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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 itertools::Itertools;
172use mz_ore::cast::CastFrom;
173use mz_ore::future::InTask;
174use mz_postgres_util::desc::PostgresTableDesc;
175use mz_postgres_util::schemas::get_pg_major_version;
176use mz_postgres_util::{Client, Config, PostgresError, simple_query_opt};
177use mz_repr::{Datum, DatumVec, Diff, Row};
178use mz_sql_parser::ast::{
179    Ident,
180    display::{AstDisplay, escaped_string_literal},
181};
182use mz_storage_types::connections::ConnectionContext;
183use mz_storage_types::errors::DataflowError;
184use mz_storage_types::parameters::PgSourceSnapshotConfig;
185use mz_storage_types::sources::{MzOffset, PostgresSourceConnection};
186use mz_timely_util::builder_async::{
187    Event as AsyncEvent, OperatorBuilder as AsyncOperatorBuilder, PressOnDropButton,
188};
189use timely::container::CapacityContainerBuilder;
190use timely::container::DrainContainer;
191use timely::dataflow::channels::pact::Pipeline;
192use timely::dataflow::operators::core::Map;
193use timely::dataflow::operators::vec::Broadcast;
194use timely::dataflow::operators::{CapabilitySet, Concat, ConnectLoop, Feedback, Operator};
195use timely::dataflow::{Scope, StreamVec};
196use timely::progress::Timestamp;
197use tokio_postgres::error::SqlState;
198use tokio_postgres::types::{Oid, PgLsn};
199use tracing::trace;
200
201use crate::metrics::source::postgres::PgSnapshotMetrics;
202use crate::source::RawSourceCreationConfig;
203use crate::source::postgres::replication::RewindRequest;
204use crate::source::postgres::{
205    DefiniteError, ReplicationError, SourceOutputInfo, TransientError, verify_schema,
206};
207use crate::source::types::{SignaledFuture, SourceMessage, StackedCollection};
208use crate::statistics::SourceStatistics;
209
210/// Information broadcasted from the snapshot leader to all workers.
211/// This includes the transaction snapshot ID, LSN, and estimated block counts for each table.
212#[derive(Debug, Clone, serde::Serialize, serde::Deserialize)]
213struct SnapshotInfo {
214    /// The exported transaction snapshot identifier.
215    snapshot_id: String,
216    /// The LSN at which the snapshot was taken.
217    snapshot_lsn: MzOffset,
218    /// Estimated number of blocks (pages) for each table, keyed by OID.
219    /// This is derived from `pg_class.relpages` and used to partition ctid ranges.
220    table_block_counts: BTreeMap<u32, u64>,
221    /// The current upstream schema of each table.
222    upstream_info: BTreeMap<u32, PostgresTableDesc>,
223}
224
225/// Represents a ctid range that a worker should snapshot.
226/// The range is [start_block, end_block) where end_block is optional (None means unbounded).
227#[derive(Debug)]
228struct CtidRange {
229    /// The starting block number (inclusive).
230    start_block: u64,
231    /// The ending block number (exclusive). None means unbounded (open-ended range).
232    end_block: Option<u64>,
233}
234
235/// Calculate the ctid range for a given worker based on estimated block count.
236///
237/// The table is partitioned by block number across all workers. Each worker gets a contiguous
238/// range of blocks. The last worker gets an open-ended range to handle any rows beyond the
239/// estimated block count.
240///
241/// When `estimated_blocks` is 0 (either because statistics are unavailable, the table appears
242/// empty, or PostgreSQL version < 14 doesn't support ctid range scans), the table is assigned
243/// to a single worker determined by `config.responsible_for(oid)` and that worker scans the
244/// full table.
245///
246/// Returns None if this worker has no work to do.
247fn worker_ctid_range(
248    config: &RawSourceCreationConfig,
249    estimated_blocks: u64,
250    oid: u32,
251) -> Option<CtidRange> {
252    // If estimated_blocks is 0, fall back to single-worker mode for this table.
253    // This handles:
254    // - PostgreSQL < 14 (ctid range scans not supported)
255    // - Tables that appear empty in statistics
256    // - Tables with stale/missing statistics
257    // The responsible worker scans the full table with an open-ended range.
