GroveEngine/docs/plans/PLAN_deadlock_detection_prevention.md

Plan : Détection & Prévention Deadlock - GroveEngine

Date : 2025-01-21 Durée totale : 15h sur 2 semaines Objectif : Implémenter 4 aspects de protection anti-deadlock

---

📋 Vue d'Ensemble

Phase	Aspect	Durée	Difficulté	Priorité	Livrable
1.1	ThreadSanitizer	2h	⭐ Easy	🔥 Critique	TSan activé + tests clean
1.2	Helgrind	3h	⭐⭐ Medium	🔶 Important	Validation croisée
2	std::scoped_lock	4h	⭐⭐ Medium	🔥 Critique	Prévention deadlock
3	std::shared_mutex	6h	⭐⭐⭐ Hard	🔶 Optim	Perf concurrent +50-400%

---

Phase 1 : Détection Runtime (Semaine 1 - 5h)

Phase 1.1 : ThreadSanitizer (TSan) - Jour 1-2 (2h)

Objectif : Détection automatique des deadlocks potentiels et réels

Modifications CMakeLists.txt

Fichier : CMakeLists.txt (après project())

# ============================================================================
# Sanitizers for Testing
# ============================================================================
option(GROVE_ENABLE_TSAN "Enable ThreadSanitizer" OFF)

if(GROVE_ENABLE_TSAN)
    message(STATUS "🔍 ThreadSanitizer enabled (5-15x slowdown expected)")
    add_compile_options(-fsanitize=thread -g -O1 -fno-omit-frame-pointer)
    add_link_options(-fsanitize=thread)

    # Disable optimizations that confuse TSan
    add_compile_options(-fno-optimize-sibling-calls)

    message(WARNING "⚠️  TSan cannot be combined with ASan - build separately")
endif()

Tests

# Build avec TSan
cmake -DGROVE_ENABLE_TSAN=ON -B build-tsan
cmake --build build-tsan

# Run tous les tests
cd build-tsan
TSAN_OPTIONS="detect_deadlocks=1 history_size=7 exitcode=1" ctest -V

# Run un test spécifique
TSAN_OPTIONS="detect_deadlocks=1 second_deadlock_stack=1" ./tests/test_13_cross_system

# Avec logging détaillé
TSAN_OPTIONS="detect_deadlocks=1 log_path=tsan.log verbosity=2" ctest

Options TSan utiles

# Dans TSAN_OPTIONS (séparés par espaces)

detect_deadlocks=1          # Activer détection deadlock
history_size=7              # Taille historique (défaut=2, max=7)
second_deadlock_stack=1     # Afficher 2e stack trace
exitcode=1                  # Exit code si erreur détectée
halt_on_error=0             # Continuer après 1ère erreur
log_path=tsan.log           # Fichier de log (au lieu de stderr)
verbosity=2                 # Niveau de détail (0-2)

Exemple de sortie TSan

==================
WARNING: ThreadSanitizer: lock-order-inversion (potential deadlock)
  Cycle in lock order graph: M1 (0x7b0c00001000) => M2 (0x7b0c00002000) => M1

  Mutex M1 acquired here while holding mutex M2:
    #0 pthread_mutex_lock
    #1 std::mutex::lock()
    #2 IntraIOManager::routeMessage() src/IntraIOManager.cpp:176

  Mutex M2 previously acquired here while holding mutex M1:
    #0 pthread_mutex_lock
    #1 std::mutex::lock()
    #2 IntraIOManager::flushBatch() src/IntraIOManager.cpp:221
==================

Livrables Phase 1.1

• CMakeLists.txt modifié avec option GROVE_ENABLE_TSAN
• Documentation des options TSan
• Tous les tests passent sans warnings TSan
• CI/CD optionnellement intègre build TSan (peut être lent)

Effort estimé : 2h (1h setup + 1h fix issues)

---

Phase 1.2 : Helgrind - Jour 3-4 (3h)

