SERVER-40949 add LookupAllowed stage constraint

This bans $merge and $sB from $lookup subpipelines

47 files changed, 227 insertions, 54 deletions

diff --git a/src/mongo/db/pipeline/SConscript b/src/mongo/db/pipeline/SConscript
index 24e70b27ada..85001ac9c5b 100644
--- a/src/mongo/db/pipeline/SConscript
+++ b/src/mongo/db/pipeline/SConscript
@@ -223,6 +223,7 @@ env.CppUnitTest(
         'document_source_geo_near_test.cpp',
         'document_source_graph_lookup_test.cpp',
         'document_source_group_test.cpp',
+        'document_source_internal_split_pipeline_test.cpp',
         'document_source_limit_test.cpp',
         'document_source_lookup_change_post_image_test.cpp',
         'document_source_lookup_test.cpp',
diff --git a/src/mongo/db/pipeline/document_source.h b/src/mongo/db/pipeline/document_source.h
index f3f67db8e0a..8bc5d419321 100644
--- a/src/mongo/db/pipeline/document_source.h
+++ b/src/mongo/db/pipeline/document_source.h
@@ -139,6 +139,7 @@ public:
     using FacetRequirement = StageConstraints::FacetRequirement;
     using StreamType = StageConstraints::StreamType;
     using TransactionRequirement = StageConstraints::TransactionRequirement;
+    using LookupRequirement = StageConstraints::LookupRequirement;
 
     /**
      * This is what is returned from the main DocumentSource API: getNext(). It is essentially a
diff --git a/src/mongo/db/pipeline/document_source_bucket_auto.h b/src/mongo/db/pipeline/document_source_bucket_auto.h
index 961ad0f9865..34b4c7ffc60 100644
--- a/src/mongo/db/pipeline/document_source_bucket_auto.h
+++ b/src/mongo/db/pipeline/document_source_bucket_auto.h
@@ -55,7 +55,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kWritesTmpData,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     /**
diff --git a/src/mongo/db/pipeline/document_source_change_stream.cpp b/src/mongo/db/pipeline/document_source_change_stream.cpp
index c20dccfe277..0808068da50 100644
--- a/src/mongo/db/pipeline/document_source_change_stream.cpp
+++ b/src/mongo/db/pipeline/document_source_change_stream.cpp
@@ -120,6 +120,7 @@ StageConstraints DocumentSourceOplogMatch::constraints(Pipeline::SplitState pipe
                                  DiskUseRequirement::kNoDiskUse,
                                  FacetRequirement::kNotAllowed,
                                  TransactionRequirement::kNotAllowed,
+                                 LookupRequirement::kNotAllowed,
                                  ChangeStreamRequirement::kChangeStreamStage);
     constraints.isIndependentOfAnyCollection =
         pExpCtx->ns.isCollectionlessAggregateNS() ? true : false;
diff --git a/src/mongo/db/pipeline/document_source_change_stream_close_cursor.h b/src/mongo/db/pipeline/document_source_change_stream_close_cursor.h
index d21a2170157..0e5e6ee87ee 100644
--- a/src/mongo/db/pipeline/document_source_change_stream_close_cursor.h
+++ b/src/mongo/db/pipeline/document_source_change_stream_close_cursor.h
@@ -61,6 +61,7 @@ public:
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
                 TransactionRequirement::kNotAllowed,
+                LookupRequirement::kNotAllowed,
                 ChangeStreamRequirement::kChangeStreamStage};
     }
 
diff --git a/src/mongo/db/pipeline/document_source_change_stream_transform.cpp b/src/mongo/db/pipeline/document_source_change_stream_transform.cpp
index 3598ad97f51..1220286da9e 100644
--- a/src/mongo/db/pipeline/document_source_change_stream_transform.cpp
+++ b/src/mongo/db/pipeline/document_source_change_stream_transform.cpp
@@ -128,6 +128,7 @@ StageConstraints DocumentSourceChangeStreamTransform::constraints(
                                  DiskUseRequirement::kNoDiskUse,
                                  FacetRequirement::kNotAllowed,
                                  TransactionRequirement::kNotAllowed,
+                                 LookupRequirement::kNotAllowed,
                                  ChangeStreamRequirement::kChangeStreamStage);
 
     // This transformation could be part of a 'collectionless' change stream on an entire
diff --git a/src/mongo/db/pipeline/document_source_check_invalidate.h b/src/mongo/db/pipeline/document_source_check_invalidate.h
index 5e5b14f69af..7f5564a4a38 100644
--- a/src/mongo/db/pipeline/document_source_check_invalidate.h
+++ b/src/mongo/db/pipeline/document_source_check_invalidate.h
@@ -54,6 +54,7 @@ public:
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
                 TransactionRequirement::kNotAllowed,
+                LookupRequirement::kNotAllowed,
                 ChangeStreamRequirement::kChangeStreamStage};
     }
 
diff --git a/src/mongo/db/pipeline/document_source_check_resume_token.h b/src/mongo/db/pipeline/document_source_check_resume_token.h
index c91c9813157..d449595faf7 100644
--- a/src/mongo/db/pipeline/document_source_check_resume_token.h
+++ b/src/mongo/db/pipeline/document_source_check_resume_token.h
@@ -69,6 +69,7 @@ public:
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
                 TransactionRequirement::kNotAllowed,
+                LookupRequirement::kNotAllowed,
                 ChangeStreamRequirement::kChangeStreamStage};
     }
 
