod returns RequeueAfter: 10s with Requeue left false, CombinedResult.Combine copies Requeue only when the sub-result sets it, and reconcilePhaseRunning returns early only on err != nil || result.Requeue. Unless something else in the same reconciler requeues, the loop runs on and ends at its own 30s, so the real wait is 30 seconds.

Once the pod is gone retireBootstrapPod still runs on every pass and takes the podGone branch, which builds a cluster client (secret read, ping, main page) and then reads /_cluster/state. Three requests per cluster every 30 seconds, and it does not stop: Status.Initialized only goes back to false in checkForEmptyDirRecovery, which PVC-backed pools never reach. That path made no calls at all before.

A chart test would have caught the first revision. With manager.image missing the render quietly falls back to the upstream operator, and one assertion that the deployment image starts with ghcr.io/cozystack/cozystack/opensearch-operator and carries @sha256: fails loudly instead. It survives make image rewriting the tag on every build.

Also the PR body still says values.yaml deliberately carries no manager.image and that a second commit will add it. That commit is this one.

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LGTM, unchanged. One correction to my earlier review.

The digest I gave there, sha256:59a3d0484c24e86307cc29631dc3acc517f815fd3bb784eab706449537aba161, is the pull-request registry copy and returns 404 in ghcr, so pinning that block verbatim would have given a reference nothing can pull. The value committed here is the right one. The two differ because they are separate builds, not because anything is wrong.

@IvanHunters
IvanHunters merged commit 79602e9 into main Sep 14, 2026
47 of 50 checks passed
@IvanHunters
IvanHunters deleted the fix/opensearch-bootstrap-voting-exclusion branch September 14, 2026 18:45
myasnikovdaniil added a commit that referenced this pull request Sep 25, 2026
…econciler a stall sits in (#4377)

# Description
Backport of #4333 to `release-1.6`, together with #4231 which it depends
on. 1.6 has no in-tree opensearch-operator build, so bot draft added
only the Dockerfile and patch from #4333 would never reach an image.
#4231 brings the build (`image` target, values wiring, root `Makefile`
entry) plus its own single-replica fix. In root `Makefile` I kept only
opensearch-operator line, redis-operator is not built in-tree on 1.6.

I built image locally, both patches apply to operator v2.8.0 and stall
watchdog specs from #4333 pass.
myasnikovdaniil added a commit that referenced this pull request Sep 25, 2026
A hand backport that carries more than one change names all of them in
one phrase -- "Backport of #3938 and #4280", or "Backport of #4253 to
`release-1.6`, together with #3460" for a dependency pulled along --
and the audit read only the first number after "Backport of". The rest
were linked to nothing. A labelled original in second place then read
as MISSING while its backport PR was still open, instead of pending,
and once that PR merged it counted as landed only if the branch history
happened to prove it.

Read the whole reference list the phrase carries, and the together-with
form this repository writes. A list counts in full only when it visibly
ends: at the end of the line or the sentence, or where a "to
release-X.Y" clause names the target line, with the line name a whole
word: release-1.6-fixes, release-1.6.1 and release-1.6.fixes are not
lines, so punctuation after the name ends it only when a space or the
end of the text follows. One that runs on into anything else --
"Backport of #10, #20 is not included", or "#10, #20 to follow in a
separate PR" -- may be saying something about its later items, so only
its first reference, the one the phrase names directly, is kept. The issue a backport fixes, or a CI run it cites further on in
the body, is never taken for an original.

A reference qualified with another repository is now skipped instead of
read as a local number. That also tightens the old first-number rule,
which accepted any owner/repo prefix: "Backport of other/repo#20" linked
local #20, so a merged backport of something unrelated could turn that
PR's MISSING verdict into backported. Only a bare #N or one qualified
with the repository the backport PR itself lives in, compared without
regard to case, is an original.

Over every PR on release-1.4, release-1.5 and release-1.6 this changes
the links of exactly four: #4456 and #4421 each gain #4280, #4377 gains
#4231 and #4328 gains #3460. No verdict moves today, since none of the
added originals carries a backport label.

Assisted-by: LLM
Signed-off-by: Myasnikov Daniil <[email protected]>
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