Objectif : Double-vérification avec un détecteur alternatif

Modifications CMakeLists.txt

Fichier : CMakeLists.txt

# ============================================================================
# Helgrind (Valgrind) Integration
# ============================================================================
option(GROVE_ENABLE_HELGRIND "Add Helgrind test target" OFF)

if(GROVE_ENABLE_HELGRIND)
    find_program(VALGRIND_EXECUTABLE valgrind)

    if(VALGRIND_EXECUTABLE)
        message(STATUS "✅ Valgrind found: ${VALGRIND_EXECUTABLE}")

        # Add custom target for all tests
        add_custom_target(helgrind
            COMMAND ${CMAKE_COMMAND} -E echo "🔍 Running Helgrind (10-50x slowdown, be patient)..."
            COMMAND ${VALGRIND_EXECUTABLE}
                --tool=helgrind
                --log-file=${CMAKE_BINARY_DIR}/helgrind-full.log
                --suppressions=${CMAKE_SOURCE_DIR}/helgrind.supp
                --error-exitcode=1
                --read-var-info=yes
                ${CMAKE_CTEST_COMMAND} --output-on-failure --timeout 600
            WORKING_DIRECTORY ${CMAKE_BINARY_DIR}
            COMMENT "Running all tests with Helgrind deadlock detector"
        )

        # Add convenience target for single test
        add_custom_target(helgrind-single
            COMMAND ${CMAKE_COMMAND} -E echo "🔍 Running single test with Helgrind..."
            COMMAND ${VALGRIND_EXECUTABLE}
                --tool=helgrind
                -v
                --log-file=${CMAKE_BINARY_DIR}/helgrind-single.log
                --suppressions=${CMAKE_SOURCE_DIR}/helgrind.supp
                --error-exitcode=1
                --read-var-info=yes
                ./tests/test_13_cross_system
            WORKING_DIRECTORY ${CMAKE_BINARY_DIR}
            COMMENT "Running test_13_cross_system with Helgrind"
        )

        message(STATUS "✅ Helgrind targets added:")
        message(STATUS "   - make helgrind        (all tests)")
        message(STATUS "   - make helgrind-single (test_13 only)")
    else()
        message(WARNING "⚠️  Valgrind not found - Helgrind targets disabled")
        message(STATUS "   Install: sudo apt-get install valgrind")
    endif()
endif()

Fichier de suppressions

Fichier : helgrind.supp

# helgrind.supp - Suppress known false positives
# Format: https://valgrind.org/docs/manual/manual-core.html#manual-core.suppress

# spdlog false positives (lazy initialization)
{
   spdlog_registry_instance
   Helgrind:Race
   fun:*spdlog*registry*instance*
}

{
   spdlog_logger_creation
   Helgrind:Race
   ...
   fun:*spdlog*
}

# std::thread false positives
{
   std_thread_detach
   Helgrind:Race
   fun:*std*thread*
}

# C++ static initialization race (benign)
{
   static_initialization_guard
   Helgrind:Race
   fun:__cxa_guard_acquire
}

# Helgrind doesn't understand std::atomic properly
{
   atomic_load
   Helgrind:Race
   fun:*atomic*load*
}

{
   atomic_store
   Helgrind:Race
   fun:*atomic*store*
}

Tests

# Build avec Helgrind target
cmake -DGROVE_ENABLE_HELGRIND=ON -B build
cmake --build build

# Run all tests avec Helgrind (TRÈS LENT - 10-50x slowdown)
cd build
make helgrind

# Run un seul test (plus rapide pour debug)
make helgrind-single

# Voir les résultats
cat helgrind-full.log | grep -E "(Possible|Thread|ERROR|definitely)" | less

# Compter les problèmes
cat helgrind-full.log | grep "Possible data race" | wc -l
cat helgrind-full.log | grep "lock order" | wc -l

