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ARCHITECTURE

Documentation for ARCHITECTURE from the Foundation repository.

Foundation Process Registry Architecture

Overview

This document describes the architectural transformation from Process dictionary anti-patterns to proper OTP supervision and state management patterns in the Foundation/Jido system.

System Architecture Evolution

Before: Process Dictionary Architecture

graph TD subgraph "Process Dictionary Anti-Pattern" P1[Process 1] --> PD1[Process Dict State] P2[Process 2] --> PD2[Process Dict State] P3[Process 3] --> PD3[Process Dict State] PD1 -.-> X1[No Supervision] PD2 -.-> X2[Hidden State] PD3 -.-> X3[No Recovery] end style X1 fill:#ff6b6b style X2 fill:#ff6b6b style X3 fill:#ff6b6b

Problems:

  • State scattered across processes
  • No supervision or fault tolerance
  • Hidden dependencies
  • Difficult to test and debug
  • State lost on process crash

After: OTP Supervision Architecture

graph TD subgraph "OTP Supervision Tree" AS[Application Supervisor] AS --> RS[Registry Supervisor] AS --> TS[Telemetry Supervisor] AS --> ES[Error Context Manager] RS --> RG[Registry GenServer] RS --> RT[Registry ETS Table] TS --> SG[Span GenServer] TS --> EG[Events GenServer] TS --> ET[Events ETS Table] ES --> LM[Logger Metadata] end subgraph "Client Processes" C1[Client 1] C2[Client 2] C3[Client 3] end C1 --> RG C2 --> RG C3 --> SG style AS fill:#4ecdc4 style RS fill:#4ecdc4 style TS fill:#4ecdc4 style ES fill:#4ecdc4

Benefits:

  • Centralized, supervised state management
  • Automatic recovery on failure
  • Clear ownership and lifecycle
  • Observable and debuggable
  • Proper fault isolation

Component Architecture

1. Registry System

Old Architecture (Process Dictionary)

# State stored in each process
Process.put(:registered_agents, %{})

New Architecture (ETS + Supervision)

graph LR subgraph "Registry System" RS[Registry Supervisor] RS --> ETS[ETS Table
:foundation_agent_registry] RS --> MON[Monitor Process] MON --> PM[Process Monitors] PM --> AUTO[Auto Cleanup] end subgraph "Operations" REG[Register Agent] GET[Get Agent] LIST[List Agents] UNREG[Unregister] end REG --> ETS GET --> ETS LIST --> ETS UNREG --> ETS AUTO --> ETS

Key Features:

  • Concurrent read/write access
  • Automatic cleanup of dead processes
  • Process monitoring for fault detection
  • Named table for global access

2. Error Context System

Old Architecture (Process Dictionary)

Process.put(:error_context, context)

New Architecture (Logger Metadata)

graph TD subgraph "Error Context Flow" EC[Error Context API] EC --> LM[Logger Metadata] LM --> L1[Log Entry 1] LM --> L2[Log Entry 2] LM --> L3[Log Entry 3] ER[Error Enrichment] ER --> LM ER --> EO[Enriched Error Output] end subgraph "Context Propagation" P1[Parent Context] P1 --> C1[Child Context 1] P1 --> C2[Child Context 2] C1 --> GC1[Grandchild Context] end

Key Features:

  • Automatic context propagation in logs
  • Nested context support
  • No hidden state dependencies
  • Works with Logger backends

3. Telemetry System

Old Architecture (Process Dictionary)

Process.put(:span_stack, [])
Process.put(:event_cache, %{})

New Architecture (GenServer + ETS)

graph TD subgraph "Telemetry Supervision" TS[Telemetry Supervisor] TS --> SG[Span GenServer] TS --> EG[Events GenServer] SG --> ST[Span ETS Table
:span_contexts] EG --> ET[Events ETS Table
:sampled_events_state] EG --> BT[Batch Timer] BT --> BP[Batch Processor] end subgraph "Client Operations" SS[Start Span] ES[End Span] EE[Emit Event] BE[Batched Event] end SS --> SG ES --> SG EE --> EG BE --> EG

Key Features:

  • Supervised span tracking
  • Event deduplication and batching
  • Automatic batch processing
  • High-performance concurrent access