258    if estimated_blocks == 0 {
259        let fallback = if config.responsible_for(oid) {
260            Some(CtidRange {
261                start_block: 0,
262                end_block: None,
263            })
264        } else {
265            None
266        };
267        return fallback;
268    }
269
270    let worker_id = u64::cast_from(config.worker_id);
271    let worker_count = u64::cast_from(config.worker_count);
272
273    // If there are more workers than blocks, only assign work to workers with id < estimated_blocks
274    // The last assigned worker still gets an open range.
275    let effective_worker_count = std::cmp::min(worker_count, estimated_blocks);
276
277    if worker_id >= effective_worker_count {
278        // This worker has no work to do
279        return None;
280    }
281
282    // Calculate start block for this worker (integer division distributes blocks evenly)
283    let start_block = worker_id * estimated_blocks / effective_worker_count;
284
285    // The last effective worker gets an open-ended range
286    let is_last_effective_worker = worker_id == effective_worker_count - 1;
287    if is_last_effective_worker {
288        Some(CtidRange {
289            start_block,
290            end_block: None,
291        })
292    } else {
293        let end_block = (worker_id + 1) * estimated_blocks / effective_worker_count;
294        Some(CtidRange {
295            start_block,
296            end_block: Some(end_block),
297        })
298    }
299}
300
301/// Estimate the number of blocks for each table from pg_class statistics.
302/// This is used to partition ctid ranges across workers.
303async fn estimate_table_block_counts(
304    client: &Client,
305    table_oids: &[u32],
306) -> Result<BTreeMap<u32, u64>, TransientError> {
307    if table_oids.is_empty() {
308        return Ok(BTreeMap::new());
309    }
310
311    // Query relpages for all tables at once
312    let oid_list = table_oids
313        .iter()
314        .map(|oid| oid.to_string())
315        .collect::<Vec<_>>()
316        .join(",");
317    let query = format!(
318        "SELECT oid, relpages FROM pg_class WHERE oid IN ({})",
319        oid_list
320    );
321
322    let mut block_counts = BTreeMap::new();
323    // Initialize all tables with 0 blocks (in case they're not in pg_class)
324    for &oid in table_oids {
325        block_counts.insert(oid, 0);
326    }
327
328    // Execute the query and collect results
329    let rows = client.simple_query(&query).await?;
330    for msg in rows {
331        if let tokio_postgres::SimpleQueryMessage::Row(row) = msg {
332            let oid: u32 = row.get("oid").unwrap().parse().unwrap();
333            let relpages: i64 = row.get("relpages").unwrap().parse().unwrap_or(0);
334            // relpages can be -1 if never analyzed, treat as 0
335            let relpages = std::cmp::max(0, relpages).try_into().unwrap();
336            block_counts.insert(oid, relpages);
337        }
338    }
339
340    Ok(block_counts)
341}
342
343/// Renders the snapshot dataflow. See the module documentation for more information.
344pub(crate) fn render<G: Scope<Timestamp = MzOffset>>(
345    mut scope: G,
346    config: RawSourceCreationConfig,
347    connection: PostgresSourceConnection,
348    table_info: BTreeMap<u32, BTreeMap<usize, SourceOutputInfo>>,
349    metrics: PgSnapshotMetrics,
350) -> (
351    StackedCollection<G, (usize, Result<SourceMessage, DataflowError>)>,
352    StreamVec<G, RewindRequest>,
353    StreamVec<G, Infallible>,
354    StreamVec<G, ReplicationError>,
355    PressOnDropButton,
356) {
357    let op_name = format!("TableReader({})", config.id);
358    let mut builder = AsyncOperatorBuilder::new(op_name, scope.clone());
359
360    let (feedback_handle, feedback_data) = scope.feedback(Default::default());
361
362    let (raw_handle, raw_data) = builder.new_output();
363    let (rewinds_handle, rewinds) = builder.new_output::<CapacityContainerBuilder<_>>();
364    // This output is used to signal to the replication operator that the replication slot has been
365    // created. With the current state of execution serialization there isn't a lot of benefit
366    // of splitting the snapshot and replication phases into two operators.