@@ -124,6 +125,7 @@ public:
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
                 TransactionRequirement::kNotAllowed,
+                LookupRequirement::kNotAllowed,
                 ChangeStreamRequirement::kChangeStreamStage};
     }
 
diff --git a/src/mongo/db/pipeline/document_source_coll_stats.h b/src/mongo/db/pipeline/document_source_coll_stats.h
index 8cea821a23a..9573da4c514 100644
--- a/src/mongo/db/pipeline/document_source_coll_stats.h
+++ b/src/mongo/db/pipeline/document_source_coll_stats.h
@@ -81,7 +81,8 @@ public:
                                      HostTypeRequirement::kAnyShard,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kNotAllowed);
+                                     TransactionRequirement::kNotAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.requiresInputDocSource = false;
         return constraints;
diff --git a/src/mongo/db/pipeline/document_source_current_op.h b/src/mongo/db/pipeline/document_source_current_op.h
index 84340c63e71..13d59e8e368 100644
--- a/src/mongo/db/pipeline/document_source_current_op.h
+++ b/src/mongo/db/pipeline/document_source_current_op.h
@@ -117,7 +117,8 @@ public:
                                           : HostTypeRequirement::kAnyShard),
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kNotAllowed);
+                                     TransactionRequirement::kNotAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.isIndependentOfAnyCollection = true;
         constraints.requiresInputDocSource = false;
diff --git a/src/mongo/db/pipeline/document_source_cursor.h b/src/mongo/db/pipeline/document_source_cursor.h
index d1ca145b886..4baab7d91c7 100644
--- a/src/mongo/db/pipeline/document_source_cursor.h
+++ b/src/mongo/db/pipeline/document_source_cursor.h
@@ -59,7 +59,8 @@ public:
                                      HostTypeRequirement::kAnyShard,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kAllowed);
+                                     TransactionRequirement::kAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.requiresInputDocSource = false;
         return constraints;
diff --git a/src/mongo/db/pipeline/document_source_exchange.h b/src/mongo/db/pipeline/document_source_exchange.h
index 4b6b821be82..b3c5c4431c8 100644
--- a/src/mongo/db/pipeline/document_source_exchange.h
+++ b/src/mongo/db/pipeline/document_source_exchange.h
@@ -210,7 +210,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kNotAllowed};
     }
 
     boost::optional<MergingLogic> mergingLogic() final {
diff --git a/src/mongo/db/pipeline/document_source_facet.cpp b/src/mongo/db/pipeline/document_source_facet.cpp
index 3c9b55bb215..6974dfc44f2 100644
--- a/src/mongo/db/pipeline/document_source_facet.cpp
+++ b/src/mongo/db/pipeline/document_source_facet.cpp
@@ -107,6 +107,20 @@ vector<pair<string, vector<BSONObj>>> extractRawPipelines(const BSONElement& ele
     }
     return rawFacetPipelines;
 }
+
+StageConstraints::LookupRequirement computeLookupRequirement(
+    const std::vector<DocumentSourceFacet::FacetPipeline>& facets) {
+    for (auto&& facet : facets) {
+        const auto& sources = facet.pipeline->getSources();
+        for (auto&& src : sources) {
+            if (!src->constraints().isAllowedInLookupPipeline()) {
+                return StageConstraints::LookupRequirement::kNotAllowed;
+            }
+        }
+    }
+    return StageConstraints::LookupRequirement::kAllowed;
+}
+
 }  // namespace
 
 std::unique_ptr<DocumentSourceFacet::LiteParsed> DocumentSourceFacet::LiteParsed::parse(
@@ -273,7 +287,8 @@ StageConstraints DocumentSourceFacet::constraints(Pipeline::SplitState) const {
             host,
             std::get<StageConstraints::DiskUseRequirement>(diskAndTxnReq),
             FacetRequirement::kNotAllowed,
-            std::get<StageConstraints::TransactionRequirement>(diskAndTxnReq)};
+            std::get<StageConstraints::TransactionRequirement>(diskAndTxnReq),
+            computeLookupRequirement(_facets)};
 }
 
 bool DocumentSourceFacet::usedDisk() {
diff --git a/src/mongo/db/pipeline/document_source_facet_test.cpp b/src/mongo/db/pipeline/document_source_facet_test.cpp
index 90ee6eb6628..d9cbe0146a3 100644
--- a/src/mongo/db/pipeline/document_source_facet_test.cpp
+++ b/src/mongo/db/pipeline/document_source_facet_test.cpp
@@ -218,7 +218,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     DocumentSource::GetNextResult getNext() final {
@@ -251,12 +252,15 @@ TEST_F(DocumentSourceFacetTest, PassthroughFacetDoesntRequireDiskAndIsOKInaTxn)
 class DocumentSourceWritesPersistentData final : public DocumentSourcePassthrough {
 public:
     StageConstraints constraints(Pipeline::SplitState) const final {
-        return {StreamType::kStreaming,
-                PositionRequirement::kNone,
-                HostTypeRequirement::kNone,
-                DiskUseRequirement::kWritesPersistentData,
-                FacetRequirement::kAllowed,
-                TransactionRequirement::kNotAllowed};
+        return {
+            StreamType::kStreaming,
+            PositionRequirement::kNone,
+            HostTypeRequirement::kNone,
+            DiskUseRequirement::kWritesPersistentData,
+            FacetRequirement::kAllowed,
+            TransactionRequirement::kNotAllowed,
+            LookupRequirement::kNotAllowed,
+        };
     }
 
