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mz_storage/source/postgres/
snapshot.rs

1// Copyright Materialize, Inc. and contributors. All rights reserved.
2//
3// Use of this software is governed by the Business Source License
4// included in the LICENSE file.
5//
6// As of the Change Date specified in that file, in accordance with
7// the Business Source License, use of this software will be governed
8// by the Apache License, Version 2.0.
9
10//! Renders the table snapshot side of the [`PostgresSourceConnection`] ingestion dataflow.
11//!
12//! # Snapshot reading
13//!
14//! Depending on the resumption LSNs the table reader decides which tables need to be snapshotted.
15//! Each table is partitioned across all workers using PostgreSQL's `ctid` (tuple identifier)
16//! column, which identifies the physical location of each row. This allows parallel snapshotting
17//! of large tables across all available workers.
18//!
19//! There are a few subtle points about this operation, described in the following sections.
20//!
21//! ## Consistent LSN point for snapshot transactions
22//!
23//! Given that all our ingestion is based on correctly timestamping updates with the LSN they
24//! happened at it is important that we run the `COPY` query at a specific LSN point that is
25//! relatable with the LSN numbers we receive from the replication stream. Such point does not
26//! necessarily exist for a normal SQL transaction. To achieve this we must force postgres to
27//! produce a consistent point and let us know of the LSN number of that by creating a replication
28//! slot as the first statement in a transaction.
29//!
30//! This is a temporary dummy slot that is only used to put our snapshot transaction on a
31//! consistent LSN point. Unfortunately no lighterweight method exists for doing this. See this
32//! [postgres thread] for more details.
33//!
34//! One might wonder why we don't use the actual real slot to provide us with the snapshot point
35//! which would automatically be at the correct LSN. The answer is that it's possible that we crash
36//! and restart after having already created the slot but before having finished the snapshot. In
37//! that case the restarting process will have lost its opportunity to run queries at the slot's
38//! consistent point as that opportunity only exists in the ephemeral transaction that created the
39//! slot and that is long gone. Additionally there are good reasons of why we'd like to move the
40//! slot creation much earlier, e.g during purification, in which case the slot will always be
41//! pre-created.
42//!
43//! [postgres thread]: https://www.postgresql.org/message-id/flat/CAMN0T-vzzNy6TV1Jvh4xzNQdAvCLBQK_kh6_U7kAXgGU3ZFg-Q%40mail.gmail.com
44//!
45//! ## Reusing the consistent point among all workers
46//!
47//! Creating replication slots is potentially expensive so the code makes is such that all workers
48//! cooperate and reuse one consistent snapshot among them. In order to do so we make use the
49//! "export transaction" feature of postgres. This feature allows one SQL session to create an
50//! identifier for the transaction (a string identifier) it is currently in, which can be used by
51//! other sessions to enter the same "snapshot".
52//!
53//! We accomplish this by picking one worker at random to function as the transaction leader. The
54//! transaction leader is responsible for starting a SQL session, creating a temporary replication
55//! slot in a transaction, exporting the transaction id, and broadcasting the transaction
56//! information to all other workers via a broadcasted feedback edge.
57//!
58//! During this phase the follower workers are simply waiting to hear on the feedback edge,
59//! effectively synchronizing with the leader. Once all workers have received the snapshot
60//! information they can all start to perform their assigned COPY queries.
61//!
62//! The leader and follower steps described above are accomplished by the [`export_snapshot`] and
63//! [`use_snapshot`] functions respectively.
64//!
65//! ## Coordinated transaction COMMIT
66//!
67//! When follower workers are done with snapshotting they commit their transaction, close their
68//! session, and then drop their snapshot feedback capability. When the leader worker is done with
69//! snapshotting it drops its snapshot feedback capability and waits until it observes the
70//! snapshot input advancing to the empty frontier. This allows the leader to COMMIT its
71//! transaction last, which is the transaction that exported the snapshot.
72//!
73//! It's unclear if this is strictly necessary, but having the frontiers made it easy enough that I
74//! added the synchronization.
75//!
76//! ## Snapshot rewinding
77//!
78//! Ingestion dataflows must produce definite data, including the snapshot. What this means
79//! practically is that whenever we deem it necessary to snapshot a table we must do so at the same
80//! LSN. However, the method for running a transaction described above doesn't let us choose the
81//! LSN, it could be an LSN in the future chosen by PostgresSQL while it creates the temporary
82//! replication slot.
83//!
84//! The definition of differential collections states that a collection at some time `t_snapshot`
85//! is defined to be the accumulation of all updates that happen at `t <= t_snapshot`, where `<=`
86//! is the partial order. In this case we are faced with the problem of knowing the state of a
87//! table at `t_snapshot` but actually wanting to know the snapshot at `t_slot <= t_snapshot`.
88//!
89//! From the definition we can see that the snapshot at `t_slot` is related to the snapshot at
90//! `t_snapshot` with the following equations:
91//!
92//!```text
93//! sum(update: t <= t_snapshot) = sum(update: t <= t_slot) + sum(update: t_slot <= t <= t_snapshot)
94//!                                         |
95//!                                         V
96//! sum(update: t <= t_slot) = sum(update: t <= snapshot) - sum(update: t_slot <= t <= t_snapshot)
97//! ```
98//!
