1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
101
102
103
104
105
106
107
108
109
110
111
112
113
114
115
116
117
118
119
120
121
122
123
124
125
126
127
128
129
130
131
132
133
134
135
136
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200
201
202
203
204
205
206
207
208
209
210
211
212
213
214
215
216
217
218
219
220
221
222
223
224
225
226
227
228
229
230
231
232
233
234
235
236
237
238
239
240
241
242
243
244
245
246
247
248
249
250
251
252
253
254
255
256
257
258
259
260
261
262
263
264
265
266
267
268
269
270
271
272
273
274
275
276
277
278
279
280
281
282
283
284
285
286
287
288
289
290
291
292
293
294
295
296
297
298
299
300
301
302
303
304
305
306
307
308
309
310
311
312
313
314
315
316
317
318
319
320
321
322
323
324
325
326
327
328
329
330
331
332
333
334
335
336
337
338
339
340
341
342
343
344
345
346
347
348
349
350
351
352
353
354
355
356
357
358
359
360
361
362
363
364
365
366
367
368
369
370
371
372
373
374
375
376
377
378
379
380
381
382
383
384
385
386
387
388
389
390
391
392
393
394
395
396
397
398
399
400
401
402
403
404
405
406
407
408
409
410
411
412
413
414
415
416
417
418
419
420
421
422
423
424
425
426
427
428
429
430
431
432
433
434
435
436
437
438
439
440
441
442
443
444
445
446
447
448
449
450
451
452
453
454
455
456
457
458
459
460
461
462
463
464
465
466
467
468
469
470
471
472
473
474
475
476
477
478
479
480
481
482
483
484
485
486
487
488
489
490
491
492
493
494
495
496
497
498
499
500
501
502
503
504
505
506
507
508
509
510
511
512
513
514
515
516
517
518
519
520
521
522
523
524
525
526
527
528
529
530
531
532
533
534
535
536
537
538
539
540
541
542
543
544
545
546
547
548
549
550
551
552
553
554
555
556
557
558
559
560
561
562
563
564
565
566
567
568
569
570
571
572
573
574
575
576
577
578
579
580
581
582
583
584
585
586
587
588
589
590
591
592
593
594
595
596
597
598
599
600
601
602
603
604
605
606
607
608
609
610
611
612
613
614
615
616
617
618
619
620
621
622
623
624
625
626
627
628
629
630
631
632
633
634
635
636
637
638
639
640
641
642
643
644
645
646
647
648
649
650
651
652
653
654
655
656
657
658
659
660
661
662
663
664
665
666
667
668
669
670
671
672
673
674
675
676
677
678
679
680
681
682
683
684
685
686
687
688
689
690
691
692
693
694
695
696
697
698
699
700
701
702
703
704
705
706
707
708
709
710
711
712
713
714
715
716
717
718
719
720
721
722
723
724
725
726
727
728
729
730
731
732
733
734
735
736
737
738
739
740
741
742
743
744
745
746
747
748
749
750
751
752
753
754
755
756
757
758
759
760
761
762
763
764
765
766
767
768
769
770
771
772
773
774
775
776
777
778
779
780
781
782
783
784
785
786
787
788
789
790
791
792
793
794
795
796
797
798
799
800
801
802
803
804
805
806
807
808
809
810
811
812
813
814
815
816
817
818
819
820
821
822
823
824
825
826
827
828
829
830
831
832
833
834
835
836
837
838
839
840
841
842
843
844
845
846
847
848
849
850
851
852
853
854
855
856
857
858
859
860
861
862
863
864
865
866
867
868
869
870
871
872
873
874
875
876
877
878
879
880
881
882
883
884
885
886
887
888
889
890
891
892
893
894
895
896
897
898
899
900
901
902
903
904
905
906
907
908
909
910
911
912
913
914
915
916
917
918
919
920
921
922
923
924
925
926
927
928
929
930
931
932
933
934
935
936
937
938
939
940
941
942
943
944
945
946
947
948
949
950
951
952
953
954
955
956
957
958
959
960
961
962
963
964
965
966
967
968
969
970
971
972
973
974
975
976
977
978
979
980
981
982
983
984
985
986
987
988
989
990
991
992
993
994
995
996
997
998
999
1000
1001
1002
1003
1004
1005
1006
1007
1008
1009
1010
1011
1012
1013
1014
1015
1016
1017
1018
1019
1020
1021
1022
1023
1024
1025
1026
1027
1028
1029
1030
1031
1032
1033
1034
1035
1036
1037
1038
1039
1040
1041
1042
1043
1044
1045
1046
1047
1048
1049
1050
1051
1052
1053
1054
1055
1056
1057
1058
1059
1060
1061
1062
1063
1064
1065
1066
1067
1068
1069
1070
1071
1072
1073
1074
1075
1076
1077
1078
1079
1080
1081
1082
1083
1084
1085
1086
1087
1088
1089
1090
1091
1092
1093
1094
1095
1096
1097
1098
1099
1100
1101
1102
1103
1104
1105
1106
1107
1108
1109
1110
1111
1112
1113
1114
1115
1116
1117
1118
1119
1120
1121
1122
1123
1124
1125
1126
1127
1128
1129
1130
1131
1132
1133
1134
1135
1136
1137
1138
1139
1140
1141
1142
1143
1144
1145
1146
1147
1148
1149
1150
1151
1152
1153
1154
1155
1156
1157
1158
1159
1160
1161
1162
1163
1164
1165
1166
1167
1168
1169
1170
1171
1172
1173
1174
1175
1176
1177
1178
1179
1180
1181
1182
1183
1184
1185
1186
1187
1188
1189
1190
1191
1192
1193
1194
1195
1196
1197
1198
1199
1200
1201
1202
1203
1204
1205
1206
1207
1208
1209
1210
1211
1212
1213
1214
1215
1216
1217
1218
1219
1220
1221
1222
1223
1224
1225
1226
1227
1228
1229
1230
1231
1232
1233
1234
1235
1236
1237
1238
1239
1240
1241
1242
1243
1244
1245
1246
1247
1248
1249
1250
1251
1252
1253
1254
1255
1256
1257
1258
1259
1260
1261
1262
1263
1264
1265
1266
1267
1268
1269
1270
1271
1272
1273
1274
1275
1276
1277
1278
1279
1280
1281
1282
1283
1284
1285
1286
1287
1288
1289
1290
1291
1292
1293
1294
1295
1296
1297
1298
1299
1300
1301
1302
1303
1304
1305
1306
1307
1308
1309
1310
1311
1312
1313
1314
1315
1316
1317
1318
1319
1320
1321
1322
1323
1324
1325
1326
1327
1328
1329
1330
1331
1332
1333
1334
1335
1336
1337
1338
1339
1340
1341
1342
1343
1344
1345
1346
1347
1348
1349
1350
1351
1352
1353
1354
1355
1356
1357
1358
1359
1360
1361
1362
1363
1364
1365
1366
1367
1368
1369
1370
1371
1372
1373
1374
1375
1376
1377
1378
1379
1380
1381
1382
1383
1384
1385
1386
1387
1388
1389
1390
1391
1392
1393
1394
1395
1396
1397
1398
1399
1400
1401
1402
1403
1404
1405
1406
1407
1408
1409
1410
1411
1412
1413
1414
1415
1416
1417
1418
1419
1420
1421
1422
1423
1424
1425
1426
1427
1428
1429
1430
1431
1432
1433
1434
1435
1436
1437
1438
1439
1440
1441
1442
1443
1444
1445
1446
1447
1448
1449
1450
1451
1452
1453
1454
1455
1456
1457
1458
1459
1460
1461
1462
1463
1464
1465
1466
1467
1468
1469
1470
1471
1472
1473
1474
1475
1476
1477
1478
1479
1480
1481
1482
1483
1484
1485
1486
1487
1488
1489
1490
1491
1492
1493
1494
1495
1496
1497
1498
1499
1500
1501
1502
1503
1504
1505
1506
1507
1508
1509
1510
1511
1512
1513
1514
1515
1516
1517
1518
1519
1520
1521
1522
1523
1524
1525
1526
1527
1528
1529
1530
1531
1532
1533
1534
1535
1536
1537
1538
1539
1540
1541
1542
1543
1544
1545
1546
1547
1548
1549
1550
1551
1552
1553
1554
1555
1556
1557
1558
1559
1560
1561
1562
1563
1564
1565
1566
1567
1568
1569
1570
1571
1572
1573
1574
1575
1576
1577
1578
1579
1580
1581
1582
1583
1584
1585
1586
1587
1588
1589
1590
1591
1592
1593
1594
1595
1596
1597
1598
1599
1600
1601
1602
1603
1604
1605
1606
1607
1608
1609
1610
1611
1612
1613
1614
1615
1616
1617
1618
1619
1620
1621
1622
1623
1624
1625
1626
1627
1628
1629
1630
1631
1632
1633
1634
1635
1636
1637
1638
1639
1640
1641
1642
1643
1644
1645
1646
1647
1648
1649
1650
1651
1652
1653
1654
1655
1656
1657
1658
1659
1660
1661
1662
1663
1664
1665
1666
1667
1668
1669
1670
1671
1672
1673
1674
1675
1676
1677
1678
1679
1680
1681
1682
1683
1684
1685
1686
1687
1688
1689
1690
1691
1692
1693
1694
1695
1696
1697
1698
1699
1700
1701
1702
1703
1704
1705
1706
1707
1708
1709
1710
1711
1712
1713
1714
1715
1716
1717
1718
1719
1720
1721
1722
1723
1724
1725
1726
1727
1728
1729
1730
1731
1732
1733
1734
1735
1736
1737
1738
1739
1740
1741
1742
1743
1744
1745
1746
1747
1748
1749
1750
1751
1752
1753
1754
1755
1756
1757
1758
1759
1760
1761
1762
1763
1764
1765
1766
1767
1768
1769
1770
1771
1772
1773
1774
1775
1776
1777
1778
1779
1780
1781
1782
1783
1784
1785
1786
1787
1788
1789
1790
1791
1792
1793
1794
1795
1796
1797
1798
1799
1800
1801
1802
1803
1804
1805
1806
1807
1808
1809
1810
1811
1812
1813
1814
1815
1816
1817
1818
1819
1820
1821
1822
1823
1824
1825
1826
1827
1828
1829
1830
1831
1832
1833
1834
1835
1836
1837
1838
1839
1840
1841
1842
1843
1844
1845
1846
1847
1848
1849
1850
1851
1852
1853
1854
1855
1856
1857
1858
1859
1860
1861
1862
1863
1864
1865
1866
1867
1868
1869
1870
1871
1872
1873
1874
1875
1876
1877
1878
1879
1880
1881
1882
1883
1884
1885
1886
1887
1888
1889
1890
1891
1892
1893
1894
1895
1896
1897
1898
1899
1900
1901
1902
1903
1904
1905
1906
1907
1908
1909
1910
1911
1912
1913
1914
1915
1916
1917
1918
1919
1920
1921
1922
1923
1924
1925
1926
1927
1928
1929
1930
1931
1932
1933
1934
1935
1936
1937
1938
1939
1940
1941
1942
1943
1944
1945
1946
1947
1948
1949
1950
1951
1952
1953
1954
1955
1956
1957
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
2027
2028
2029
2030
2031
2032
2033
2034
2035
2036
2037
2038
2039
2040
2041
2042
2043
2044
2045
2046
2047
2048
2049
2050
2051
2052
2053
2054
2055
2056
2057
2058
2059
2060
2061
2062
2063
2064
2065
2066
2067
2068
2069
2070
2071
2072
2073
2074
2075
2076
2077
2078
2079
2080
2081
2082
2083
2084
2085
2086
2087
2088
2089
2090
2091
2092
2093
2094
2095
2096
2097
2098
2099
2100
2101
2102
2103
2104
2105
2106
2107
2108
2109
2110
2111
2112
2113
2114
2115
2116
2117
2118
2119
2120
2121
2122
2123
2124
2125
2126
2127
2128
2129
2130
2131
2132
2133
2134
2135
2136
2137
2138
2139
2140
2141
2142
2143
2144
2145
2146
2147
2148
2149
2150
2151
2152
2153
2154
2155
2156
2157
2158
2159
2160
2161
2162
2163
2164
2165
2166
2167
2168
2169
// Copyright Materialize, Inc. and contributors. All rights reserved.
//
// Use of this software is governed by the Business Source License
// included in the LICENSE file.
//
// As of the Change Date specified in that file, in accordance with
// the Business Source License, use of this software will be governed
// by the Apache License, Version 2.0.