367    // TODO(petrosagg): merge the two operators in one (while still maintaining separation as
368    // functions/modules)
369    let (_, slot_ready) = builder.new_output::<CapacityContainerBuilder<_>>();
370    let (snapshot_handle, snapshot) = builder.new_output::<CapacityContainerBuilder<_>>();
371    let (definite_error_handle, definite_errors) =
372        builder.new_output::<CapacityContainerBuilder<_>>();
373
374    // This operator needs to broadcast data to itself in order to synchronize the transaction
375    // snapshot. However, none of the feedback capabilities result in output messages and for the
376    // feedback edge specifically having a default conncetion would result in a loop.
377    let mut snapshot_input = builder.new_disconnected_input(feedback_data, Pipeline);
378
379    // The export id must be sent to all workers, so we broadcast the feedback connection
380    snapshot.broadcast().connect_loop(feedback_handle);
381
382    let is_snapshot_leader = config.responsible_for("snapshot_leader");
383
384    // A global view of all outputs that will be snapshot by all workers.
385    let mut all_outputs = vec![];
386    // Table info for tables that need snapshotting. All workers will snapshot all tables,
387    // but each worker will handle a different ctid range within each table.
388    let mut tables_to_snapshot = BTreeMap::new();
389    // A collection of `SourceStatistics` to update for a given Oid. Same info exists in table_info,
390    // but this avoids having to iterate + map each time the statistics are needed.
391    let mut export_statistics = BTreeMap::new();
392    for (table, outputs) in table_info.iter() {
393        for (&output_index, output) in outputs {
394            if *output.resume_upper != [MzOffset::minimum()] {
395                // Already has been snapshotted.
396                continue;
397            }
398            all_outputs.push(output_index);
399            tables_to_snapshot
400                .entry(*table)
401                .or_insert_with(BTreeMap::new)
402                .insert(output_index, output.clone());
403            let statistics = config
404                .statistics
405                .get(&output.export_id)
406                .expect("statistics are initialized")
407                .clone();
408            export_statistics.insert((*table, output_index), statistics);
409        }
410    }
411
412    let (button, transient_errors) = builder.build_fallible(move |caps| {
413        let busy_signal = Arc::clone(&config.busy_signal);
414        Box::pin(SignaledFuture::new(busy_signal, async move {
415            let id = config.id;
416            let worker_id = config.worker_id;
417            let [
418                data_cap_set,
419                rewind_cap_set,
420                slot_ready_cap_set,
421                snapshot_cap_set,
422                definite_error_cap_set,
423            ]: &mut [_; 5] = caps.try_into().unwrap();
424
425            trace!(
426                %id,
427                "timely-{worker_id} initializing table reader \
428                    with {} tables to snapshot",
429                    tables_to_snapshot.len()
430            );
431
432            let connection_config = connection
433                .connection
434                .config(
435                    &config.config.connection_context.secrets_reader,
436                    &config.config,
437                    InTask::Yes,
438                )
439                .await?;
440
441
442            // The snapshot operator is responsible for creating the replication slot(s).
443            // This first slot is the permanent slot that will be used for reading the replication
444            // stream.  A temporary slot is created further on to capture table snapshots.
445            let replication_client = if is_snapshot_leader {
446                let client = connection_config
447                    .connect_replication(&config.config.connection_context.ssh_tunnel_manager)
448                    .await?;
449                let main_slot = &connection.publication_details.slot;
450
451                tracing::info!(%id, "ensuring replication slot {main_slot} exists");
452                super::ensure_replication_slot(&client, main_slot).await?;
453                Some(client)
454            } else {
455                None
456            };
457            *slot_ready_cap_set = CapabilitySet::new();
458
459            // Nothing needs to be snapshot.
460            if all_outputs.is_empty() {
461                trace!(%id, "no exports to snapshot");
462                // Note we do not emit a `ProgressStatisticsUpdate::Snapshot` update here,
463                // as we do not want to attempt to override the current value with 0. We
464                // just leave it null.
465                return Ok(());
466            }
467
468            // A worker *must* emit a count even if not responsible for snapshotting a table
469            // as statistic summarization will return null if any worker hasn't set a value.
470            // This will also reset snapshot stats for any exports not snapshotting.
471            // If no workers need to snapshot, then avoid emitting these as they will clear
472            // previous stats.