Exemple de sortie Helgrind

==12345== Helgrind, a thread error detector
==12345== Using Valgrind-3.18.1

Thread #1: lock order "0x123456 before 0x789abc" violated
Thread #2: lock order "0x789abc before 0x123456" violated

   Expected order: 0x123456 before 0x789abc

   at 0x4E4B123: pthread_mutex_lock (in /lib/libpthread.so)
   by 0x401234: std::mutex::lock() (mutex:123)
   by 0x402345: IntraIOManager::routeMessage() (IntraIOManager.cpp:176)

Comparaison TSan vs Helgrind

Aspect	ThreadSanitizer	Helgrind
Overhead	5-15x	10-50x
Détection	Lock order + races	Lock order + races
Précision	Très bonne	Bonne (plus de FP)
Intégration	Compile-time	Runtime (externe)
Plateformes	Linux, macOS	Linux, macOS
Facilité	⭐⭐⭐⭐⭐	⭐⭐⭐
Recommandation	PRIMARY	Validation croisée

Livrables Phase 1.2

• CMakeLists.txt avec targets Helgrind
• Fichier helgrind.supp avec suppressions
• Documentation d'usage (ce fichier)
• Tableau comparatif TSan vs Helgrind rempli
• Tests passent avec Helgrind

Effort estimé : 3h (1h setup + 2h suppressions + comparaison)

---

Phase 2 : Prévention Compile-time (Semaine 2 - 4h)

std::scoped_lock - Jour 5-7

Objectif : Prévenir deadlocks lors de l'acquisition de plusieurs mutexes

Analyse préalable

Rechercher tous les endroits avec multiple locks :

# Recherche pattern : lock_guard successifs
cd src
grep -n "lock_guard" *.cpp | sort -t: -k1,1

# Afficher contexte (2 lignes avant/après)
grep -B2 -A2 "lock_guard" IntraIOManager.cpp

Modifications identifiées

1. IntraIOManager.cpp - Ligne 176

Avant (risque de deadlock) :

void IntraIOManager::routeMessage(const std::string& sourceId,
                                   const std::string& topic,
                                   const json& messageData) {
    std::lock_guard<std::mutex> lock(managerMutex);

    // ... code ...

    // Plus loin dans le même scope
    std::lock_guard<std::mutex> batchLock(batchMutex);  // ❌ Ordre variable

    // Access batch buffer
}

Après (deadlock-proof) :

void IntraIOManager::routeMessage(const std::string& sourceId,
                                   const std::string& topic,
                                   const json& messageData) {
    std::scoped_lock lock(managerMutex, batchMutex);  // ✅ Ordre garanti

    // ... code ...
    // Accès safe aux deux ressources
}

2. IntraIOManager.cpp - Ligne 221

Avant :

void IntraIOManager::someOtherFunction() {
    std::lock_guard<std::mutex> lock(managerMutex);
    // ...
    std::lock_guard<std::mutex> batchLock(batchMutex);
}

Après :

void IntraIOManager::someOtherFunction() {
    std::scoped_lock lock(managerMutex, batchMutex);
    // ...
}

3. IntraIOManager.cpp - Lignes 256, 272, 329

Même pattern : remplacer par scoped_lock.

Test unitaire de validation

Fichier : tests/unit/test_scoped_lock.cpp

#define CATCH_CONFIG_MAIN
#include <catch2/catch_test_macros.hpp>
#include <mutex>
#include <thread>
#include <atomic>
#include <vector>

TEST_CASE("scoped_lock prevents deadlock") {
    std::mutex m1, m2;
    std::atomic<int> counter{0};
    std::atomic<bool> deadlocked{false};

    // Thread 1: lock m1 then m2
    std::thread t1([&]() {
        for (int i = 0; i < 10000; i++) {
            std::scoped_lock lock(m1, m2);  // Order: m1, m2
            counter++;
            std::this_thread::yield();
        }
    });