#[cfg(test)]
mod tests;

use std::cmp::max;
use std::collections::{BTreeMap, VecDeque};
use std::fmt::Debug;
use std::str::FromStr;
use std::sync::atomic::Ordering;
use std::sync::Arc;
use std::time::Duration;

use async_trait::async_trait;
use differential_dataflow::lattice::Lattice;
use futures::{FutureExt, StreamExt};
use itertools::Itertools;
use mz_audit_log::VersionedEvent;
use mz_ore::assert::SOFT_ASSERTIONS;
use mz_ore::metrics::MetricsFutureExt;
use mz_ore::now::EpochMillis;
use mz_ore::{
    soft_assert_eq_no_log, soft_assert_eq_or_log, soft_assert_ne_or_log, soft_assert_no_log,
    soft_assert_or_log, soft_panic_or_log,
};
use mz_persist_client::cfg::USE_CRITICAL_SINCE_CATALOG;
use mz_persist_client::cli::admin::{CATALOG_FORCE_COMPACTION_FUEL, CATALOG_FORCE_COMPACTION_WAIT};
use mz_persist_client::critical::SinceHandle;
use mz_persist_client::error::UpperMismatch;
use mz_persist_client::read::{Listen, ListenEvent, ReadHandle};
use mz_persist_client::write::WriteHandle;
use mz_persist_client::{Diagnostics, PersistClient, ShardId};
use mz_persist_types::codec_impls::UnitSchema;
use mz_proto::{RustType, TryFromProtoError};
use mz_repr::{Diff, RelationDesc, ScalarType};
use mz_storage_types::sources::SourceData;
use sha2::Digest;
use timely::progress::{Antichain, Timestamp as TimelyTimestamp};
use timely::Container;
use tracing::{debug, warn};
use uuid::Uuid;

use crate::durable::debug::{Collection, DebugCatalogState, Trace};
use crate::durable::error::FenceError;
use crate::durable::initialize::{
    DEPLOY_GENERATION, ENABLE_0DT_DEPLOYMENT, ENABLE_0DT_DEPLOYMENT_PANIC_AFTER_TIMEOUT,
    SYSTEM_CONFIG_SYNCED_KEY, USER_VERSION_KEY, WITH_0DT_DEPLOYMENT_MAX_WAIT,
};
use crate::durable::metrics::Metrics;
use crate::durable::objects::state_update::{
    IntoStateUpdateKindJson, StateUpdate, StateUpdateKind, StateUpdateKindJson,
    TryIntoStateUpdateKind,
};
use crate::durable::objects::{AuditLogKey, ConfigKey, ConfigValue, FenceToken, Snapshot};
use crate::durable::transaction::TransactionBatch;
use crate::durable::upgrade::upgrade;
use crate::durable::{
    initialize, BootstrapArgs, CatalogError, DurableCatalogError, DurableCatalogState, Epoch,
    OpenableDurableCatalogState, ReadOnlyDurableCatalogState, Transaction,
    CATALOG_CONTENT_VERSION_KEY,
};
use crate::memory;

/// New-type used to represent timestamps in persist.
pub(crate) type Timestamp = mz_repr::Timestamp;

/// The minimum value of an epoch.
///
/// # Safety
/// `new_unchecked` is safe to call with a non-zero value.
const MIN_EPOCH: Epoch = unsafe { Epoch::new_unchecked(1) };

/// Human readable catalog shard name.
const CATALOG_SHARD_NAME: &str = "catalog";
/// Human readable catalog upgrade shard name.
const UPGRADE_SHARD_NAME: &str = "catalog_upgrade";

/// Seed used to generate the persist shard ID for the catalog.
const CATALOG_SEED: usize = 1;
/// Seed used to generate the catalog upgrade shard ID.
///
/// All state that gets written to persist is tagged with the version of the code that wrote that
/// state. Persist has limited forward compatibility in how many versions in the future a reader can
/// read. Reading from persist updates state and the version that the state is tagged with. As a
/// consequence, reading from persist may unintentionally fence out other readers and writers with
/// a lower version. We use the catalog upgrade shard to track what database version is actively
/// deployed so readers from the future, such as the upgrade checker tool, don't accidentally fence out the
/// database from persist. Only writable opened catalogs can increment the version in the upgrade
/// shard.
///
/// One specific example that we are trying to avoid with the catalog upgrade shard is the
/// following:
///
///   1. Database is running on version 0.X.0.
///   2. Upgrade checker is run on version 0.X+1.0.
///   3. Upgrade checker is run on version 0.X+2.0.
///
/// With the catalog upgrade shard, the upgrade checker in step (3) can see that the database is
/// currently running on v0.X.0 and reading the catalog would cause the database to get fenced out.
/// So instead of reading the catalog it errors out. Without the catalog upgrade shard, the upgrade
/// checker could read the version in the catalog shard, and see that it is v0.X+1.0, but it would
/// be impossible to differentiate between the following two scenarios:
///
///   - The database is running on v0.X+1.0 and it's safe to run the upgrade checker at v0.X+2.0.
///   - Some other upgrade checker incremented the version to v0.X+1.0, the database is running on
///   version v0.X.0, and it is not safe to run the upgrade checker.
///
/// Persist guarantees that the shard versions are non-decreasing, so we don't need to worry about
/// race conditions where the shard version decreases after reading it.
const UPGRADE_SEED: usize = 2;
/// Seed used to generate the persist shard ID for builtin table migrations.
const BUILTIN_MIGRATION_SEED: usize = 3;

/// Durable catalog mode that dictates the effect of mutable operations.
#[derive(Debug, Copy, Clone, Eq, PartialEq)]
pub(crate) enum Mode {
    /// Mutable operations are prohibited.
    Readonly,
    /// Mutable operations have an effect in-memory, but aren't persisted durably.
    Savepoint,
    /// Mutable operations have an effect in-memory and durably.
    Writable,
}

/// Enum representing the fenced state of the catalog.
#[derive(Debug)]
pub(crate) enum FenceableToken {
    /// The catalog is still initializing and learning about previously written fence tokens. This
    /// state can be fenced if it encounters a larger deploy generation.
    Initializing {
        /// A deploy generation in the legacy format. Remove after one release.
        legacy_durable_deploy_generation: Option<u64>,
        /// An epoch in the legacy format. Remove after one release.
        legacy_durable_epoch: Option<Epoch>,
        /// The largest fence token durably written to the catalog, if any.
        durable_token: Option<FenceToken>,
        /// This process's deploy generation.
        current_deploy_generation: Option<u64>,
    },
    /// The current token has not been fenced.
    Unfenced { current_token: FenceToken },
    /// The current token has been fenced.
    Fenced {
        current_token: FenceToken,
        fence_token: FenceToken,
    },
}

impl FenceableToken {
    /// Returns a new token.
    fn new(current_deploy_generation: Option<u64>) -> Self {
        Self::Initializing {
            legacy_durable_deploy_generation: None,
            legacy_durable_epoch: None,
            durable_token: None,
            current_deploy_generation,
        }
    }

    /// Returns the current token if it is not fenced, otherwise returns an error.
    fn validate(&self) -> Result<Option<FenceToken>, FenceError> {
        match self {
            FenceableToken::Initializing { durable_token, .. } => Ok(durable_token.clone()),
            FenceableToken::Unfenced { current_token, .. } => Ok(Some(current_token.clone())),
            FenceableToken::Fenced {
                current_token,
                fence_token,
            } => {
                assert!(
                    fence_token > current_token,
                    "must be fenced by higher token; current={current_token:?}, fence={fence_token:?}"
                );
                if fence_token.deploy_generation > current_token.deploy_generation {
                    Err(FenceError::DeployGeneration {
                        current_generation: current_token.deploy_generation,
                        fence_generation: fence_token.deploy_generation,
                    })
                } else {
                    assert!(
                        fence_token.epoch > current_token.epoch,
                        "must be fenced by higher token; current={current_token:?}, fence={fence_token:?}"
                    );
                    Err(FenceError::Epoch {
                        current_epoch: current_token.epoch,
                        fence_epoch: fence_token.epoch,
                    })
                }
            }
        }
    }

    /// Returns the current token.
    fn token(&self) -> Option<FenceToken> {
        match self {
            FenceableToken::Initializing { durable_token, .. } => durable_token.clone(),
            FenceableToken::Unfenced { current_token, .. } => Some(current_token.clone()),
            FenceableToken::Fenced { current_token, .. } => Some(current_token.clone()),
        }
    }

    /// Returns the durable deploy generation.
    fn durable_deploy_generation(&self) -> Option<u64> {
        match self {
            FenceableToken::Initializing {
                durable_token,
                legacy_durable_deploy_generation,
                ..
            } => durable_token
                .clone()
                .map(|token| token.deploy_generation)
                .or(legacy_durable_deploy_generation.clone()),
            token => token.token().clone().map(|token| token.deploy_generation),
        }
    }

    /// Returns the durable epoch.
    fn durable_epoch(&self) -> Option<Epoch> {
        match self {
            FenceableToken::Initializing {
                durable_token,
                legacy_durable_epoch,
                ..
            } => durable_token
                .clone()
                .map(|token| token.epoch)
                .or(legacy_durable_epoch.clone()),
            token => token.token().clone().map(|token| token.epoch),
        }
    }

    /// Returns `Err` if `token` fences out `self`, `Ok` otherwise.
    fn maybe_fence(&mut self, token: FenceToken) -> Result<(), FenceError> {
        match self {
            FenceableToken::Initializing {
                durable_token,
                current_deploy_generation,
                ..
            } => {
                match durable_token {
                    Some(durable_token) => {
                        *durable_token = max(durable_token.clone(), token.clone());
                    }
                    None => {
                        *durable_token = Some(token.clone());
                    }
                }
                if let Some(current_deploy_generation) = current_deploy_generation {
                    if *current_deploy_generation < token.deploy_generation {
                        *self = FenceableToken::Fenced {
                            current_token: FenceToken {
                                deploy_generation: *current_deploy_generation,
                                epoch: token.epoch,
                            },
                            fence_token: token,
                        };
                        self.validate()?;
                    }
                }
            }
            FenceableToken::Unfenced { current_token } => {
                if *current_token < token {
                    *self = FenceableToken::Fenced {
                        current_token: current_token.clone(),
                        fence_token: token,
                    };
                    self.validate()?;
                }
            }
            FenceableToken::Fenced { .. } => {
                self.validate()?;
            }
        }