473            for statistics in config.statistics.values() {
474                statistics.set_snapshot_records_known(0);
475                statistics.set_snapshot_records_staged(0);
476            }
477
478            // Collect table OIDs for block count estimation
479            let table_oids: Vec<u32> = tables_to_snapshot.keys().copied().collect();
480
481            // replication client is only set if this worker is the snapshot leader
482            let client = match replication_client {
483                Some(client) => {
484                    let tmp_slot = format!("mzsnapshot_{}", uuid::Uuid::new_v4()).replace('-', "");
485                    let (snapshot_id, snapshot_lsn) =
486                        export_snapshot(&client, &tmp_slot, true).await?;
487
488                    // Check PostgreSQL version. Ctid range scans are only efficient on PG >= 14
489                    // due to improvements in TID range scan support.
490                    let pg_version = get_pg_major_version(&client).await?;
491
492                    // Estimate block counts for all tables from pg_class statistics.
493                    // This must be done by the leader and broadcasted to ensure all workers
494                    // use the same estimates for ctid range partitioning.
495                    //
496                    // For PostgreSQL < 14, we set all block counts to 0 to fall back to
497                    // single-worker-per-table mode, as ctid range scans are not well supported.
498                    let table_block_counts = if pg_version >= 14 {
499                        estimate_table_block_counts(&client, &table_oids).await?
500                    } else {
501                        trace!(
502                            %id,
503                            "timely-{worker_id} PostgreSQL version {pg_version} < 14, \
504                             falling back to single-worker-per-table snapshot mode"
505                        );
506                        // Return all zeros to trigger fallback mode
507                        table_oids.iter().map(|&oid| (oid, 0u64)).collect()
508                    };
509
510                    report_snapshot_size(
511                        &client,
512                        &tables_to_snapshot,
513                        metrics,
514                        &config,
515                        &export_statistics,
516                    )
517                    .await?;
518
519                    let upstream_info = {
520                        // As part of retrieving the schema info, RLS policies are checked to ensure the
521                        // snapshot can successfully read the tables. RLS policy errors are treated as
522                        // transient, as the customer can simply add the BYPASSRLS to the PG account
523                        // used by MZ.
524                        match retrieve_schema_info(
525                            &connection_config,
526                            &config.config.connection_context,
527                            &connection.publication,
528                            &table_oids)
529                            .await
530                        {
531                            // If the replication stream cannot be obtained in a definite way there is
532                            // nothing else to do. These errors are not retractable.
533                            Err(PostgresError::PublicationMissing(publication)) => {
534                                let err = DefiniteError::PublicationDropped(publication);
535                                for (oid, outputs) in tables_to_snapshot.iter() {
536                                    // Produce a definite error here and then exit to ensure
537                                    // a missing publication doesn't generate a transient
538                                    // error and restart this dataflow indefinitely.
539                                    //
540                                    // We pick `u64::MAX` as the LSN which will (in
541                                    // practice) never conflict any previously revealed
542                                    // portions of the TVC.
543                                    for output_index in outputs.keys() {
544                                        let update = (
545                                            (*oid, *output_index, Err(err.clone().into())),
546                                            MzOffset::from(u64::MAX),
547                                            Diff::ONE,
548                                        );
549                                        raw_handle.give_fueled(&data_cap_set[0], update).await;
550                                    }
551                                }
552
553                                definite_error_handle.give(
554                                    &definite_error_cap_set[0],
555                                    ReplicationError::Definite(Rc::new(err)),
556                                );
557                                return Ok(());
558                            },
559                            Err(e) => Err(TransientError::from(e))?,
560                            Ok(i) => i,
561                        }
562                    };
563
564                    let snapshot_info = SnapshotInfo {
565                        snapshot_id,
566                        snapshot_lsn,
567                        upstream_info,
568                        table_block_counts,
569                    };
570                    trace!(
571                        %id,
572                        "timely-{worker_id} exporting snapshot info {snapshot_info:?}");
573                    snapshot_handle.give(&snapshot_cap_set[0], snapshot_info);
574
575                    client
576                }
577                None => {
578                    // Only the snapshot leader needs a replication connection.
579                    let task_name = format!("timely-{worker_id} PG snapshotter");
580                    connection_config
581                        .connect(
582                            &task_name,
583                            &config.config.connection_context.ssh_tunnel_manager,
584                        )
585                        .await?