    // Thread 2: lock m2 then m1 (INVERSE ORDER)
    std::thread t2([&]() {
        for (int i = 0; i < 10000; i++) {
            std::scoped_lock lock(m2, m1);  // Order: m2, m1 - Still safe!
            counter++;
            std::this_thread::yield();
        }
    });

    // Watchdog thread
    std::thread watchdog([&]() {
        for (int i = 0; i < 50; i++) {
            std::this_thread::sleep_for(std::chrono::milliseconds(100));
            if (counter == 20000) {
                return;  // Success
            }
        }
        deadlocked = true;
    });

    t1.join();
    t2.join();
    watchdog.join();

    REQUIRE_FALSE(deadlocked);
    REQUIRE(counter == 20000);
}

TEST_CASE("scoped_lock vs lock_guard - demonstrate issue") {
    std::mutex m1, m2;

    SECTION("scoped_lock - safe") {
        std::thread t1([&]() {
            std::scoped_lock lock(m1, m2);
        });
        std::thread t2([&]() {
            std::scoped_lock lock(m2, m1);  // Inverse order - SAFE
        });

        t1.join();
        t2.join();
        // No deadlock
        REQUIRE(true);
    }

    // NOTE: Cannot easily test lock_guard deadlock without actual deadlock
    // This is why we use TSan/Helgrind instead
}

Documentation - Patterns à éviter

Fichier : docs/coding_guidelines.md

## Synchronization Guidelines

### ✅ DO: Use std::scoped_lock for multiple mutexes

```cpp
void function() {
    std::scoped_lock lock(mutex1, mutex2, mutex3);
    // Safe - lock order guaranteed by implementation
}

❌ DON'T: Use std::lock_guard for multiple mutexes

void function() {
    std::lock_guard<std::mutex> lock1(mutex1);  // BAD
    std::lock_guard<std::mutex> lock2(mutex2);  // DEADLOCK RISK
    // If another thread locks in reverse order -> deadlock
}

✅ DO: Use std::unique_lock with std::lock if you need unlock

void function() {
    std::unique_lock<std::mutex> lock1(mutex1, std::defer_lock);
    std::unique_lock<std::mutex> lock2(mutex2, std::defer_lock);
    std::lock(lock1, lock2);  // Safe deadlock-free acquisition

    // ... do work ...

    // Can unlock early if needed
    lock1.unlock();
}

#### Checklist de refactoring

**Fichiers à modifier** :

- [x] `src/IntraIOManager.cpp` lignes 176, 221, 256, 272, 329
- [ ] `src/IntraIO.cpp` (vérifier si applicable)
- [ ] `src/JsonDataTree.cpp` (vérifier si applicable)
- [ ] `src/ModuleLoader.cpp` (vérifier si applicable)

**Tests** :

- [x] `tests/unit/test_scoped_lock.cpp` créé
- [x] Tous les tests d'intégration passent
- [x] TSan validation (pas de lock-order-inversion)
- [x] Helgrind validation

#### Livrables Phase 2

- [x] Toutes les acquisitions multi-mutex utilisent `std::scoped_lock`
- [x] Test unitaire démontrant la prévention
- [x] Documentation patterns à éviter (coding_guidelines.md)
- [x] Checklist de refactoring complétée

**Effort estimé** : 4h (2h recherche + 1h refactor + 1h tests)

---

## Phase 3 : Optimisation Concurrence (Semaine 2-3 - 6h)

### std::shared_mutex - Jour 8-10

**Objectif** : Permettre lectures concurrentes sans blocage

#### Analyse Read/Write Ratio

Avant de modifier, vérifier que c'est pertinent :

```bash
# Analyser les logs pour voir ratio read/write
cd build
./tests/test_11_io_system 2>&1 | grep "findSubscribers" | wc -l  # READS
./tests/test_11_io_system 2>&1 | grep "registerSubscriber" | wc -l  # WRITES

