Alexander KukushkinandGitHub 4872ac51e0 Citus integration (#2504)
Citus cluster (coordinator and workers) will be stored in DCS as a fleet of Patroni logically grouped together:
```
/service/batman/
/service/batman/0/
/service/batman/0/initialize
/service/batman/0/leader
/service/batman/0/members/
/service/batman/0/members/m1
/service/batman/0/members/m2
/service/batman/
/service/batman/1/
/service/batman/1/initialize
/service/batman/1/leader
/service/batman/1/members/
/service/batman/1/members/m1
/service/batman/1/members/m2
...
```

Where 0 is a Citus group for coordinator and 1, 2, etc are worker groups.

Such hierarchy allows reading the entire Citus cluster with a single call to DCS (except Zookeeper).

The get_cluster() method will be reading the entire Citus cluster on the coordinator because it needs to discover workers. For the worker cluster it will be reading the subtree of its own group.

Besides that we introduce a new method  get_citus_coordinator(). It will be used only by worker clusters.

Since there is no hierarchical structures on K8s we will use the citus group suffix on all objects that Patroni creates.
E.g.
```
batman-0-leader  # the leader config map for the coordinator
batman-0-config  # the config map holding initialize, config, and history "keys"
...
batman-1-leader  # the leader config map for worker group 1
batman-1-config
...
```

Citus integration is enabled from patroni.yaml:
```yaml
citus:
  database: citus
  group: 0  # 0 is for coordinator, 1, 2, etc are for workers
```

If enabled, Patroni will create the database, citus extension in it, and INSERTs INTO `pg_dist_authinfo` information required for Citus nodes to communicate between each other, i.e. 'password', 'sslcert', 'sslkey' for superuser if they are defined in the Patroni configuration file.

When the new Citus coordinator/worker is bootstrapped, Patroni adds `synchronous_mode: on` to the `bootstrap.dcs` section.

Besides that, Patroni takes over management of some Postgres GUCs:
- `shared_preload_libraries` - Patroni ensures that the "citus" is added to the first place
- `max_prepared_transactions` - if not set or set to 0, Patroni changes the value to `max_connections*2`
- wal_level - automatically set to logical. It is used by Citus to move/split shards. Under the hood Citus is creating/removing replication slots and they are automatically added by Patroni to the `ignore_slots` configuration to avoid accidental removal.

The coordinator primary actively discovers worker primary nodes and registers/updates them in the `pg_dist_node` table using
citus_add_node() and citus_update_node() functions.

Patroni running on the coordinator provides the new REST API endpoint: `POST /citus`. It is used by workers to facilitate controlled switchovers and restarts of worker primaries.
When the worker primary needs to shut down Postgres because of restart or switchover, it calls the `POST /citus` endpoint on the coordinator and the Patroni on the coordinator starts a transaction and calls `citus_update_node(nodeid, 'host-demoted', port)` in order to pause client connections that work with the given worker.
Once the new leader is elected or postgres started back, they perform another call to the `POST/citus` endpoint, that does another `citus_update_node()` call with actual hostname and port and commits a transaction. After transaction is committed, coordinator reestablishes connections to the worker node and client connections are unblocked.
If clients don't run long transaction the operation finishes without client visible errors, but only a short latency spike.

All operations on the `pg_dist_node` are serialized by Patroni on the coordinator. It allows to have more control and ROLLBACK transaction in progress if its lifetime exceeding a certain threshold and there are other worker nodes should be updated.
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|Tests Status| |Coverage Status|

Patroni: A Template for PostgreSQL HA with ZooKeeper, etcd or Consul
--------------------------------------------------------------------

You can find a version of this documentation that is searchable and also easier to navigate at `patroni.readthedocs.io <https://patroni.readthedocs.io>`__.


There are many ways to run high availability with PostgreSQL; for a list, see the `PostgreSQL Documentation <https://wiki.postgresql.org/wiki/Replication,_Clustering,_and_Connection_Pooling>`__.

Patroni is a template for you to create your own customized, high-availability solution using Python and - for maximum accessibility - a distributed configuration store like `ZooKeeper <https://zookeeper.apache.org/>`__, `etcd <https://github.com/coreos/etcd>`__, `Consul <https://github.com/hashicorp/consul>`__ or `Kubernetes <https://kubernetes.io>`__. Database engineers, DBAs, DevOps engineers, and SREs who are looking to quickly deploy HA PostgreSQL in the datacenter-or anywhere else-will hopefully find it useful.

We call Patroni a "template" because it is far from being a one-size-fits-all or plug-and-play replication system. It will have its own caveats. Use wisely.

Currently supported PostgreSQL versions: 9.3 to 15.

**Note to Citus users**: Starting from 3.0 Patroni nicely integrates with `Citus <https://www.citusdata.com>`. Please check `Citus support <https://github.com/zalando/patroni/blob/master/docs/citus.rst>`__ page for more information.

**Note to Kubernetes users**: Patroni can run natively on top of Kubernetes. Take a look at the `Kubernetes <https://github.com/zalando/patroni/blob/master/docs/kubernetes.rst>`__ chapter of the Patroni documentation.

.. contents::
    :local:
    :depth: 1
    :backlinks: none

=================
How Patroni Works
=================

Patroni originated as a fork of `Governor <https://github.com/compose/governor>`__, the project from Compose. It includes plenty of new features.

For an example of a Docker-based deployment with Patroni, see `Spilo <https://github.com/zalando/spilo>`__, currently in use at Zalando.