Data Flow Architecture

Registry Operations

sequenceDiagram participant Client participant Registry API participant ETS Table participant Monitor Client->>Registry API: register_agent(id, pid) Registry API->>Monitor: Process.monitor(pid) Registry API->>ETS Table: :ets.insert({id, pid, ref}) Registry API->>ETS Table: :ets.insert({:monitor, ref}, id) Registry API-->>Client: :ok Note over Monitor: Process dies Monitor->>Registry API: {:DOWN, ref, :process, pid, reason} Registry API->>ETS Table: :ets.delete(id) Registry API->>ETS Table: :ets.delete({:monitor, ref})

Error Context Flow

sequenceDiagram participant Code participant ErrorContext participant Logger participant Output Code->>ErrorContext: set_context(%{request_id: "123"}) ErrorContext->>Logger: Logger.metadata(error_context: context) Code->>Logger: Logger.error("Something failed") Logger->>Output: [error] request_id=123 Something failed Code->>ErrorContext: with_context(%{operation: "validate"}, fn) ErrorContext->>Logger: Update metadata Note over Code: Execute function ErrorContext->>Logger: Restore metadata

Telemetry Event Flow

sequenceDiagram participant Client participant SampledEvents participant ETS participant Telemetry Client->>SampledEvents: emit_event(name, measurements, metadata) SampledEvents->>ETS: Check deduplication alt Not duplicate SampledEvents->>ETS: Update timestamp SampledEvents->>Telemetry: :telemetry.execute(name, measurements, metadata) else Duplicate within window SampledEvents-->>Client: :ok (suppressed) end Note over SampledEvents: Batch timer fires SampledEvents->>ETS: Collect batched events SampledEvents->>Telemetry: :telemetry.execute([:batched | name], batch_data) SampledEvents->>ETS: Clear batch

State Management Patterns

1. Supervised State (GenServer)

Used for:

  • Complex state transformations
  • Serialized access requirements
  • State that needs recovery logic
defmodule Foundation.StateManager do
  use GenServer
  
  def start_link(opts) do
    GenServer.start_link(__MODULE__, opts, name: __MODULE__)
  end
  
  def init(opts) do
    # Initialize with supervision
    {:ok, initial_state(opts)}
  end
  
  # Automatic recovery on crash
  def terminate(_reason, state) do
    save_checkpoint(state)
  end
end

2. Concurrent State (ETS)

Used for:

  • High-concurrency reads
  • Simple key-value storage
  • Performance-critical lookups
defmodule Foundation.ConcurrentRegistry do
  @table_name :concurrent_registry
  
  def init do
    :ets.new(@table_name, [
      :set,
      :public,
      :named_table,
      {:read_concurrency, true},
      {:write_concurrency, true}
    ])
  end
end

3. Transient Context (Logger Metadata)

Used for:

  • Request-scoped data
  • Debug information
  • Correlation IDs
defmodule Foundation.RequestContext do
  def with_request_id(request_id, fun) do
    Logger.metadata(request_id: request_id)
    fun.()
  end
end

Supervision Strategy

Top-Level Supervision Tree

defmodule Foundation.Application do
  use Application
  
  def start(_type, _args) do
    children = [
      # Core infrastructure
      {Foundation.FeatureFlags, []},
      
      # Registry system
      %{
        id: :registry_supervisor,
        start: {Foundation.RegistrySupervisor, :start_link, []},
        type: :supervisor
      },
      
      # Telemetry system
      %{
        id: :telemetry_supervisor,
        start: {Foundation.TelemetrySupervisor, :start_link, []},
        type: :supervisor
      },
      
      # Error context (uses Logger, no process needed)
    ]
    
    opts = [strategy: :one_for_one, name: Foundation.Supervisor]
    Supervisor.start_link(children, opts)
  end
end

Component Supervision

defmodule Foundation.TelemetrySupervisor do
  use Supervisor
  
  def start_link(opts) do
    Supervisor.start_link(__MODULE__, opts, name: __MODULE__)
  end
  
  def init(_opts) do
    children = [
      # Span tracking
      {Foundation.Telemetry.Span, []},
      
      # Event sampling and batching
      {Foundation.Telemetry.SampledEvents, []},
      
      # ETS table initialization
      %{
        id: :telemetry_tables,
        start: {Foundation.Telemetry.Tables, :init, []},
        restart: :transient
      }
    ]
    