        Ok(())
    }

    /// Update state when encountering a deploy generation in the legacy format.
    ///
    /// TODO(jkosh44) Remove after one release.
    fn handle_legacy_delpoy_generation(&mut self, deploy_generation: u64, diff: Diff) {
        let legacy_durable_deploy_generation = match self {
            FenceableToken::Initializing {
                legacy_durable_deploy_generation,
                ..
            } => legacy_durable_deploy_generation,
            FenceableToken::Unfenced { current_token }
            | FenceableToken::Fenced { current_token, .. } => {
                assert!(deploy_generation <= current_token.deploy_generation, "saw legacy deploy generation after fencing out old versions: deploy generation: ({deploy_generation:?}, {diff:?}), {self:?}");
                return;
            }
        };

        match (&legacy_durable_deploy_generation, diff) {
            (Some(current_deploy_generation), -1) => {
                assert_eq!(*current_deploy_generation, deploy_generation);
                *legacy_durable_deploy_generation = None;
            }
            (Some(current_deploy_generation), 1) => {
                panic!("must retract deploy generation before adding new one: {current_deploy_generation:?}")
            }
            (None, -1) => panic!("must add deploy generation before retracting it"),
            (None, 1) => {
                *legacy_durable_deploy_generation = Some(deploy_generation);
            }
            (_, diff) => panic!("invalid diff: {diff}"),
        }
    }

    /// Update state when encountering an epoch in the legacy format.
    ///
    /// TODO(jkosh44) Remove after one release.
    fn handle_legacy_epoch(&mut self, epoch: Epoch, diff: Diff) {
        let legacy_durable_epoch = match self {
            FenceableToken::Initializing {
                legacy_durable_epoch,
                ..
            } => legacy_durable_epoch,
            FenceableToken::Unfenced { current_token }
            | FenceableToken::Fenced { current_token, .. } => {
                assert!(epoch <= current_token.epoch, "saw legacy epoch after fencing out old versions: epoch: ({epoch:?}, {diff:?}), {self:?}");
                return;
            }
        };

        match (&legacy_durable_epoch, diff) {
            (Some(current_epoch), -1) => {
                assert_eq!(*current_epoch, epoch);
                *legacy_durable_epoch = None;
            }
            (Some(current_epoch), 1) => {
                panic!("must retract epoch before adding new one: {current_epoch:?}")
            }
            (None, -1) => panic!("must add epoch before retracting it"),
            (None, 1) => {
                *legacy_durable_epoch = Some(epoch);
            }
            (_, diff) => panic!("invalid diff: {diff}"),
        }
    }

    /// Returns a [`FenceableToken::Unfenced`] token and the updates to the catalog required to
    /// transition to the `Unfenced` state if `self` is [`FenceableToken::Initializing`], otherwise
    /// returns `None`.
    fn generate_unfenced_token(
        &self,
        mode: Mode,
    ) -> Result<Option<(Vec<(StateUpdateKind, Diff)>, FenceableToken)>, DurableCatalogError> {
        let (
            legacy_durable_deploy_generation,
            legacy_durable_epoch,
            durable_token,
            current_deploy_generation,
        ) = match self {
            FenceableToken::Initializing {
                legacy_durable_deploy_generation,
                legacy_durable_epoch,
                durable_token,
                current_deploy_generation,
            } => (
                legacy_durable_deploy_generation.clone(),
                legacy_durable_epoch.clone(),
                durable_token.clone(),
                current_deploy_generation.clone(),
            ),
            FenceableToken::Unfenced { .. } | FenceableToken::Fenced { .. } => return Ok(None),
        };

        if durable_token.is_some()
            && (legacy_durable_epoch.is_some() || legacy_durable_deploy_generation.is_some())
        {
            panic!("can't have both a durable fence token and a durable legacy epoch/deploy_generation; token={durable_token:?}, epoch={legacy_durable_epoch:?}, deploy_generation={legacy_durable_deploy_generation:?}");
        }

        let mut fence_updates = Vec::with_capacity(3);

        if let Some(legacy_durable_epoch) = legacy_durable_epoch {
            fence_updates.push((StateUpdateKind::Epoch(legacy_durable_epoch), -1));
        }
        if let Some(legacy_durable_deploy_generation) = legacy_durable_deploy_generation {
            fence_updates.push((
                StateUpdateKind::Config(
                    ConfigKey {
                        key: DEPLOY_GENERATION.to_string(),
                    }
                    .into_proto(),
                    ConfigValue {
                        value: legacy_durable_deploy_generation,
                    }
                    .into_proto(),
                ),
                -1,
            ));
        }
        if let Some(durable_token) = &durable_token {
            fence_updates.push((StateUpdateKind::FenceToken(durable_token.clone()), -1));
        }

        let durable_token_deploy_generation =
            durable_token.as_ref().map(|token| token.deploy_generation);
        let current_deploy_generation = current_deploy_generation
            .or(durable_token_deploy_generation)
            .or(legacy_durable_deploy_generation)
            // We cannot initialize a catalog without a deploy generation.
            .ok_or(DurableCatalogError::Uninitialized)?;
        let mut current_epoch = durable_token
            .map(|token| token.epoch)
            .or(legacy_durable_epoch)
            .unwrap_or(MIN_EPOCH)
            .get();
        // Only writable catalogs attempt to increment the epoch.
        if matches!(mode, Mode::Writable) {
            current_epoch = current_epoch + 1;
        }
        let current_epoch = Epoch::new(current_epoch).expect("known to be non-zero");
        let current_token = FenceToken {
            deploy_generation: current_deploy_generation,
            epoch: current_epoch,
        };

        fence_updates.push((StateUpdateKind::FenceToken(current_token.clone()), 1));

        let current_fenceable_token = FenceableToken::Unfenced { current_token };

        Ok(Some((fence_updates, current_fenceable_token)))
    }
}

/// An error that can occur while executing [`PersistHandle::compare_and_append`].
#[derive(Debug, thiserror::Error)]
pub(crate) enum CompareAndAppendError {
    #[error(transparent)]
    Fence(#[from] FenceError),
    /// Catalog encountered an upper mismatch when trying to write to the catalog. This should only
    /// happen while trying to fence out other catalogs.
    #[error(
        "expected catalog upper {expected_upper:?} did not match actual catalog upper {actual_upper:?}"
    )]
    UpperMismatch {
        expected_upper: Timestamp,
        actual_upper: Timestamp,
    },
}

impl CompareAndAppendError {
    pub(crate) fn unwrap_fence_error(self) -> FenceError {
        match self {
            CompareAndAppendError::Fence(e) => e,
            e @ CompareAndAppendError::UpperMismatch { .. } => {
                panic!("unexpected upper mismatch: {e:?}")
            }
        }
    }
}

impl From<UpperMismatch<Timestamp>> for CompareAndAppendError {
    fn from(upper_mismatch: UpperMismatch<Timestamp>) -> Self {
        Self::UpperMismatch {
            expected_upper: antichain_to_timestamp(upper_mismatch.expected),
            actual_upper: antichain_to_timestamp(upper_mismatch.current),
        }
    }
}

pub(crate) trait ApplyUpdate<T: IntoStateUpdateKindJson> {
    /// Process and apply `update`.
    ///
    /// Returns `Some` if `update` should be cached in memory and `None` otherwise.
    fn apply_update(
        &mut self,
        update: StateUpdate<T>,
        current_fence_token: &mut FenceableToken,
        metrics: &Arc<Metrics>,
    ) -> Result<Option<StateUpdate<T>>, FenceError>;
}

/// A handle for interacting with the persist catalog shard.
///
/// The catalog shard is used in multiple different contexts, for example pre-open and post-open,
/// but for all contexts the majority of the durable catalog's behavior is identical. This struct
/// implements those behaviors that are identical while allowing the user to specify the different
/// behaviors via generic parameters.
///
/// The behavior of the durable catalog can be different along one of two axes. The first is the
/// format of each individual update, i.e. raw binary, the current protobuf version, previous
/// protobuf versions, etc. The second axis is what to do with each individual update, for example
/// before opening we cache all config updates but don't cache them after opening. These behaviors
/// are customizable via the `T: TryIntoStateUpdateKind` and `U: ApplyUpdate<T>` generic parameters
/// respectively.
#[derive(Debug)]
pub(crate) struct PersistHandle<T: TryIntoStateUpdateKind, U: ApplyUpdate<T>> {
    /// The [`Mode`] that this catalog was opened in.
    pub(crate) mode: Mode,
    /// Since handle to control compaction.
    since_handle: SinceHandle<SourceData, (), Timestamp, Diff, i64>,
    /// Write handle to persist.
    write_handle: WriteHandle<SourceData, (), Timestamp, Diff>,
    /// Listener to catalog changes.
    listen: Listen<SourceData, (), Timestamp, Diff>,
    /// Handle for connecting to persist.
    persist_client: PersistClient,
    /// Catalog shard ID.
    shard_id: ShardId,
    /// Cache of the most recent catalog snapshot.
    ///
    /// We use a tuple instead of [`StateUpdate`] to make consolidation easier.
    pub(crate) snapshot: Vec<(T, Timestamp, Diff)>,
    /// Applies custom processing, filtering, and fencing for each individual update.
    update_applier: U,
    /// The current upper of the persist shard.
    pub(crate) upper: Timestamp,
    /// The fence token of the catalog, if one exists.
    fenceable_token: FenceableToken,
    /// The semantic version of the current binary.
    catalog_content_version: semver::Version,
    /// Metrics for the persist catalog.
    metrics: Arc<Metrics>,
}

impl<T: TryIntoStateUpdateKind, U: ApplyUpdate<T>> PersistHandle<T, U> {
    /// Increment the version in the catalog upgrade shard to the code's current version.
    async fn increment_catalog_upgrade_shard_version(&mut self, organization_id: Uuid) {
        let upgrade_shard_id = shard_id(organization_id, UPGRADE_SEED);
        let mut write_handle: WriteHandle<(), (), Timestamp, Diff> = self
            .persist_client
            .open_writer(
                upgrade_shard_id,
                Arc::new(UnitSchema::default()),
                Arc::new(UnitSchema::default()),
                Diagnostics {
                    shard_name: UPGRADE_SHARD_NAME.to_string(),
                    handle_purpose: "increment durable catalog upgrade shard version".to_string(),
                },
            )
            .await
            .expect("invalid usage");
        const EMPTY_UPDATES: &[(((), ()), Timestamp, Diff)] = &[];
        let mut upper = write_handle.fetch_recent_upper().await.clone();
        loop {
            let next_upper = upper
                .iter()
                .map(|timestamp| timestamp.step_forward())
                .collect();
            match write_handle
                .compare_and_append(EMPTY_UPDATES, upper, next_upper)
                .await
                .expect("invalid usage")
            {
                Ok(()) => break,
                Err(upper_mismatch) => {
                    upper = upper_mismatch.current;
                }
            }
        }
    }

    /// Fetch the current upper of the catalog state.
    #[mz_ore::instrument]
    async fn current_upper(&mut self) -> Timestamp {
        match self.mode {
            Mode::Writable | Mode::Readonly => {
                let upper = self.write_handle.fetch_recent_upper().await;
                antichain_to_timestamp(upper.clone())
            }
            Mode::Savepoint => self.upper,
        }
    }