# Expected ratio: >100:1 (read-heavy)

Modification 1 : TopicTree.h

Fichier : external/StillHammer/topictree/include/topictree/TopicTree.h

Ligne 56 - Avant :

mutable std::mutex treeMutex;  // Read-write would be better but keep simple

Ligne 56 - Après :

mutable std::shared_mutex treeMutex;  // ✅ Reader-writer lock for concurrent reads

Ligne 222 - registerSubscriber() - WRITE :

void registerSubscriber(const std::string& pattern, const SubscriberType& subscriber) {
    auto segments = splitTopic(pattern);

    std::unique_lock lock(treeMutex);  // ✅ Exclusive lock for write
    insertPattern(&root, segments, 0, subscriber);
}

Ligne 234 - findSubscribers() - READ :

std::vector<SubscriberType> findSubscribers(const std::string& topic) const {
    auto segments = splitTopic(topic);
    std::unordered_set<SubscriberType> matches;

    std::shared_lock lock(treeMutex);  // ✅ Shared lock - concurrent reads!
    findMatches(&root, segments, 0, matches);

    return std::vector<SubscriberType>(matches.begin(), matches.end());
}

Ligne 253 - unregisterSubscriber() - WRITE :

void unregisterSubscriber(const std::string& pattern, const SubscriberType& subscriber) {
    auto segments = splitTopic(pattern);

    std::unique_lock lock(treeMutex);  // ✅ Exclusive lock for write
    removeSubscriberFromNode(&root, segments, 0, subscriber);
}

Ligne 266 - unregisterSubscriberAll() - WRITE :

void unregisterSubscriberAll(const SubscriberType& subscriber) {
    std::unique_lock lock(treeMutex);  // ✅ Exclusive lock for write
    unregisterSubscriberAllRecursive(&root, subscriber);
}

Ligne 274 - clear() - WRITE :

void clear() {
    std::unique_lock lock(treeMutex);  // ✅ Exclusive lock for write
    root = Node();
}

Ligne 282 - subscriberCount() - READ :

size_t subscriberCount() const {
    std::shared_lock lock(treeMutex);  // ✅ Shared lock - concurrent reads
    return countSubscribersRecursive(&root);
}

Modification 2 : IntraIOManager

Fichier : include/grove/IntraIOManager.h

Avant :

class IntraIOManager {
private:
    mutable std::mutex managerMutex;
    std::mutex batchMutex;
};

Après :

class IntraIOManager {
private:
    // Split into two mutexes with clear roles
    mutable std::shared_mutex instancesMutex;  // For instances map (read-heavy)
    mutable std::mutex statsMutex;             // For stats counters (simple)
    std::mutex batchMutex;                     // For batch operations (keep as-is)
};

Fichier : src/IntraIOManager.cpp

getInstance() - READ :

std::shared_ptr<IntraIO> IntraIOManager::getInstance(const std::string& instanceId) const {
    std::shared_lock lock(instancesMutex);  // ✅ Concurrent reads

    auto it = instances.find(instanceId);
    if (it != instances.end()) {
        return std::static_pointer_cast<IntraIO>(it->second);
    }
    return nullptr;
}

routeMessage() - READ (CRITICAL!) :

void IntraIOManager::routeMessage(const std::string& sourceId,
                                   const std::string& topic,
                                   const json& messageData) {
    // Update stats - separate mutex
    {
        std::lock_guard<std::mutex> statsLock(statsMutex);
        totalRoutedMessages++;
        messagesSinceLastLog++;
    }

    // Instance lookup + routing - shared read lock
    std::vector<std::string> subscribers;
    {
        std::shared_lock lock(instancesMutex);  // ✅ Multiple threads route concurrently!
        subscribers = topicTree.findSubscribers(topic);
    }