99//! Therefore, if we manage to recover the `sum(update: t_slot <= t <= t_snapshot)` term we will be
100//! able to "rewind" the snapshot we obtained at `t_snapshot` to `t_slot` by emitting all updates
101//! that happen between these two points with their diffs negated.
102//!
103//! It turns out that this term is exactly what the main replication slot provides us with and we
104//! can rewind snapshot at arbitrary points! In order to do this the snapshot dataflow emits rewind
105//! requests to the replication reader which informs it that a certain range of updates must be
106//! emitted at LSN 0 (by convention) with their diffs negated. These negated diffs are consolidated
107//! with the diffs taken at `t_snapshot` that were also emitted at LSN 0 (by convention) and we end
108//! up with a TVC that at LSN 0 contains the snapshot at `t_slot`.
109//!
110//! # Parallel table snapshotting with ctid ranges
111//!
112//! Each table is partitioned across workers using PostgreSQL's `ctid` column. The `ctid` is a
113//! tuple identifier of the form `(block_number, tuple_index)` that represents the physical
114//! location of a row on disk. By partitioning the ctid range, each worker can independently
115//! fetch a portion of the table.
116//!
117//! The partitioning works as follows:
118//! 1. The snapshot leader queries `pg_class.relpages` to estimate the number of blocks for each
119//!    table. This is much faster than querying `max(ctid)` which would require a sequential scan.
120//! 2. The leader broadcasts the block count estimates along with the snapshot transaction ID
121//!    to all workers, ensuring all workers use consistent estimates for partitioning.
122//! 3. Each worker calculates its assigned block range and fetches rows using a `COPY` query
123//!    with a `SELECT` that filters by `ctid >= start AND ctid < end`.
124//! 4. The last worker uses an open-ended range (`ctid >= start`) to capture any rows beyond
125//!    the estimated block count (handles cases where statistics are stale or table has grown).
126//!
127//! This approach efficiently parallelizes large table snapshots while maintaining the benefits
128//! of the `COPY` protocol for bulk data transfer.
129//!
130//! ## PostgreSQL version requirements
131//!
132//! Ctid range scans are only efficient on PostgreSQL >= 14 due to TID range scan optimizations
133//! introduced in that version. For older PostgreSQL versions, the snapshot falls back to the
134//! single-worker-per-table mode where each table is assigned to one worker based on consistent
135//! hashing. This is implemented by having the leader broadcast all-zero block counts when
136//! PostgreSQL version < 14.
137//!
138//! # Snapshot decoding
139//!
140//! Each worker fetches its ctid range directly and decodes the COPY stream locally.
141//!
142//! ```text
143//!                 ╭──────────────────╮
144//!    ┏━━━━━━━━━━━━v━┓                │ exported
145//!    ┃    table     ┃   ╭─────────╮  │ snapshot id
146//!    ┃   readers    ┠─>─┤broadcast├──╯
147//!    ┃  (parallel)  ┃   ╰─────────╯
148//!    ┗━┯━━━━━━━━━━┯━┛
149//!   raw│          │
150//!  COPY│          │
151//!  data│          │
152//! ┏━━━━┷━━━━┓     │
153//! ┃  COPY   ┃     │
154//! ┃ decoder ┃     │
155//! ┗━━━━┯━━━━┛     │
156//!      │ snapshot │rewind
157//!      │ updates  │requests
158//!      v          v
159//! ```
160
161use std::collections::BTreeMap;
162use std::convert::Infallible;
163use std::pin::pin;
164use std::rc::Rc;
165use std::sync::Arc;
166use std::time::Duration;
167
168use anyhow::bail;
169use differential_dataflow::AsCollection;
170use futures::{StreamExt as _, TryStreamExt};
171use mz_ore::cast::CastFrom;
172use mz_ore::future::InTask;
173use mz_postgres_util::desc::PostgresTableDesc;
174use mz_postgres_util::schemas::get_pg_major_version;
175use mz_postgres_util::{Client, Config, PostgresError, Sql, simple_query, simple_query_opt, sql};
176use mz_repr::{Datum, DatumVec, Diff, Row};
177use mz_storage_types::connections::ConnectionContext;
178use mz_storage_types::errors::DataflowError;
179use mz_storage_types::parameters::PgSourceSnapshotConfig;
180use mz_storage_types::sources::{MzOffset, PostgresSourceConnection};
181use mz_timely_util::builder_async::{
182    Event as AsyncEvent, OperatorBuilder as AsyncOperatorBuilder, PressOnDropButton,
183};
184use timely::container::CapacityContainerBuilder;
185use timely::dataflow::channels::pact::Pipeline;
186use timely::dataflow::operators::core::Map;
187use timely::dataflow::operators::vec::Broadcast;
188use timely::dataflow::operators::{CapabilitySet, Concat, ConnectLoop, Feedback, Operator};
189use timely::dataflow::{Scope, StreamVec};
190use timely::progress::Timestamp;
191use tokio_postgres::error::SqlState;
192use tokio_postgres::types::{Oid, PgLsn};
193use tracing::trace;
194
195use crate::metrics::source::postgres::PgSnapshotMetrics;
196use crate::source::RawSourceCreationConfig;
197use crate::source::postgres::replication::RewindRequest;
198use crate::source::postgres::{
199    DefiniteError, ReplicationError, SourceOutputInfo, TransientError, verify_schema,
200};
201use crate::source::types::{FuelSize, SignaledFuture, SourceMessage, StackedCollection};
202use crate::statistics::SourceStatistics;
203
204/// Information broadcasted from the snapshot leader to all workers.