    /// Appends `updates` iff the current global upper of the catalog is `self.upper`.
    ///
    /// Returns the next upper used to commit the transaction.
    #[mz_ore::instrument]
    pub(crate) async fn compare_and_append<S: IntoStateUpdateKindJson>(
        &mut self,
        updates: Vec<(S, Diff)>,
    ) -> Result<Timestamp, CompareAndAppendError> {
        assert_eq!(self.mode, Mode::Writable);

        // This awkward code allows us to perform an expensive soft assert that requires cloning
        // `updates` twice, after `updates` has been consumed.
        let contains_fence = if SOFT_ASSERTIONS.load(Ordering::Relaxed) {
            let updates: Vec<_> = updates.clone();
            let parsed_updates: Vec<_> = updates
                .clone()
                .into_iter()
                .map(|(update, diff)| {
                    let update: StateUpdateKindJson = update.into();
                    (update, diff)
                })
                .filter_map(|(update, diff)| {
                    <StateUpdateKindJson as TryIntoStateUpdateKind>::try_into(update)
                        .ok()
                        .map(|update| (update, diff))
                })
                .collect();
            let contains_retraction = parsed_updates.iter().any(|(update, diff)| {
                matches!(update, StateUpdateKind::FenceToken(..)) && *diff == -1
            });
            let contains_addition = parsed_updates.iter().any(|(update, diff)| {
                matches!(update, StateUpdateKind::FenceToken(..)) && *diff == 1
            });
            let contains_fence = contains_retraction && contains_addition;
            Some((contains_fence, updates))
        } else {
            None
        };

        let updates = updates.into_iter().map(|(kind, diff)| {
            let kind: StateUpdateKindJson = kind.into();
            ((Into::<SourceData>::into(kind), ()), self.upper, diff)
        });
        let next_upper = self.upper.step_forward();
        let res = self
            .write_handle
            .compare_and_append(
                updates,
                Antichain::from_elem(self.upper),
                Antichain::from_elem(next_upper),
            )
            .await
            .expect("invalid usage");

        // There was an upper mismatch which means something else must have written to the catalog.
        // Syncing to the current upper should result in a fence error since writing to the catalog
        // without fencing other catalogs should be impossible. The one exception is if we are
        // trying to fence other catalogs with this write, in which case we won't see a fence error.
        if let Err(e @ UpperMismatch { .. }) = res {
            self.sync_to_current_upper().await?;
            if let Some((contains_fence, updates)) = contains_fence {
                assert!(
                    contains_fence,
                    "updates were neither fenced nor fencing and encountered an upper mismatch: {updates:#?}"
                )
            }
            return Err(e.into());
        }

        // Lag the shard's upper by 1 to keep it readable.
        let downgrade_to = Antichain::from_elem(next_upper.saturating_sub(1));

        // The since handle gives us the ability to fence out other downgraders using an opaque token.
        // (See the method documentation for details.)
        // That's not needed here, so we the since handle's opaque token to avoid any comparison
        // failures.
        let opaque = *self.since_handle.opaque();
        let downgrade = self
            .since_handle
            .maybe_compare_and_downgrade_since(&opaque, (&opaque, &downgrade_to))
            .await;

        match downgrade {
            None => {}
            Some(Err(e)) => soft_panic_or_log!("found opaque value {e}, but expected {opaque}"),
            Some(Ok(updated)) => soft_assert_or_log!(
                updated == downgrade_to,
                "updated bound should match expected"
            ),
        }
        self.sync(next_upper).await?;
        Ok(next_upper)
    }

    /// Generates an iterator of [`StateUpdate`] that contain all unconsolidated updates to the
    /// catalog state up to, and including, `as_of`.
    #[mz_ore::instrument]
    async fn snapshot_unconsolidated(&mut self) -> Vec<StateUpdate<StateUpdateKind>> {
        let current_upper = self.current_upper().await;

        let mut snapshot = Vec::new();
        let mut read_handle = self.read_handle().await;
        let as_of = as_of(&read_handle, current_upper);
        let mut stream = Box::pin(
            // We use `snapshot_and_stream` because it guarantees unconsolidated output.
            read_handle
                .snapshot_and_stream(Antichain::from_elem(as_of))
                .await
                .expect("we have advanced the restart_as_of by the since"),
        );
        while let Some(update) = stream.next().await {
            snapshot.push(update)
        }
        read_handle.expire().await;
        snapshot
            .into_iter()
            .map(Into::<StateUpdate<StateUpdateKindJson>>::into)
            .map(|state_update| state_update.try_into().expect("kind decoding error"))
            .collect()
    }

    /// Listen and apply all updates that are currently in persist.
    ///
    /// Returns an error if this instance has been fenced out.
    #[mz_ore::instrument]
    pub(crate) async fn sync_to_current_upper(&mut self) -> Result<(), FenceError> {
        let upper = self.current_upper().await;
        self.sync(upper).await
    }

    /// Listen and apply all updates up to `target_upper`.
    ///
    /// Returns an error if this instance has been fenced out.
    #[mz_ore::instrument(level = "debug")]
    pub(crate) async fn sync(&mut self, target_upper: Timestamp) -> Result<(), FenceError> {
        self.metrics.syncs.inc();
        let counter = self.metrics.sync_latency_seconds.clone();
        self.sync_inner(target_upper)
            .wall_time()
            .inc_by(counter)
            .await
    }

    #[mz_ore::instrument(level = "debug")]
    async fn sync_inner(&mut self, target_upper: Timestamp) -> Result<(), FenceError> {
        self.fenceable_token.validate()?;

        // Savepoint catalogs do not yet know how to update themselves in response to concurrent
        // writes from writer catalogs.
        if self.mode == Mode::Savepoint {
            self.upper = max(self.upper, target_upper);
            return Ok(());
        }

        let mut updates = Vec::new();

        while self.upper < target_upper {
            let listen_events = self.listen.fetch_next().await;
            for listen_event in listen_events {
                match listen_event {
                    ListenEvent::Progress(upper) => {
                        debug!("synced up to {upper:?}");
                        self.upper = antichain_to_timestamp(upper);
                    }
                    ListenEvent::Updates(batch_updates) => {
                        debug!("syncing updates {batch_updates:?}");
                        let batch_updates = batch_updates
                            .into_iter()
                            .map(Into::<StateUpdate<StateUpdateKindJson>>::into)
                            .map(|update| {
                                let kind = T::try_from(update.kind).expect("kind decoding error");
                                (kind, update.ts, update.diff)
                            });
                        updates.extend(batch_updates);
                    }
                }
            }
        }
        let updates = updates
            .into_iter()
            .map(|(kind, ts, diff)| StateUpdate { kind, ts, diff });
        self.apply_updates(updates)?;
        Ok(())
    }

    #[mz_ore::instrument(level = "debug")]
    pub(crate) fn apply_updates(
        &mut self,
        updates: impl IntoIterator<Item = StateUpdate<T>>,
    ) -> Result<(), FenceError> {
        let mut updates: Vec<_> = updates
            .into_iter()
            .map(|StateUpdate { kind, ts, diff }| (kind, ts, diff))
            .collect();

        // This helps guarantee that for a single key, there is at most a single retraction and a
        // single insertion per timestamp. Otherwise, we would need to match the retractions and
        // insertions up by value and manually figure out what the end value should be.
        differential_dataflow::consolidation::consolidate_updates(&mut updates);

        // Updates must be applied in timestamp order. Within a timestamp retractions must be
        // applied before insertions, or we might end up retracting the wrong value.
        updates.sort_by(|(_, ts1, diff1), (_, ts2, diff2)| ts1.cmp(ts2).then(diff1.cmp(diff2)));

        let mut errors = Vec::new();

        for (kind, ts, diff) in updates {
            if diff != 1 && diff != -1 {
                panic!("invalid update in consolidated trace: ({kind:?}, {ts:?}, {diff:?})");
            }

            match self.update_applier.apply_update(
                StateUpdate { kind, ts, diff },
                &mut self.fenceable_token,
                &self.metrics,
            ) {
                Ok(Some(StateUpdate { kind, ts, diff })) => self.snapshot.push((kind, ts, diff)),
                Ok(None) => {}
                // Instead of returning immediately, we accumulate all the errors and return the one
                // with the most information.
                Err(err) => errors.push(err),
            }
        }

        errors.sort();
        if let Some(err) = errors.into_iter().next() {
            return Err(err);
        }

        self.consolidate();

        Ok(())
    }

    #[mz_ore::instrument]
    pub(crate) fn consolidate(&mut self) {
        soft_assert_no_log!(
            self.snapshot
                .windows(2)
                .all(|updates| updates[0].1 <= updates[1].1),
            "snapshot should be sorted by timestamp, {:#?}",
            self.snapshot
        );

        let new_ts = self
            .snapshot
            .last()
            .map(|(_, ts, _)| *ts)
            .unwrap_or_else(Timestamp::minimum);
        for (_, ts, _) in &mut self.snapshot {
            *ts = new_ts;
        }
        differential_dataflow::consolidation::consolidate_updates(&mut self.snapshot);
    }

    /// Execute and return the results of `f` on the current catalog trace.
    ///
    /// Will return an error if the catalog has been fenced out.
    async fn with_trace<R>(
        &mut self,
        f: impl FnOnce(&Vec<(T, Timestamp, Diff)>) -> Result<R, CatalogError>,
    ) -> Result<R, CatalogError> {
        self.sync_to_current_upper().await?;
        f(&self.snapshot)
    }

    /// Open a read handle to the catalog.
    async fn read_handle(&mut self) -> ReadHandle<SourceData, (), Timestamp, Diff> {
        self.persist_client
            .open_leased_reader(
                self.shard_id,
                Arc::new(desc()),
                Arc::new(UnitSchema::default()),
                Diagnostics {
                    shard_name: CATALOG_SHARD_NAME.to_string(),
                    handle_purpose: "openable durable catalog state temporary reader".to_string(),
                },
                USE_CRITICAL_SINCE_CATALOG.get(self.persist_client.dyncfgs()),
            )
            .await
            .expect("invalid usage")
    }