    // Deliver to subscribers
    size_t deliveredCount = 0;
    for (const auto& subscriberId : subscribers) {
        std::shared_ptr<IIntraIODelivery> subscriber;
        {
            std::shared_lock lock(instancesMutex);  // ✅ Concurrent lookup
            auto it = instances.find(subscriberId);
            if (it != instances.end()) {
                subscriber = it->second;
            }
        }

        if (subscriber && subscriberId != sourceId) {
            // Deliver message (outside lock)
            // ...
            deliveredCount++;
        }
    }

    // Update stats
    {
        std::lock_guard<std::mutex> statsLock(statsMutex);
        totalDeliveredMessages += deliveredCount;
    }
}

createInstance() - WRITE :

std::shared_ptr<IntraIO> IntraIOManager::createInstance(const std::string& instanceId) {
    std::unique_lock lock(instancesMutex);  // ✅ Exclusive write lock

    auto it = instances.find(instanceId);
    if (it != instances.end()) {
        return std::static_pointer_cast<IntraIO>(it->second);
    }

    auto instance = createIntraIOInstance(instanceId);
    instances[instanceId] = instance;
    return instance;
}

removeInstance() - WRITE :

void IntraIOManager::removeInstance(const std::string& instanceId) {
    std::unique_lock lock(instancesMutex);  // ✅ Exclusive write lock

    auto it = instances.find(instanceId);
    if (it == instances.end()) {
        return;
    }

    topicTree.unregisterSubscriberAll(instanceId);
    instancePatterns.erase(instanceId);
    instances.erase(it);
}

Modification 3 : JsonDataTree (Optionnel)

Fichier : include/grove/JsonDataTree.h

class JsonDataTree : public IDataTree {
private:
    mutable std::shared_mutex treeMutex;  // ✅ Instead of std::mutex
    // ...
};

Fichier : src/JsonDataTree.cpp

READS - Concurrent :

std::unique_ptr<IDataNode> JsonDataTree::getConfigRoot() {
    std::shared_lock lock(treeMutex);  // ✅ Concurrent reads

    auto configNode = m_root->getFirstChildByName("config");
    if (!configNode) {
        return nullptr;
    }
    auto* jsonNode = static_cast<JsonDataNode*>(configNode);
    return std::make_unique<JsonDataNode>(jsonNode->getName(),
                                          jsonNode->getJsonData(),
                                          nullptr,
                                          true);
}

std::unique_ptr<IDataNode> JsonDataTree::getDataRoot() {
    std::shared_lock lock(treeMutex);  // ✅ Concurrent reads
    // ...
}

IDataNode* JsonDataTree::getDataRootReadOnly() {
    std::shared_lock lock(treeMutex);  // ✅ Concurrent reads
    return m_root->getFirstChildByName("data");
}

WRITES - Exclusive :

bool JsonDataTree::loadConfigFile(const std::string& filename) {
    std::unique_lock lock(treeMutex);  // ✅ Exclusive write
    // ...
}

bool JsonDataTree::reloadIfChanged() {
    std::unique_lock lock(treeMutex);  // ✅ Exclusive write
    // ...
}

Benchmark Performance

Fichier : tests/benchmarks/benchmark_shared_mutex.cpp

#include <benchmark/benchmark.h>
#include <mutex>
#include <shared_mutex>
#include <thread>

// Mock TopicTree avec std::mutex
class TopicTreeMutex {
    std::mutex mtx;
    std::vector<std::string> data;
public:
    void findSubscribers() {
        std::lock_guard<std::mutex> lock(mtx);
        volatile auto size = data.size();  // Simulate work
    }
};

// Mock TopicTree avec std::shared_mutex
class TopicTreeSharedMutex {
    std::shared_mutex mtx;
    std::vector<std::string> data;
public:
    void findSubscribers() const {
        std::shared_lock lock(mtx);
        volatile auto size = data.size();  // Simulate work
    }
};

static void BM_Mutex_SingleThread(benchmark::State& state) {
    TopicTreeMutex tree;
    for (auto _ : state) {
        tree.findSubscribers();
    }
}

static void BM_SharedMutex_SingleThread(benchmark::State& state) {
    TopicTreeSharedMutex tree;
    for (auto _ : state) {
        tree.findSubscribers();
    }
}

static void BM_Mutex_MultiThread(benchmark::State& state) {
    static TopicTreeMutex tree;
    for (auto _ : state) {
        tree.findSubscribers();
    }
}

static void BM_SharedMutex_MultiThread(benchmark::State& state) {
    static TopicTreeSharedMutex tree;
    for (auto _ : state) {
        tree.findSubscribers();
    }
}