205/// This includes the transaction snapshot ID, LSN, and estimated block counts for each table.
206#[derive(Debug, Clone, serde::Serialize, serde::Deserialize)]
207struct SnapshotInfo {
208    /// The exported transaction snapshot identifier.
209    snapshot_id: String,
210    /// The LSN at which the snapshot was taken.
211    snapshot_lsn: MzOffset,
212    /// Estimated number of blocks (pages) for each table, keyed by OID.
213    /// This is derived from `pg_class.relpages` and used to partition ctid ranges.
214    table_block_counts: BTreeMap<u32, u64>,
215    /// The current upstream schema of each table.
216    upstream_info: BTreeMap<u32, PostgresTableDesc>,
217}
218
219/// Represents a ctid range that a worker should snapshot.
220/// The range is [start_block, end_block) where end_block is optional (None means unbounded).
221#[derive(Debug)]
222struct CtidRange {
223    /// The starting block number (inclusive).
224    start_block: u64,
225    /// The ending block number (exclusive). None means unbounded (open-ended range).
226    end_block: Option<u64>,
227}
228
229/// Calculate the ctid range for a given worker based on estimated block count.
230///
231/// The table is partitioned by block number across all workers. Each worker gets a contiguous
232/// range of blocks. The last worker gets an open-ended range to handle any rows beyond the
233/// estimated block count.
234///
235/// When `estimated_blocks` is 0 (either because statistics are unavailable, the table appears
236/// empty, or PostgreSQL version < 14 doesn't support ctid range scans), the table is assigned
237/// to a single worker determined by `config.responsible_for(oid)` and that worker scans the
238/// full table.
239///
240/// Returns None if this worker has no work to do.
241fn worker_ctid_range(
242    config: &RawSourceCreationConfig,
243    estimated_blocks: u64,
244    oid: u32,
245) -> Option<CtidRange> {
246    // If estimated_blocks is 0, fall back to single-worker mode for this table.
247    // This handles:
248    // - PostgreSQL < 14 (ctid range scans not supported)
249    // - Tables that appear empty in statistics
250    // - Tables with stale/missing statistics
251    // The responsible worker scans the full table with an open-ended range.
252    if estimated_blocks == 0 {
253        let fallback = if config.responsible_for(oid) {
254            Some(CtidRange {
255                start_block: 0,
256                end_block: None,
257            })
258        } else {
259            None
260        };
261        return fallback;
262    }
263
264    let worker_id = u64::cast_from(config.worker_id);
265    let worker_count = u64::cast_from(config.worker_count);
266
267    // If there are more workers than blocks, only assign work to workers with id < estimated_blocks
268    // The last assigned worker still gets an open range.
269    let effective_worker_count = std::cmp::min(worker_count, estimated_blocks);
270
271    if worker_id >= effective_worker_count {
272        // This worker has no work to do
273        return None;
274    }
275
276    // Calculate start block for this worker (integer division distributes blocks evenly)
277    let start_block = worker_id * estimated_blocks / effective_worker_count;
278
279    // The last effective worker gets an open-ended range
280    let is_last_effective_worker = worker_id == effective_worker_count - 1;
281    if is_last_effective_worker {
282        Some(CtidRange {
283            start_block,
284            end_block: None,
285        })
286    } else {
287        let end_block = (worker_id + 1) * estimated_blocks / effective_worker_count;
288        Some(CtidRange {
289            start_block,
290            end_block: Some(end_block),
291        })
292    }
293}
294
295/// Estimate the number of blocks for each table from pg_class statistics.
296/// This is used to partition ctid ranges across workers.
297async fn estimate_table_block_counts(
298    client: &Client,
299    table_oids: &[u32],
300) -> Result<BTreeMap<u32, u64>, TransientError> {
301    if table_oids.is_empty() {
302        return Ok(BTreeMap::new());
303    }
304
305    // Query relpages for all tables at once.
306    let oid_list = Sql::join(table_oids.iter().copied().map(Sql::from), ",");
307    let query = sql!(
308        "SELECT oid, relpages FROM pg_class WHERE oid IN ({})",
309        oid_list
310    );
311
312    let mut block_counts = BTreeMap::new();
313    // Initialize all tables with 0 blocks (in case they're not in pg_class)
314    for &oid in table_oids {
315        block_counts.insert(oid, 0);
316    }
317
318    // Execute the query and collect results
319    let rows = simple_query(client, query).await?;
320    for msg in rows {
321        if let tokio_postgres::SimpleQueryMessage::Row(row) = msg {
322            let oid: u32 = row.get("oid").unwrap().parse().unwrap();
323            let relpages: i64 = row.get("relpages").unwrap().parse().unwrap_or(0);
324            // relpages can be -1 if never analyzed, treat as 0
325            let relpages = std::cmp::max(0, relpages).try_into().unwrap();
326            block_counts.insert(oid, relpages);
327        }
328    }
329
330    Ok(block_counts)
331}
332
333/// Renders the snapshot dataflow. See the module documentation for more information.
