From 3560735c0c4799f087c4bffadf7c413438c9dc7f Mon Sep 17 00:00:00 2001
From: Peter Smith <peter.b.smith@fujitsu.com>
Date: Wed, 22 Jun 2022 18:39:31 +1000
Subject: [PATCH v4] PGDOCS tablesync ignores publish operation

The logical replication initial data synchronization (tablesync) does not
take into account the  publication 'publish' parameter when copying the
existing table data.

This has long been PG behaviour but it was not documented before.

This patch documents it and gives some examples.
---
 doc/src/sgml/logical-replication.sgml     | 218 +++++++++++++++++++++++++++++-
 doc/src/sgml/ref/create_publication.sgml  |   6 +
 doc/src/sgml/ref/create_subscription.sgml |   4 +
 3 files changed, 225 insertions(+), 3 deletions(-)

diff --git a/doc/src/sgml/logical-replication.sgml b/doc/src/sgml/logical-replication.sgml
index 145ea71..bdf1e7b 100644
--- a/doc/src/sgml/logical-replication.sgml
+++ b/doc/src/sgml/logical-replication.sgml
@@ -117,9 +117,10 @@
    Publications can choose to limit the changes they produce to
    any combination of <command>INSERT</command>, <command>UPDATE</command>,
    <command>DELETE</command>, and <command>TRUNCATE</command>, similar to how triggers are fired by
-   particular event types.  By default, all operation types are replicated.
-   (Row filters have no effect for <command>TRUNCATE</command>. See
-   <xref linkend="logical-replication-row-filter"/>).
+   particular event types. By default, all operation types are replicated.
+   These publication specifications apply only for DML operations; they do not affect the initial
+   data synchronization copy. (Row filters have no effect for
+   <command>TRUNCATE</command>. See <xref linkend="logical-replication-row-filter"/>).
   </para>
 
   <para>
@@ -317,6 +318,200 @@
     </itemizedlist>
    </para>
   </sect2>
+
+  <sect2 id="logical-replication-subscription-examples">
+    <title>Examples</title>
+
+    <para>
+     Create some test tables on the publisher.
+<programlisting>
+test_pub=# CREATE TABLE t1(a int, b text, PRIMARY KEY(a));
+CREATE TABLE
+test_pub=# CREATE TABLE t2(c int, d text, PRIMARY KEY(c));
+CREATE TABLE
+test_pub=# CREATE TABLE t3(e int, f text, PRIMARY KEY(e));
+CREATE TABLE
+</programlisting></para>
+
+    <para>
+     Create the same tables on the subscriber.
+<programlisting>
+test_sub=# CREATE TABLE t1(a int, b text, PRIMARY KEY(a));
+CREATE TABLE
+test_sub=# CREATE TABLE t2(c int, d text, PRIMARY KEY(c));
+CREATE TABLE
+test_sub=# CREATE TABLE t3(e int, f text, PRIMARY KEY(e));
+CREATE TABLE
+</programlisting></para>
+
+    <para>
+     Insert data to the tables at the publisher side.
+<programlisting>
+test_pub=# INSERT INTO t1 VALUES (1, 'one'), (2, 'two'), (3, 'three');
+INSERT 0 3
+test_pub=# INSERT INTO t2 VALUES (1, 'A'), (2, 'B'), (3, 'C');
+INSERT 0 3
+test_pub=# INSERT INTO t3 VALUES (1, 'i'), (2, 'ii'), (3, 'iii');
+INSERT 0 3
+</programlisting></para>
+
+    <para>
+     Create publications for the tables. The publications <literal>pub2</literal>
+     and <literal>pub3a</literal> disallow some <literal>publish</literal>
+     operations. The publication <literal>pub3b</literal> has a row filter (see
+     <xref linkend="logical-replication-row-filter"/>).
+<programlisting>
+test_pub=# CREATE PUBLICATION pub1 FOR TABLE t1;
+CREATE PUBLICATION
+test_pub=# CREATE PUBLICATION pub2 FOR TABLE t2 WITH (publish = 'truncate');
+CREATE PUBLICATION
+test_pub=# CREATE PUBLICATION pub3a FOR TABLE t3 WITH (publish = 'truncate');
+CREATE PUBLICATION
+test_pub=# CREATE PUBLICATION pub3b FOR TABLE t3 WHERE (e > 5);
+CREATE PUBLICATION
+</programlisting></para>
+
+    <para>
+     Create subscriptions for the publications. The subscription
+     <literal>sub3</literal> subscribes to both <literal>pub3a</literal> and
+     <literal>pub3b</literal>. All subscriptions will copy initial data by default.
+<programlisting>
+test_sub=# CREATE SUBSCRIPTION sub1
+test_sub-# CONNECTION 'host=localhost dbname=test_pub application_name=sub1'
+test_sub-# PUBLICATION pub1;
+CREATE SUBSCRIPTION
+test_sub=# CREATE SUBSCRIPTION sub2
+test_sub-# CONNECTION 'host=localhost dbname=test_pub application_name=sub2'
+test_sub-# PUBLICATION pub2;
+CREATE SUBSCRIPTION
+test_sub=# CREATE SUBSCRIPTION sub3
+test_sub-# CONNECTION 'host=localhost dbname=test_pub application_name=sub3'
+test_sub-# PUBLICATION pub3a, pub3b;
+CREATE SUBSCRIPTION
+</programlisting></para>
+
+    <para>
+     Observe that initial table data is copied, regardless of the
+     <literal>publish</literal> operation of the publication.
+<programlisting>
+test_sub=# SELECT * FROM t1;
+ a |   b
+---+-------
+ 1 | one
+ 2 | two
+ 3 | three
+(3 rows)
+
+test_sub=# SELECT * FROM t2;
+ c | d
+---+---
+ 1 | A
+ 2 | B
+ 3 | C
+(3 rows)
+</programlisting></para>
+
+    <para>
+     Furthermore, because the initial data copy ignores the <literal>publish</literal>
+     operation, and because publication <literal>pub3a</literal> has no row filter,
+     it means the copied table <literal>t3</literal> contains all rows even when
+     they do not match the row filter of publication <literal>pub3b</literal>.
+<programlisting>
+test_sub=# SELECT * FROM t3;
+ e |  f
+---+-----
+ 1 | i
+ 2 | ii
+ 3 | iii
+(3 rows)
+</programlisting></para>
+
+   <para>
+    Insert more data to the tables at the publisher side.
+<programlisting>
+test_pub=# INSERT INTO t1 VALUES (4, 'four'), (5, 'five'), (6, 'six');
+INSERT 0 3
+test_pub=# INSERT INTO t2 VALUES (4, 'D'), (5, 'E'), (6, 'F');
+INSERT 0 3
+test_pub=# INSERT INTO t3 VALUES (4, 'iv'), (5, 'v'), (6, 'vi');
+INSERT 0 3
+</programlisting></para>
+
+   <para>
+    Now the publisher side data looks like:
+<programlisting>
+test_pub=# SELECT * FROM t1;
+ a |   b
+---+-------
+ 1 | one
+ 2 | two
+ 3 | three
+ 4 | four
+ 5 | five
+ 6 | six
+(6 rows)
+
+test_pub=# SELECT * FROM t2;
+ c | d
+---+---
+ 1 | A
+ 2 | B
+ 3 | C
+ 4 | D
+ 5 | E
+ 6 | F
+(6 rows)
+
+test_pub=# SELECT * FROM t3;
+ e |  f
+---+-----
+ 1 | i
+ 2 | ii
+ 3 | iii
+ 4 | iv
+ 5 | v
+ 6 | vi
+(6 rows)
+</programlisting></para>
+
+   <para>
+    Observe that during normal replication the appropriate
+    <literal>publish</literal> operations are used. This means publications
+    <literal>pub2</literal> and <literal>pub3a</literal> will not replicate the
+    <literal>INSERT</literal>. Also, publication <literal>pub3b</literal> will
+    only replicate data that matches the row filter of <literal>pub3b</literal>.
+    Now the subscriber side data looks like:
+<programlisting>
+test_sub=# SELECT * FROM t1;
+ a |   b
+---+-------
+ 1 | one
+ 2 | two
+ 3 | three
+ 4 | four
+ 5 | five
+ 6 | six
+(6 rows)
+
+test_sub=# SELECT * FROM t2;
+ c | d
+---+---
+ 1 | A
+ 2 | B
+ 3 | C
+(3 rows)
+
+test_sub=# SELECT * FROM t3;
+ e |  f
+---+-----
+ 1 | i
+ 2 | ii
+ 3 | iii
+ 6 | vi
+(4 rows)
+</programlisting></para>
+  </sect2>
+
  </sect1>
 