     static boost::intrusive_ptr<DocumentSourceWritesPersistentData> create() {
@@ -724,7 +728,8 @@ public:
                 HostTypeRequirement::kPrimaryShard,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     static boost::intrusive_ptr<DocumentSourceNeedsPrimaryShard> create() {
@@ -791,7 +796,8 @@ public:
                 HostTypeRequirement::kPrimaryShard,
                 DiskUseRequirement::kWritesTmpData,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kNotAllowed};
+                TransactionRequirement::kNotAllowed,
+                LookupRequirement::kAllowed};
     }
 
     static boost::intrusive_ptr<DocumentSourcePrimaryShardTmpDataNoTxn> create() {
@@ -799,6 +805,26 @@ public:
     }
 };
 
+/**
+ * A DocumentSource which cannot be used in a $lookup pipeline.
+ */
+class DocumentSourceBannedInLookup final : public DocumentSourcePassthrough {
+public:
+    StageConstraints constraints(Pipeline::SplitState pipeState) const final {
+        return {StreamType::kStreaming,
+                PositionRequirement::kNone,
+                HostTypeRequirement::kAnyShard,
+                DiskUseRequirement::kNoDiskUse,
+                FacetRequirement::kAllowed,
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kNotAllowed};
+    }
+
+    static boost::intrusive_ptr<DocumentSourceBannedInLookup> create() {
+        return new DocumentSourceBannedInLookup();
+    }
+};
+
 TEST_F(DocumentSourceFacetTest, ShouldSurfaceStrictestRequirementsOfEachConstraint) {
     auto ctx = getExpCtx();
 
@@ -810,9 +836,14 @@ TEST_F(DocumentSourceFacetTest, ShouldSurfaceStrictestRequirementsOfEachConstrai
     auto secondPipeline =
         unittest::assertGet(Pipeline::createFacetPipeline({secondPassthrough}, ctx));
 
+    auto thirdPassthrough = DocumentSourceBannedInLookup::create();
+    auto thirdPipeline =
+        unittest::assertGet(Pipeline::createFacetPipeline({thirdPassthrough}, ctx));
+
     std::vector<DocumentSourceFacet::FacetPipeline> facets;
     facets.emplace_back("first", std::move(firstPipeline));
     facets.emplace_back("second", std::move(secondPipeline));
+    facets.emplace_back("third", std::move(thirdPipeline));
     auto facetStage = DocumentSourceFacet::create(std::move(facets), ctx);
 
     ASSERT(facetStage->constraints(Pipeline::SplitState::kUnsplit).hostRequirement ==
@@ -821,6 +852,8 @@ TEST_F(DocumentSourceFacetTest, ShouldSurfaceStrictestRequirementsOfEachConstrai
            StageConstraints::DiskUseRequirement::kWritesTmpData);
     ASSERT(facetStage->constraints(Pipeline::SplitState::kUnsplit).transactionRequirement ==
            StageConstraints::TransactionRequirement::kNotAllowed);
+    ASSERT_FALSE(
+        facetStage->constraints(Pipeline::SplitState::kUnsplit).isAllowedInLookupPipeline());
 }
 }  // namespace
 }  // namespace mongo
diff --git a/src/mongo/db/pipeline/document_source_geo_near.h b/src/mongo/db/pipeline/document_source_geo_near.h
index 749d9fee7cd..9f9e94ef5e2 100644
--- a/src/mongo/db/pipeline/document_source_geo_near.h
+++ b/src/mongo/db/pipeline/document_source_geo_near.h
@@ -55,7 +55,8 @@ public:
                 HostTypeRequirement::kAnyShard,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     /**
diff --git a/src/mongo/db/pipeline/document_source_graph_lookup.h b/src/mongo/db/pipeline/document_source_graph_lookup.h
index 6449560875b..7454a998901 100644
--- a/src/mongo/db/pipeline/document_source_graph_lookup.h
+++ b/src/mongo/db/pipeline/document_source_graph_lookup.h
@@ -68,7 +68,10 @@ public:
                                      hostRequirement,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kAllowed,
-                                     TransactionRequirement::kAllowed);
+                                     TransactionRequirement::kAllowed,
+                                     hostRequirement == HostTypeRequirement::kMongoS
+                                         ? LookupRequirement::kNotAllowed
+                                         : LookupRequirement::kAllowed);
 