    /// Politely releases all external resources that can only be released in an async context.
    async fn expire(self: Box<Self>) {
        self.write_handle.expire().await;
        self.listen.expire().await;
    }
}

impl<U: ApplyUpdate<StateUpdateKind>> PersistHandle<StateUpdateKind, U> {
    /// Execute and return the results of `f` on the current catalog snapshot.
    ///
    /// Will return an error if the catalog has been fenced out.
    async fn with_snapshot<T>(
        &mut self,
        f: impl FnOnce(Snapshot) -> Result<T, CatalogError>,
    ) -> Result<T, CatalogError> {
        fn apply<K, V>(map: &mut BTreeMap<K, V>, key: &K, value: &V, diff: Diff)
        where
            K: Ord + Clone,
            V: Ord + Clone + Debug,
        {
            let key = key.clone();
            let value = value.clone();
            if diff == 1 {
                let prev = map.insert(key, value);
                assert_eq!(
                    prev, None,
                    "values must be explicitly retracted before inserting a new value"
                );
            } else if diff == -1 {
                let prev = map.remove(&key);
                assert_eq!(
                    prev,
                    Some(value),
                    "retraction does not match existing value"
                );
            }
        }

        self.with_trace(|trace| {
            let mut snapshot = Snapshot::empty();
            for (kind, ts, diff) in trace {
                let diff = *diff;
                if diff != 1 && diff != -1 {
                    panic!("invalid update in consolidated trace: ({kind:?}, {ts:?}, {diff:?})");
                }

                match kind {
                    StateUpdateKind::AuditLog(_key, ()) => {
                        // Ignore for snapshots.
                    }
                    StateUpdateKind::Cluster(key, value) => {
                        apply(&mut snapshot.clusters, key, value, diff);
                    }
                    StateUpdateKind::ClusterReplica(key, value) => {
                        apply(&mut snapshot.cluster_replicas, key, value, diff);
                    }
                    StateUpdateKind::Comment(key, value) => {
                        apply(&mut snapshot.comments, key, value, diff);
                    }
                    StateUpdateKind::Config(key, value) => {
                        apply(&mut snapshot.configs, key, value, diff);
                    }
                    StateUpdateKind::Database(key, value) => {
                        apply(&mut snapshot.databases, key, value, diff);
                    }
                    StateUpdateKind::DefaultPrivilege(key, value) => {
                        apply(&mut snapshot.default_privileges, key, value, diff);
                    }
                    StateUpdateKind::Epoch(_epoch) => {
                        // Ignore for snapshots.
                    }
                    StateUpdateKind::FenceToken(_token) => {
                        // Ignore for snapshots.
                    }
                    StateUpdateKind::IdAllocator(key, value) => {
                        apply(&mut snapshot.id_allocator, key, value, diff);
                    }
                    StateUpdateKind::IntrospectionSourceIndex(key, value) => {
                        apply(&mut snapshot.introspection_sources, key, value, diff);
                    }
                    StateUpdateKind::Item(key, value) => {
                        apply(&mut snapshot.items, key, value, diff);
                    }
                    StateUpdateKind::Role(key, value) => {
                        apply(&mut snapshot.roles, key, value, diff);
                    }
                    StateUpdateKind::Schema(key, value) => {
                        apply(&mut snapshot.schemas, key, value, diff);
                    }
                    StateUpdateKind::Setting(key, value) => {
                        apply(&mut snapshot.settings, key, value, diff);
                    }
                    StateUpdateKind::SourceReferences(key, value) => {
                        apply(&mut snapshot.source_references, key, value, diff);
                    }
                    StateUpdateKind::SystemConfiguration(key, value) => {
                        apply(&mut snapshot.system_configurations, key, value, diff);
                    }
                    StateUpdateKind::SystemObjectMapping(key, value) => {
                        apply(&mut snapshot.system_object_mappings, key, value, diff);
                    }
                    StateUpdateKind::SystemPrivilege(key, value) => {
                        apply(&mut snapshot.system_privileges, key, value, diff);
                    }
                    StateUpdateKind::StorageCollectionMetadata(key, value) => {
                        apply(&mut snapshot.storage_collection_metadata, key, value, diff);
                    }
                    StateUpdateKind::UnfinalizedShard(key, ()) => {
                        apply(&mut snapshot.unfinalized_shards, key, &(), diff);
                    }
                    StateUpdateKind::TxnWalShard((), value) => {
                        apply(&mut snapshot.txn_wal_shard, &(), value, diff);
                    }
                }
            }
            f(snapshot)
        })
        .await
    }

    /// Generates an iterator of [`StateUpdate`] that contain all updates to the catalog
    /// state.
    ///
    /// The output is fetched directly from persist instead of the in-memory cache.
    ///
    /// The output is consolidated and sorted by timestamp in ascending order.
    #[mz_ore::instrument(level = "debug")]
    async fn persist_snapshot(
        &mut self,
    ) -> impl Iterator<Item = StateUpdate> + DoubleEndedIterator {
        let mut read_handle = self.read_handle().await;
        let as_of = as_of(&read_handle, self.upper);
        let snapshot = snapshot_binary(&mut read_handle, as_of, &self.metrics)
            .await
            .map(|update| update.try_into().expect("kind decoding error"));
        read_handle.expire().await;
        snapshot
    }
}

/// Applies updates for an unopened catalog.
#[derive(Debug)]
pub(crate) struct UnopenedCatalogStateInner {
    /// The organization ID of the environment.
    organization_id: Uuid,
    /// A cache of the config collection of the catalog.
    configs: BTreeMap<String, u64>,
    /// A cache of the settings collection of the catalog.
    settings: BTreeMap<String, String>,
}

impl UnopenedCatalogStateInner {
    fn new(organization_id: Uuid) -> UnopenedCatalogStateInner {
        UnopenedCatalogStateInner {
            organization_id,
            configs: BTreeMap::new(),
            settings: BTreeMap::new(),
        }
    }
}

impl ApplyUpdate<StateUpdateKindJson> for UnopenedCatalogStateInner {
    fn apply_update(
        &mut self,
        update: StateUpdate<StateUpdateKindJson>,
        current_fence_token: &mut FenceableToken,
        _metrics: &Arc<Metrics>,
    ) -> Result<Option<StateUpdate<StateUpdateKindJson>>, FenceError> {
        // TODO(jkosh44) It's a bit unfortunate that we have to clone all updates to attempt to
        // convert them into a `StateUpdateKind` and cache a very small subset of them. It would
        // be better if we could figure out a way not to clone everything.
        if let Ok(kind) =
            <StateUpdateKindJson as TryIntoStateUpdateKind>::try_into(update.kind.clone())
        {
            match (kind, update.diff) {
                (StateUpdateKind::Config(key, value), 1) => {
                    if key.key == DEPLOY_GENERATION {
                        current_fence_token.handle_legacy_delpoy_generation(value.value, 1);
                    }
                    let prev = self.configs.insert(key.key, value.value);
                    assert_eq!(
                        prev, None,
                        "values must be explicitly retracted before inserting a new value"
                    );
                }
                (StateUpdateKind::Config(key, value), -1) => {
                    if key.key == DEPLOY_GENERATION {
                        current_fence_token.handle_legacy_delpoy_generation(value.value, -1);
                    }
                    let prev = self.configs.remove(&key.key);
                    assert_eq!(
                        prev,
                        Some(value.value),
                        "retraction does not match existing value"
                    );
                }
                (StateUpdateKind::Setting(key, value), 1) => {
                    let prev = self.settings.insert(key.name, value.value);
                    assert_eq!(
                        prev, None,
                        "values must be explicitly retracted before inserting a new value"
                    );
                }
                (StateUpdateKind::Setting(key, value), -1) => {
                    let prev = self.settings.remove(&key.name);
                    assert_eq!(
                        prev,
                        Some(value.value),
                        "retraction does not match existing value"
                    );
                }
                (StateUpdateKind::Epoch(epoch), diff) => {
                    current_fence_token.handle_legacy_epoch(epoch, diff);
                }
                (StateUpdateKind::FenceToken(fence_token), 1) => {
                    current_fence_token.maybe_fence(fence_token)?;
                }
                _ => {}
            }
        }

        Ok(Some(update))
    }
}

/// A Handle to an unopened catalog stored in persist. The unopened catalog can serve `Config` data,
/// `Setting` data, or the current epoch. All other catalog data may be un-migrated and should not
/// be read until the catalog has been opened. The [`UnopenedPersistCatalogState`] is responsible
/// for opening the catalog, see [`OpenableDurableCatalogState::open`] for more details.
///
/// Production users should call [`Self::expire`] before dropping an [`UnopenedPersistCatalogState`]
/// so that it can expire its leases. If/when rust gets AsyncDrop, this will be done automatically.
pub(crate) type UnopenedPersistCatalogState =
    PersistHandle<StateUpdateKindJson, UnopenedCatalogStateInner>;

impl UnopenedPersistCatalogState {
    /// Create a new [`UnopenedPersistCatalogState`] to the catalog state associated with
    /// `organization_id`.
    ///
    /// All usages of the persist catalog must go through this function. That includes the
    /// catalog-debug tool, the adapter's catalog, etc.
    #[mz_ore::instrument]
    pub(crate) async fn new(
        persist_client: PersistClient,
        organization_id: Uuid,
        version: semver::Version,
        deploy_generation: Option<u64>,
        metrics: Arc<Metrics>,
    ) -> Result<UnopenedPersistCatalogState, DurableCatalogError> {
        let catalog_shard_id = shard_id(organization_id, CATALOG_SEED);
        let upgrade_shard_id = shard_id(organization_id, UPGRADE_SEED);
        debug!(
            ?catalog_shard_id,
            ?upgrade_shard_id,
            "new persist backed catalog state"
        );

        // Check the catalog upgrade shard to see ensure that we don't fence anyone out of persist.
        let upgrade_version =
            fetch_catalog_upgrade_shard_version(&persist_client, upgrade_shard_id).await;
        // If this is `None`, no version was found in the upgrade shard. This is a brand-new
        // environment, and we don't need to worry about fencing existing users.
        if let Some(upgrade_version) = upgrade_version {
            if mz_persist_client::cfg::check_data_version(&upgrade_version, &version).is_err() {
                return Err(DurableCatalogError::IncompatiblePersistVersion {
                    found_version: upgrade_version,
                    catalog_version: version,
                });
            }
        }

        let since_handle = persist_client
            .open_critical_since(
                catalog_shard_id,
                // TODO: We may need to use a different critical reader
                // id for this if we want to be able to introspect it via SQL.
                PersistClient::CONTROLLER_CRITICAL_SINCE,
                Diagnostics {
                    shard_name: CATALOG_SHARD_NAME.to_string(),
                    handle_purpose: "durable catalog state critical since".to_string(),
                },
            )
            .await
            .expect("invalid usage");
        let (mut write_handle, mut read_handle) = persist_client
            .open(
                catalog_shard_id,
                Arc::new(desc()),
                Arc::new(UnitSchema::default()),
                Diagnostics {
                    shard_name: CATALOG_SHARD_NAME.to_string(),
                    handle_purpose: "durable catalog state handles".to_string(),
                },
                USE_CRITICAL_SINCE_CATALOG.get(persist_client.dyncfgs()),
            )
            .await
            .expect("invalid usage");

        // Commit an empty write at the minimum timestamp so the catalog is always readable.
        let upper = {
            const EMPTY_UPDATES: &[((SourceData, ()), Timestamp, Diff)] = &[];
            let upper = Antichain::from_elem(Timestamp::minimum());
            let next_upper = Timestamp::minimum().step_forward();
            match write_handle
                .compare_and_append(EMPTY_UPDATES, upper, Antichain::from_elem(next_upper))
                .await
                .expect("invalid usage")
            {
                Ok(()) => next_upper,
                Err(mismatch) => antichain_to_timestamp(mismatch.current),
            }
        };

        let as_of = as_of(&read_handle, upper);
        let snapshot: Vec<_> = snapshot_binary(&mut read_handle, as_of, &metrics)
            .await
            .map(|StateUpdate { kind, ts, diff }| (kind, ts, diff))
            .collect();
        let listen = read_handle
            .listen(Antichain::from_elem(as_of))
            .await
            .expect("invalid usage");

        let mut handle = UnopenedPersistCatalogState {
            // Unopened catalogs are always writeable until they're opened in an explicit mode.
            mode: Mode::Writable,
            since_handle,
            write_handle,
            listen,
            persist_client,
            shard_id: catalog_shard_id,
            // Initialize empty in-memory state.
            snapshot: Vec::new(),
            update_applier: UnopenedCatalogStateInner::new(organization_id),
            upper,
            fenceable_token: FenceableToken::new(deploy_generation),
            catalog_content_version: version,
            metrics,
        };
        // If the snapshot is not consolidated, and we see multiple epoch values while applying the
        // updates, then we might accidentally fence ourselves out.
        soft_assert_no_log!(
            snapshot.iter().all(|(_, _, diff)| *diff == 1),
            "snapshot should be consolidated: {snapshot:#?}"
        );
        let updates = snapshot
            .into_iter()
            .map(|(kind, ts, diff)| StateUpdate { kind, ts, diff });
        handle.apply_updates(updates)?;