BENCHMARK(BM_Mutex_SingleThread);
BENCHMARK(BM_SharedMutex_SingleThread);
BENCHMARK(BM_Mutex_MultiThread)->Threads(1)->Threads(2)->Threads(4)->Threads(8);
BENCHMARK(BM_SharedMutex_MultiThread)->Threads(1)->Threads(2)->Threads(4)->Threads(8);

BENCHMARK_MAIN();

Ajouter au CMakeLists.txt :

# Benchmark shared_mutex
add_executable(benchmark_shared_mutex
    benchmarks/benchmark_shared_mutex.cpp
)

target_link_libraries(benchmark_shared_mutex PRIVATE
    GroveEngine::core
    benchmark::benchmark
)

Run benchmark :

cmake --build build
./build/tests/benchmark_shared_mutex --benchmark_min_time=3s

Résultats attendus :

Benchmark                              Time           CPU   Iterations
-----------------------------------------------------------------------
BM_Mutex_SingleThread                 15 ns         15 ns     46000000
BM_SharedMutex_SingleThread           15 ns         15 ns     46000000  (same overhead)

BM_Mutex_MultiThread/threads:1        15 ns         15 ns     46000000
BM_Mutex_MultiThread/threads:2        60 ns        120 ns      5800000  (2x slower - serialized)
BM_Mutex_MultiThread/threads:4       240 ns        960 ns      1450000  (4x slower)
BM_Mutex_MultiThread/threads:8       960 ns       7680 ns       180000  (8x slower)

BM_SharedMutex_MultiThread/threads:1  15 ns         15 ns     46000000
BM_SharedMutex_MultiThread/threads:2  18 ns         36 ns     19000000  (CONCURRENT!)
BM_SharedMutex_MultiThread/threads:4  22 ns         88 ns      7900000  (4x faster than mutex)
BM_SharedMutex_MultiThread/threads:8  30 ns        240 ns      2900000  (32x faster than mutex!)

Tests de validation

# Test fonctionnel
cmake --build build
ctest --output-on-failure

# Test avec TSan (vérifier pas de data race)
cmake -DGROVE_ENABLE_TSAN=ON -B build-tsan
cmake --build build-tsan
cd build-tsan
TSAN_OPTIONS="detect_deadlocks=1" ctest -V

# Helgrind validation
cd build
make helgrind

# Benchmark performance
./tests/benchmark_shared_mutex --benchmark_min_time=3s

Rapport de performance

Template : docs/performance_reports/shared_mutex_results.md

# Shared Mutex Performance Report

**Date** : YYYY-MM-DD
**Branch** : feature/shared-mutex
**Commit** : abc123

## Modifications

- TopicTree: std::mutex → std::shared_mutex
- IntraIOManager: split managerMutex into instancesMutex (shared) + statsMutex (exclusive)
- JsonDataTree: std::mutex → std::shared_mutex (optionnel)

## Benchmark Results

### Single-threaded Performance

| Component | Before (ns) | After (ns) | Overhead |
|-----------|-------------|------------|----------|
| TopicTree::findSubscribers | 15.2 | 15.3 | +0.7% ✅ |
| IntraIOManager::getInstance | 8.5 | 8.6 | +1.2% ✅ |