         constraints.canSwapWithMatch = true;
         return constraints;
diff --git a/src/mongo/db/pipeline/document_source_group.h b/src/mongo/db/pipeline/document_source_group.h
index b166d8e8335..f59843a1c16 100644
--- a/src/mongo/db/pipeline/document_source_group.h
+++ b/src/mongo/db/pipeline/document_source_group.h
@@ -123,7 +123,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kWritesTmpData,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     /**
diff --git a/src/mongo/db/pipeline/document_source_index_stats.h b/src/mongo/db/pipeline/document_source_index_stats.h
index 9b162ca4575..3073f4c54bc 100644
--- a/src/mongo/db/pipeline/document_source_index_stats.h
+++ b/src/mongo/db/pipeline/document_source_index_stats.h
@@ -76,7 +76,8 @@ public:
                                      HostTypeRequirement::kAnyShard,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kNotAllowed);
+                                     TransactionRequirement::kNotAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.requiresInputDocSource = false;
         return constraints;
diff --git a/src/mongo/db/pipeline/document_source_internal_inhibit_optimization.h b/src/mongo/db/pipeline/document_source_internal_inhibit_optimization.h
index 209c39308b8..d0901f50998 100644
--- a/src/mongo/db/pipeline/document_source_internal_inhibit_optimization.h
+++ b/src/mongo/db/pipeline/document_source_internal_inhibit_optimization.h
@@ -59,7 +59,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     boost::optional<MergingLogic> mergingLogic() final {
diff --git a/src/mongo/db/pipeline/document_source_internal_split_pipeline.h b/src/mongo/db/pipeline/document_source_internal_split_pipeline.h
index b2b30952dd2..ef08fd54488 100644
--- a/src/mongo/db/pipeline/document_source_internal_split_pipeline.h
+++ b/src/mongo/db/pipeline/document_source_internal_split_pipeline.h
@@ -69,7 +69,9 @@ public:
                 _mergeType,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                _mergeType == HostTypeRequirement::kMongoS ? LookupRequirement::kNotAllowed
+                                                           : LookupRequirement::kAllowed};
     }
 
     GetNextResult getNext() final;
diff --git a/src/mongo/db/pipeline/document_source_internal_split_pipeline_test.cpp b/src/mongo/db/pipeline/document_source_internal_split_pipeline_test.cpp
new file mode 100644
index 00000000000..4b52c29e052
--- /dev/null
+++ b/src/mongo/db/pipeline/document_source_internal_split_pipeline_test.cpp
@@ -0,0 +1,54 @@
+/**
+ *    Copyright (C) 2019-present MongoDB, Inc.
+ *
+ *    This program is free software: you can redistribute it and/or modify
+ *    it under the terms of the Server Side Public License, version 1,
+ *    as published by MongoDB, Inc.
+ *
+ *    This program is distributed in the hope that it will be useful,
+ *    but WITHOUT ANY WARRANTY; without even the implied warranty of
+ *    MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ *    Server Side Public License for more details.
+ *
+ *    You should have received a copy of the Server Side Public License
+ *    along with this program. If not, see
+ *    <http://www.mongodb.com/licensing/server-side-public-license>.
+ *
+ *    As a special exception, the copyright holders give permission to link the
+ *    code of portions of this program with the OpenSSL library under certain
+ *    conditions as described in each individual source file and distribute
+ *    linked combinations including the program with the OpenSSL library. You
+ *    must comply with the Server Side Public License in all respects for
+ *    all of the code used other than as permitted herein. If you modify file(s)
+ *    with this exception, you may extend this exception to your version of the
+ *    file(s), but you are not obligated to do so. If you do not wish to do so,
+ *    delete this exception statement from your version. If you delete this
+ *    exception statement from all source files in the program, then also delete
+ *    it in the license file.
+ */
+
+#include "mongo/platform/basic.h"
+
+#include <boost/intrusive_ptr.hpp>
+#include <string>
+#include <vector>
+
+#include "mongo/db/operation_context_noop.h"
+#include "mongo/db/pipeline/aggregation_context_fixture.h"
+#include "mongo/db/pipeline/document_source_internal_split_pipeline.h"
+#include "mongo/db/pipeline/stage_constraints.h"
+
+namespace mongo {
+namespace {
+using DocumentSourceInternalSplitPipelineTest = AggregationContextFixture;
+
+TEST_F(DocumentSourceInternalSplitPipelineTest, NotAllowedInLookupIfMustRunOnMongos) {
+    auto expCtx = getExpCtx();
+    auto split = DocumentSourceInternalSplitPipeline::create(
+        expCtx, StageConstraints::HostTypeRequirement::kMongoS);
+    ASSERT_FALSE(split->constraints().isAllowedInLookupPipeline());
+    ASSERT(split->constraints().hostRequirement == StageConstraints::HostTypeRequirement::kMongoS);
+}
+
+}  // namespace
+}  // namespace mongo
diff --git a/src/mongo/db/pipeline/document_source_limit.h b/src/mongo/db/pipeline/document_source_limit.h
index 0a5ed1428a5..5105f2fa787 100644
--- a/src/mongo/db/pipeline/document_source_limit.h
+++ b/src/mongo/db/pipeline/document_source_limit.h
@@ -55,7 +55,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     GetNextResult getNext() final;
diff --git a/src/mongo/db/pipeline/document_source_list_cached_and_active_users.h b/src/mongo/db/pipeline/document_source_list_cached_and_active_users.h
index 45df30ac5d8..08f6defcd84 100644
--- a/src/mongo/db/pipeline/document_source_list_cached_and_active_users.h
+++ b/src/mongo/db/pipeline/document_source_list_cached_and_active_users.h
@@ -95,7 +95,8 @@ public:
                                      HostTypeRequirement::kLocalOnly,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kNotAllowed);
+                                     TransactionRequirement::kNotAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.isIndependentOfAnyCollection = true;
         constraints.requiresInputDocSource = false;
diff --git a/src/mongo/db/pipeline/document_source_list_local_sessions.h b/src/mongo/db/pipeline/document_source_list_local_sessions.h
index 57fcdf97a1e..9c04b35f935 100644
--- a/src/mongo/db/pipeline/document_source_list_local_sessions.h
+++ b/src/mongo/db/pipeline/document_source_list_local_sessions.h
@@ -109,7 +109,8 @@ public:
                                      HostTypeRequirement::kLocalOnly,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kNotAllowed);
+                                     TransactionRequirement::kNotAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.isIndependentOfAnyCollection = true;
         constraints.requiresInputDocSource = false;
diff --git a/src/mongo/db/pipeline/document_source_list_sessions.h b/src/mongo/db/pipeline/document_source_list_sessions.h
index 42bfe4faf71..c88c2e63fbc 100644
--- a/src/mongo/db/pipeline/document_source_list_sessions.h
+++ b/src/mongo/db/pipeline/document_source_list_sessions.h
@@ -90,7 +90,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
-                TransactionRequirement::kNotAllowed};
+                TransactionRequirement::kNotAllowed,
+                LookupRequirement::kAllowed};
     }
 
