[DPE-6484] Add scope to promote to primary (#850)

* Promote unit action

* Tweaks for failing REST calls

* VM parity

actions.yaml

@@ -34,8 +34,13 @@ list-backups:
 pre-upgrade-check:
   description: Run necessary pre-upgrade checks and preparations before executing a charm refresh.
 promote-to-primary:
-  description: Promotes the cluster of choice to a primary cluster. Must be ran against the leader unit.
+  description: Promotes the cluster of choice to a primary cluster. Must be ran against the leader unit when promoting a cluster
+   or against the unit to be promoted within the cluster.
   params:
+    scope:
+      type: string
+      default: cluster
+      description: Whether to promote a unit or a cluster. Must be set to either unit or cluster.
     force:
       type: boolean
       description: Force the promotion of a cluster when there is already a primary cluster.

src/charm.py

@@ -112,7 +112,7 @@
     WORKLOAD_OS_GROUP,
     WORKLOAD_OS_USER,
 )
-from patroni import NotReadyError, Patroni, SwitchoverFailedError
+from patroni import NotReadyError, Patroni, SwitchoverFailedError, SwitchoverNotSyncError
 from relations.async_replication import (
     REPLICATION_CONSUMER_RELATION,
     REPLICATION_OFFER_RELATION,
@@ -211,6 +211,7 @@ def __init__(self, *args):
         self.framework.observe(self.on.stop, self._on_stop)
         self.framework.observe(self.on.get_password_action, self._on_get_password)
         self.framework.observe(self.on.set_password_action, self._on_set_password)
+        self.framework.observe(self.on.promote_to_primary_action, self._on_promote_to_primary)
         self.framework.observe(self.on.get_primary_action, self._on_get_primary)
         self.framework.observe(self.on.update_status, self._on_update_status)
         self._storage_path = self.meta.storages["pgdata"].location
@@ -1305,6 +1306,26 @@ def _on_set_password(self, event: ActionEvent) -> None:
 
         event.set_results({"password": password})
 
+    def _on_promote_to_primary(self, event: ActionEvent) -> None:
+        if event.params.get("scope") == "cluster":
+            return self.async_replication.promote_to_primary(event)
+        elif event.params.get("scope") == "unit":
+            return self.promote_primary_unit(event)
+        else:
+            event.fail("Scope should be either cluster or unit")
+
+    def promote_primary_unit(self, event: ActionEvent) -> None:
+        """Handles promote to primary for unit scope."""
+        if event.params.get("force"):
+            event.fail("Suprerfluous force flag with unit scope")
+        else:
+            try:
+                self._patroni.switchover(self.unit.name, wait=False)
+            except SwitchoverNotSyncError:
+                event.fail("Unit is not sync standby")
+            except SwitchoverFailedError:
+                event.fail("Switchover failed or timed out, check the logs for details")
+
     def _on_get_primary(self, event: ActionEvent) -> None:
         """Get primary instance."""
         try:

src/patroni.py

@@ -53,6 +53,10 @@ class SwitchoverFailedError(Exception):
     """Raised when a switchover failed for some reason."""
 
 
+class SwitchoverNotSyncError(SwitchoverFailedError):
+    """Raised when a switchover failed because node is not sync."""
+
+
 class UpdateSyncNodeCountError(Exception):
     """Raised when updating synchronous_node_count failed for some reason."""
 
@@ -612,7 +616,7 @@ def restart_postgresql(self) -> None:
             timeout=PATRONI_TIMEOUT,
         )
 
-    def switchover(self, candidate: str | None = None) -> None:
+    def switchover(self, candidate: str | None = None, wait: bool = True) -> None:
         """Trigger a switchover."""
         # Try to trigger the switchover.
         if candidate is not None:
@@ -631,8 +635,18 @@ def switchover(self, candidate: str | None = None) -> None:
 
         # Check whether the switchover was unsuccessful.
         if r.status_code != 200:
+            if (
+                r.status_code == 412
+                and r.text == "candidate name does not match with sync_standby"
+            ):
+                logger.debug("Unit is not sync standby")
+                raise SwitchoverNotSyncError()
+            logger.warning(f"Switchover call failed with code {r.status_code} {r.text}")
             raise SwitchoverFailedError(f"received {r.status_code}")
 