586                }
587            };
588
589            // Configure statement_timeout based on param. We want to be able to
590            // override the server value here in case it's set too low,
591            // respective to the size of the data we need to copy.
592            set_statement_timeout(
593                &client,
594                config
595                    .config
596                    .parameters
597                    .pg_source_snapshot_statement_timeout,
598            )
599            .await?;
600
601            let snapshot_info = loop {
602                match snapshot_input.next().await {
603                    Some(AsyncEvent::Data(_, mut data)) => {
604                        break data.pop().expect("snapshot sent above")
605                    }
606                    Some(AsyncEvent::Progress(_)) => continue,
607                    None => panic!(
608                        "feedback closed \
609                    before sending snapshot info"
610                    ),
611                }
612            };
613            let SnapshotInfo {
614                snapshot_id,
615                snapshot_lsn,
616                table_block_counts,
617                upstream_info,
618            } = snapshot_info;
619
620            // Snapshot leader is already in identified transaction but all other workers need to enter it.
621            if !is_snapshot_leader {
622                trace!(%id, "timely-{worker_id} using snapshot id {snapshot_id:?}");
623                use_snapshot(&client, &snapshot_id).await?;
624            }
625
626            for (&oid, outputs) in tables_to_snapshot.iter() {
627                for (&output_index, info) in outputs.iter() {
628                    if let Err(err) = verify_schema(oid, info, &upstream_info) {
629                        raw_handle
630                            .give_fueled(
631                                &data_cap_set[0],
632                                (
633                                    (oid, output_index, Err(err.into())),
634                                    MzOffset::minimum(),
635                                    Diff::ONE,
636                                ),
637                            )
638                            .await;
639                        continue;
640                    }
641
642                    // Get estimated block count from the broadcasted table statistics
643                    let block_count = table_block_counts.get(&oid).copied().unwrap_or(0);
644
645                    // Calculate this worker's ctid range based on estimated blocks.
646                    // When estimated_blocks is 0 (PG < 14 or empty table), fall back to
647                    // single-worker mode using responsible_for to pick the worker.
648                    let Some(ctid_range) = worker_ctid_range(&config, block_count, oid) else {
649                        // This worker has no work for this table (more workers than blocks)
650                        trace!(
651                            %id,
652                            "timely-{worker_id} no ctid range assigned for table {:?}({oid})",
653                            info.desc.name
654                        );
655                        continue;
656                    };
657
658                    trace!(
659                        %id,
660                        "timely-{worker_id} snapshotting table {:?}({oid}) output {output_index} \
661                         @ {snapshot_lsn} with ctid range {:?}",
662                        info.desc.name,
663                        ctid_range
664                    );
665
666                    // To handle quoted/keyword names, we can use `Ident`'s AST printing, which
667                    // emulate's PG's rules for name formatting.
668                    let namespace = Ident::new_unchecked(&info.desc.namespace)
669                        .to_ast_string_stable();
670                    let table = Ident::new_unchecked(&info.desc.name)
671                        .to_ast_string_stable();
672                    let column_list = info
673                        .desc
674                        .columns
675                        .iter()
676                        .map(|c| Ident::new_unchecked(&c.name).to_ast_string_stable())
677                        .join(",");
678
679
680                    let ctid_filter = match ctid_range.end_block {
681                        Some(end) => format!(
682                            "WHERE ctid >= '({},0)'::tid AND ctid < '({},0)'::tid",
683                            ctid_range.start_block, end
684                        ),
685                        None => format!("WHERE ctid >= '({},0)'::tid", ctid_range.start_block),
686                    };
687                    let query = format!(
688                        "COPY (SELECT {column_list} FROM {namespace}.{table} {ctid_filter}) \
689                         TO STDOUT (FORMAT TEXT, DELIMITER '\t')"
690                    );
691                    let mut stream = pin!(client.copy_out_simple(&query).await?);
692
693                    let mut snapshot_staged = 0;
694                    let mut update =
695                        ((oid, output_index, Ok(vec![])), MzOffset::minimum(), Diff::ONE);
696                    while let Some(bytes) = stream.try_next().await? {
697                        let data = update.0 .2.as_mut().unwrap();
698                        data.clear();
699                        data.extend_from_slice(&bytes);
700                        raw_handle.give_fueled(&data_cap_set[0], &update).await;
701                        snapshot_staged += 1;
702                        if snapshot_staged % 1000 == 0 {
703                            let stat = &export_statistics[&(oid, output_index)];
704                            stat.set_snapshot_records_staged(snapshot_staged);
705                        }
706                    }
707                    // final update for snapshot_staged, using the staged
708                    // values as the total is an estimate
709                    let stat = &export_statistics[&(oid, output_index)];
710                    stat.set_snapshot_records_staged(snapshot_staged);
711                }
712            }
713
714            // We are done with the snapshot so now we will emit rewind requests. It is important
715            // that this happens after the snapshot has finished because this is what unblocks the
716            // replication operator and we want this to happen serially. It might seem like a good
717            // idea to read the replication stream concurrently with the snapshot but it actually
718            // leads to a lot of data being staged for the future, which needlessly consumed memory
719            // in the cluster.