     static boost::intrusive_ptr<DocumentSource> createFromBson(
diff --git a/src/mongo/db/pipeline/document_source_lookup.cpp b/src/mongo/db/pipeline/document_source_lookup.cpp
index 8a3a97097d1..52c3b6b40b4 100644
--- a/src/mongo/db/pipeline/document_source_lookup.cpp
+++ b/src/mongo/db/pipeline/document_source_lookup.cpp
@@ -196,7 +196,8 @@ StageConstraints DocumentSourceLookUp::constraints(Pipeline::SplitState) const {
                                  hostRequirement,
                                  diskRequirement,
                                  FacetRequirement::kAllowed,
-                                 txnRequirement);
+                                 txnRequirement,
+                                 LookupRequirement::kAllowed);
 
     constraints.canSwapWithMatch = true;
     return constraints;
@@ -635,17 +636,16 @@ void DocumentSourceLookUp::initializeResolvedIntrospectionPipeline() {
 
     auto& sources = _resolvedIntrospectionPipeline->getSources();
 
-    // Ensure that the pipeline does not contain a $changeStream stage. This check will be
-    // performed recursively on all sub-pipelines.
-    uassert(ErrorCodes::IllegalOperation,
-            "$changeStream is not allowed within a $lookup's pipeline",
-            sources.empty() || !sources.front()->constraints().isChangeStreamStage());
+    auto it = std::find_if(
+        sources.begin(), sources.end(), [](const boost::intrusive_ptr<DocumentSource>& src) {
+            return !src->constraints().isAllowedInLookupPipeline();
+        });
 
-    // Ensure that the pipeline does not contain a $out stage. Since $out must be the last stage
-    // of a pipeline, we only need to check the last DocumentSource.
+    // For other stages, use a generic error.
     uassert(51047,
-            "$out is not allowed within a $lookup's pipeline",
-            sources.empty() || !sources.back()->constraints().writesPersistentData());
+            str::stream() << (*it)->getSourceName()
+                          << " is not allowed within a $lookup's sub-pipeline",
+            it == sources.end());
 }
 
 void DocumentSourceLookUp::serializeToArray(
diff --git a/src/mongo/db/pipeline/document_source_lookup_change_post_image.h b/src/mongo/db/pipeline/document_source_lookup_change_post_image.h
index 504ad359625..8920d207555 100644
--- a/src/mongo/db/pipeline/document_source_lookup_change_post_image.h
+++ b/src/mongo/db/pipeline/document_source_lookup_change_post_image.h
@@ -70,6 +70,7 @@ public:
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
                                      TransactionRequirement::kNotAllowed,
+                                     LookupRequirement::kNotAllowed,
                                      ChangeStreamRequirement::kChangeStreamStage);
 
         constraints.canSwapWithMatch = true;
diff --git a/src/mongo/db/pipeline/document_source_lookup_test.cpp b/src/mongo/db/pipeline/document_source_lookup_test.cpp
index fbbf487c424..bc406def88e 100644
--- a/src/mongo/db/pipeline/document_source_lookup_test.cpp
+++ b/src/mongo/db/pipeline/document_source_lookup_test.cpp
@@ -255,7 +255,7 @@ TEST_F(ReplDocumentSourceLookUpTest, RejectsPipelineWithChangeStreamStage) {
                 .firstElement(),
             expCtx),
         AssertionException,
-        ErrorCodes::IllegalOperation);
+        51047);
 }
 