334pub(crate) fn render<'scope>(
335    scope: Scope<'scope, MzOffset>,
336    config: RawSourceCreationConfig,
337    connection: PostgresSourceConnection,
338    table_info: BTreeMap<u32, BTreeMap<usize, SourceOutputInfo>>,
339    metrics: PgSnapshotMetrics,
340) -> (
341    StackedCollection<'scope, MzOffset, (usize, Result<SourceMessage, DataflowError>)>,
342    StreamVec<'scope, MzOffset, RewindRequest>,
343    StreamVec<'scope, MzOffset, Infallible>,
344    StreamVec<'scope, MzOffset, ReplicationError>,
345    PressOnDropButton,
346) {
347    let op_name = format!("TableReader({})", config.id);
348    let mut builder = AsyncOperatorBuilder::new(op_name, scope.clone());
349
350    let (feedback_handle, feedback_data) = scope.feedback(Default::default());
351
352    let (raw_handle, raw_data) = builder.new_output();
353    let (rewinds_handle, rewinds) = builder.new_output::<CapacityContainerBuilder<_>>();
354    // This output is used to signal to the replication operator that the replication slot has been
355    // created. With the current state of execution serialization there isn't a lot of benefit
356    // of splitting the snapshot and replication phases into two operators.
357    // TODO(petrosagg): merge the two operators in one (while still maintaining separation as
358    // functions/modules)
359    let (_, slot_ready) = builder.new_output::<CapacityContainerBuilder<_>>();
360    let (snapshot_handle, snapshot) = builder.new_output::<CapacityContainerBuilder<_>>();
361    let (definite_error_handle, definite_errors) =
362        builder.new_output::<CapacityContainerBuilder<_>>();
363
364    // This operator needs to broadcast data to itself in order to synchronize the transaction
365    // snapshot. However, none of the feedback capabilities result in output messages and for the
366    // feedback edge specifically having a default conncetion would result in a loop.
367    let mut snapshot_input = builder.new_disconnected_input(feedback_data, Pipeline);
368
369    // The export id must be sent to all workers, so we broadcast the feedback connection
370    snapshot.broadcast().connect_loop(feedback_handle);
371
372    let is_snapshot_leader = config.responsible_for("snapshot_leader");
373
374    // A global view of all outputs that will be snapshot by all workers.
375    let mut all_outputs = vec![];
376    // Table info for tables that need snapshotting. All workers will snapshot all tables,
377    // but each worker will handle a different ctid range within each table.
378    let mut tables_to_snapshot = BTreeMap::new();
379    // A collection of `SourceStatistics` to update for a given Oid. Same info exists in table_info,
380    // but this avoids having to iterate + map each time the statistics are needed.
381    let mut export_statistics = BTreeMap::new();
382    for (table, outputs) in table_info.iter() {
383        for (&output_index, output) in outputs {
384            if *output.resume_upper != [MzOffset::minimum()] {
385                // Already has been snapshotted.
386                continue;
387            }
388            all_outputs.push(output_index);
389            tables_to_snapshot
390                .entry(*table)
391                .or_insert_with(BTreeMap::new)
392                .insert(output_index, output.clone());
393            let statistics = config
394                .statistics
395                .get(&output.export_id)
396                .expect("statistics are initialized")
397                .clone();
398            export_statistics.insert((*table, output_index), statistics);
399        }
400    }
401
402    let (button, transient_errors) = builder.build_fallible(move |caps| {
403        let busy_signal = Arc::clone(&config.busy_signal);
404        Box::pin(SignaledFuture::new(busy_signal, async move {
405            let id = config.id;
406            let worker_id = config.worker_id;
407            let [
408                data_cap_set,
409                rewind_cap_set,
410                slot_ready_cap_set,
411                snapshot_cap_set,
412                definite_error_cap_set,
413            ]: &mut [_; 5] = caps.try_into().unwrap();
414
415            trace!(
416                %id,
417                "timely-{worker_id} initializing table reader \
418                    with {} tables to snapshot",
419                    tables_to_snapshot.len()
420            );
421
422            let connection_config = connection
423                .connection
424                .config(
425                    &config.config.connection_context.secrets_reader,
426                    &config.config,
427                    InTask::Yes,
428                )
429                .await?;
430
431
432            // The snapshot operator is responsible for creating the replication slot(s).
433            // This first slot is the permanent slot that will be used for reading the replication
434            // stream.  A temporary slot is created further on to capture table snapshots.
435            let replication_client = if is_snapshot_leader {
436                let client = connection_config
437                    .connect_replication(&config.config.connection_context.ssh_tunnel_manager)
438                    .await?;
439                let main_slot = &connection.publication_details.slot;
440
441                tracing::info!(%id, "ensuring replication slot {main_slot} exists");
442                super::ensure_replication_slot(&client, main_slot).await?;
443                Some(client)
444            } else {
445                None
446            };
447            *slot_ready_cap_set = CapabilitySet::new();
448
449            // Nothing needs to be snapshot.
450            if all_outputs.is_empty() {
451                trace!(%id, "no exports to snapshot");
452                // Note we do not emit a `ProgressStatisticsUpdate::Snapshot` update here,
453                // as we do not want to attempt to override the current value with 0. We
454                // just leave it null.
455                return Ok(());
456            }
457
458            // A worker *must* emit a count even if not responsible for snapshotting a table
459            // as statistic summarization will return null if any worker hasn't set a value.
460            // This will also reset snapshot stats for any exports not snapshotting.
461            // If no workers need to snapshot, then avoid emitting these as they will clear
462            // previous stats.