720            //
721            // Since all workers now snapshot all tables (each with different ctid ranges), we only
722            // emit rewind requests from the worker responsible for each output to avoid duplicates.
723            for (&oid, output) in tables_to_snapshot.iter() {
724                for (output_index, info) in output {
725                    // Only emit rewind request from one worker per output
726                    if !config.responsible_for((oid, *output_index)) {
727                        continue;
728                    }
729                    trace!(%id, "timely-{worker_id} producing rewind request for table {} output {output_index}", info.desc.name);
730                    let req = RewindRequest { output_index: *output_index, snapshot_lsn };
731                    rewinds_handle.give(&rewind_cap_set[0], req);
732                }
733            }
734            *rewind_cap_set = CapabilitySet::new();
735
736            // Failure scenario after we have produced the snapshot, but before a successful COMMIT
737            fail::fail_point!("pg_snapshot_failure", |_| Err(
738                TransientError::SyntheticError
739            ));
740
741            // The exporting worker should wait for all the other workers to commit before dropping
742            // its client since this is what holds the exported transaction alive.
743            if is_snapshot_leader {
744                trace!(%id, "timely-{worker_id} waiting for all workers to finish");
745                *snapshot_cap_set = CapabilitySet::new();
746                while snapshot_input.next().await.is_some() {}
747                trace!(%id, "timely-{worker_id} (leader) comitting COPY transaction");
748                client.simple_query("COMMIT").await?;
749            } else {
750                trace!(%id, "timely-{worker_id} comitting COPY transaction");
751                client.simple_query("COMMIT").await?;
752                *snapshot_cap_set = CapabilitySet::new();
753            }
754            drop(client);
755            Ok(())
756        }))
757    });
758
759    // We now decode the COPY protocol and apply the cast expressions
760    let mut text_row = Row::default();
761    let mut final_row = Row::default();
762    let mut datum_vec = DatumVec::new();
763    let snapshot_updates = raw_data
764        .unary(Pipeline, "PgCastSnapshotRows", |_, _| {
765            move |input, output| {
766                input.for_each_time(|time, data| {
767                    let mut session = output.session(&time);
768                    for ((oid, output_index, event), time, diff) in
769                        data.flat_map(|data| data.drain())
770                    {
771                        let output = &table_info
772                            .get(oid)
773                            .and_then(|outputs| outputs.get(output_index))
774                            .expect("table_info contains all outputs");
775
776                        let event = event
777                            .as_ref()
778                            .map_err(|e: &DataflowError| e.clone())
779                            .and_then(|bytes| {
780                                decode_copy_row(bytes, output.casts.len(), &mut text_row)?;
781                                let datums = datum_vec.borrow_with(&text_row);
782                                super::cast_row(&output.casts, &datums, &mut final_row)?;
783                                Ok(SourceMessage {
784                                    key: Row::default(),
785                                    value: final_row.clone(),
786                                    metadata: Row::default(),
787                                })
788                            });
789
790                        session.give(((*output_index, event), *time, *diff));
791                    }
792                });
793            }
794        })
795        .as_collection();
796
797    let errors = definite_errors.concat(transient_errors.map(ReplicationError::from));
798
799    (
800        snapshot_updates,
801        rewinds,
802        slot_ready,
803        errors,
804        button.press_on_drop(),
805    )
806}
807
808/// Starts a read-only transaction on the SQL session of `client` at a consistent LSN point by
809/// creating a replication slot. Returns a snapshot identifier that can be imported in
810/// other SQL session and the LSN of the consistent point.