 TEST_F(ReplDocumentSourceLookUpTest, RejectsSubPipelineWithChangeStreamStage) {
@@ -273,7 +273,7 @@ TEST_F(ReplDocumentSourceLookUpTest, RejectsSubPipelineWithChangeStreamStage) {
                 .firstElement(),
             expCtx),
         AssertionException,
-        ErrorCodes::IllegalOperation);
+        51047);
 }
 
 TEST_F(DocumentSourceLookUpTest, RejectsLocalFieldForeignFieldWhenPipelineIsSpecified) {
diff --git a/src/mongo/db/pipeline/document_source_match.h b/src/mongo/db/pipeline/document_source_match.h
index 37b9038c0e5..5fc6d0b9ded 100644
--- a/src/mongo/db/pipeline/document_source_match.h
+++ b/src/mongo/db/pipeline/document_source_match.h
@@ -90,6 +90,7 @@ public:
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
                 TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed,
                 ChangeStreamRequirement::kWhitelist};
     }
 
diff --git a/src/mongo/db/pipeline/document_source_merge.h b/src/mongo/db/pipeline/document_source_merge.h
index 037d2f54962..b440afac666 100644
--- a/src/mongo/db/pipeline/document_source_merge.h
+++ b/src/mongo/db/pipeline/document_source_merge.h
@@ -163,7 +163,8 @@ public:
                     : HostTypeRequirement::kPrimaryShard,
                 DiskUseRequirement::kWritesPersistentData,
                 FacetRequirement::kNotAllowed,
-                TransactionRequirement::kNotAllowed};
+                TransactionRequirement::kNotAllowed,
+                LookupRequirement::kNotAllowed};
     }
 
     boost::optional<MergingLogic> mergingLogic() final override {
diff --git a/src/mongo/db/pipeline/document_source_mock.h b/src/mongo/db/pipeline/document_source_mock.h
index 4eece861727..dc6d501a210 100644
--- a/src/mongo/db/pipeline/document_source_mock.h
+++ b/src/mongo/db/pipeline/document_source_mock.h
@@ -56,7 +56,8 @@ public:
                                      HostTypeRequirement::kNone,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kAllowed);
+                                     TransactionRequirement::kAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.requiresInputDocSource = false;
         return constraints;
diff --git a/src/mongo/db/pipeline/document_source_out.h b/src/mongo/db/pipeline/document_source_out.h
index 1078b6a83e5..674aea38657 100644
--- a/src/mongo/db/pipeline/document_source_out.h
+++ b/src/mongo/db/pipeline/document_source_out.h
@@ -145,7 +145,8 @@ public:
                 hostTypeRequirement,
                 DiskUseRequirement::kWritesPersistentData,
                 FacetRequirement::kNotAllowed,
-                TransactionRequirement::kNotAllowed};
+                TransactionRequirement::kNotAllowed,
+                LookupRequirement::kNotAllowed};
     }
 
     const NamespaceString& getOutputNs() const {
diff --git a/src/mongo/db/pipeline/document_source_plan_cache_stats.h b/src/mongo/db/pipeline/document_source_plan_cache_stats.h
index 9f5aed005b8..91283cea1ff 100644
--- a/src/mongo/db/pipeline/document_source_plan_cache_stats.h
+++ b/src/mongo/db/pipeline/document_source_plan_cache_stats.h
@@ -98,7 +98,8 @@ public:
                                      HostTypeRequirement::kAnyShard,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kNotAllowed};
+                                     TransactionRequirement::kNotAllowed,
+                                     LookupRequirement::kAllowed};
 
         constraints.requiresInputDocSource = false;
         return constraints;
diff --git a/src/mongo/db/pipeline/document_source_redact.h b/src/mongo/db/pipeline/document_source_redact.h
index a05f9d2e4ff..bced5c25a01 100644
--- a/src/mongo/db/pipeline/document_source_redact.h
+++ b/src/mongo/db/pipeline/document_source_redact.h
@@ -47,6 +47,7 @@ public:
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
                 TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed,
                 ChangeStreamRequirement::kWhitelist};
     }
 