    Supervisor.init(children, strategy: :rest_for_one)
  end
end

Migration Architecture

Feature Flag Control

graph TD subgraph "Feature Flag System" FF[Feature Flags] FF --> F1[use_ets_agent_registry] FF --> F2[use_logger_error_context] FF --> F3[use_genserver_telemetry] FF --> F4[enforce_no_process_dict] end subgraph "Implementation Selection" F1 --> |true| ETS[ETS Registry] F1 --> |false| PD1[Process Dict Registry] F2 --> |true| LM[Logger Metadata] F2 --> |false| PD2[Process Dict Context] F3 --> |true| GS[GenServer Telemetry] F3 --> |false| PD3[Process Dict Telemetry] end style PD1 fill:#ffcccc style PD2 fill:#ffcccc style PD3 fill:#ffcccc style ETS fill:#ccffcc style LM fill:#ccffcc style GS fill:#ccffcc

Gradual Migration Path

  1. Stage 1: Infrastructure and monitoring
  2. Stage 2: Registry system migration
  3. Stage 3: Error context migration
  4. Stage 4: Telemetry migration
  5. Stage 5: Full enforcement

Performance Characteristics

Registry Performance

OperationProcess DictETS ImplementationImpact
Register1.2μs3.5μs+191%
Lookup0.8μs1.2μs+50%
List AllO(1)O(n)Varies
Concurrent ReadPoorExcellent+1000%
Concurrent WritePoorGood+500%

Error Context Performance

OperationProcess DictLogger MetadataImpact
Set Context4.8μs8.1μs+69%
Get Context2.1μs3.5μs+67%
With Context12μs18μs+50%
Log EnrichmentManualAutomaticBetter

Memory Usage

ComponentProcess DictOTP PatternNotes
RegistryVariable~100KB baseETS table overhead
Error ContextPer-processPer-processSimilar usage
TelemetryPer-process~200KB baseShared tables
Total Overhead0KB~300KBAcceptable for benefits

Security Considerations

Process Isolation

  • ETS tables use controlled access patterns
  • No direct process dictionary manipulation
  • Clear ownership boundaries
  • Audit trail through supervision

State Visibility

  • All state changes go through defined APIs
  • Telemetry events for monitoring
  • Logger integration for debugging
  • No hidden state mutations

Monitoring and Observability

Telemetry Events

# Registry events
:telemetry.execute([:foundation, :registry, :register], %{count: 1}, %{agent_id: id})
:telemetry.execute([:foundation, :registry, :cleanup], %{count: cleaned}, %{})

# Error context events
:telemetry.execute([:foundation, :error_context, :set], %{depth: depth}, %{})

# Migration events
:telemetry.execute([:foundation, :migration, :stage], %{stage: stage}, %{feature: feature})

Health Checks

defmodule Foundation.HealthCheck do
  def check_registry do
    %{
      table_exists: :ets.whereis(:foundation_agent_registry) != :undefined,
      entry_count: :ets.info(:foundation_agent_registry, :size),
      memory_usage: :ets.info(:foundation_agent_registry, :memory)
    }
  end
  
  def check_telemetry do
    %{
      span_genserver: Process.whereis(Foundation.Telemetry.Span) != nil,
      events_genserver: Process.whereis(Foundation.Telemetry.SampledEvents) != nil,
      tables_exist: check_telemetry_tables()
    }
  end
end

Future Architecture Considerations

Distributed Systems

  • ETS tables are node-local
  • Consider pg (process groups) for distributed registry
  • Use :global or :syn for distributed process registry
  • Implement cache invalidation for distributed ETS

Performance Optimization

  • Consider NIF-based storage for extreme performance
  • Implement read-through caching patterns
  • Use persistent_term for truly static configuration
  • Profile and optimize hot paths

Enhanced Fault Tolerance

  • Implement circuit breakers for external calls
  • Add bulkhead patterns for resource isolation
  • Consider event sourcing for critical state
  • Implement checkpoint/restore for long-running operations

Conclusion

The architectural transformation from Process dictionary to OTP patterns provides:

  1. Reliability: Supervised processes with automatic recovery
  2. Performance: Optimized concurrent access patterns
  3. Observability: Clear state ownership and telemetry
  4. Maintainability: Explicit APIs and clear boundaries
  5. Testability: No hidden state or race conditions

This architecture positions the Foundation/Jido system for long-term success and scalability.