811async fn export_snapshot(
812    client: &Client,
813    slot: &str,
814    temporary: bool,
815) -> Result<(String, MzOffset), TransientError> {
816    match export_snapshot_inner(client, slot, temporary).await {
817        Ok(ok) => Ok(ok),
818        Err(err) => {
819            // We don't want to leave the client inside a failed tx
820            client.simple_query("ROLLBACK;").await?;
821            Err(err)
822        }
823    }
824}
825
826async fn export_snapshot_inner(
827    client: &Client,
828    slot: &str,
829    temporary: bool,
830) -> Result<(String, MzOffset), TransientError> {
831    client
832        .simple_query("BEGIN READ ONLY ISOLATION LEVEL REPEATABLE READ;")
833        .await?;
834
835    // Note: Using unchecked here is okay because we're using it in a SQL query.
836    let slot = Ident::new_unchecked(slot).to_ast_string_simple();
837    let temporary_str = if temporary { " TEMPORARY" } else { "" };
838    let query =
839        format!("CREATE_REPLICATION_SLOT {slot}{temporary_str} LOGICAL \"pgoutput\" USE_SNAPSHOT");
840    let row = match simple_query_opt(client, &query).await {
841        Ok(row) => Ok(row.unwrap()),
842        Err(PostgresError::Postgres(err)) if err.code() == Some(&SqlState::DUPLICATE_OBJECT) => {
843            return Err(TransientError::ReplicationSlotAlreadyExists);
844        }
845        Err(err) => Err(err),
846    }?;
847
848    // When creating a replication slot postgres returns the LSN of its consistent point, which is
849    // the LSN that must be passed to `START_REPLICATION` to cleanly transition from the snapshot
850    // phase to the replication phase. `START_REPLICATION` includes all transactions that commit at
851    // LSNs *greater than or equal* to the passed LSN. Therefore the snapshot phase must happen at
852    // the greatest LSN that is not beyond the consistent point. That LSN is `consistent_point - 1`
853    let consistent_point: PgLsn = row.get("consistent_point").unwrap().parse().unwrap();
854    let consistent_point = u64::from(consistent_point)
855        .checked_sub(1)
856        .expect("consistent point is always non-zero");
857
858    let row = simple_query_opt(client, "SELECT pg_export_snapshot();")
859        .await?
860        .unwrap();
861    let snapshot = row.get("pg_export_snapshot").unwrap().to_owned();
862
863    Ok((snapshot, MzOffset::from(consistent_point)))
864}
865
866/// Starts a read-only transaction on the SQL session of `client` at a the consistent LSN point of
867/// `snapshot`.
868async fn use_snapshot(client: &Client, snapshot: &str) -> Result<(), TransientError> {
869    client
870        .simple_query("BEGIN READ ONLY ISOLATION LEVEL REPEATABLE READ;")
871        .await?;
872    let query = format!(
873        "SET TRANSACTION SNAPSHOT {};",
874        escaped_string_literal(snapshot)
875    );
876    client.simple_query(&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    client
884        .simple_query(&format!("SET statement_timeout = {}", timeout.as_millis()))
885        .await?;
886    Ok(())
887}
888
889/// Decodes a row of `col_len` columns obtained from a text encoded COPY query into `row`.
890fn decode_copy_row(data: &[u8], col_len: usize, row: &mut Row) -> Result<(), DefiniteError> {
891    let mut packer = row.packer();
892    let row_parser = mz_pgcopy::CopyTextFormatParser::new(data, b'\t', "\\N");
893    let mut column_iter = row_parser.iter_raw_truncating(col_len);
894    for _ in 0..col_len {
895        let value = match column_iter.next() {
896            Some(Ok(value)) => value,
897            Some(Err(_)) => return Err(DefiniteError::InvalidCopyInput),
898            None => return Err(DefiniteError::MissingColumn),
899        };
900        let datum = value.map(super::decode_utf8_text).transpose()?;
901        packer.push(datum.unwrap_or(Datum::Null));
902    }
903    Ok(())
904}
905
906/// Record the sizes of the tables being snapshotted in `PgSnapshotMetrics` and emit snapshot statistics for each export.