diff --git a/src/mongo/db/pipeline/document_source_sample.h b/src/mongo/db/pipeline/document_source_sample.h
index 3a5c7231d50..7b1d45c1dcc 100644
--- a/src/mongo/db/pipeline/document_source_sample.h
+++ b/src/mongo/db/pipeline/document_source_sample.h
@@ -50,7 +50,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kWritesTmpData,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     DepsTracker::State getDependencies(DepsTracker* deps) const final {
diff --git a/src/mongo/db/pipeline/document_source_sample_from_random_cursor.h b/src/mongo/db/pipeline/document_source_sample_from_random_cursor.h
index 8c9a6e99733..0e24c6f420e 100644
--- a/src/mongo/db/pipeline/document_source_sample_from_random_cursor.h
+++ b/src/mongo/db/pipeline/document_source_sample_from_random_cursor.h
@@ -51,7 +51,8 @@ public:
                 HostTypeRequirement::kAnyShard,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     boost::optional<MergingLogic> mergingLogic() final {
diff --git a/src/mongo/db/pipeline/document_source_sequential_document_cache.h b/src/mongo/db/pipeline/document_source_sequential_document_cache.h
index fa7d9133a2b..c08be4d311f 100644
--- a/src/mongo/db/pipeline/document_source_sequential_document_cache.h
+++ b/src/mongo/db/pipeline/document_source_sequential_document_cache.h
@@ -57,7 +57,8 @@ public:
                                      HostTypeRequirement::kNone,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kAllowed);
+                                     TransactionRequirement::kAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.requiresInputDocSource = (_cache->isBuilding());
         return constraints;
diff --git a/src/mongo/db/pipeline/document_source_single_document_transformation.h b/src/mongo/db/pipeline/document_source_single_document_transformation.h
index 97f1d79ca2a..f486a7ce2d8 100644
--- a/src/mongo/db/pipeline/document_source_single_document_transformation.h
+++ b/src/mongo/db/pipeline/document_source_single_document_transformation.h
@@ -62,6 +62,7 @@ public:
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kAllowed,
                                      TransactionRequirement::kAllowed,
+                                     LookupRequirement::kAllowed,
                                      ChangeStreamRequirement::kWhitelist);
         constraints.canSwapWithMatch = true;
         constraints.canSwapWithLimitAndSample = true;
diff --git a/src/mongo/db/pipeline/document_source_skip.h b/src/mongo/db/pipeline/document_source_skip.h
index d6bc4c88458..3b7b4b4cb0e 100644
--- a/src/mongo/db/pipeline/document_source_skip.h
+++ b/src/mongo/db/pipeline/document_source_skip.h
@@ -57,7 +57,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     GetNextResult getNext() final;
diff --git a/src/mongo/db/pipeline/document_source_sort.h b/src/mongo/db/pipeline/document_source_sort.h
index eeca2371b6e..425698957c3 100644
--- a/src/mongo/db/pipeline/document_source_sort.h
+++ b/src/mongo/db/pipeline/document_source_sort.h
@@ -69,6 +69,7 @@ public:
                                      DiskUseRequirement::kWritesTmpData,
                                      FacetRequirement::kAllowed,
                                      TransactionRequirement::kAllowed,
+                                     LookupRequirement::kAllowed,
                                      ChangeStreamRequirement::kBlacklist);
 
         // Can't swap with a $match if a limit has been absorbed, as $match can't swap with $limit.
diff --git a/src/mongo/db/pipeline/document_source_tee_consumer.h b/src/mongo/db/pipeline/document_source_tee_consumer.h
index 3c5ae5fc729..8f701a16403 100644
--- a/src/mongo/db/pipeline/document_source_tee_consumer.h
+++ b/src/mongo/db/pipeline/document_source_tee_consumer.h
@@ -60,7 +60,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 
     boost::optional<MergingLogic> mergingLogic() final {
diff --git a/src/mongo/db/pipeline/document_source_test_optimizations.h b/src/mongo/db/pipeline/document_source_test_optimizations.h
index 6bda5052d81..56542e5e4fa 100644
--- a/src/mongo/db/pipeline/document_source_test_optimizations.h
+++ b/src/mongo/db/pipeline/document_source_test_optimizations.h
@@ -52,7 +52,8 @@ public:
                                 HostTypeRequirement::kNone,
                                 DiskUseRequirement::kNoDiskUse,
                                 FacetRequirement::kAllowed,
-                                TransactionRequirement::kNotAllowed};
+                                TransactionRequirement::kNotAllowed,
+                                LookupRequirement::kAllowed};
     }
 
     virtual boost::optional<MergingLogic> mergingLogic() override {
diff --git a/src/mongo/db/pipeline/document_source_unwind.h b/src/mongo/db/pipeline/document_source_unwind.h
index 7948f6fdcd6..0582001e910 100644
--- a/src/mongo/db/pipeline/document_source_unwind.h
+++ b/src/mongo/db/pipeline/document_source_unwind.h
@@ -54,7 +54,8 @@ public:
                                      HostTypeRequirement::kNone,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kAllowed,
-                                     TransactionRequirement::kAllowed);
+                                     TransactionRequirement::kAllowed,
+                                     LookupRequirement::kAllowed);
 
         constraints.canSwapWithMatch = true;
         return constraints;
diff --git a/src/mongo/db/pipeline/pipeline_test.cpp b/src/mongo/db/pipeline/pipeline_test.cpp
index a386fc5bfb8..4453a0b559e 100644
--- a/src/mongo/db/pipeline/pipeline_test.cpp
+++ b/src/mongo/db/pipeline/pipeline_test.cpp
@@ -2346,7 +2346,8 @@ public:
                 HostTypeRequirement::kMongoS,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kNotAllowed};
     }
 
     static boost::intrusive_ptr<DocumentSourceMustRunOnMongoS> create() {
@@ -2530,7 +2531,8 @@ public:
                                      HostTypeRequirement::kNone,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kAllowed);
+                                     TransactionRequirement::kAllowed,
+                                     LookupRequirement::kAllowed);
         constraints.isIndependentOfAnyCollection = true;
         constraints.requiresInputDocSource = false;
         return constraints;
@@ -2625,7 +2627,8 @@ public:
                                 HostTypeRequirement::kNone,
                                 DiskUseRequirement::kNoDiskUse,
                                 FacetRequirement::kAllowed,
-                                TransactionRequirement::kNotAllowed};
+                                TransactionRequirement::kNotAllowed,
+                                LookupRequirement::kAllowed};
     }
 