463            for statistics in config.statistics.values() {
464                statistics.set_snapshot_records_known(0);
465                statistics.set_snapshot_records_staged(0);
466            }
467
468            // Collect table OIDs for block count estimation
469            let table_oids: Vec<u32> = tables_to_snapshot.keys().copied().collect();
470
471            // replication client is only set if this worker is the snapshot leader
472            let client = match replication_client {
473                Some(client) => {
474                    let tmp_slot = format!("mzsnapshot_{}", uuid::Uuid::new_v4()).replace('-', "");
475                    let (snapshot_id, snapshot_lsn) =
476                        export_snapshot(&client, &tmp_slot, true).await?;
477
478                    // Check PostgreSQL version. Ctid range scans are only efficient on PG >= 14
479                    // due to improvements in TID range scan support.
480                    let pg_version = get_pg_major_version(&client).await?;
481
482                    // Estimate block counts for all tables from pg_class statistics.
483                    // This must be done by the leader and broadcasted to ensure all workers
484                    // use the same estimates for ctid range partitioning.
485                    //
486                    // For PostgreSQL < 14, we set all block counts to 0 to fall back to
487                    // single-worker-per-table mode, as ctid range scans are not well supported.
488                    let table_block_counts = if pg_version >= 14 {
489                        estimate_table_block_counts(&client, &table_oids).await?
490                    } else {
491                        trace!(
492                            %id,
493                            "timely-{worker_id} PostgreSQL version {pg_version} < 14, \
494                             falling back to single-worker-per-table snapshot mode"
495                        );
496                        // Return all zeros to trigger fallback mode
497                        table_oids.iter().map(|&oid| (oid, 0u64)).collect()
498                    };
499
500                    report_snapshot_size(
501                        &client,
502                        &tables_to_snapshot,
503                        metrics,
504                        &config,
505                        &export_statistics,
506                    )
507                    .await?;
508
509                    let upstream_info = {
510                        // As part of retrieving the schema info, RLS policies are checked to ensure the
511                        // snapshot can successfully read the tables. RLS policy errors are treated as
512                        // transient, as the customer can simply add the BYPASSRLS to the PG account
513                        // used by MZ.
514                        match retrieve_schema_info(
515                            &connection_config,
516                            &config.config.connection_context,
517                            &connection.publication,
518                            &table_oids)
519                            .await
520                        {
521                            // If the replication stream cannot be obtained in a definite way there is
522                            // nothing else to do. These errors are not retractable.
523                            Err(PostgresError::PublicationMissing(publication)) => {
524                                let err = DefiniteError::PublicationDropped(publication);
525                                for (oid, outputs) in tables_to_snapshot.iter() {
526                                    // Produce a definite error here and then exit to ensure
527                                    // a missing publication doesn't generate a transient
528                                    // error and restart this dataflow indefinitely.
529                                    //
530                                    // We pick `u64::MAX` as the LSN which will (in
531                                    // practice) never conflict any previously revealed
532                                    // portions of the TVC.
533                                    for output_index in outputs.keys() {
534                                        let update = (
535                                            (*oid, *output_index, Err(err.clone().into())),
536                                            MzOffset::from(u64::MAX),
537                                            Diff::ONE,
538                                        );
539                                        let size = update.fuel_size();
540                                        raw_handle
541                                            .give_fueled(&data_cap_set[0], update, size)
542                                            .await;
543                                    }
544                                }
545
546                                definite_error_handle.give(
547                                    &definite_error_cap_set[0],
548                                    ReplicationError::Definite(Rc::new(err)),
549                                );
550                                return Ok(());
551                            },
552                            Err(e) => Err(TransientError::from(e))?,
553                            Ok(i) => i,
554                        }
555                    };
556
557                    let snapshot_info = SnapshotInfo {
558                        snapshot_id,
559                        snapshot_lsn,
560                        upstream_info,
561                        table_block_counts,
562                    };
563                    trace!(
564                        %id,
565                        "timely-{worker_id} exporting snapshot info {snapshot_info:?}");
566                    snapshot_handle.give(&snapshot_cap_set[0], snapshot_info);
567
568                    client
569                }
570                None => {
571                    // Only the snapshot leader needs a replication connection.
572                    let task_name = format!("timely-{worker_id} PG snapshotter");
573                    connection_config
574                        .connect(
575                            &task_name,
576                            &config.config.connection_context.ssh_tunnel_manager,
577                        )
578                        .await?
579                }
580            };
581
582            // Configure statement_timeout based on param. We want to be able to
583            // override the server value here in case it's set too low,
584            // respective to the size of the data we need to copy.
585            set_statement_timeout(
586                &client,
587                config
588                    .config
589                    .parameters
590                    .pg_source_snapshot_statement_timeout,
591            )
592            .await?;
593
594            let snapshot_info = loop {
595                match snapshot_input.next().await {
596                    Some(AsyncEvent::Data(_, mut data)) => {
597                        break data.pop().expect("snapshot sent above")
598                    }
599                    Some(AsyncEvent::Progress(_)) => continue,
600                    None => panic!(
601                        "feedback closed \
602                    before sending snapshot info"
603                    ),
604                }
605            };
606            let SnapshotInfo {
607                snapshot_id,
608                snapshot_lsn,
609                table_block_counts,
610                upstream_info,
611            } = snapshot_info;
612
613            // Snapshot leader is already in identified transaction but all other workers need to enter it.