For additional background info, see:

* `Elephants on Automatic: HA Clustered PostgreSQL with Helm <https://www.youtube.com/watch?v=CftcVhFMGSY>`_, talk by Josh Berkus and Oleksii Kliukin at KubeCon Berlin 2017
* `PostgreSQL HA with Kubernetes and Patroni <https://www.youtube.com/watch?v=iruaCgeG7qs>`__, talk by Josh Berkus at KubeCon 2016 (video)
* `Feb. 2016 Zalando Tech blog post <https://tech.zalando.de/blog/zalandos-patroni-a-template-for-high-availability-postgresql/>`__

==================
Development Status
==================

Patroni is in active development and accepts contributions. See our `Contributing <https://github.com/zalando/patroni/blob/master/docs/CONTRIBUTING.rst>`__ section below for more details.

We report new releases information `here <https://github.com/zalando/patroni/releases>`__.

=========
Community
=========

There are two places to connect with the Patroni community: `on github <https://github.com/zalando/patroni>`__, via Issues and PRs, and on channel `#patroni <https://postgresteam.slack.com/archives/C9XPYG92A>`__ in the `PostgreSQL Slack <https://postgresteam.slack.com/>`__.  If you're using Patroni, or just interested, please join us.

===================================
Technical Requirements/Installation
===================================

**Pre-requirements for Mac OS**

To install requirements on a Mac, run the following:

::

    brew install postgresql etcd haproxy libyaml python

**Psycopg**

Starting from `psycopg2-2.8 <http://initd.org/psycopg/articles/2019/04/04/psycopg-28-released/>`__ the binary version of psycopg2 will no longer be installed by default. Installing it from the source code requires C compiler and postgres+python dev packages.
Since in the python world it is not possible to specify dependency as ``psycopg2 OR psycopg2-binary`` you will have to decide how to install it.

There are a few options available:

1. Use the package manager from your distro

::

    sudo apt-get install python-psycopg2   # install python2 psycopg2 module on Debian/Ubuntu
    sudo apt-get install python3-psycopg2  # install python3 psycopg2 module on Debian/Ubuntu
    sudo yum install python-psycopg2       # install python2 psycopg2 on RedHat/Fedora/CentOS

2. Install psycopg2 from the binary package

::

    pip install psycopg2-binary

3. Install psycopg2 from source

::

    pip install psycopg2>=2.5.4

4. Use psycopg 3.0 instead of psycopg2

::

    pip install psycopg[binary]

**General installation for pip**

Patroni can be installed with pip:

::

    pip install patroni[dependencies]

where dependencies can be either empty, or consist of one or more of the following:

etcd or etcd3
    `python-etcd` module in order to use Etcd as DCS
consul
    `python-consul` module in order to use Consul as DCS
zookeeper
    `kazoo` module in order to use Zookeeper as DCS
exhibitor
    `kazoo` module in order to use Exhibitor as DCS (same dependencies as for Zookeeper)
kubernetes
    `kubernetes` module in order to use Kubernetes as DCS in Patroni
raft
    `pysyncobj` module in order to use python Raft implementation as DCS
aws
    `boto` in order to use AWS callbacks

For example, the command in order to install Patroni together with dependencies for Etcd as a DCS and AWS callbacks is:

::

    pip install patroni[etcd,aws]

Note that external tools to call in the replica creation or custom bootstrap scripts (i.e. WAL-E) should be installed independently of Patroni.

=======================
Running and Configuring
=======================

To get started, do the following from different terminals:
::

    > etcd --data-dir=data/etcd --enable-v2=true
    > ./patroni.py postgres0.yml
    > ./patroni.py postgres1.yml

You will then see a high-availability cluster start up. Test different settings in the YAML files to see how the cluster's behavior changes. Kill some of the components to see how the system behaves.

Add more ``postgres*.yml`` files to create an even larger cluster.

Patroni provides an `HAProxy <http://www.haproxy.org/>`__ configuration, which will give your application a single endpoint for connecting to the cluster's leader. To configure,
run:

::

    > haproxy -f haproxy.cfg

::

    > psql --host 127.0.0.1 --port 5000 postgres

==================
YAML Configuration
==================

Go `here <https://github.com/zalando/patroni/blob/master/docs/SETTINGS.rst>`__ for comprehensive information about settings for etcd, consul, and ZooKeeper. And for an example, see `postgres0.yml <https://github.com/zalando/patroni/blob/master/postgres0.yml>`__.

=========================
Environment Configuration
=========================

Go `here <https://github.com/zalando/patroni/blob/master/docs/ENVIRONMENT.rst>`__ for comprehensive information about configuring(overriding) settings via environment variables.

===================
Replication Choices
===================

Patroni uses Postgres' streaming replication, which is asynchronous by default. Patroni's asynchronous replication configuration allows for ``maximum_lag_on_failover`` settings. This setting ensures failover will not occur if a follower is more than a certain number of bytes behind the leader. This setting should be increased or decreased based on business requirements. It's also possible to use synchronous replication for better durability guarantees. See `replication modes documentation <https://github.com/zalando/patroni/blob/master/docs/replication_modes.rst>`__ for details.

======================================
Applications Should Not Use Superusers
======================================

When connecting from an application, always use a non-superuser. Patroni requires access to the database to function properly. By using a superuser from an application, you can potentially use the entire connection pool, including the connections reserved for superusers, with the ``superuser_reserved_connections`` setting. If Patroni cannot access the Primary because the connection pool is full, behavior will be undesirable.

.. |Tests Status| image:: https://github.com/zalando/patroni/actions/workflows/tests.yaml/badge.svg
   :target: https://github.com/zalando/patroni/actions/workflows/tests.yaml?query=branch%3Amaster
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   :target: https://coveralls.io/github/zalando/patroni?branch=master
S
Description
A template for PostgreSQL High Availability with Etcd, Consul, ZooKeeper, or Kubernetes
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