+        if not wait:
+            return
+
         for attempt in Retrying(stop=stop_after_delay(60), wait=wait_fixed(3), reraise=True):
             with attempt:
                 new_primary = self.get_primary()

src/relations/async_replication.py

@@ -104,9 +104,6 @@ def __init__(self, charm):
         self.framework.observe(
             self.charm.on.create_replication_action, self._on_create_replication
         )
-        self.framework.observe(
-            self.charm.on.promote_to_primary_action, self._on_promote_to_primary
-        )
 
         self.framework.observe(self.charm.on.secret_changed, self._on_secret_changed)
 
@@ -575,7 +572,7 @@ def _on_create_replication(self, event: ActionEvent) -> None:
         # Set the status.
         self.charm.unit.status = MaintenanceStatus("Creating replication...")
 
-    def _on_promote_to_primary(self, event: ActionEvent) -> None:
+    def promote_to_primary(self, event: ActionEvent) -> None:
         """Promote this cluster to the primary cluster."""
         if (
             self.charm.app.status.message != READ_ONLY_MODE_BLOCKING_MESSAGE

tests/integration/ha_tests/test_async_replication.py

@@ -240,7 +240,7 @@ async def test_switchover(
     leader_unit = await get_leader_unit(ops_test, DATABASE_APP_NAME, model=second_model)
     assert leader_unit is not None, "No leader unit found"
     logger.info("promoting the second cluster")
-    run_action = await leader_unit.run_action("promote-to-primary", **{"force": True})
+    run_action = await leader_unit.run_action("promote-to-primary", force=True, scope="cluster")
     await run_action.wait()
     assert (run_action.results.get("return-code", None) == 0) or (
         run_action.results.get("Code", None) == "0"
@@ -295,7 +295,7 @@ async def test_promote_standby(
     leader_unit = await get_leader_unit(ops_test, DATABASE_APP_NAME)
     assert leader_unit is not None, "No leader unit found"
     logger.info("promoting the first cluster")
-    run_action = await leader_unit.run_action("promote-to-primary")
+    run_action = await leader_unit.run_action("promote-to-primary", scope="cluster")
     await run_action.wait()
     assert (run_action.results.get("return-code", None) == 0) or (
         run_action.results.get("Code", None) == "0"

tests/integration/test_charm.py

@@ -13,6 +13,7 @@
 from pytest_operator.plugin import OpsTest
 from tenacity import Retrying, stop_after_delay, wait_fixed
 
+from .ha_tests.helpers import get_cluster_roles
 from .helpers import (
     CHARM_BASE,
     METADATA,
@@ -253,6 +254,21 @@ async def test_scale_down_and_up(ops_test: OpsTest):
     await scale_application(ops_test, APP_NAME, initial_scale)
 
 
+async def test_switchover_sync_standby(ops_test: OpsTest):
+    original_roles = await get_cluster_roles(
+        ops_test, ops_test.model.applications[APP_NAME].units[0].name
+    )
+    run_action = await ops_test.model.units[original_roles["sync_standbys"][0]].run_action(
+        "promote-to-primary", scope="unit"
+    )
+    await run_action.wait()
+    await ops_test.model.wait_for_idle(status="active", timeout=200)
+    new_roles = await get_cluster_roles(
+        ops_test, ops_test.model.applications[APP_NAME].units[0].name
+    )
+    assert new_roles["primaries"][0] == original_roles["sync_standbys"][0]
+
+
 async def test_persist_data_through_graceful_restart(ops_test: OpsTest):
     """Test data persists through a graceful restart."""
     primary = await get_primary(ops_test)

tests/unit/test_async_replication.py

@@ -314,7 +314,7 @@ def test_promote_to_primary(harness, relation_name):
             )
             harness.update_relation_data(rel_id, "standby/0", {"unit-address": "10.2.2.10"})
 