     static boost::intrusive_ptr<DocumentSourceDisallowedInTransactions> create() {
@@ -2697,7 +2700,8 @@ public:
                 HostTypeRequirement::kNone,
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kAllowed,
-                TransactionRequirement::kAllowed};
+                TransactionRequirement::kAllowed,
+                LookupRequirement::kAllowed};
     }
 };
 
diff --git a/src/mongo/db/pipeline/stage_constraints.h b/src/mongo/db/pipeline/stage_constraints.h
index 716258b7f68..b5edef5ef5e 100644
--- a/src/mongo/db/pipeline/stage_constraints.h
+++ b/src/mongo/db/pipeline/stage_constraints.h
@@ -101,6 +101,11 @@ struct StageConstraints {
      */
     enum class TransactionRequirement { kNotAllowed, kAllowed };
 
+    /**
+     * Indicates whether or not this stage may be run as part of a $lookup pipeline.
+     */
+    enum class LookupRequirement { kNotAllowed, kAllowed };
+
     using DiskUseAndTransactionRequirement = std::pair<DiskUseRequirement, TransactionRequirement>;
 
     /**
@@ -145,6 +150,7 @@ struct StageConstraints {
         DiskUseRequirement diskRequirement,
         FacetRequirement facetRequirement,
         TransactionRequirement transactionRequirement,
+        LookupRequirement lookupRequirement,
         ChangeStreamRequirement changeStreamRequirement = ChangeStreamRequirement::kBlacklist)
         : requiredPosition(requiredPosition),
           hostRequirement(hostRequirement),
@@ -152,12 +158,19 @@ struct StageConstraints {
           changeStreamRequirement(changeStreamRequirement),
           facetRequirement(facetRequirement),
           transactionRequirement(transactionRequirement),
+          lookupRequirement(lookupRequirement),
           streamType(streamType) {
         // Stages which are allowed to run in $facet must not have any position requirements.
         invariant(!(isAllowedInsideFacetStage() && requiredPosition != PositionRequirement::kNone));
 
-        // No change stream stages are permitted to run in a $facet pipeline.
+        // No change stream stages are permitted to run in a $facet or $lookup pipelines.
         invariant(!(isChangeStreamStage() && isAllowedInsideFacetStage()));
+        invariant(!(isChangeStreamStage() && isAllowedInLookupPipeline()));
+
+        // Stages which write persistent data cannot be used in a $lookup pipeline.
+        invariant(!(isAllowedInLookupPipeline() && writesPersistentData()));
+        invariant(
+            !(isAllowedInLookupPipeline() && hostRequirement == HostTypeRequirement::kMongoS));
 
         // Only streaming stages are permitted in $changeStream pipelines.
         invariant(!(isAllowedInChangeStream() && streamType == StreamType::kBlocking));
@@ -237,6 +250,13 @@ struct StageConstraints {
     }
 
     /**
+     * Returns true if this stage may be used inside a $lookup subpipeline.
+     */
+    bool isAllowedInLookupPipeline() const {
+        return lookupRequirement == LookupRequirement::kAllowed;
+    }
+
+    /**
      * Returns true if this stage writes persistent data to disk.
      */
     bool writesPersistentData() const {
@@ -265,6 +285,9 @@ struct StageConstraints {
     // aggregate is running inside of a multi-document transaction.
     const TransactionRequirement transactionRequirement;
 
+    // Indicates whether this stage is allowed in a $lookup subpipeline.
+    const LookupRequirement lookupRequirement;
+
     // Indicates whether this is a streaming or blocking stage.
     const StreamType streamType;
 
diff --git a/src/mongo/s/query/document_source_merge_cursors.h b/src/mongo/s/query/document_source_merge_cursors.h
index d3273b08123..efc3d707a53 100644
--- a/src/mongo/s/query/document_source_merge_cursors.h
+++ b/src/mongo/s/query/document_source_merge_cursors.h
@@ -88,7 +88,8 @@ public:
                                      HostTypeRequirement::kNone,
                                      DiskUseRequirement::kNoDiskUse,
                                      FacetRequirement::kNotAllowed,
-                                     TransactionRequirement::kAllowed);
+                                     TransactionRequirement::kAllowed,
+                                     LookupRequirement::kNotAllowed);
 
         constraints.requiresInputDocSource = false;
         return constraints;
diff --git a/src/mongo/s/query/document_source_update_on_add_shard.h b/src/mongo/s/query/document_source_update_on_add_shard.h
index 2f77bb0d602..90a68fc230d 100644
--- a/src/mongo/s/query/document_source_update_on_add_shard.h
+++ b/src/mongo/s/query/document_source_update_on_add_shard.h
@@ -69,6 +69,7 @@ public:
                 DiskUseRequirement::kNoDiskUse,
                 FacetRequirement::kNotAllowed,
                 TransactionRequirement::kNotAllowed,
+                LookupRequirement::kNotAllowed,
                 ChangeStreamRequirement::kChangeStreamStage};
     }