614            if !is_snapshot_leader {
615                trace!(%id, "timely-{worker_id} using snapshot id {snapshot_id:?}");
616                use_snapshot(&client, &snapshot_id).await?;
617            }
618
619            for (&oid, outputs) in tables_to_snapshot.iter() {
620                for (&output_index, info) in outputs.iter() {
621                    if let Err(err) = verify_schema(oid, info, &upstream_info) {
622                        let update = (
623                            (oid, output_index, Err(err.into())),
624                            MzOffset::minimum(),
625                            Diff::ONE,
626                        );
627                        let size = update.fuel_size();
628                        raw_handle
629                            .give_fueled(&data_cap_set[0], update, size)
630                            .await;
631                        continue;
632                    }
633
634                    // Get estimated block count from the broadcasted table statistics
635                    let block_count = table_block_counts.get(&oid).copied().unwrap_or(0);
636
637                    // Calculate this worker's ctid range based on estimated blocks.
638                    // When estimated_blocks is 0 (PG < 14 or empty table), fall back to
639                    // single-worker mode using responsible_for to pick the worker.
640                    let Some(ctid_range) = worker_ctid_range(&config, block_count, oid) else {
641                        // This worker has no work for this table (more workers than blocks)
642                        trace!(
643                            %id,
644                            "timely-{worker_id} no ctid range assigned for table {:?}({oid})",
645                            info.desc.name
646                        );
647                        continue;
648                    };
649
650                    trace!(
651                        %id,
652                        "timely-{worker_id} snapshotting table {:?}({oid}) output {output_index} \
653                         @ {snapshot_lsn} with ctid range {:?}",
654                        info.desc.name,
655                        ctid_range
656                    );
657
658                    let namespace = Sql::ident(&info.desc.namespace);
659                    let table = Sql::ident(&info.desc.name);
660                    let column_list =
661                        Sql::join(info.desc.columns.iter().map(|c| Sql::ident(&c.name)), ",");
662
663                    let ctid_filter = match ctid_range.end_block {
664                        Some(end) => sql!(
665                            "WHERE ctid >= '({},0)'::tid AND ctid < '({},0)'::tid",
666                            ctid_range.start_block,
667                            end
668                        ),
669                        None => sql!(
670                            "WHERE ctid >= '({},0)'::tid",
671                            ctid_range.start_block
672                        ),
673                    };
674                    let query = sql!(
675                        "COPY (SELECT {} FROM {}.{} {}) TO STDOUT (FORMAT TEXT, DELIMITER '\t')",
676                        column_list,
677                        namespace,
678                        table,
679                        ctid_filter
680                    );
681                    let mut stream = pin!(client.copy_out_simple(query.as_str()).await?);
682
683                    let mut snapshot_staged = 0;
684                    while let Some(bytes) = stream.try_next().await? {
685                        let update = (
686                            (oid, output_index, Ok(bytes)),
687                            MzOffset::minimum(),
688                            Diff::ONE,
689                        );
690                        let size = update.fuel_size();
691                        raw_handle
692                            .give_fueled(&data_cap_set[0], update, size)
693                            .await;
694                        snapshot_staged += 1;
695                        if snapshot_staged % 1000 == 0 {
696                            let stat = &export_statistics[&(oid, output_index)];
697                            stat.set_snapshot_records_staged(snapshot_staged);
698                        }
699                    }
700                    // final update for snapshot_staged, using the staged
701                    // values as the total is an estimate
702                    let stat = &export_statistics[&(oid, output_index)];
703                    stat.set_snapshot_records_staged(snapshot_staged);
704                }
705            }
706
707            // We are done with the snapshot so now we will emit rewind requests. It is important
708            // that this happens after the snapshot has finished because this is what unblocks the
709            // replication operator and we want this to happen serially. It might seem like a good
710            // idea to read the replication stream concurrently with the snapshot but it actually
711            // leads to a lot of data being staged for the future, which needlessly consumed memory
712            // in the cluster.
713            //
714            // Since all workers now snapshot all tables (each with different ctid ranges), we only
715            // emit rewind requests from the worker responsible for each output to avoid duplicates.
716            for (&oid, output) in tables_to_snapshot.iter() {
717                for (output_index, info) in output {
718                    // Only emit rewind request from one worker per output
719                    if !config.responsible_for((oid, *output_index)) {
720                        continue;
721                    }
722                    trace!(%id, "timely-{worker_id} producing rewind request for table {} output {output_index}", info.desc.name);
723                    let req = RewindRequest { output_index: *output_index, snapshot_lsn };
724                    rewinds_handle.give(&rewind_cap_set[0], req);
725                }
726            }
727            *rewind_cap_set = CapabilitySet::new();
728
729            // Failure scenario after we have produced the snapshot, but before a successful COMMIT
730            fail::fail_point!("pg_snapshot_failure", |_| Err(
731                TransientError::SyntheticError
732            ));
733
734            // The exporting worker should wait for all the other workers to commit before dropping
735            // its client since this is what holds the exported transaction alive.