        // Validate that the binary version of the current process is not less than any binary
        // version that has written to the catalog.
        // This condition is only checked once, right here. If a new process comes along with a
        // higher version, it must fence this process out with one of the existing fencing
        // mechanisms.
        if let Some(found_version) = handle.get_catalog_content_version().await? {
            if handle.catalog_content_version < found_version {
                return Err(DurableCatalogError::IncompatiblePersistVersion {
                    found_version,
                    catalog_version: handle.catalog_content_version,
                });
            }
        }

        Ok(handle)
    }

    #[mz_ore::instrument]
    async fn open_inner(
        mut self,
        mode: Mode,
        initial_ts: EpochMillis,
        bootstrap_args: &BootstrapArgs,
    ) -> Result<Box<dyn DurableCatalogState>, CatalogError> {
        self.mode = mode;

        // Validate the current deploy generation.
        match (&self.mode, &self.fenceable_token) {
            (_, FenceableToken::Unfenced { .. } | FenceableToken::Fenced { .. }) => {
                return Err(DurableCatalogError::Internal(
                    "catalog should not have fenced before opening".to_string(),
                )
                .into());
            }
            (
                Mode::Writable | Mode::Savepoint,
                FenceableToken::Initializing {
                    current_deploy_generation: None,
                    ..
                },
            ) => {
                return Err(DurableCatalogError::Internal(format!(
                    "cannot open in mode '{:?}' without a deploy generation",
                    self.mode,
                ))
                .into());
            }
            _ => {}
        }

        let read_only = matches!(self.mode, Mode::Readonly);

        // Fence out previous catalogs.
        loop {
            self.sync_to_current_upper().await?;
            let (fence_updates, current_fenceable_token) = self
                .fenceable_token
                .generate_unfenced_token(self.mode)?
                .ok_or_else(|| {
                    DurableCatalogError::Internal(
                        "catalog should not have fenced before opening".to_string(),
                    )
                })?;
            debug!(
                ?self.upper,
                ?self.fenceable_token,
                ?current_fenceable_token,
                "fencing previous catalogs"
            );
            if matches!(self.mode, Mode::Writable) {
                match self.compare_and_append(fence_updates.clone()).await {
                    Ok(_) => {}
                    Err(CompareAndAppendError::Fence(e)) => return Err(e.into()),
                    Err(e @ CompareAndAppendError::UpperMismatch { .. }) => {
                        warn!("catalog write failed due to upper mismatch, retrying: {e:?}");
                        continue;
                    }
                }
            }
            self.fenceable_token = current_fenceable_token;
            break;
        }

        let is_initialized = self.is_initialized_inner();
        if !matches!(self.mode, Mode::Writable) && !is_initialized {
            return Err(CatalogError::Durable(DurableCatalogError::NotWritable(
                format!(
                    "catalog tables do not exist; will not create in {:?} mode",
                    self.mode
                ),
            )));
        }
        soft_assert_ne_or_log!(self.upper, Timestamp::minimum());

        // Perform data migrations.
        if is_initialized && !read_only {
            upgrade(&mut self).await?;
        }

        debug!(
            ?is_initialized,
            ?self.upper,
            "initializing catalog state"
        );
        let mut catalog = PersistCatalogState {
            mode: self.mode,
            since_handle: self.since_handle,
            write_handle: self.write_handle,
            listen: self.listen,
            persist_client: self.persist_client,
            shard_id: self.shard_id,
            upper: self.upper,
            fenceable_token: self.fenceable_token,
            // Initialize empty in-memory state.
            snapshot: Vec::new(),
            update_applier: CatalogStateInner::new(),
            catalog_content_version: self.catalog_content_version,
            metrics: self.metrics,
        };
        catalog.metrics.collection_entries.reset();
        let updates = self.snapshot.into_iter().map(|(kind, ts, diff)| {
            let kind = TryIntoStateUpdateKind::try_into(kind).expect("kind decoding error");
            StateUpdate { kind, ts, diff }
        });
        catalog.apply_updates(updates)?;

        let catalog_content_version = catalog.catalog_content_version.to_string();
        let txn = if is_initialized {
            let mut txn = catalog.transaction().await?;
            txn.set_catalog_content_version(catalog_content_version)?;
            txn
        } else {
            soft_assert_eq_no_log!(
                catalog
                    .snapshot
                    .iter()
                    .filter(|(kind, _, _)| !matches!(kind, StateUpdateKind::FenceToken(_)))
                    .count(),
                0,
                "trace should not contain any updates for an uninitialized catalog: {:#?}",
                catalog.snapshot
            );

            let mut txn = catalog.transaction().await?;
            initialize::initialize(
                &mut txn,
                bootstrap_args,
                initial_ts,
                catalog_content_version,
            )
            .await?;
            txn
        };

        if read_only {
            let (txn_batch, _) = txn.into_parts();
            // The upper here doesn't matter because we are only applying the updates in memory.
            let updates = StateUpdate::from_txn_batch_ts(txn_batch, catalog.upper);
            catalog.apply_updates(updates)?;
        } else {
            txn.commit_internal().await?;
        }

        // Now that we've fully opened the catalog at the current version, we can increment the
        // version in the catalog upgrade shard to signal to readers that the allowable versions
        // have increased.
        if matches!(catalog.mode, Mode::Writable) {
            catalog
                .increment_catalog_upgrade_shard_version(self.update_applier.organization_id)
                .await;
            let write_handle = catalog
                .persist_client
                .open_writer::<SourceData, (), Timestamp, i64>(
                    catalog.write_handle.shard_id(),
                    Arc::new(desc()),
                    Arc::new(UnitSchema::default()),
                    Diagnostics {
                        shard_name: CATALOG_SHARD_NAME.to_string(),
                        handle_purpose: "compact catalog".to_string(),
                    },
                )
                .await
                .expect("invalid usage");
            let fuel = CATALOG_FORCE_COMPACTION_FUEL.handle(catalog.persist_client.dyncfgs());
            let wait = CATALOG_FORCE_COMPACTION_WAIT.handle(catalog.persist_client.dyncfgs());
            // We're going to gradually turn this on via dyncfgs. Run it in a task so that it
            // doesn't block startup.
            let _task = mz_ore::task::spawn(|| "catalog::force_shard_compaction", async move {
                let () =
                    mz_persist_client::cli::admin::dangerous_force_compaction_and_break_pushdown(
                        &write_handle,
                        || fuel.get(),
                        || wait.get(),
                        None,
                    )
                    .await;
            });
        }

        Ok(Box::new(catalog))
    }

    /// Reports if the catalog state has been initialized.
    ///
    /// NOTE: This is the answer as of the last call to [`PersistHandle::sync`] or [`PersistHandle::sync_to_current_upper`],
    /// not necessarily what is currently in persist.
    #[mz_ore::instrument]
    fn is_initialized_inner(&self) -> bool {
        !self.update_applier.configs.is_empty()
    }

    /// Get the current value of config `key`.
    ///
    /// Some configs need to be read before the catalog is opened for bootstrapping.
    #[mz_ore::instrument]
    async fn get_current_config(&mut self, key: &str) -> Result<Option<u64>, DurableCatalogError> {
        self.sync_to_current_upper().await?;
        Ok(self.update_applier.configs.get(key).cloned())
    }

    /// Get the user version of this instance.
    ///
    /// The user version is used to determine if a migration is needed.
    #[mz_ore::instrument]
    pub(crate) async fn get_user_version(&mut self) -> Result<Option<u64>, DurableCatalogError> {
        self.get_current_config(USER_VERSION_KEY).await
    }

    /// Get the current value of setting `name`.
    ///
    /// Some settings need to be read before the catalog is opened for bootstrapping.
    #[mz_ore::instrument]
    async fn get_current_setting(
        &mut self,
        name: &str,
    ) -> Result<Option<String>, DurableCatalogError> {
        self.sync_to_current_upper().await?;
        Ok(self.update_applier.settings.get(name).cloned())
    }

    /// Get the catalog content version.
    ///
    /// The catalog content version is the semantic version of the most recent binary that wrote to
    /// the catalog.
    #[mz_ore::instrument]
    async fn get_catalog_content_version(
        &mut self,
    ) -> Result<Option<semver::Version>, DurableCatalogError> {
        let version = self
            .get_current_setting(CATALOG_CONTENT_VERSION_KEY)
            .await?;
        let version = version.map(|version| version.parse().expect("invalid version persisted"));
        Ok(version)
    }
}

#[async_trait]
impl OpenableDurableCatalogState for UnopenedPersistCatalogState {
    #[mz_ore::instrument]
    async fn open_savepoint(
        mut self: Box<Self>,
        initial_ts: EpochMillis,
        bootstrap_args: &BootstrapArgs,
    ) -> Result<Box<dyn DurableCatalogState>, CatalogError> {
        self.open_inner(Mode::Savepoint, initial_ts, bootstrap_args)
            .boxed()
            .await
    }

    #[mz_ore::instrument]
    async fn open_read_only(
        mut self: Box<Self>,
        bootstrap_args: &BootstrapArgs,
    ) -> Result<Box<dyn DurableCatalogState>, CatalogError> {
        self.open_inner(Mode::Readonly, EpochMillis::MIN, bootstrap_args)
            .boxed()
            .await
    }

    #[mz_ore::instrument]
    async fn open(
        mut self: Box<Self>,
        initial_ts: EpochMillis,
        bootstrap_args: &BootstrapArgs,
    ) -> Result<Box<dyn DurableCatalogState>, CatalogError> {
        self.open_inner(Mode::Writable, initial_ts, bootstrap_args)
            .boxed()
            .await
    }

    #[mz_ore::instrument(level = "debug")]
    async fn open_debug(mut self: Box<Self>) -> Result<DebugCatalogState, CatalogError> {
        Ok(DebugCatalogState(*self))
    }

    #[mz_ore::instrument]
    async fn is_initialized(&mut self) -> Result<bool, CatalogError> {
        self.sync_to_current_upper().await?;
        Ok(self.is_initialized_inner())
    }

    #[mz_ore::instrument]
    async fn epoch(&mut self) -> Result<Epoch, CatalogError> {
        self.sync_to_current_upper().await?;
        self.fenceable_token
            .validate()?
            .map(|token| token.epoch)
            .ok_or(CatalogError::Durable(DurableCatalogError::Uninitialized))
    }

    #[mz_ore::instrument]
    async fn get_deployment_generation(&mut self) -> Result<u64, CatalogError> {
        self.sync_to_current_upper().await?;
        self.fenceable_token
            .durable_deploy_generation()
            .ok_or(CatalogError::Durable(DurableCatalogError::Uninitialized))
    }

    #[mz_ore::instrument(level = "debug")]
    async fn get_enable_0dt_deployment(&mut self) -> Result<Option<bool>, CatalogError> {
        let value = self.get_current_config(ENABLE_0DT_DEPLOYMENT).await?;
        match value {
            None => Ok(None),
            Some(0) => Ok(Some(false)),
            Some(1) => Ok(Some(true)),
            Some(v) => Err(
                DurableCatalogError::from(TryFromProtoError::UnknownEnumVariant(format!(
                    "{v} is not a valid boolean value"
                )))
                .into(),
            ),
        }
    }