  <sect1 id="logical-replication-row-filter">
@@ -461,6 +656,16 @@
     <xref linkend="logical-replication-row-filter-combining"/> for details.
    </para>
 
+   <warning>
+    <para>
+     Because initial data synchronization does not take into account the
+     <literal>publish</literal> parameter when copying existing table data,
+     some rows may be copied that would not be replicated using DML. Refer to
+     <xref linkend="logical-replication-snapshot"/>, and see
+     <xref linkend="logical-replication-subscription-examples"/> for examples.
+    </para>
+   </warning>
+
    <note>
     <para>
      If the subscriber is in a release prior to 15, copy pre-existing data
@@ -1095,6 +1300,13 @@ CONTEXT:  processing remote data for replication origin "pg_16395" during "INSER
      replication of the table is given back to the main apply process where
      replication continues as normal.
     </para>
+    <note>
+     <para>
+      The publication <literal>publish</literal> parameter only affects what
+      DML operations will be replicated. The initial data synchronization does
+      not take this parameter into account when copying the existing table data.
+     </para>
+    </note>
   </sect2>
  </sect1>
 
diff --git a/doc/src/sgml/ref/create_publication.sgml b/doc/src/sgml/ref/create_publication.sgml
index 1a828e8..5790d76 100644
--- a/doc/src/sgml/ref/create_publication.sgml
+++ b/doc/src/sgml/ref/create_publication.sgml
@@ -177,6 +177,12 @@ CREATE PUBLICATION <replaceable class="parameter">name</replaceable>
           and so the default value for this option is
           <literal>'insert, update, delete, truncate'</literal>.
          </para>
+         <para>
+          This parameter only affects DML operations. In particular, the initial
+          data synchronization (see <xref linkend="logical-replication-snapshot"/>)
+          for logical replication does not take this parameter into account when
+          copying existing table data.
+         </para>
         </listitem>
        </varlistentry>
 
diff --git a/doc/src/sgml/ref/create_subscription.sgml b/doc/src/sgml/ref/create_subscription.sgml
index 35b39c2..34b3264 100644
--- a/doc/src/sgml/ref/create_subscription.sgml
+++ b/doc/src/sgml/ref/create_subscription.sgml
@@ -353,6 +353,10 @@ CREATE SUBSCRIPTION <replaceable class="parameter">subscription_name</replaceabl
    15 then any row filtering is ignored during the initial data synchronization
    phase. For this case, the user might want to consider deleting any initially
    copied data that would be incompatible with subsequent filtering.
+   Because initial data synchronization does not take into account the publication
+   <literal>publish</literal> parameter when copying existing table data, some rows
+   may be copied that would not be replicated using DML. See
+   <xref linkend="logical-replication-subscription-examples"/> for examples.
   </para>
 
   <para>
-- 
1.8.3.1