907async fn report_snapshot_size(
908    client: &Client,
909    tables_to_snapshot: &BTreeMap<u32, BTreeMap<usize, SourceOutputInfo>>,
910    metrics: PgSnapshotMetrics,
911    config: &RawSourceCreationConfig,
912    export_statistics: &BTreeMap<(u32, usize), SourceStatistics>,
913) -> Result<(), anyhow::Error> {
914    // TODO(guswynn): delete unused configs
915    let snapshot_config = config.config.parameters.pg_snapshot_config;
916
917    for (&oid, outputs) in tables_to_snapshot {
918        // Use the first output's desc to make the table name since it is the same for all outputs
919        let Some((_, info)) = outputs.first_key_value() else {
920            continue;
921        };
922        let table = format!(
923            "{}.{}",
924            Ident::new_unchecked(info.desc.namespace.clone()).to_ast_string_simple(),
925            Ident::new_unchecked(info.desc.name.clone()).to_ast_string_simple()
926        );
927        let stats = collect_table_statistics(
928            client,
929            snapshot_config,
930            &info.desc.namespace,
931            &info.desc.name,
932            info.desc.oid,
933        )
934        .await?;
935        metrics.record_table_count_latency(table, stats.count_latency);
936        for &output_index in outputs.keys() {
937            export_statistics[&(oid, output_index)].set_snapshot_records_known(stats.count);
938            export_statistics[&(oid, output_index)].set_snapshot_records_staged(0);
939        }
940    }
941    Ok(())
942}
943
944#[derive(Default)]
945struct TableStatistics {
946    count: u64,
947    count_latency: f64,
948}
949
950async fn collect_table_statistics(
951    client: &Client,
952    config: PgSourceSnapshotConfig,
953    namespace: &str,
954    table_name: &str,
955    oid: u32,
956) -> Result<TableStatistics, anyhow::Error> {
957    use mz_ore::metrics::MetricsFutureExt;
958    let mut stats = TableStatistics::default();
959    let table = format!(
960        "{}.{}",
961        Ident::new_unchecked(namespace).to_ast_string_simple(),
962        Ident::new_unchecked(table_name).to_ast_string_simple()
963    );
964
965    let estimate_row = simple_query_opt(
966        client,
967        &format!("SELECT reltuples::bigint AS estimate_count FROM pg_class WHERE oid = '{oid}'"),
968    )
969    .wall_time()
970    .set_at(&mut stats.count_latency)
971    .await?;
972    stats.count = match estimate_row {
973        Some(row) => row.get("estimate_count").unwrap().parse().unwrap_or(0),
974        None => bail!("failed to get estimate count for {table}"),
975    };
976
977    // If the estimate is low enough we can attempt to get an exact count. Note that not yet
978    // vacuumed tables will report zero rows here and there is a possibility that they are very
979    // large. We accept this risk and we offer the feature flag as an escape hatch if it becomes
980    // problematic.
981    if config.collect_strict_count && stats.count < 1_000_000 {
982        let count_row = simple_query_opt(client, &format!("SELECT count(*) as count from {table}"))
983            .wall_time()
984            .set_at(&mut stats.count_latency)
985            .await?;
986        stats.count = match count_row {
987            Some(row) => row.get("count").unwrap().parse().unwrap(),
988            None => bail!("failed to get count for {table}"),
989        }
990    }
991
992    Ok(stats)
993}
994
995/// Validates that there are no blocking RLS polcicies on the tables and retrieves table schemas
996/// for the given publication.
997async fn retrieve_schema_info(
998    connection_config: &Config,
999    connection_context: &ConnectionContext,
1000    publication: &str,
1001    table_oids: &[Oid],
1002) -> Result<BTreeMap<u32, PostgresTableDesc>, PostgresError> {
1003    let schema_client = connection_config
1004        .connect(
1005            "snapshot schema info",
1006            &connection_context.ssh_tunnel_manager,
1007        )
1008        .await?;
1009    mz_postgres_util::validate_no_rls_policies(&schema_client, table_oids).await?;
1010    mz_postgres_util::publication_info(&schema_client, publication, Some(table_oids)).await
1011}