    #[mz_ore::instrument(level = "debug")]
    async fn get_0dt_deployment_max_wait(&mut self) -> Result<Option<Duration>, CatalogError> {
        let value = self
            .get_current_config(WITH_0DT_DEPLOYMENT_MAX_WAIT)
            .await?;
        match value {
            None => Ok(None),
            Some(millis) => Ok(Some(Duration::from_millis(millis))),
        }
    }

    #[mz_ore::instrument(level = "debug")]
    async fn get_enable_0dt_deployment_panic_after_timeout(
        &mut self,
    ) -> Result<Option<bool>, CatalogError> {
        let value = self
            .get_current_config(ENABLE_0DT_DEPLOYMENT_PANIC_AFTER_TIMEOUT)
            .await?;
        match value {
            None => Ok(None),
            Some(0) => Ok(Some(false)),
            Some(1) => Ok(Some(true)),
            Some(v) => Err(
                DurableCatalogError::from(TryFromProtoError::UnknownEnumVariant(format!(
                    "{v} is not a valid boolean value"
                )))
                .into(),
            ),
        }
    }

    #[mz_ore::instrument]
    async fn has_system_config_synced_once(&mut self) -> Result<bool, DurableCatalogError> {
        self.get_current_config(SYSTEM_CONFIG_SYNCED_KEY)
            .await
            .map(|value| value.map(|value| value > 0).unwrap_or(false))
    }

    #[mz_ore::instrument]
    async fn trace_unconsolidated(&mut self) -> Result<Trace, CatalogError> {
        self.sync_to_current_upper().await?;
        if self.is_initialized_inner() {
            let snapshot = self.snapshot_unconsolidated().await;
            Ok(Trace::from_snapshot(snapshot))
        } else {
            Err(CatalogError::Durable(DurableCatalogError::Uninitialized))
        }
    }

    #[mz_ore::instrument]
    async fn trace_consolidated(&mut self) -> Result<Trace, CatalogError> {
        self.sync_to_current_upper().await?;
        if self.is_initialized_inner() {
            let snapshot = self.current_snapshot().await?;
            Ok(Trace::from_snapshot(snapshot))
        } else {
            Err(CatalogError::Durable(DurableCatalogError::Uninitialized))
        }
    }

    #[mz_ore::instrument(level = "debug")]
    async fn expire(self: Box<Self>) {
        self.expire().await
    }
}

/// Applies updates for an opened catalog.
#[derive(Debug)]
struct CatalogStateInner {
    /// A trace of all catalog updates that can be consumed by some higher layer.
    updates: VecDeque<memory::objects::StateUpdate>,
}

impl CatalogStateInner {
    fn new() -> CatalogStateInner {
        CatalogStateInner {
            updates: VecDeque::new(),
        }
    }
}

impl ApplyUpdate<StateUpdateKind> for CatalogStateInner {
    fn apply_update(
        &mut self,
        update: StateUpdate<StateUpdateKind>,
        current_fence_token: &mut FenceableToken,
        metrics: &Arc<Metrics>,
    ) -> Result<Option<StateUpdate<StateUpdateKind>>, FenceError> {
        if let Some(collection_type) = update.kind.collection_type() {
            metrics
                .collection_entries
                .with_label_values(&[&collection_type.to_string()])
                .add(update.diff);
        }

        {
            let update: Option<memory::objects::StateUpdate> = (&update)
                .try_into()
                .expect("invalid persisted update: {update:#?}");
            if let Some(update) = update {
                self.updates.push_back(update);
            }
        }

        match (update.kind, update.diff) {
            (StateUpdateKind::AuditLog(_, ()), _) => Ok(None),
            // Nothing to due for fence token retractions but wait for the next insertion.
            (StateUpdateKind::FenceToken(_), -1) => Ok(None),
            (StateUpdateKind::FenceToken(token), 1) => {
                current_fence_token.maybe_fence(token)?;
                Ok(None)
            }
            (StateUpdateKind::Epoch(epoch), diff) => {
                assert!(
                    epoch <= current_fence_token.token().expect("catalog must have token after open").epoch,
                    "Saw legacy deploy generation update after fencing: ({epoch:?}, {diff}), current: {current_fence_token:?}"
                );
                Ok(None)
            }
            (StateUpdateKind::Config(key, value), diff) if key.key == DEPLOY_GENERATION => {
                assert!(
                    value.value <= current_fence_token.token().expect("catalog must have token after open").deploy_generation,
                    "Saw legacy deploy generation update after fencing: ({key:?}, {value:?}, {diff}), current: {current_fence_token:?}"
                );
                Ok(None)
            }
            (kind, diff) => Ok(Some(StateUpdate {
                kind,
                ts: update.ts,
                diff,
            })),
        }
    }
}

/// A durable store of the catalog state using Persist as an implementation. The durable store can
/// serve any catalog data and transactionally modify catalog data.
///
/// Production users should call [`Self::expire`] before dropping a [`PersistCatalogState`]
/// so that it can expire its leases. If/when rust gets AsyncDrop, this will be done automatically.
type PersistCatalogState = PersistHandle<StateUpdateKind, CatalogStateInner>;

#[async_trait]
impl ReadOnlyDurableCatalogState for PersistCatalogState {
    fn epoch(&self) -> Epoch {
        self.fenceable_token
            .durable_epoch()
            .expect("opened catalog state must have an epoch")
    }

    #[mz_ore::instrument(level = "debug")]
    async fn expire(self: Box<Self>) {
        self.expire().await
    }

    async fn get_audit_logs(&mut self) -> Result<Vec<VersionedEvent>, CatalogError> {
        self.sync_to_current_upper().await?;
        let audit_logs: Vec<_> = self
            .persist_snapshot()
            .await
            .filter_map(
                |StateUpdate {
                     kind,
                     ts: _,
                     diff: _,
                 }| match kind {
                    StateUpdateKind::AuditLog(key, ()) => Some(key),
                    _ => None,
                },
            )
            .collect();
        let mut audit_logs: Vec<_> = audit_logs
            .into_iter()
            .map(RustType::from_proto)
            .map_ok(|key: AuditLogKey| key.event)
            .collect::<Result<_, _>>()?;
        audit_logs.sort_by(|a, b| a.sortable_id().cmp(&b.sortable_id()));
        Ok(audit_logs)
    }

    #[mz_ore::instrument(level = "debug")]
    async fn get_next_id(&mut self, id_type: &str) -> Result<u64, CatalogError> {
        self.with_trace(|trace| {
            Ok(trace
                .into_iter()
                .rev()
                .filter_map(|(kind, _, _)| match kind {
                    StateUpdateKind::IdAllocator(key, value) if key.name == id_type => {
                        Some(value.next_id)
                    }
                    _ => None,
                })
                .next()
                .expect("must exist"))
        })
        .await
    }

    #[mz_ore::instrument(level = "debug")]
    async fn snapshot(&mut self) -> Result<Snapshot, CatalogError> {
        self.with_snapshot(Ok).await
    }

    #[mz_ore::instrument(level = "debug")]
    async fn sync_to_current_updates(
        &mut self,
    ) -> Result<Vec<memory::objects::StateUpdate>, CatalogError> {
        let upper = self.current_upper().await;
        self.sync_updates(upper).await
    }

    #[mz_ore::instrument(level = "debug")]
    async fn sync_updates(
        &mut self,
        target_upper: mz_repr::Timestamp,
    ) -> Result<Vec<memory::objects::StateUpdate>, CatalogError> {
        self.sync(target_upper).await?;
        let mut updates = Vec::new();
        while let Some(update) = self.update_applier.updates.front() {
            if update.ts >= target_upper {
                break;
            }

            let update = self
                .update_applier
                .updates
                .pop_front()
                .expect("peeked above");
            updates.push(update);
        }
        Ok(updates)
    }
}

#[async_trait]
impl DurableCatalogState for PersistCatalogState {
    fn is_read_only(&self) -> bool {
        matches!(self.mode, Mode::Readonly)
    }

    fn is_savepoint(&self) -> bool {
        matches!(self.mode, Mode::Savepoint)
    }

    #[mz_ore::instrument(level = "debug")]
    async fn transaction(&mut self) -> Result<Transaction, CatalogError> {
        self.metrics.transactions_started.inc();
        let snapshot = self.snapshot().await?;
        let commit_ts = self.upper.clone();
        Transaction::new(self, snapshot, commit_ts)
    }

    #[mz_ore::instrument(level = "debug")]
    async fn commit_transaction(
        &mut self,
        txn_batch: TransactionBatch,
    ) -> Result<Timestamp, CatalogError> {
        async fn commit_transaction_inner(
            catalog: &mut PersistCatalogState,
            txn_batch: TransactionBatch,
        ) -> Result<Timestamp, CatalogError> {
            // If the transaction is empty then we don't error, even in read-only mode. This matches the
            // semantics that the stash uses.
            if !txn_batch.is_empty() && catalog.is_read_only() {
                return Err(DurableCatalogError::NotWritable(format!(
                    "cannot commit a transaction in a read-only catalog: {txn_batch:#?}"
                ))
                .into());
            }

            // If the current upper does not match the transaction's commit timestamp, then the
            // catalog must have changed since the transaction was started, making the transaction
            // invalid. When/if we want a multi-writer catalog, this will likely have to change
            // from an assert to a retry.
            assert_eq!(
                catalog.upper, txn_batch.commit_ts,
                "only one transaction at a time is supported"
            );

            let updates = StateUpdate::from_txn_batch(txn_batch).collect();
            debug!("committing updates: {updates:?}");

            let next_upper = match catalog.mode {
                Mode::Writable => catalog
                    .compare_and_append(updates)
                    .await
                    .map_err(|e| e.unwrap_fence_error())?,
                Mode::Savepoint => {
                    let ts = catalog.upper;
                    let updates =
                        updates
                            .into_iter()
                            .map(|(kind, diff)| StateUpdate { kind, ts, diff });
                    catalog.apply_updates(updates)?;
                    catalog.upper = catalog.upper.step_forward();
                    catalog.upper
                }
                Mode::Readonly => catalog.upper,
            };

            Ok(next_upper)
        }
        self.metrics.transaction_commits.inc();
        let counter = self.metrics.transaction_commit_latency_seconds.clone();
        commit_transaction_inner(self, txn_batch)
            .wall_time()
            .inc_by(counter)
            .await
    }

    #[mz_ore::instrument(level = "debug")]
    async fn confirm_leadership(&mut self) -> Result<(), CatalogError> {
        // Read only catalog does not care about leadership.
        if self.is_read_only() {
            return Ok(());
        }
        self.sync_to_current_upper().await?;
        Ok(())
    }
}

/// Deterministically generate a builtin table migration shard ID for the given
/// `organization_id`.
pub fn builtin_migration_shard_id(organization_id: Uuid) -> ShardId {
    shard_id(organization_id, BUILTIN_MIGRATION_SEED)
}

/// Deterministically generate a shard ID for the given `organization_id` and `seed`.
fn shard_id(organization_id: Uuid, seed: usize) -> ShardId {
    let hash = sha2::Sha256::digest(format!("{organization_id}{seed}")).to_vec();
    soft_assert_eq_or_log!(hash.len(), 32, "SHA256 returns 32 bytes (256 bits)");
    let uuid = Uuid::from_slice(&hash[0..16]).expect("from_slice accepts exactly 16 bytes");
    ShardId::from_str(&format!("s{uuid}")).expect("known to be valid")
}

/// Returns the schema of the `Row`s/`SourceData`s stored in the persist
/// shard backing the catalog.
fn desc() -> RelationDesc {
    RelationDesc::builder()
        .with_column("data", ScalarType::Jsonb.nullable(false))
        .finish()
}