**Conclusion** : Overhead négligeable en single-thread.

### Multi-threaded Performance (4 threads)

| Component | Before (ns) | After (ns) | Speedup |
|-----------|-------------|------------|---------|
| TopicTree::findSubscribers | 960 | 22 | **43.6x** 🚀 |
| IntraIOManager::getInstance | 480 | 18 | **26.7x** 🚀 |

### Multi-threaded Performance (8 threads)

| Component | Before (ns) | After (ns) | Speedup |
|-----------|-------------|------------|---------|
| TopicTree::findSubscribers | 7680 | 30 | **256x** 🚀 |
| IntraIOManager::getInstance | 3840 | 25 | **153x** 🚀 |

## Integration Test Results

| Test | Before (ms) | After (ms) | Improvement |
|------|-------------|------------|-------------|
| test_11_io_system | 1250 | 380 | **3.3x faster** |
| test_13_cross_system | 2100 | 620 | **3.4x faster** |

## Validation

- [x] Tous les tests fonctionnels passent
- [x] TSan : Aucun data race détecté
- [x] Helgrind : Aucun lock order violation
- [x] Benchmark : Gain significatif en multi-thread

## Conclusion

✅ **shared_mutex apporte un gain massif** (50-250x) pour les workloads read-heavy.
✅ Overhead négligeable en single-thread.
✅ Aucune régression fonctionnelle.

**Recommandation** : Merge dans main.

Livrables Phase 3

• TopicTree.h utilise std::shared_mutex
• IntraIOManager split mutex (instancesMutex shared + statsMutex exclusive)
• JsonDataTree utilise std::shared_mutex (optionnel)
• Benchmark créé et exécuté
• Rapport de performance rempli (>50% speedup démontré)
• Tests passent avec TSan (pas de data race)
• Tests d'intégration passent

Effort estimé : 6h (2h TopicTree + 2h IntraIOManager + 1h JsonDataTree + 1h benchmarks)

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Checklist Finale de Validation

Phase 1 : Détection Runtime

TSan :

• CMakeLists.txt modifié avec GROVE_ENABLE_TSAN
• Build TSan compile sans erreurs
• Tous les tests passent avec TSAN_OPTIONS="detect_deadlocks=1"
• Documentation TSan options

Helgrind :

• CMakeLists.txt avec targets helgrind et helgrind-single
• Fichier helgrind.supp créé avec suppressions
• Tests passent avec Helgrind
• Tableau comparatif TSan vs Helgrind documenté

Phase 2 : Prévention

scoped_lock :

• Tous les lock_guard multi-mutex remplacés par scoped_lock
• Test unitaire test_scoped_lock.cpp créé
• Documentation coding_guidelines.md mise à jour
• Tests d'intégration passent

Phase 3 : Optimisation

shared_mutex :

• TopicTree.h modifié (shared_lock/unique_lock)
• IntraIOManager.h/cpp modifiés (instancesMutex shared)
• JsonDataTree.h/cpp modifiés (optionnel)
• Benchmark benchmark_shared_mutex.cpp créé
• Rapport de performance rempli (gain >50%)
• TSan valide pas de data race
• Tests d'intégration passent

---

Calendrier

Semaine	Jour	Phase	Durée	Cumul
1	Lun-Mar	TSan	2h	2h
1	Mer-Jeu	Helgrind	3h	5h
2	Lun-Mar	scoped_lock	4h	9h
2	Mer-Ven	shared_mutex	6h	15h

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Prochaines Étapes (Hors Plan)

Une fois ce plan complété, considérer :

1. Clang Thread Safety Annotations (long-terme)

   • Ajouter GUARDED_BY, REQUIRES, EXCLUDES
   • Compile-time verification

2. Hierarchical Mutexes (si architecture complexe)

   • Définir hiérarchie : Engine > ModuleSystem > Module > IO
   • Runtime enforcement

3. Lock-free Structures (ultra-hot paths)

   • TopicTree subscribers avec std::atomic
   • Message queues lock-free

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Auteur : Claude Code Version : 1.0 Dernière mise à jour : 2025-01-21