veza/infra/ansible/roles/postgres_ha/README.md
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feat(infra): postgres_ha role + pg_auto_failover formation + RTO test (W2 Day 6)
ROADMAP_V1.0_LAUNCH.md §Semaine 2 day 6 deliverable: Postgres HA
ready to fail over in < 60s, asserted by an automated test script.

Topology — 3 Incus containers per environment:
  pgaf-monitor   pg_auto_failover state machine (single instance)
  pgaf-primary   first registered → primary
  pgaf-replica   second registered → hot-standby (sync rep)

Files:
  infra/ansible/playbooks/postgres_ha.yml
    Provisions the 3 containers via `incus launch images:ubuntu/22.04`
    on the incus_hosts group, applies `common` baseline, then runs
    `postgres_ha` on monitor first, then on data nodes serially
    (primary registers before replica — pg_auto_failover assigns
    roles by registration order, no manual flag needed).

  infra/ansible/roles/postgres_ha/
    defaults/main.yml — postgres_version pinned to 16, sync-standbys
      = 1, replication-quorum = true. App user/dbname for the
      formation. Password sourced from vault (placeholder default
      `changeme-DEV-ONLY` so missing vault doesn't silently set a
      weak prod password — the role reads the value but does NOT
      auto-create the app user; that's a follow-up via psql/SQL
      provisioning when the backend wires DATABASE_URL.).
    tasks/install.yml — PGDG apt repo + postgresql-16 +
      postgresql-16-auto-failover + pg-auto-failover-cli +
      python3-psycopg2. Stops the default postgres@16-main service
      because pg_auto_failover manages its own instance.
    tasks/monitor.yml — `pg_autoctl create monitor`, gated on the
      absence of `<pgdata>/postgresql.conf` so re-runs no-op.
      Renders systemd unit `pg_autoctl.service` and starts it.
    tasks/node.yml — `pg_autoctl create postgres` joining the
      monitor URI from defaults. Sets formation sync-standbys
      policy idempotently from any node.
    templates/pg_autoctl-{monitor,node}.service.j2 — minimal
      systemd units, Restart=on-failure, NOFILE=65536.
    README.md — operations cheatsheet (state, URI, manual failover),
      vault setup, ops scope (PgBouncer + pgBackRest + multi-region
      explicitly out — landing W2 day 7-8 + v1.2+).

  infra/ansible/inventory/lab.yml
    Added `postgres_ha` group (with sub-groups `postgres_ha_monitor`
    + `postgres_ha_nodes`) wired to the `community.general.incus`
    connection plugin so Ansible reaches each container via
    `incus exec` on the lab host — no in-container SSH setup.

  infra/ansible/tests/test_pg_failover.sh
    The acceptance script. Sequence:
      0. read formation state via monitor — abort if degraded baseline
      1. `incus stop --force pgaf-primary` — start RTO timer
      2. poll monitor every 1s for the standby's promotion
      3. `incus start pgaf-primary` so the lab returns to a 2-node
         healthy state for the next run
      4. fail unless promotion happened within RTO_TARGET_SECONDS=60
    Exit codes 0/1/2/3 (pass / unhealthy baseline / timeout / missing
    tool) so a CI cron can plug in directly later.

Acceptance verified locally:
  $ ansible-playbook -i inventory/lab.yml playbooks/postgres_ha.yml \
      --syntax-check
  playbook: playbooks/postgres_ha.yml          ← clean
  $ ansible-playbook -i inventory/lab.yml playbooks/postgres_ha.yml \
      --list-tasks
  4 plays, 22 tasks across plays, all tagged.
  $ bash -n infra/ansible/tests/test_pg_failover.sh
  syntax OK

Real `--check` + apply requires SSH access to the R720 + the
community.general collection installed (`ansible-galaxy collection
install community.general`). Operator runs that step.

Out of scope here (per ROADMAP §2 deferred):
  - Multi-host data nodes (W2 day 7+ when Hetzner standby lands)
  - HA monitor — single-monitor is fine for v1.0 scale
  - PgBouncer (W2 day 7), pgBackRest (W2 day 8), OTel collector (W2 day 9)

SKIP_TESTS=1 — IaC YAML + bash, no app code.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-27 18:27:46 +02:00

3 KiB

postgres_ha role — pg_auto_failover formation

Brings up a Postgres HA formation managed by pg_auto_failover (citusdata). Three Incus containers per environment:

container role purpose
pgaf-monitor monitor central state machine — primary election, health
pgaf-primary node first registered → becomes primary
pgaf-replica node second registered → becomes hot-standby (sync)

v1.0.9 Day 6 ships the role in the lab inventory only. Staging/prod adopt it once Hetzner standby is provisioned (W2 day 7+).

Acceptance test

# After `ansible-playbook -i inventory/lab.yml playbooks/postgres_ha.yml`,
# the failover RTO is asserted by the script:
bash infra/ansible/tests/test_pg_failover.sh

Target: stop primary container → standby promoted within 60s. Script re-starts the killed container so the lab returns to a healthy 2-node formation for subsequent runs.

Vault for secrets

The application user's password lives outside git. Create infra/ansible/group_vars/postgres_ha.vault.yml:

vault_pg_app_password: "<random-32-char-secret>"

Encrypt:

ansible-vault encrypt infra/ansible/group_vars/postgres_ha.vault.yml

The vault key (~/.ansible/vault_pass) is operator-local — never committed. The role default pg_auto_failover_app_password is a changeme-DEV-ONLY placeholder so a missing vault doesn't silently set a real-world weak password.

Sync replication policy

number_sync_standbys = 1 is the v1.0.9 default — the primary blocks on the standby's WAL ack before client commit returns. Trade: a few ms of write latency for zero data loss on primary death. The monitor enforces this on the formation; bumping it requires more replicas (3+) and a config push.

What the role does NOT do (yet)

  • No PgBouncer — that's W2 day 7. Backend connects directly to the formation URI for now.
  • No backup — pgBackRest lands W2 day 8. Failover ≠ disaster recovery.
  • No multi-region failover — single region at v1.0; multi-region is v1.2+ per ROADMAP_V1.0_LAUNCH.md §2 OUT.

Operations

# State on the monitor:
incus exec pgaf-monitor -- sudo -u postgres \
  pg_autoctl show state --pgdata /var/lib/postgresql/16/pgaf/monitor

# Connection URI (libpq multi-host with target_session_attrs=read-write):
incus exec pgaf-monitor -- sudo -u postgres \
  pg_autoctl show uri --pgdata /var/lib/postgresql/16/pgaf/monitor --formation default

# Manual failover (if needed for a maintenance window):
incus exec pgaf-monitor -- sudo -u postgres \
  pg_autoctl perform failover --pgdata /var/lib/postgresql/16/pgaf/monitor

Backend application reads the formation URI from DATABASE_URL; the libpq driver handles primary discovery via target_session_attrs=read-write. No app-level reconfiguration during a failover.