-        harness.run_action("promote-to-primary")
+        harness.run_action("promote-to-primary", {"scope": "cluster"})
 
         assert (
             harness.get_relation_data(rel_id, harness.charm.app.name).get(

tests/unit/test_charm.py

@@ -26,7 +26,7 @@
 
 from charm import EXTENSION_OBJECT_MESSAGE, PostgresqlOperatorCharm
 from constants import PEER, SECRET_INTERNAL_LABEL
-from patroni import NotReadyError
+from patroni import NotReadyError, SwitchoverFailedError, SwitchoverNotSyncError
 from tests.unit.helpers import _FakeApiError
 
 POSTGRESQL_CONTAINER = "postgresql"
@@ -1847,3 +1847,42 @@ def test_get_plugins(harness):
             "insert_username",
             "moddatetime",
         ]
+
+
+def test_on_promote_to_primary(harness):
+    with (
+        patch("charm.PostgreSQLAsyncReplication.promote_to_primary") as _promote_to_primary,
+        patch("charm.Patroni.switchover") as _switchover,
+    ):
+        event = Mock()
+        event.params = {"scope": "cluster"}
+
+        # Cluster
+        harness.charm._on_promote_to_primary(event)
+        _promote_to_primary.assert_called_once_with(event)
+
+        # Unit, no force, regular promotion
+        event.params = {"scope": "unit"}
+
+        harness.charm._on_promote_to_primary(event)
+
+        _switchover.assert_called_once_with("postgresql-k8s/0", wait=False)
+
+        # Unit, no force, switchover failed
+        event.params = {"scope": "unit"}
+        _switchover.side_effect = SwitchoverFailedError
+
+        harness.charm._on_promote_to_primary(event)
+
+        event.fail.assert_called_once_with(
+            "Switchover failed or timed out, check the logs for details"
+        )
+        event.fail.reset_mock()
+
+        # Unit, no force, not sync
+        event.params = {"scope": "unit"}
+        _switchover.side_effect = SwitchoverNotSyncError
+
+        harness.charm._on_promote_to_primary(event)
+
+        event.fail.assert_called_once_with("Unit is not sync standby")

tests/unit/test_patroni.py

@@ -13,7 +13,7 @@
 
 from charm import PostgresqlOperatorCharm
 from constants import REWIND_USER
-from patroni import PATRONI_TIMEOUT, Patroni, SwitchoverFailedError
+from patroni import PATRONI_TIMEOUT, Patroni, SwitchoverFailedError, SwitchoverNotSyncError
 from tests.helpers import STORAGE_PATH
 
 
@@ -331,11 +331,9 @@ def test_switchover(harness, patroni):
         # Test failed switchovers.
         _post.reset_mock()
         _get_primary.side_effect = ["postgresql-k8s-0", "postgresql-k8s-1"]
-        try:
+        with pytest.raises(SwitchoverFailedError):
             patroni.switchover("postgresql-k8s/2")
             assert False
-        except SwitchoverFailedError:
-            pass
         _post.assert_called_once_with(
             "http://postgresql-k8s-0:8008/switchover",
             json={"leader": "postgresql-k8s-0", "candidate": "postgresql-k8s-2"},
@@ -347,11 +345,9 @@ def test_switchover(harness, patroni):
         _post.reset_mock()
         _get_primary.side_effect = ["postgresql-k8s-0", "postgresql-k8s-2"]
         response.status_code = 400
-        try:
+        with pytest.raises(SwitchoverFailedError):
             patroni.switchover("postgresql-k8s/2")
             assert False
-        except SwitchoverFailedError:
-            pass
         _post.assert_called_once_with(
             "http://postgresql-k8s-0:8008/switchover",
             json={"leader": "postgresql-k8s-0", "candidate": "postgresql-k8s-2"},
@@ -360,6 +356,14 @@ def test_switchover(harness, patroni):
             timeout=PATRONI_TIMEOUT,
         )
 
+        # Test candidate, not sync
+        response = _post.return_value
+        response.status_code = 412
+        response.text = "candidate name does not match with sync_standby"
+        with pytest.raises(SwitchoverNotSyncError):
+            patroni.switchover("candidate")
+            assert False
+
 
 def test_member_replication_lag(harness, patroni):
     with (