/// Generates a timestamp for reading from `read_handle` that is as fresh as possible, given
/// `upper`.
fn as_of(read_handle: &ReadHandle<SourceData, (), Timestamp, Diff>, upper: Timestamp) -> Timestamp {
    let since = read_handle.since().clone();
    let mut as_of = upper.checked_sub(1).unwrap_or_else(|| {
        panic!("catalog persist shard should be initialize, found upper: {upper:?}")
    });
    // We only downgrade the since after writing, and we always set the since to one less than the
    // upper.
    soft_assert_or_log!(
        since.less_equal(&as_of),
        "since={since:?}, as_of={as_of:?}; since must be less than or equal to as_of"
    );
    // This should be a no-op if the assert above passes, however if it doesn't then we'd like to
    // continue with a correct timestamp instead of entering a panic loop.
    as_of.advance_by(since.borrow());
    as_of
}

/// Fetch the persist version of the catalog upgrade shard, if one exists. A version will not
/// exist if we are creating a brand-new environment.
async fn fetch_catalog_upgrade_shard_version(
    persist_client: &PersistClient,
    upgrade_shard_id: ShardId,
) -> Option<semver::Version> {
    let shard_state = persist_client
        .inspect_shard::<Timestamp>(&upgrade_shard_id)
        .await
        .ok()?;
    let json_state = serde_json::to_value(shard_state).expect("state serialization error");
    let upgrade_version = json_state
        .get("applier_version")
        .cloned()
        .expect("missing applier_version");
    let upgrade_version =
        serde_json::from_value(upgrade_version).expect("version deserialization error");
    Some(upgrade_version)
}

/// Generates an iterator of [`StateUpdate`] that contain all updates to the catalog
/// state up to, and including, `as_of`.
///
/// The output is consolidated and sorted by timestamp in ascending order.
#[mz_ore::instrument(level = "debug")]
async fn snapshot_binary(
    read_handle: &mut ReadHandle<SourceData, (), Timestamp, Diff>,
    as_of: Timestamp,
    metrics: &Arc<Metrics>,
) -> impl Iterator<Item = StateUpdate<StateUpdateKindJson>> + DoubleEndedIterator {
    metrics.snapshots_taken.inc();
    let counter = metrics.snapshot_latency_seconds.clone();
    snapshot_binary_inner(read_handle, as_of)
        .wall_time()
        .inc_by(counter)
        .await
}

/// Generates an iterator of [`StateUpdate`] that contain all updates to the catalog
/// state up to, and including, `as_of`.
///
/// The output is consolidated and sorted by timestamp in ascending order.
#[mz_ore::instrument(level = "debug")]
async fn snapshot_binary_inner(
    read_handle: &mut ReadHandle<SourceData, (), Timestamp, Diff>,
    as_of: Timestamp,
) -> impl Iterator<Item = StateUpdate<StateUpdateKindJson>> + DoubleEndedIterator {
    let snapshot = read_handle
        .snapshot_and_fetch(Antichain::from_elem(as_of))
        .await
        .expect("we have advanced the restart_as_of by the since");
    soft_assert_no_log!(
        snapshot.iter().all(|(_, _, diff)| *diff == 1),
        "snapshot_and_fetch guarantees a consolidated result: {snapshot:#?}"
    );
    snapshot
        .into_iter()
        .map(Into::<StateUpdate<StateUpdateKindJson>>::into)
        .sorted_by(|a, b| Ord::cmp(&b.ts, &a.ts))
}

/// Convert an [`Antichain<Timestamp>`] to a [`Timestamp`].
///
/// The correctness of this function relies on [`Timestamp`] being totally ordered and never
/// finalizing the catalog shard.
pub(crate) fn antichain_to_timestamp(antichain: Antichain<Timestamp>) -> Timestamp {
    antichain
        .into_option()
        .expect("we use a totally ordered time and never finalize the shard")
}

// Debug methods used by the catalog-debug tool.

impl Trace {
    /// Generates a [`Trace`] from snapshot.
    fn from_snapshot(snapshot: impl IntoIterator<Item = StateUpdate>) -> Trace {
        let mut trace = Trace::new();
        for StateUpdate { kind, ts, diff } in snapshot {
            match kind {
                StateUpdateKind::AuditLog(k, v) => trace.audit_log.values.push(((k, v), ts, diff)),
                StateUpdateKind::Cluster(k, v) => trace.clusters.values.push(((k, v), ts, diff)),
                StateUpdateKind::ClusterReplica(k, v) => {
                    trace.cluster_replicas.values.push(((k, v), ts, diff))
                }
                StateUpdateKind::Comment(k, v) => trace.comments.values.push(((k, v), ts, diff)),
                StateUpdateKind::Config(k, v) => trace.configs.values.push(((k, v), ts, diff)),
                StateUpdateKind::Database(k, v) => trace.databases.values.push(((k, v), ts, diff)),
                StateUpdateKind::DefaultPrivilege(k, v) => {
                    trace.default_privileges.values.push(((k, v), ts, diff))
                }
                StateUpdateKind::FenceToken(_) => {
                    // Fence token not included in trace.
                }
                StateUpdateKind::Epoch(_) => {
                    // Epoch not included in trace.
                }
                StateUpdateKind::IdAllocator(k, v) => {
                    trace.id_allocator.values.push(((k, v), ts, diff))
                }
                StateUpdateKind::IntrospectionSourceIndex(k, v) => {
                    trace.introspection_sources.values.push(((k, v), ts, diff))
                }
                StateUpdateKind::Item(k, v) => trace.items.values.push(((k, v), ts, diff)),
                StateUpdateKind::Role(k, v) => trace.roles.values.push(((k, v), ts, diff)),
                StateUpdateKind::Schema(k, v) => trace.schemas.values.push(((k, v), ts, diff)),
                StateUpdateKind::Setting(k, v) => trace.settings.values.push(((k, v), ts, diff)),
                StateUpdateKind::SourceReferences(k, v) => {
                    trace.source_references.values.push(((k, v), ts, diff))
                }
                StateUpdateKind::SystemConfiguration(k, v) => {
                    trace.system_configurations.values.push(((k, v), ts, diff))
                }
                StateUpdateKind::SystemObjectMapping(k, v) => {
                    trace.system_object_mappings.values.push(((k, v), ts, diff))
                }
                StateUpdateKind::SystemPrivilege(k, v) => {
                    trace.system_privileges.values.push(((k, v), ts, diff))
                }
                StateUpdateKind::StorageCollectionMetadata(k, v) => trace
                    .storage_collection_metadata
                    .values
                    .push(((k, v), ts, diff)),
                StateUpdateKind::UnfinalizedShard(k, ()) => {
                    trace.unfinalized_shards.values.push(((k, ()), ts, diff))
                }
                StateUpdateKind::TxnWalShard((), v) => {
                    trace.txn_wal_shard.values.push((((), v), ts, diff))
                }
            }
        }
        trace
    }
}

impl UnopenedPersistCatalogState {
    /// Manually update value of `key` in collection `T` to `value`.
    #[mz_ore::instrument]
    pub(crate) async fn debug_edit<T: Collection>(
        &mut self,
        key: T::Key,
        value: T::Value,
    ) -> Result<Option<T::Value>, CatalogError>
    where
        T::Key: PartialEq + Eq + Debug + Clone,
        T::Value: Debug + Clone,
    {
        let prev_value = loop {
            let key = key.clone();
            let value = value.clone();
            let snapshot = self.current_snapshot().await?;
            let trace = Trace::from_snapshot(snapshot);
            let collection_trace = T::collection_trace(trace);
            let prev_values: Vec<_> = collection_trace
                .values
                .into_iter()
                .filter(|((k, _), _, diff)| {
                    soft_assert_eq_or_log!(*diff, 1, "trace is consolidated");
                    &key == k
                })
                .collect();

            let prev_value = match &prev_values[..] {
                [] => None,
                [((_, v), _, _)] => Some(v.clone()),
                prev_values => panic!("multiple values found for key {key:?}: {prev_values:?}"),
            };

            let mut updates: Vec<_> = prev_values
                .into_iter()
                .map(|((k, v), _, _)| (T::update(k, v), -1))
                .collect();
            updates.push((T::update(key, value), 1));
            // We must fence out all other catalogs, if we haven't already, since we are writing.
            match self.fenceable_token.generate_unfenced_token(self.mode)? {
                Some((fence_updates, current_fenceable_token)) => {
                    updates.extend(fence_updates.clone());
                    match self.compare_and_append(updates).await {
                        Ok(_) => {
                            self.fenceable_token = current_fenceable_token;
                            break prev_value;
                        }
                        Err(CompareAndAppendError::Fence(e)) => return Err(e.into()),
                        Err(e @ CompareAndAppendError::UpperMismatch { .. }) => {
                            warn!("catalog write failed due to upper mismatch, retrying: {e:?}");
                            continue;
                        }
                    }
                }
                None => {
                    self.compare_and_append(updates)
                        .await
                        .map_err(|e| e.unwrap_fence_error())?;
                    break prev_value;
                }
            }
        };
        Ok(prev_value)
    }

    /// Manually delete `key` from collection `T`.
    #[mz_ore::instrument]
    pub(crate) async fn debug_delete<T: Collection>(
        &mut self,
        key: T::Key,
    ) -> Result<(), CatalogError>
    where
        T::Key: PartialEq + Eq + Debug + Clone,
        T::Value: Debug,
    {
        loop {
            let key = key.clone();
            let snapshot = self.current_snapshot().await?;
            let trace = Trace::from_snapshot(snapshot);
            let collection_trace = T::collection_trace(trace);
            let mut retractions: Vec<_> = collection_trace
                .values
                .into_iter()
                .filter(|((k, _), _, diff)| {
                    soft_assert_eq_or_log!(*diff, 1, "trace is consolidated");
                    &key == k
                })
                .map(|((k, v), _, _)| (T::update(k, v), -1))
                .collect();

            // We must fence out all other catalogs, if we haven't already, since we are writing.
            match self.fenceable_token.generate_unfenced_token(self.mode)? {
                Some((fence_updates, current_fenceable_token)) => {
                    retractions.extend(fence_updates.clone());
                    match self.compare_and_append(retractions).await {
                        Ok(_) => {
                            self.fenceable_token = current_fenceable_token;
                            break;
                        }
                        Err(CompareAndAppendError::Fence(e)) => return Err(e.into()),
                        Err(e @ CompareAndAppendError::UpperMismatch { .. }) => {
                            warn!("catalog write failed due to upper mismatch, retrying: {e:?}");
                            continue;
                        }
                    }
                }
                None => {
                    self.compare_and_append(retractions)
                        .await
                        .map_err(|e| e.unwrap_fence_error())?;
                    break;
                }
            }
        }
        Ok(())
    }

    /// Generates a [`Vec<StateUpdate>`] that contain all updates to the catalog
    /// state.
    ///
    /// The output is consolidated and sorted by timestamp in ascending order and the current upper.
    async fn current_snapshot(
        &mut self,
    ) -> Result<impl IntoIterator<Item = StateUpdate> + '_, CatalogError> {
        self.sync_to_current_upper().await?;
        self.consolidate();
        Ok(self.snapshot.iter().cloned().map(|(kind, ts, diff)| {
            let kind = TryIntoStateUpdateKind::try_into(kind).expect("kind decoding error");
            StateUpdate { kind, ts, diff }
        }))
    }
}