736            if is_snapshot_leader {
737                trace!(%id, "timely-{worker_id} waiting for all workers to finish");
738                *snapshot_cap_set = CapabilitySet::new();
739                while snapshot_input.next().await.is_some() {}
740                trace!(%id, "timely-{worker_id} (leader) comitting COPY transaction");
741                simple_query(&client, sql!("COMMIT")).await?;
742            } else {
743                trace!(%id, "timely-{worker_id} comitting COPY transaction");
744                simple_query(&client, sql!("COMMIT")).await?;
745                *snapshot_cap_set = CapabilitySet::new();
746            }
747            drop(client);
748            Ok(())
749        }))
750    });
751
752    // We now decode the COPY protocol and apply the cast expressions
753    let mut text_row = Row::default();
754    let mut final_row = Row::default();
755    let mut datum_vec = DatumVec::new();
756    let snapshot_updates = raw_data
757        .unary(Pipeline, "PgCastSnapshotRows", |_, _| {
758            move |input, output| {
759                input.for_each_time(|time, data| {
760                    let mut session = output.session(&time);
761                    for ((oid, output_index, event), time, diff) in
762                        data.flat_map(|data| data.drain(..))
763                    {
764                        let output = &table_info
765                            .get(&oid)
766                            .and_then(|outputs| outputs.get(&output_index))
767                            .expect("table_info contains all outputs");
768
769                        let event = event
770                            .as_ref()
771                            .map_err(|e: &DataflowError| e.clone())
772                            .and_then(|bytes| {
773                                decode_copy_row(bytes, output.casts.len(), &mut text_row)?;
774                                let datums = datum_vec.borrow_with(&text_row);
775                                super::cast_row(&output.casts, &datums, &mut final_row)?;
776                                Ok(SourceMessage {
777                                    key: Row::default(),
778                                    value: final_row.clone(),
779                                    metadata: Row::default(),
780                                })
781                            });
782
783                        session.give(((output_index, event), time, diff));
784                    }
785                });
786            }
787        })
788        .as_collection();
789
790    let errors = definite_errors.concat(transient_errors.map(ReplicationError::from));
791
792    (
793        snapshot_updates,
794        rewinds,
795        slot_ready,
796        errors,
797        button.press_on_drop(),
798    )
799}
800
801/// Starts a read-only transaction on the SQL session of `client` at a consistent LSN point by
802/// creating a replication slot. Returns a snapshot identifier that can be imported in
803/// other SQL session and the LSN of the consistent point.
804async fn export_snapshot(
805    client: &Client,
806    slot: &str,
807    temporary: bool,
808) -> Result<(String, MzOffset), TransientError> {
809    match export_snapshot_inner(client, slot, temporary).await {
810        Ok(ok) => Ok(ok),
811        Err(err) => {
812            // We don't want to leave the client inside a failed tx
813            simple_query(client, sql!("ROLLBACK;")).await?;
814            Err(err)
815        }
816    }
817}
818
819async fn export_snapshot_inner(
820    client: &Client,
821    slot: &str,
822    temporary: bool,
823) -> Result<(String, MzOffset), TransientError> {
824    simple_query(
825        client,
826        sql!("BEGIN READ ONLY ISOLATION LEVEL REPEATABLE READ;"),
827    )
828    .await?;
829
830    let query = if temporary {
831        sql!(
832            "CREATE_REPLICATION_SLOT {} TEMPORARY LOGICAL \"pgoutput\" USE_SNAPSHOT",
833            Sql::ident(slot)
834        )
835    } else {
836        sql!(
837            "CREATE_REPLICATION_SLOT {} LOGICAL \"pgoutput\" USE_SNAPSHOT",
838            Sql::ident(slot)
839        )
840    };
841    let row = match simple_query_opt(client, query).await {
842        Ok(row) => Ok(row.unwrap()),
843        Err(PostgresError::Postgres(err)) if err.code() == Some(&SqlState::DUPLICATE_OBJECT) => {
844            return Err(TransientError::ReplicationSlotAlreadyExists);
845        }
846        Err(err) => Err(err),
847    }?;
848
849    // When creating a replication slot postgres returns the LSN of its consistent point, which is
850    // the LSN that must be passed to `START_REPLICATION` to cleanly transition from the snapshot
851    // phase to the replication phase. `START_REPLICATION` includes all transactions that commit at
852    // LSNs *greater than or equal* to the passed LSN. Therefore the snapshot phase must happen at
853    // the greatest LSN that is not beyond the consistent point. That LSN is `consistent_point - 1`
854    let consistent_point: PgLsn = row.get("consistent_point").unwrap().parse().unwrap();
855    let consistent_point = u64::from(consistent_point)
856        .checked_sub(1)
857        .expect("consistent point is always non-zero");
858
859    let row = simple_query_opt(client, sql!("SELECT pg_export_snapshot();"))
860        .await?
861        .unwrap();
862    let snapshot = row.get("pg_export_snapshot").unwrap().to_owned();
863
864    Ok((snapshot, MzOffset::from(consistent_point)))
865}
866
867/// Starts a read-only transaction on the SQL session of `client` at a the consistent LSN point of
868/// `snapshot`.
869async fn use_snapshot(client: &Client, snapshot: &str) -> Result<(), TransientError> {
870    simple_query(
871        client,
872        sql!("BEGIN READ ONLY ISOLATION LEVEL REPEATABLE READ;"),
873    )
874    .await?;
875    let query = sql!("SET TRANSACTION SNAPSHOT {};", Sql::literal(snapshot));
876    simple_query(client, query).await?;
877    Ok(())
878}
879
880async fn set_statement_timeout(client: &Client, timeout: Duration) -> Result<(), TransientError> {
881    // Value is known to accept milliseconds w/o units.
