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--allow-missing: skips stages even if deps have changed #9530

@dberenbaum

Description

@dberenbaum

Bug Report

Description

--allow-missing is skipping stages unexpectedly (in cases where pulling the data and then running the pipeline will not skip the stages).

Reproduce

In https://github.com/dberenbaum/example-get-started-experiments/tree/split-0.2, I changed the param data_split.test_pct from 0.15 -> 0.2 and ran only the data_split stage.

$ git clone -b split-0.2 git@github.com:dberenbaum/example-get-started-experiments.git
$ cd example-get-started-experiments
$ dvc exp run --allow-missing --dry
Reproducing experiment 'faint-kine'
'data/pool_data.dvc' didn't change, skipping
Stage 'data_split' didn't change, skipping
Stage 'train' didn't change, skipping
Stage 'evaluate' didn't change, skipping
$ dvc pull
$ dvc exp run --dry
Reproducing experiment 'extra-colt'
'data/pool_data.dvc' didn't change, skipping
Stage 'data_split' didn't change, skipping
Running stage 'train':
> python src/train.py

Running stage 'evaluate':
> python src/evaluate.py

Expected

I would expect that the train and evaluate stages would be run with or without --allow-missing, and that --allow-missing would run the same stages as it would if I first pulled and then ran without --allow-missing.

Environment information

Output of dvc doctor:

$ dvc doctor
DVC version: 2.58.1 (pip)
-------------------------
Platform: Python 3.10.10 on macOS-13.3.1-arm64-arm-64bit
Subprojects:
        dvc_data = 0.51.0
        dvc_objects = 0.22.0
        dvc_render = 0.5.3
        dvc_task = 0.2.1
        scmrepo = 1.0.3
Supports:
        azure (adlfs = 2023.4.0, knack = 0.10.1, azure-identity = 1.12.0),
        gdrive (pydrive2 = 1.15.3),
        gs (gcsfs = 2022.11.0),
        hdfs (fsspec = 2022.11.0, pyarrow = 11.0.0),
        http (aiohttp = 3.7.4.post0, aiohttp-retry = 2.8.3),
        https (aiohttp = 3.7.4.post0, aiohttp-retry = 2.8.3),
        oss (ossfs = 2021.8.0),
        s3 (s3fs = 2022.11.0, boto3 = 1.24.59),
        ssh (sshfs = 2023.4.1),
        webdav (webdav4 = 0.9.8),
        webdavs (webdav4 = 0.9.8),
        webhdfs (fsspec = 2022.11.0)
Config:
        Global: /Users/dave/Library/Application Support/dvc
        System: /Library/Application Support/dvc
Cache types: reflink, hardlink, symlink
Cache directory: apfs on /dev/disk3s1s1
Caches: local
Remotes: https
Workspace directory: apfs on /dev/disk3s1s1
Repo: dvc, git
Repo.site_cache_dir: /Library/Caches/dvc/repo/2ede911c0d219722caad26f44649bc87

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A: pipelinesRelated to the pipelines featurebugDid we break something?release-blockerBlocks a release

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