882    // https://www.postgresql.org/docs/current/runtime-config-client.html
883    let query = sql!(
884        "SET statement_timeout = {}",
885        Sql::literal(&timeout.as_millis().to_string())
886    );
887    simple_query(client, query).await?;
888    Ok(())
889}
890
891/// Decodes a row of `col_len` columns obtained from a text encoded COPY query into `row`.
892fn decode_copy_row(data: &[u8], col_len: usize, row: &mut Row) -> Result<(), DefiniteError> {
893    let mut packer = row.packer();
894    let row_parser = mz_pgcopy::CopyTextFormatParser::new(data, b'\t', "\\N");
895    let mut column_iter = row_parser.iter_raw_truncating(col_len);
896    for _ in 0..col_len {
897        let value = match column_iter.next() {
898            Some(Ok(value)) => value,
899            Some(Err(_)) => return Err(DefiniteError::InvalidCopyInput),
900            None => return Err(DefiniteError::MissingColumn),
901        };
902        let datum = value.map(super::decode_utf8_text).transpose()?;
903        packer.push(datum.unwrap_or(Datum::Null));
904    }
905    Ok(())
906}
907
908/// Record the sizes of the tables being snapshotted in `PgSnapshotMetrics` and emit snapshot statistics for each export.
909async fn report_snapshot_size(
910    client: &Client,
911    tables_to_snapshot: &BTreeMap<u32, BTreeMap<usize, SourceOutputInfo>>,
912    metrics: PgSnapshotMetrics,
913    config: &RawSourceCreationConfig,
914    export_statistics: &BTreeMap<(u32, usize), SourceStatistics>,
915) -> Result<(), anyhow::Error> {
916    // TODO(guswynn): delete unused configs
917    let snapshot_config = config.config.parameters.pg_snapshot_config;
918
919    for (&oid, outputs) in tables_to_snapshot {
920        // Use the first output's desc to make the table name since it is the same for all outputs
921        let Some((_, info)) = outputs.first_key_value() else {
922            continue;
923        };
924        let table = sql!(
925            "{}.{}",
926            Sql::ident(&info.desc.namespace),
927            Sql::ident(&info.desc.name)
928        )
929        .into_string();
930        let stats = collect_table_statistics(
931            client,
932            snapshot_config,
933            &info.desc.namespace,
934            &info.desc.name,
935            info.desc.oid,
936        )
937        .await?;
938        metrics.record_table_count_latency(table, stats.count_latency);
939        for &output_index in outputs.keys() {
940            export_statistics[&(oid, output_index)].set_snapshot_records_known(stats.count);
941            export_statistics[&(oid, output_index)].set_snapshot_records_staged(0);
942        }
943    }
944    Ok(())
945}
946
947#[derive(Default)]
948struct TableStatistics {
949    count: u64,
950    count_latency: f64,
951}
952
953async fn collect_table_statistics(
954    client: &Client,
955    config: PgSourceSnapshotConfig,
956    schema: &str,
957    table: &str,
958    oid: u32,
959) -> Result<TableStatistics, anyhow::Error> {
960    use mz_ore::metrics::MetricsFutureExt;
961    let mut stats = TableStatistics::default();
962
963    let estimate_query = sql!(
964        "SELECT reltuples::bigint AS estimate_count FROM pg_class WHERE oid = {}",
965        Sql::literal(&oid.to_string())
966    );
967    let estimate_row = simple_query_opt(client, estimate_query)
968        .wall_time()
969        .set_at(&mut stats.count_latency)
970        .await?;
971    stats.count = match estimate_row {
972        Some(row) => row.get("estimate_count").unwrap().parse().unwrap_or(0),
973        None => bail!("failed to get estimate count for {schema}.{table}"),
974    };
975
976    // If the estimate is low enough we can attempt to get an exact count. Note that not yet
977    // vacuumed tables will report zero rows here and there is a possibility that they are very
978    // large. We accept this risk and we offer the feature flag as an escape hatch if it becomes
979    // problematic.
980    if config.collect_strict_count && stats.count < 1_000_000 {
981        let count_query = sql!(
982            "SELECT count(*) as count from {}.{}",
983            Sql::ident(schema),
984            Sql::ident(table)
985        );
986        let count_row = simple_query_opt(client, count_query)
987            .wall_time()
988            .set_at(&mut stats.count_latency)
989            .await?;
990        stats.count = match count_row {
991            Some(row) => row.get("count").unwrap().parse().unwrap(),
992            None => bail!("failed to get count for {schema}.{table}"),
993        }
994    }
995
996    Ok(stats)
997}
998
999/// Validates that there are no blocking RLS polcicies on the tables and retrieves table schemas
1000/// for the given publication.
1001async fn retrieve_schema_info(
1002    connection_config: &Config,
1003    connection_context: &ConnectionContext,
1004    publication: &str,
1005    table_oids: &[Oid],
1006) -> Result<BTreeMap<u32, PostgresTableDesc>, PostgresError> {
1007    let schema_client = connection_config
1008        .connect(
1009            "snapshot schema info",
1010            &connection_context.ssh_tunnel_manager,
1011        )
1012        .await?;
1013    mz_postgres_util::validate_no_rls_policies(&schema_client, table_oids).await?;
1014    mz_postgres_util::publication_info(&schema_client, publication, Some(table_oids)).await
1015}